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DTSTART:20260311T220000Z
DTEND:20260312T001500Z
LOCATION:Madison Hotel | 1 Convent Rd, Morristown, NJ 07960
UID:2908920260311T220000ZSelling a Business: A Practical Guide for Professionals to Help their Clients
DTSTAMP:20260414T124750Z
DESCRIPTION:\nMeeting Sponsor: Wiss\n \nThis program will offer a practical, professional-focused guide to helping clients navigate the sale of a business, from early planning through closing.  Topics to be discussed include when and why an owner should begin preparing for a sale, how to improve readiness, and which financial metrics matter most.  The session will explore valuation, quality of earnings, and key tax and estate planning considerations, along with practical steps owners can take to prepare their business—both financially and operationally—for a successful sale. \n \nJason Bernstein of DAK Group\nJason 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.\n \nCasey Gocel of Mandelbaum Barrett\nEnthusiasm, 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.\n \nJoe Cecere of EisnerAmper\n 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.\n
SUMMARY:Selling a Business: A Practical Guide for Professionals to Help their Clients - Estate Planning Council of Northern New Jersey 
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