Webinar: Approaching a Deal with Clarity
May 13, 2026
by a lender from University of Wisconsin - Madison in Madison, WI, USA
I'm co-hosting a live webinar on Wednesday, May 27th at 1 pm Central Time with Eric Hsu (Clear Focus Law) and Chris Barrett, CPA (Midwest CPA) on how to approach due diligence when you're still working with limited information — the stage where the biggest go/no-go decisions tend to get made.
We'll cover:
How to prioritize your time in the early stages
What deserves attention first, and what can wait
What actually drives risk in a deal vs. what just feels risky
How to decide whether to keep going, restructure, or walk before you've spent meaningful money on third-party work
We're putting together a takeaway document so you have a reference point the next time you're evaluating an opportunity, and we'll leave plenty of time for live Q&A at the end.
If you're under LOI now, expect to be soon, or are early in your search and want a cleaner framework before you get there, this should be a useful hour.