David Jon Lerner CPA CVA

David Jon Lerner CPA CVA is a financial professional and active volunteer based in Atlanta, Georgia. He serves as a Board Trustee at the Pi Kappa Phi Foundation, a role he has held since July 2019.1

Professional Background

David is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA) with extensive experience in financial advisory services.1 He is currently a Partner at Ascent CPA Group, where he has been working since April 2006.1 His areas of expertise include:

• Business Valuation
• Mergers & Acquisitions Advisory
• Tax Services
• Accounting
• Auditing
• Financial Consulting

He specializes in working with entrepreneurs, their families, investors, executives, and businesses across multiple industries, particularly those in real estate, hospitality, SaaS, and branded consumer products.1

Education

David received his education from the University of Georgia's Terry College of Business, where he earned a BBA in Accounting from the J.M. Tull School of Accounting.1

Volunteer Work and Board Positions

In addition to his role at the Pi Kappa Phi Foundation, David is involved in several other charitable organizations:

• Atlanta Ronald McDonald House Charities: Treasurer and Board Member since January 19951
• Host Committee for TOUR Championship and East Lake Foundation: Former Vice Chair, involved since May 20111

Professional Certifications

David holds the following professional certifications:

• Certified Public Accountant (CPA), issued by the AICPA in December 19921
• Certified Valuation Analyst (CVA), issued by NACVA1

Through his various roles and extensive experience, David Jon Lerner CPA CVA has established himself as a respected financial advisor and active community volunteer in the Atlanta area.