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Joshua | Tax Advisor, Financial Advisor & M&A

With over 20 years of experience in operations, financial strategy, and entrepreneurship, he helps businesses reduce expenses, optimize tax efficiency, and align operations with long-term financial goals.

As a Certified Tax Advisor and fiduciary Investment Advisor, he provides expert guidance on cash flow management, tax-efficient structures, and strategic investment planning.

He holds an MBA, CTA, Investment Advisor, is a Six Sigma Black Belt, and brings deep expertise in LEAN management. A founder of multiple companies, venture-backed executive, board member, and mentor—he excels at building strategic roadmaps that integrate tax, finance, and operations to drive growth and lasting value.