Selling a Small Business
Jason Bernstein of DAK Group
Jason Bernstein is a trusted advisor to owners and stakeholders of middle market companies on mergers and acquisitions. He combines over 30 years of deep M&A transaction and senior operational experience with a balanced, strategic vision to bring a higher level of sophistication and a global perspective to middle market clients. Jason’s focus is on building the greatest value for clients, which he achieves with the bespoke strategies developed for each and every transaction.
Casey Gocel of Mandelbaum Barrett
Enthusiasm, responsiveness and relationship-based service are cornerstones of Casey’s practice, which focuses on a full range of business concerns, including start-ups, mergers and acquisitions, private equity placements, contracts, and corporate governance concerns. In addition, Casey, who has an LL.M. in taxation, frequently guides business owners through the tax, estate planning, and wealth preservation issues that weave through their business and personal lives.
Joe Cecere of EisnerAmper
Joe is a Director in the firm's Forensic, Litigation, and Valuation Services practice. With nearly 20 years of experience in public accounting, Joe specializes in estate and gift tax valuations for general partners in private equity and venture capital funds and performs business valuation and forensic accounting calculations in commercial and matrimonial disputes. He has collaborated with firms across diverse industries, including distribution, manufacturing, intellectual property licensing, medical devices, pharmaceuticals, service industries, logistics, financial, and technology sectors.
