Texans are typically considered free thinkers, so Dale Cooper’s out-of-the-box solutions for his clients works perfectly in Austin. Dale has worked with small business and successful individuals in the Austin community for more than 30 years. He concentrates in taxation including succession planning and buy-sell agreements. Whether through helping them plan and minimize their taxes, plan their financial affairs, or helping them grow their business, he has become an integral part of his clients’ financial teams.
Additionally, as a Certified Valuation Analyst (CVA), Dale helps business owners determine and realize the value of their businesses. In some cases, this process is a formal valuation of the business, while in others it involves consulting with the client on the business value drivers to position the client’s business for future sale.
Dale has in-depth and proven knowledge in the healthcare field. As a past owner of a physician billing company, he understands the complications and intricacies of the revenue cycle. Assisting clients with improving efficiency in their practices, surgery centers, and related entities is one of Dale’s specialties. Simply put, he helps clients and their entities think logically and systematically about complicated financial issues.
Certified Public Accountant (CPA)
Accredited Estate Planner (AEP)
Certified Valuation Analyst (CVA)
Stephen F. Austin State University, Bachelor’s