Segment 1: Breakouts — Preparing to Buy or Sell
1:45–2:45 | Sell-Side Readiness Workshop
Practical guidance on getting positioned before going to market, including QoE and financial readiness, value-impacting risk mitigation, insurance positioning, legal considerations, and timing/runway planning.

1:45–2:45 | Buy-Side Readiness Workshop 
Key diligence and structuring considerations—common pitfalls, hidden liabilities, asset vs. entity decisions, insurance solutions, and integration planning.

2:45–3:00 | Intermission

Segment 2: The Process Panel
3:00–3:45 | How Deals Actually Move (LOI to Close)
A candid conversation with experts on what happens between intent and close—and how to keep deals moving.

Segment 3: Client Case Study
3:45–4:30 | What Really Happens When You Sell
A real founder story, walked through step-by-step with advisor perspectives and lessons learned.

Happy Hour
4:30–6:00 | Networking + Open Conversation
Enjoy margaritas and Mexican food while you connect with peers and celebrate Cinco de Mayo.

Vince Stasiulewicz

Vice President, CPA

Matt Orr

Managing Director of Growth

Warren Philipp

Managing Director, Transactional Risk

Jason Kraynak

Managing Director at Copper Run

Randall Gerber

Founder and Advisor at Gerber

Michael Paparella

Managing Director at Signet Capital Advisors

Brett Thornton 

Partner, Porter Wright Morris & Arthur LLP

Tim McCarthy

Ohio-based franchise founder, Raising Canes

Kaz Unalan

Director, Tax & Business Advisory Services at GBQ Partners LLC

Kyle McKee

Partner, GBQ Partners

Stephen Pollock

Managing Director, Houlihan Lokey

Leslie S. Johnson

Partner, Ice Miller LLP