Biography of Steven Wernick

Steven Wernick – Associate Broker

Steven Wernick brings more than 25 years of experience building, scaling, and advising businesses across healthcare, finance, and real estate. As an Associate Broker, Steven works closely with business owners to help them navigate complex sale transactions with clarity, confidence, and disciplined execution — from early planning through a successful closing.

Steven’s advisory style is shaped by a rare combination of academic and real-world training, including a doctorate in health, a master’s degree in counseling psychology, and an MBA in finance. This multidisciplinary foundation allows him to guide sellers through not only the financial and operational aspects of a transaction, but also the human and emotional dynamics that often determine whether a deal gets done.

Business owners value Steven’s ability to synthesize valuation, deal structure, and buyer psychology into practical, actionable guidance. He serves as a steady advocate for sellers, helping them position their businesses effectively, manage diligence, navigate negotiations, and make informed decisions at critical moments in the process — always with an eye toward protecting value and achieving a clean close.

Whether advising on exit readiness, growth positioning ahead of a sale, or managing a high-stakes transition, Steven brings strategic insight, sound judgment, and calm leadership to every engagement.

Steven lives in New York with his wife and two children. Outside of work, he enjoys sports, outdoor activities, the arts, and exploring great food.