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I am a career fiduciary (Executor/Trustee) and trusted advisor working with closely held businesses, private equity middle market companies, with a track record of improving liquidity, preparing for merger and acquisition events. I have served majority interest closely held companies, owned by Trusts and/or Estates, as Shareholder, Member Manager, Director, Executive Officer or Board Member. I have supported transitions of family owned businesses between generations, windup, dissolution and ownership transition. Non-practicing CPA
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