Death by Due Diligence: The Mistakes That Kill Deals and How to Avoid Them 

Closing a successful deal requires more than just negotiation — it demands proactive risk management to prevent potential roadblocks from becoming deal breakers. Most deals don't collapse at the negotiating table — they unravel in due diligence. A surprise tax liability, financials that can't be defended, a customer concentration nobody flagged, or a key employee clause buried in a contract. The deal was there. The buyer was ready. And then due diligence started. 

This session brings together advisors and business owners who have lived through transactions that nearly fell apart — and pulls out the hard lessons so you don't have to learn them the same way. Candid, specific, and immediately actionable. 

What You'll Learn: 

• The most common due diligence surprises that kill deals — and how to find them before a buyer does 

• How to prepare financials that hold up under scrutiny, not just look good on the surface 

• What buyers are really looking for when they dig into your business — and what sends them running 

• How to manage deal fatigue and keep momentum when the process drags 

• How to use AI to your advantage — streamlining processes, strengthening financials, and closing gaps before due diligence begins 

• How to assemble the right advisory team before the process begins — not after it goes sideways