David Clegg

Examiner
DISC Type : cs

Founding Partner at AMS Group

Middleton, England, United Kingdom

Overview

David is a Founding Partner, CRO, and Head of Client Relations at AMS Group, where he provides strategic financial advice to ambitious mid-market businesses. A graduate of The University of Manchester, his career began in 2007 at RSM Tenon. He focuses on delivering personalized audit, tax, and advisory services beyond standard compliance.

He uses a parable about a decorator and an accountant to illustrate the "false economy" of not using specialized professional services for critical tasks.

Personality Overview

Status Quo Seeker

Overcautious

Unexpressive

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Mid-Market Growth
His firm is specifically structured to provide personalized audit, tax, and advisory services that deliver a measurable impact for mid-market business leaders.
Strategic Business Advisory
He has a proven track record advising high-growth companies on their strategic, operational, and reporting structures to help them scale effectively.
Accounting Firm M&A
His firm recently secured significant investment to accelerate its "buy and build" strategy, acquiring complementary advisory businesses across the UK.

Media Appearances

David Clegg - AMS Group Accountants. Featured in AMS Group (official website)

See Now

Work History

Founding Partner at AMS Group
9-2013
Founding Partner at AMS Group
6-2010 - 9-2013
Partner at CLC Accounting & Business Advisory
9-2004 - 6-2010
Audit Manager at RSM Tenon

Education

9-1999 - 7-2003
Master's degree from The University of Manchester

More Information

Social Presence :

Prographics :

Exp : 21 Location : Middleton, England, United Kingdom Job Level : N/A Designation : Founding Partner at AMS Group
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can David take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And David

Personality Compatibility


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