David L. Isackson has over 30 years of experience working with closely held entities & real estate; he specialized in valuing, monitoring (typically via board participation), and selling closely held corporations and real estate entities. Mr. Isackson is currently doing consulting for fiduciary organizations and serves on the Board of Directors for several private companies. Upon retiring from Wells Fargo in 2015, Mr. Isackson was the Senior Vice President of the Business Advisory Services team. The group 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.