David Burdette

As Managing Director, Mr. Burdette provides valuation and strategic advisory services to business owners, trustees, attorneys and members of boards of directors. He specializes in Employee Stock Ownership Plans (“ESOPs”), gift and estate planning and strategic planning. Mr. Burdette is highly active in the ESOP industry. Mr. Burdette is a member of the ESOP Association’s Fiduciary Committee and is a member of the National Center for Employee Ownership (“NCEO”).

Mr. Burdette specializes in ESOP analysis, including ESOP formation and termination, adequate consideration analyses, feasibility analysis, transaction financing and structuring, fairness and solvency opinions, and post-transaction cash flow analyses, capital raising and annual ESOP update valuations. He has provided valuations and advisory services to closely-held companies, public corporations, complex capital structures (various classes of common/preferred stock, options, warrants, restricted stock, etc.), general and limited partnership interests, joint ventures, proprietorships, professional service corporations, professional practices, LLPs and LLCs and B-corporations. Mr. Burdette’s valuation and consulting services cover a wide range of industries. Prior to joining Marshall & Stevens, David was a Managing Director and led the ESOP practice at Applied Economics, an Atlanta-based investment bank and valuation firm.