Houston ETA Circle Meetup

Talk Overview Chris Sundberg acquired two professional services firms (an accounting firm and a bookkeeping company) and quickly discovered that the hardest parts of ownership had nothing to do with the financial model. This session covers the human realities of buying relationship-driven businesses: client retention, employee risk, and what it actually means to inherit someone else’s trust. Key Topics • Why clients in service businesses don’t transfer the way assets do • How to think about customer relationship diligence before closing • The employee dynamics that first-time buyers underestimate • Real lessons from imperfect seller transitions • What he'd evaluate differently today and what he got right 5pm start. Monday June 15, 2026. Register: www.ETACircle.com. Event location to be emailed. Please contact redacted if you do not receive the location. *** Please no service providers at this event. This event is only for acquisition entrepreneurs. Please register so we can have an accurate food count. Everyone who has not attended before must register in advance.*** Special thanks to our event sponsor: ^redacted‌ lead's First Internet Bank’s Small Business Administration team. Since 2018, they have grown to rank among the top SBA lenders nationally in both loan volume and amount financed. As a Preferred Lender, they can deliver a faster, more flexible and robust lending experience for their small business clients. About the ETA Circle Founder: ^redacted‌ is a business buyer at Gulf Bright Partners who acquired a company in 2024 which he continues to operate. He founded ETA Circle in 2023 to support the acquisition entrepreneur community.