ONLINE REGISTRATION FOR THIS MEETING CLOSES AT 11:59 P.M. ON 4/14/26. CONTACT ERIC HOLLEMAN FOR AVAILABILITY: EHOLLEMAN@CONEXUSSG.COM.
Preparing Your Company for Sale – DOs and DON'Ts
A panel discussion featuring business owners who have sold a business along with buyers to discuss how to prepare your company, and yourself, for a transaction along with some stories about what not to do.
Robert Rough | Managing Director, Telos Capital Advisors
Gert Lessing | President, Hallwood Financial Limited
Destin Blais | Co-Founder, NCB Incorporated
David McGuire | Producer, IMA Financial Group
Learning Objectives:
• Gain actionable insights into the key factors that contribute to a smoother transaction process and help maximize business value.
• Understand common missteps and pitfalls that can jeopardize a transaction or lead to reduced valuation.
• Learn practical strategies to better prepare both your business and leadership team for a successful outcome.
LOCATION
USI Office
14241 Dallas Pkwy, Suite 700
Dallas, TX 75254
SCHEDULE
4:30 - 5:00 p.m. Check-in & Networking
5:00 - 5:30 p.m. Hors d’oeuvres & Cocktails
5:30 - 6:30 p.m. Program & Q&A | 1 CPE in Business Management & Organization
STRATEGIC INVESTORS
S+H Consulting
Greenberg Traurig
Weaver
USI
REGISTRATION
Registration deadline | Monday 4/14/26
Open to FEI Dallas members, and non-members with financial or executive roles in the private equity sector.
FEI Members – Register on this page.
Non-FEI Members (including Strategic Investors) – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE in Business Management & Organization via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Event Support
nancy.ehlers@feidallas.org