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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Joel Berman

Meet Joel Berman

Joel Berman - Drawing on more than 30 years of transactional law practice, Joel Berman takes a business approach to his law practice and developed a unique ability to relate to entrepreneurs and create practical solutions for their...

ABOUT JOEL

Meet Joel Berman

Joel Berman - Drawing on more than 30 years of transactional law practice, Joel Berman takes a business approach to his law practice and developed a unique ability to relate to entrepreneurs and create practical solutions for their needs.  In delivering first-rate representation, Joel established a reputation as being innovative, resourceful, hands-on, friendly and always available.

Joel assists clients in preparing for, implementing and completing sales and other capital events, such as equity capital raises and debt borrowings. He is a discerning specialist in secured transactions with an emphasis on asset-based lending, creditors’ remedies and loan workouts.  He has extensive experience representing all types of lenders and also represents parties in structuring and implementing mergers and acquisitions.

Joel’s work principally involves acting as general and strategic counsel for small and middle-market companies; negotiating stock and asset acquisitions; structuring and documenting all elements of financial transactions, including revolving and term loan agreements, subordinated and senior debt transactions, syndicated transactions, leveraged buyouts, loans secured by all types of collateral, agency, participation and inter-creditor agreements, equipment leases and letter of credit facilities; and exercising all forms of creditor’s remedies.

In addition to his transactional experience, Joel has extensive experience in conducting and supervising commercial litigation in state and bankruptcy courts. Joel has been the lead attorney in charge of workouts involving personal property, real property, mixed collateral and unsecured loans for national banks, community banks, mortgage companies, financial institutions, manufacturers and other business entities.

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