Exit Planning Institute - Find a CEPA

Jay McDaniel advises owners of closely held companies on the transitions that determine what a business is finally worth. A partner in Scarinci Hollenbeck's Corporate and Business Law practice, he holds both the CEPA and the Certified Valuation Analyst designation, and he has spent more than three decades as a business counselor and corporate litigator.

Most advisors see the exit that gets planned. Jay also sees the one that goes wrong. He litigates business divorce — shareholder and member oppression, deadlock, forced buyouts, breach of fiduciary duty — and has watched sound companies lose years and millions to disputes that a working buy-sell agreement or an honest succession conversation would have prevented. That experience drives how he plans. He looks first at where control sits, who captures the value, and what the governing documents do under pressure rather than on a good day.

His planning work covers ownership transitions and partner exits, buy-sell design and repair, family and management succession, governance for founder-led and family-owned companies, and pre-transaction cleanup of the legal defects that erode price at diligence. He serves as special counsel on valuation issues in transactions and disputes alike.

Jay edits and writes the Business Divorce Law Report, produces the @CloselyHeld video channel, and lectures frequently on valuation, partner disputes, and the governance of private companies.

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JAY MCDANIEL

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