Webinar: Approaching a Deal with Clarity

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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.
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