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David Wojeski

Advising Closely Held Companies On Strategic & Tax Planning

David Wojeski | UNY50 Leadership NetworkDavid Wojeski is the Founder and Managing Director of Wojeski & Company CPAs, P.C. In this role, he is responsible for the tax side of the practice with a focus on advising closely held corporations, and business mergers and acquisitions.

 

Prior to founding the firm, David was a Partner at Greenbush Financial Group, LLC where he assisted wealth management advisors with tax and estate planning issues. David was also a Founding Partner in Valuation Resource Group. LLC and has been involved in the valuation of well over 100 businesses.

 

David has substantial experience in advising closely held companies on strategic and tax planning, corporate structure, and merger, acquisition and equity related strategies. David has also represented buyers, sellers and private equity firms, and has been involved in numerous transactions, both as an advisor and entrepreneur.

 

He graduated summa cum laude with a B.S. in Accounting from the State University of New York at Albany. He is a registered CPA in the state of New York, and a member of the American Institute of Certified Public Accountants (AICPA), the NYS Society of CPAs, and was a founding member of the Albany chapter of the Entrepreneurs Organization, where he serves on the Board of Directors.