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| ETA Deal Team Day
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| With Dennis Unrein (Founder, SMB PE), Sarah Andrews (Live Oak Bank), Jared Johnson (First Internet Bank), Donza Worden (Capital Pad), Jordan Fliegel (Shareholder Ventures). |
| Venue, To Be Announced |
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Jun 04 (Wed) , 2025 @ 08:30 AM
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FREE |
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| DETAILS |
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A thoughtfully designed day for Active Searchers to forge deep community connections & level up SMB Acquisition knowledge.
This is not your average panel discussion or generic networking event. This is hands-on, targeted, & built to give you the edge you need to stand out with your search.
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Our goal is simple: empower you to unlock strategies, build connections, & secure the tools you need to close the deals you are actively working on.
You'll hear expert insights from top voices in the ecosystem, meet with deal team experts, & build connections with fellow searchers.
What to Expect:
Actionable Deal Strategies
Gain practical insights from top deal team partners on financial diligence, legal structuring, risk analysis, & more.
Real Connections
Connect, collaborate, & converse with fellow Searchers who are just as driven to succeed as you are.
1:1 Access to Experts
Chat with seasoned investors & deal pros for personalized guidance tailored to your search challenges.
Fuel for the Day
Enjoy a catered lunch, all-day snacks, & wrap it up with a celebratory happy hour to recharge & share ideas.
PANEL LINEUP:
It's rare to get this many of the right people in one room. But that's exactly what's happening.
Every expert you see on the card? They're going to be there-with you, in person, ready to dig in.
CIM CITY: Deal Sourcing Mastery
How top Searchers are finding deals-and what's actually working right now-brokered, proprietary, CRM-driven, & human-first.
Featuring:
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Dennis Unrein - SMB PE
Kyle Griffith - The NYBB Group
Chase Murdock - Decada Group / Durable
George Wellmer - Tupelo SMB
FINANCIAL DILIGENCE BREAKDOWN
Real-life QofE pitfalls, what to watch for, & how to stop falling for doctored cash flow. Get it all right before you close.
Featuring:
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Patrick Dichter (Moderator) - Appletree Business Services
Scott McKenzie - Baker Newman Noyes
Avnit Sekhon - Treewalk Consulting
ESSENTIAL LEGAL STRATEGIES
Deal structures, red flags, & the clauses that really cost Searchers. The legal pitfalls most Searchers don't see coming-until it's too late.
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Charlie McCarthy (Moderator) - Veteran ETA / Whiteford, Taylor & Preston LLP
Joe Spina - Cullen & Dykman LLP
Bill Barlow - Barlow & Williams
Laura Gieseke - SMB Law Group
ETA DEBT & EQUITY SOLUTIONS
Lenders, investors, & an operator on SBA, equity & how to stack capital without giving up control.
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Kevin Bibelhausen (Moderator) - Investor / Operator
Sarah Andrews - Live Oak Bank
Jared Johnson - First Internet Bank
Donza Worden - Capital Pad
Jordan Fliegel - Shareholder Ventures
RISK & BUSINESS OPERATIONS
Buying is just the beginning. People issues, back-office chaos, & what you'll wish you'd set up earlier. This panel gets real about what happens after close.
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David Snow (Moderator) - Search Party Podcast
Tim Wear - System Six
Josh Richman - NewCo Risk
Josh Tyrrell - Aspen HR
FROM SEARCHER TO OPERATOR
No theories here. These are real stories, lessons, & battle scars from post-acquisition life.
Featuring:
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Rand Larsen (Moderator) - SMB Community
Grania Michel - Associated Photo & Imaging
Kay Azmat - The Chief Rebel
Jason Pratts - Kumo
Dan Jabick - Generation Ready
Ready to Get in the Room?
If you're actively Searching-or ready to be-this is the most valuable day you'll spend this quarter. Sign up, show up, & let's get to work.
Reserve your spot! (this will sell out).
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