M&A Due Diligence: What Buyers, Sellers, and Advisors Can’t Afford to Miss

Schedule

Fri Mar 20 2026 at 07:30 am to 09:00 am

UTC-04:00

Location

Cleveland Racquet Club | Cleveland, OH

Advertisement
M&A deals are won—or lost—long before the purchase agreement is signed. Join the Center for Free Enterprise for a timely, practical discussi
About this Event

M&A deals are won—or lost—long before the purchase agreement is signed. Join the Center for Free Enterprise for a timely, practical discussion on M&A due diligence, featuring experts who sit at the center of transactions every day.

Moderated by Ben Calkins, this panel will explore what truly matters during acquisition diligence—from tax and financial structuring to human capital, risk, and operational blind spots that can derail a deal post-close.


Featured Panelists
  • Samantha Smudz, CPA, JD: M&A Tax Partner, Cohen & Co.Expert in transaction tax diligence, deal structuring, and tax attribute analysis.
  • Marilyn D. Landis: President & CEO, Basic Business Concepts, Inc.Former National Chair of the NSBA and SBA National Financial Services Champion; nationally recognized CFO advisor to entrepreneurs and growing businesses.
  • Timothy A. Dimoff, CPP: Founder & President, SACS Consulting & Investigative Services, Inc.Internationally recognized security, HR, and risk expert focusing on workplace risk, investigations, and deal-related human capital exposure.
  • Michael Ferkovic: Founder, Physician CFO SolutionsFormer Big 4 advisor, M&A diligence leader, and PE-backed portfolio CFO with deep buy- and sell-side experience.

🎟 Seating is limited. Order Your Ticket Now!



Support Our Sponsors:
  • The Calkins Law Firm, Ltd. - Business Attorneys
  • Westfield Bank – Personal and Business Bank
  • Fast Forward Business Advisors - Business Advisors
  • Creative Gold Media - Video Productions
Advertisement

Where is it happening?

Cleveland Racquet Club, 29825 Chagrin Boulevard, Cleveland, United States

Event Location & Nearby Stays:

Tickets

USD 31.19

Icon
Know what’s Happening Next — before everyone else does.
The Center for Free Enterprise

Host or Publisher The Center for Free Enterprise

Ask AI if this event suits you:

Discover More Events in Cleveland

Moonchild at Agora Theatre
Thu, 19 Mar at 08:00 pm Moonchild at Agora Theatre

Agora Theatre

ART THEATRE
Cleveland Orchestra - Chan Conducts Bartok
Thu, 19 Mar at 11:30 pm Cleveland Orchestra - Chan Conducts Bartok

Jack, Joseph and Morton Mandel Concert Hall at Severance Music Center

MUSIC ENTERTAINMENT
Moonchild
Fri, 20 Mar at 12:00 am Moonchild

Agora Theatre

ART THEATRE
Parking Moonchild
Fri, 20 Mar at 12:00 am Parking Moonchild

Agora Theatre

ART THEATRE
The Cleveland Orchestra
Fri, 20 Mar at 11:00 am The Cleveland Orchestra

Severance Music Center

MUSIC ENTERTAINMENT
Chan Conducts Bart\u00f3k
Fri, 20 Mar at 11:00 am Chan Conducts Bartók

11001 Euclid Ave, Cleveland, OH, United States, Ohio 44106

ENTERTAINMENT MUSIC
NCAA Wrestling Championships - Session 3 at Rocket Arena
Fri, 20 Mar at 12:00 pm NCAA Wrestling Championships - Session 3 at Rocket Arena

Rocket Arena

SPORTS TRIPS-ADVENTURES
The Summer Set
Fri, 20 Mar at 06:00 pm The Summer Set

House of Blues Cleveland

CLEVELAND-Unlock Wealth: Real Estate Mastery & Community!
Tue, 15 Oct at 10:00 am CLEVELAND-Unlock Wealth: Real Estate Mastery & Community!

CLEVELAND - Link will be given with confirmation

WORKSHOPS VIRTUAL
Cleveland Join us for a Real Estate Investors Training
Wed, 12 Mar at 08:00 pm Cleveland Join us for a Real Estate Investors Training

Cleveland

WORKSHOPS ART
Startup Intro to VC: Connect with Investors in Cleveland
Sat, 31 May at 07:00 pm Startup Intro to VC: Connect with Investors in Cleveland

Cleveland

BUSINESS VIRTUAL
Justice Unlocked: Record Clearing, Warrant Relief and Support Services
Fri, 30 Jan at 11:00 am Justice Unlocked: Record Clearing, Warrant Relief and Support Services

Cuyahoga Community College Metropolitan Campus

WORKSHOPS
Cleveland Game Developers Global Game Jam 2026
Fri, 30 Jan at 05:00 pm Cleveland Game Developers Global Game Jam 2026

MidTown Tech Hive

MEETUPS ART
Fort Wayne Summit City at Cleveland Crunch at Wolstein Center at CSU
Sun, 01 Feb Fort Wayne Summit City at Cleveland Crunch at Wolstein Center at CSU

Wolstein Center at CSU

BUSINESS
Parking Fort Wayne Summit City at Cleveland Crunch
Sun, 01 Feb at 07:00 pm Parking Fort Wayne Summit City at Cleveland Crunch

Wolstein Center

BUSINESS CALENDAR
Next-Level CLE Networking Circle (In-Person)
Tue, 03 Feb at 11:30 am Next-Level CLE Networking Circle (In-Person)

Limelight Tremont

BUSINESS CONFERENCES
BEL Annual Meeting and 4th Annual Jacquie Gillon Luncheon
Tue, 03 Feb at 11:30 am BEL Annual Meeting and 4th Annual Jacquie Gillon Luncheon

Cleveland Public Library-Louis Stokes Wing

MEETUPS HEALTH-WELLNESS
Fashioning the Stage: An Evening with Harold \u201cRagz\u201d Crawford
Thu, 05 Feb at 06:00 pm Fashioning the Stage: An Evening with Harold “Ragz” Crawford

10825 East Blvd, Cleveland, OH, United States, Ohio 44106

ART ENTERTAINMENT
Who Calls the Plays? Who Gets the Mic on the Biggest Stage
Sat, 07 Feb at 07:00 pm Who Calls the Plays? Who Gets the Mic on the Biggest Stage

5428 Detroit Ave

SPORTS SUPER-BOWL

What's Happening Next in Cleveland?

Discover Cleveland Events