Our Team

 

Donnie L Davis, LSSGB, CBA, RTRP 

Donnie L. Davis, Founder and Managing Partner, is a financial expert and has spent the last 20 years helping his clients address and act upon complex business challenges and opportunities. Donnie has served numerous organizations in a vast array of industries, including telecommunication, non-profits, hospitality, retail, manufacturing and financial services. Donnie has extensive experience in the small and mid-sized business markets.      

Donnie has extensive experience in advising privately-held companies, corporate executives & business owners, in areas of management, strategic & financial planning, corporate tax, exit strategies, mergers & acquisitions, and management accounting. Donnie has served as lead Representative on numerous cases involving IRS audits and appeals, corporate settlements, and partnership dissolutions.

Prior to starting DMG, Donnie worked as an Investment Advisor with Nestwise Financial, LLC. There he provided investment advice to high-net worth clients on asset allocation and diversification. Donnie also served as Senior Financial Advisor to Global Connections of America, Inc. providing financial, trend, and ratio analyses for their multi-unit organization, to management and board of directors for strategic growth planning.  

Donnie served as Partner with Morris and Torrence, P.C. before leaving the firm to start his own Accounting firm, Davis Accounting and Tax Service. While in private practice, Donnie served as interim CFO for various privately-held companies, awhile providing management consulting engagements, IRS examination representation, and valuations for joint ventures, exiting partners and acquisitioned companies.      

Donnie is a certified Lean Six Sigma graduate, business valuation appraiser, certified succession planning expert and registered tax return preparer. He lives in Alpharetta with his daughter, Ciara, a pre-law major at Georgia State University, and niece, Heaven, a pre-med major at Valdosta State University. He has studies in accounting from Norfolk State University. He is a car enthusiast and volunteers as a MoneyWise Mentor at Northpoint Community Church.

 

Team Coming Soon