Navigating the Deal: Preparing for the Sale (Before, During, and After the Sale – Part 1)

Navigating the Deal: Preparing for the Sale
Before, During, and After the Sale – Part 1 of a 3-Part Series

Join YACG Orlando for the first installment of our “Navigating the Deal: Before, During, and After the Sale” series, focusing on the critical early stages of an M&A transaction. From initial strategy and deal sourcing to assembling the right team and preparing a company for sale, this session will cover how to lay the groundwork for a successful deal.

Our panel of experts will share insights on what buyers and sellers need to know at the outset, common pitfalls to avoid, and how to build momentum for a smooth process.

Featured Speakers:

• Beth Spinda, Tax Managing Director, BDO
• Jon Gogolak, Director, PCE Investment Bankers
• Ted Sheppe, President, ServisFirst Bank

Whether you're new to M&A or looking to deepen your understanding, this is a can't-miss conversation for young professionals in finance, investment, and advisory roles.