David Chen

CPA and Franchise Financial Strategist specializing in funding, cash flow modeling, and exit planning. Expert in SBA 7(a) loans and maximizing resale value for business owners.

David Chen is a Certified Public Accountant (CPA) and financial consultant who translates complex accounting principles into profit-generating strategies for business owners. With 12 years of experience as a loan officer and financial advisor for the franchise sector, David helps investors navigate the capitalization maze, from securing SBA loans to managing working capital during the ramp-up phase. His content covers crucial financial health metrics like EBITDA, DSCR, and break-even analysis. David is particularly focused on wealth preservation and exit strategies, teaching owners how to structure their P&L to maximize valuation multiples when selling their units. He brings a rigorous, data-driven approach to financial survival and growth.