Navigating the Deal: Closing the Deal and Final Considerations (Before, During, and After the Sale – Part 3)

Navigating the Deal: Closing the Deal and Final Considerations
Before, During, and After the Sale – Part 3 of a 3-Part Series

Join YACG Orlando for the final installment of our “Navigating the Deal: Before, During, and After the Sale” series, centered on closing the deal and what comes next. This session will explore the final stages of the transaction process—securing financing, final diligence, legal documentation, and managing post-close integration.

Our panel of experts will share lessons learned from transactions that nearly fell apart, what to expect in the final weeks before close, and how to set up both buyer and seller for long-term success.

Featured Speakers:

• Thomas Bengtson, CFP®, CEPA, AVP, Relationship Strategist, PNC Private Bank
• Steve Castino, Chief Growth Officer, Rehmann
• Coleman DeWitt, Principal, Lakeshore Advisors
• Jeffrey Hudson, Partner,  Winderweedle, Haines, Ward and Woodman, P.A.

Whether you’re preparing for your first transaction or looking to sharpen your M&A strategy, this session will help ensure you know what it takes to finish strong.