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Meet The Team

About Team Member

Dale brings over 25 years of M&A and family office experience working closely with privately held business owners in clarifying and executing their business and personal goals, estate and income tax strategies, succession plans, liquidity events, and asset protection solutions. 


Dale is the Founder of Quest, a business advisory firm dedicated to helping business owners reach their goals and prepare for transitions. In addition to his role as an M&A partner at Waypoint Private Capital, Dale serves as the firm’s lead partner in tax planning and execution for our client’s.


Dale co-founded BGW CPA’s and grew it to be one of the largest accounting, tax and business consulting CPA firms in the Charlotte, NC market. In his prior work at Ernst & Young and UHY Advisors, he led several M&A transactions and tax consulting projects including the facilitation of tax and M&A projects for one of the world’s largest energy companies.


Dale's 25+ year career highlights include:

  • Founder of Quest and firm's lead tax planning and execution partner

  • Lead tax consultant for a wide variety of mergers and acquisitions, including a $6 billion transaction.

  • 25+ years of leadership in several financial service organizations, with a focus on providing clients with operational, succession planning, exit planning, and M&A needs

  • Aerospace

  • Business Services

  • Construction & Engineering

  • Consumer Products & Services

  • Distribution & Logistics

  • Financial Services

  • Food & Beverage

  • Franchise Systems

  • Healthcare

  • Home & Commercial Services

  • Manufacturing & Industrials

  • Real Estate

  • Software & Technology

  • Waste Management

  • Master of Science (MS), Taxation, Walsh College

  • Bachelor of Science (BS), Business Administration (BA), Central Michigan University

  • Registered CPA in the State of North Carolina

  • Registered Representative with FINRA through Waypoint Private Capital's affiliate, Waypoint Securities, having passed the Series 3, 63, 79, and 82 securities examinations

Education


  • Make An Impact Foundation, Founder. Funded and built over $3.0 million of projects benefiting underprivileged children in the Charlotte region since 2010

Involvement
Insights
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