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David Auer CPA

Retirement & Succession

David Auer is the President and Founder of Provident CPAs based in Tulsa, OK. With over 30 years of experience, David helps businesses with a wide array of tax and accounting services with succession planning being a key component.

Most business owners come to that the realization that, one day, they are going to exit from their business. As a result, they’ll need an exit plan to ensure that this happens successfully. David and his team at Provident CPAs walk business owners through this process. They assist in helping business owners make the decision of how and when they want to make this exit and what the contingencies are if all doesn’t go according to plan.

Specializing in buy/sell agreements, retirement preparation, selling the business, estate planning, lessening taxes at the time of death, or even creating a transition plan from current business owners to the next generation, David Auer and Provident CPAs financial advisors and attorneys act as the directors to ensure business owners plans reflect their end goals.

David Auer utilizes the Value Builder System™, a statistically proven methodology designed to improve the value of a privately held business. At the core of this system is what is known as The Value Builder Score™, a system that evaluates a business on eight core values: financial performance, growth potential, Switzerland structure, valuation teeter-totter, recurring revenue, monopoly control, customer satisfaction, and hub and spoke. To learn more about the Value Builder System™, visit the Provident CPAs website.

Based in Tulsa, David Auer and his team also operate out of Fort Collins, CO, and Houston, TX in addition to being a nearly virtual tax planning practice. The team loves to service clients and provide them with a truly “wow” experience. Being able to help their clients find ways to save on taxes when they haven’t been told before is a positive feeling for David and his team and that positive feeling trickles into interactions with all current and future clients.

Realizing that technology is disrupting nearly all industries, there are going to be clients that turn to AI and automated services for things like tax returns. When it comes to tax law, the complexity allows this industry to remain a human-driven industry where the financial advisors and attorneys, just like David and his team at Provident CPAs, can focus on tax law compliance and still providing exceptional customer service.

To learn more about David Auer’s expertise and experience with retirement preparation, selling businesses, estate planning, buy/sell agreements, and succession planning, be sure to check back frequently for his newest updates.

  • Personal Financial Specialist (American Institute of CPAs)
  • Chartered Global Management Accountant (American Institute of CPAs)
  • Certified Tax Coach
  • Fellow with the Esperti Peterson Institute
  • Member of the Order of the Coif