As a Senior Manager at HeimLantz, Daniel's responsibilities include leading the firm's Consulting Business Unit and serving as a client relationship manager. In this capacity, he oversees and performs succession planning, business valuation, and litigation work, acts as an outsourced CFO, and provides various other tax and consulting services for businesses and their owners. He also specializes in preparing expert reports to assist businesses and their owners with succession planning, strategic planning, litigation, family law, and other scenarios. Lastly, he has valuable experience providing depositions and expert witness testimony in court.

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