I first met Dan Bernstein in 2017 when my partners and I were exploring the idea of
exiting our SaaS business. Though we weren’t yet ready to sell, Dan generously
provided guidance with no obligation.
Over the next three years, as we updated him on our progress, we came to trust
Dan on both a professional and personal level.
By 2020, our business had grown to over 10,000 global customers and Dan
suggested it was time to explore private equity funding or a potential acquisition.
M&A was a new world to us, and we were incredibly grateful to have Dan on our
side.
Dan’s professionalism, deep technical knowledge, and commitment to our success
were evident from the start. He helped us craft an effective pitch deck, connected
us with top tech companies, and guided us through the pitch process.
His exceptional negotiation skills ensured a win-win outcome, leading to two
excellent offers. Dan’s recommended legal team then helped close the deal.
Dan Bernstein’s expertise in navigating tech business sales is unparalleled. The
successful sale of our business has changed my life and the life of my family.
I can wholeheartedly recommend Dan to anyone looking to sell a tech-related
company.