• Breakout

Common Deal Challenges: How to Spot, Address, & Avoid Them

May 12, 2026 · 01:25 PM – 02:15 PM
Gala C

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Moderator

Brad Geddes

Brad Geddes

President & CEO

Zucora

Panelists

Aurèle Courcelles

Aurèle Courcelles

Vice President, Tax & Estate Planning

IG Wealth Management

Mark McQuillan

Mark McQuillan

Executive Advisor

(Sold Jam3)

Polina Pilatova

Polina Pilatova

Principal, Advisory Services

Doane Grant Thornton LLP

Closing a successful deal requires more than just negotiation – it demands proactive identification and resolution of potential risks before they derail the process. This session will provide tactical tips to prepare your business for a smooth transaction, helping you address common deal challenges before they become “deal breakers.” Learn how to anticipate buyer concerns, manage risks, and position your business to attract a wide range of financial and strategic buyers such as: 

  • Financial and Tax Preparation 
  • Navigating Performance Risks 
  • Assembling the Right Team 
  • Avoiding Post-Sale Surprises 
  • Timing & Combatting Deal Fatigue 
  • Succession Planning 

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