David Isackson, Esq.

David Isackson, Esq.

David L. Isackson has over 30 years of experience working with closely held entities & real estate; he specializes in valuing, monitoring (typically via board participation), and selling closely held corporations and real estate entities. He retired from Wells Fargo in 2015 as the Manager of the Business Advisory Services team, which provided business appraisal engagements, lower middle market M&A, business exit planning, and managed over $4 billion in fiduciary assets in 42 states for Wells Fargo Investment and Fiduciary Services.

Conference Sessions

How To Value And Sell A Business And Real Estate In Probate Or Gifting