Overview

Many business owners don’t think about a transaction until it’s on the table, yet the companies that achieve the strongest outcomes are often preparing years in advance. Whether an ownership transition is imminent or still years away, taking a proactive approach can help position your organization for stronger outcomes. 

Join us for a breakfast panel discussion where experienced advisors will share practical insights on how to position your business for a future M&A opportunity. 

We’ll cover: 

  • Operational and financial readiness to support value 
  • Tax and legal considerations shaping deal structure 
  • Accounting practices for efficient diligence 
  • Common challenges and how to address them early 

CPE Accreditation

Delivery Method | Group Live
Recommended CPE Credit | 1 hour of CPE, pending approval 
Recommended Field(s) of Study | Taxes, Business Law
CPE Capabilities | Technical Expertise/Problem Solving
Prerequisites | None 
Program Level | Basic 
Advanced Preparation | None 

Location

University Club of Tampa
201 Franklin St., Suite 3800 
Tampa, FL 33602

Agenda

Thursday, August 20

8:00 - 8:30 AM
Breakfast & Networking

8:30 - 10:00 AM
Panel Discussion and Q&A

Presented By

Featured Speakers

Sean Geoghan

Partner, Deal Advisory 

Cherry Bekaert

Jeff Olender

Partner, Central Florida Market Leader

Cherry Bekaert

Eric Pilcher

Partner, Tax Services

Cherry Bekaert

Andres Policastro

Principal

Trivest

Mike Reeves

Business Transactions Shareholder

Trenam Law

CPE Sponsors Logo​​​

For questions regarding registration or event cancellation, please contact Blair Wolf. For all other questions regarding CPE policies, please contact Cherry Bekaert at cbhlearning@cbh.com.

​Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org