How to Sell A Business

Date: Wednesday, October 21, 2020
Time: 11:45am - 1:00pm
Location: LAEPC Zoom
Speaker: Joel Berman & Dan Shea

Joel Berman—a partner at Elkins Kalt Weintraub Reuben Gartside LLP, specializing in mergers and acquisitions law and Dan Shea, Managing Director with Objective Capital Partners —an investment bank -- present a one-hour presentation on “How to Sell a Business.”   The program will dive into the major considerations that trust and estate planners need to focus on when an owned business is part of the estate. One major point in this presentation is how the advisors for a client—including accountants, wealth managers, attorneys and investment bankers—should work together as a team to obtain the best results for the client.   Joel and Dan expect to field questions from attendees during this presentation.

Joel Berman is a partner at the law firm of Elkins Kalt Weintraub Reuben Gartside LLP.. Joel counsels companies, owners and management on acquisitions, strategic initiatives and operations, capital raising and other financial options.    Joel is known for getting his clients from concept to closing quickly.   Over a career of more than 35 years, Joel has worked with clients in many industries, including financial and business services, food, technology, manufacturing and entertainment.  Joel also has extensive experience representing all types of lenders and specializes in secured loan transactions, creditors' remedies and loan workouts.

Joel has been selected as a "Super Lawyer" in 2004 and 2006-2020 by his Southern California attorney peers in surveys conducted by Law & Politics and Los Angeles Magazine. In 2008, Joel was elected as a Fellow of the American College of Commercial Finance Lawyers. Joel received his A.B. cum laude from Harvard College and his J.D. from Harvard Law School.   Joel frequently speaks on corporate, commercial and business development issues.

With more than fifty attorneys, Elkins Kalt Weintraub Reuben Gartside LLP is a full-service business law firm, with a focus on Real Estate and Finance, Land Use and Environmental, Tax, Estate Planning, Corporate, Securities, Hospitality and Leisure, Investment Advisor/Broker-Dealer, Litigation, Employment and Labor, and Family Law.  

Dan Shea is a results-oriented leader with a 25+ year track record of success in building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations. His transaction experience includes private and public company sales, corporate divestitures, mergers, acquisitions and raising capital, as well as preparing strategic assessments for owners, management and their boards often as a precursor to transaction execution. Dan has worked in a wide variety of sectors including consumer, healthcare, manufacturing, distribution and technology.

Dan is a frequent presenter/panelist/lecturer at M&A conferences. He has also been interviewed and/or written articles for various publications including U.S. News & World Report, The Wall Street Journal, Dow Jones’ Private Equity Analyst, Pitchbook, IndustryWeek, Alt Assets, and Industry Today.

Before joining Objective Capital Partners, Dan served as Managing Director with BDO Capital, Hadley Partners, and WYCampbell & Company (a division of Comerica Bank). Early on, he held a senior position with Ernst & Young Corporate Finance LLC, as well. Dan has an MBA from Case Western Reserve University and a BA from the University of Michigan.

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