Jay Jerose
Principal, Small Business Advisory at The Bonadio Group
- Role
- Principal at The Bonadio Group
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Jay Jerose
Licensed CPA and Certified Valuation Analyst in the Small Business Advisory practice at Bonadio & Co, LLP, providing tax, attestation, business valuation and consulting services to businesses and individuals across a variety of industries. Specific focuses in passthrough taxation, sales and use taxes, federal and state excise taxes, fuel excise taxes, start-up consulting, projections/forecasting, as well as reviews and compilations of financial statements. Co-Leader of the Firm\'s Cannabis Industry Practice Group, providing business consulting, compliance and advisory services to future cultivators, processors, distributors and retailers of cannabis products in New York State. Valuation specialties include valuations of closely held businesses for merger and acquisition purposes, buy-sell agreements, estate and gift tax purposes, 409A requirements, SBA financing requirements and other business matters. A graduate of the State University of New York at Buffalo, a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the National Association of Certified Valuators and Analysts.
Experience
Principal
Jan 2020 — Present · Syracuse, NY, US
Education
State University of New York at Buffalo
Bachelors of Science
2006 — 2011
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