XPX Cleveland - From Preparation to Transaction: Reducing Surprises and Maximizing Exit Outcomes

Join us for a discussion on how companies can prepare early for a successful exit by taking practical steps to enhance value, reduce risk, and support a smoother transaction process. We’ll explore common pitfalls that often surface during diligence and deal execution, along with proactive strategies businesses can implement now to mitigate unintended consequences and improve overall readiness. This session will highlight key considerations across operations, finance, tax, and transaction planning so leaders can better position their organizations for a more efficient transition and stronger exit outcome.

This panel brings together experienced BDO leaders with deep expertise in tax, due diligence, and advisory services. Collectively, they advise businesses, investors, and owners on compliance, planning, transaction structuring, and a broad range of strategic and consultative matters. Together, their complementary skill sets provide a holistic, integrated approach to client service.

Moderator:

Donna Sakony
Principal
BDO


Panelists:

John Paul Siemborski
Director
Transaction Advisory Services
BDO

Chris Mellish
Tax Managing Director
BDO

Dave Godenswager
Tax Managing Director
Transaction Advisory Services
BDO

Mallory Nightingale
Director
Management Consulting
BDO

Agenda:  Doors will open at 11:30 am

11:45 am to 12:00 pm registration
12:00 to 1:00 pm presentation and luncheon (lunch included)
1:00 to 1:30 pm networking

Registration Fees:

XPX Cleveland Members Regular Fee $40.00
XPX Cleveland Members Same Day Fee $50.00

Non-Members Regular Fee $60.00
Non-Members Same Day Fee $70.00

Fee includes lunch, beverages and onsite parking.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.