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

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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
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Where is it happening?

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

Event Location & Nearby Stays:

Tickets

USD 31.19

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