Jason W. Miller, CRC, CEPA (he/him/his)

Director of Succession Planning
Berman Hopkins CPAs
Melbourne, FL

Jason Miller is the director of succession planning at Berman Hopkins CPAs, an accounting firm with extensive ESOP experience. His work in the financial services industry for over 20 years has been as an advisor to privately held companies, including time as the national executive for ESOP advisory and finance at Bank of America. He helps privately held companies evaluate all of their exit options and works as part of a holistic ESOP team at Berman Hopkins. He is a Certified Exit Planning Advisor (CEPA) and Credit Risk Certified (CRC). Jason is a member of the NCEO and ESCA.

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Presentation(s):

• We're a New ESOP Company....Now What Do We Do?

  Tuesday, April 15, 2025
  10:15 AM – 11:15 AM MST