M&A Success Summit 2026

Join us Oct. 7, 2026 for the 3rd Annual M&A Success Summit, where middle-market owners learn to exit or acquire on their terms.
About this Event

Thinking About Buying or Selling a Business? Start Here.

For founders and business owners preparing for a future exit, considering an acquisition, or simply wanting to make smarter decisions about what comes next.

The 3rd Annual M&A Success Summit, hosted by Doida Crow Legal, brings together business owners, entrepreneurs, and seasoned M&A professionals for candid, practical conversations about what it really takes to buy or sell a business successfully.

Hear firsthand from entrepreneurs who have navigated acquisitions and exits, alongside experienced professionals across legal, investment banking, strategy, valuation, financial due diligence, and dealmaking. Together, they’ll take you inside the deal from every angle, from what drives company value and how buyers evaluate opportunities to financing, due diligence, negotiations, deal structure, and life after closing.

Whether a transaction is on the horizon or still a few years away, you’ll leave with a better understanding of the process, the decisions that matter, and how to prepare now for a stronger outcome later.

One day. Every side of the deal. Real perspectives from the owners and professionals who have been there.

2025 M&A Success Summit Highlights:

2024 M&A Success Summit Highlights:

Agenda

🕑: 08:45 AM - 09:15 AM
Arrival & Check-in
🕑: 09:15 AM - 09:30 AM
Welcome & Kick-off with Doida Crow Legal
Host: Stan Doida & Trevor Crow
🕑: 09:30 AM - 10:15 AM
Session 1: Dealmakers Roundtable: A Discussion on Driving Company Value

Info: Hear directly from M&A professionals and investment bankers about what truly drives company value. This candid roundtable will explore what buyers look for, what can strengthen or erode valuation, and how business owners can position their companies for a stronger outcome.

🕑: 10:15 AM - 11:00 AM
Session 2: Sellers Panel - The Entrepreneur's Exit

Info: Hear directly from entrepreneurs who have successfully sold their businesses as they share an inside look at the sale process. From preparing for market and navigating negotiations to unexpected challenges and lessons learned, this candid conversation will offer firsthand insight into what it really takes to get a deal across the finish line.

🕑: 11:00 AM - 11:15 AM
Break
🕑: 11:15 AM - 12:00 PM
Session 3: The Rollover Equity Reality Check

Info: Is it the second bite of the apple or second job with less control? Rollover equity can offer sellers the opportunity to participate in a company’s future upside, but it also comes with strings attached. Doida Crow Legal attorneys will break down how rollover equity works, what sellers should understand before agreeing to it, and the key considerations around valuation, control, governance, liquidity, and future exit opportunities. Learn how to evaluate whether that “second bite of the apple” is truly worth taking.

🕑: 12:00 PM - 01:00 PM
Lunch & Networking
🕑: 01:00 AM - 01:45 PM
Session 4: Would You Buy This? An Interactive Deal Analysis

Info: Go inside the mind of a buyer in this live, interactive deal analysis. A panel spanning private equity, investment banking, and entrepreneurship through acquisition will evaluate real-world business scenarios while the audience weighs in alongside them. Would you buy it? What would you pay? What raises a red flag? Hear candid perspectives on what makes a business attractive, what can derail a deal, and how different buyers evaluate the very same opportunity.

🕑: 01:45 PM - 02:30 PM
Session 5: The Working Capital Adjustment: A Misunderstood Part of the Deal

Info: The purchase price may be negotiated, but the final dollars can still move. M&A-focused CPAs and financial professionals will unpack the financial due diligence issues that can impact what buyers ultimately pay and sellers ultimately receive. From working capital targets and adjustments to quality of earnings and other financial findings, learn where surprises arise, why buyers and sellers often see the numbers differently, and what both sides should understand before heading into a transaction.

🕑: 02:30 PM - 02:45 PM
Break
🕑: 02:45 PM - 03:30 PM
Session 6: Buyers Panel: From Search to Ownership

Info: Hear directly from entrepreneurs who have navigated the journey from searching for the right business to closing the deal and taking the reins. This candid conversation will explore how they found and evaluated opportunities, navigated financing and negotiations, made it through diligence and closing, and transitioned from buyer to business owner. Hear what worked, what surprised them, and what they wish they had known before running the show.

🕑: 03:30 PM - 04:15 PM
Session 7: Financing The Deal

Info: Not every deal is financed the same way. Hear from experienced M&A bankers with distinct lending perspectives as they explore the financing options available to buyers and sellers across different types of transactions. From conventional acquisition financing to more specialized deal structures, the panel will discuss what lenders look for, how they evaluate risk, and what business owners should understand when preparing to finance a transaction.

🕑: 04:15 PM - 05:30 PM
Closing Remarks & Networking Happy Hour
Host: Stan Doida & Trevor Crow