
Elliot Berman
Mr. Berman is a CPA and founder of Berman Audit & Advisory, P.A., bringing over 25 years of experience in outsourced CFO and pre-audit services for public companies and going-public transactions. He specializes in technical accounting for IPOs, reverse mergers, and complex SEC reporting, including derivative liability analysis under ASC 815, business combinations, valuations for complex debt and equity instruments, and ASC 740 tax provisions. Securities attorneys and investment bankers trust Mr. Berman's expertise to guide their small-cap clients through U.S. GAAP and SEC compliance challenges. He holds a Master of Accounting from Nova Southeastern University and B.S. in Accounting from the University of Maryland.
Topic
November 13, 2026 November 13, 2025
Structuring PIPE Transactions
- Traditional vs. bespoke PIPE structures (convertible debt, preferred equity, warrants).
- Key investor protections: anti-dilution, down-round rights, covenants.
- Case studies of recent successful & problematic deals.