Daniel Packard, CPA, CVA, CFE
Partner, Director of Growth, Chair of Medical Industry
Daniel Packard is a Partner at Cooper Norman, the firm's Director of Growth, and Chair of the Medical Industry group. He holds the CPA, Certified Valuation Analyst, and Certified Fraud Examiner credentials, so the questions that reach his desk tend to be about what a business is worth, who should own it next, and whether the numbers behind that answer hold up. Owners bring him decisions, not paperwork.
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About Daniel
Daniel leads Business Valuation and Business Transition Planning work at Cooper Norman and chairs the firm's Medical Industry group. That puts him in the room for the decisions an owner makes only a few times: what the business is worth today, how a partner buy-in should be structured, what an exit or ownership change actually looks like on paper, and what has to be sorted out before any of it gets signed. As Director of Growth, he also carries how the firm itself grows, which keeps him close to what owners are dealing with rather than one step removed from it.
His Certified Fraud Examiner credential shapes how he reads a set of books. He looks at where cash actually moves, who touches it, and which controls are doing real work, because a valuation is only as sound as the records underneath it. When a question crosses into tax, monthly accounting, or an audit, he brings in the right people from one connected team across six offices in Idaho and Utah, so the owner is not the one carrying context from advisor to advisor.
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Contact DanielBring the decision you are weighing. The right advisor calls or writes back within two business days.