I am client focused, integrity based, and committed to providing my clients with the guidance and consistent service ....
Dale is a Managing Director of Waypoint Private Capital and 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 career highlights include:
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.
Registered representative with FINRA through Waypoint’s affiliate, Waypoint Securities, Inc., having passed the Series SIE, 3, 63, 79 and 82 exams.
Founder of the Make an Impact Foundation which has funded and built over $3.0 million of projects benefiting underprivileged children in the Charlotte region since 2010.
Dale holds a Master of Science in Taxation from Walsh College as well as a Bachelor of Science in Business Administration from Central Michigan University. Dale is a CPA and is registered in the state of North Carolina. Dale has a passion for helping children and enjoys working with the Make an Impact Foundation to ensure its success well into the future. Dale received the Outstanding Emerging Philanthropist award in 2015 by the Association of Fundraising Professionals Charlotte Chapter.