Buying or selling a privately held business is rarely a straight line from offer to closing. Deals can be delayed, retraded, or lost altogether because of issues involving financing, valuation, financial readiness, legal structure, due diligence, or the seller’s personal financial planning.

Join NOBBA for a practical panel discussion focused on the common challenges that can make or break a business transaction — and how the right advisory team can help move a deal successfully across the finish line.

The panel will bring together professionals from several key areas of the transaction process, including business brokerage, lending, CFO advisory, legal and financial planning perspectives. Panelists will include:

• Nick Fares, M&A Business Advisor
• Brad Ruth, M&A Business Advisor
• Kristen Spenceley, Live Oak Bank
• Bryan Buhoveckey, CEPA Wealth Manager, Edward Jones
• Marilyn Landis, Basic Business Concepts CFO service provider
• Michael Ellis, Attorney, Buckingham, Doolittle & Burroughs.