Battle-Testing Your Company for a Potential Sell-Side Deal
Presented By: CBIZ / Taft
Buyers leave no stone unturned. Sellers who prepare gain leverage; those who don’t lose value. But if you know how to stress-test your company for a sell-side process — from financial discipline to legal readiness to leadership planning — you can control the narrative and maximize outcomes. Join us for a deep-dive as you’ll learn how to anticipate risks, fix issues early, and enter the market with confidence.
Moderator:
Partner
Taft Stettinius & Hollister LLP
Jackie is a Partner at Taft with more than two decades of experience counseling entrepreneurs, companies, and investors about corporate transactions, mergers and acquisitions (buy side and sell side), securities law compliance, and tech and AI issues. Jackie leads the Quantum Computing section of the firm’s Technology and Artificial Intelligence industry group, and she serves on the firm’s Associate Advancement and Recruiting Committee.
Panelists:
CEO
Hyve Healthcare
The visionary, the idea-guy, the one who brings together the best people to create the best products. The champion of our cause, leading the way. Never a follower. He is the passionate pioneer and innovator of healthcare transparency using data to come together for the good of the industry.
He provides leadership for all aspects of Hyve’s operations with an emphasis on customer satisfaction, innovative product lines, long-term goals, and growth. 18+ years disrupting the healthcare industry.
Tax Practice Leader & Managing Director
CBIZ
Ryan Marczewski serves as the Tax Practice Leader and Managing Director at CBIZ in Colorado. CBIZ is a prominent public accounting firm with a presence in over 1,200 offices and a workforce of more than 6,700 employees across the United States. The team led by Ryan demonstrates proficiency in handling complex real estate transactions and remains steadfastly committed to serving middle-market clients. They possess exceptional expertise in guiding high and ultra-high-net-worth individuals and generational family partnerships through intricate tax landscapes
Partner & Co-Founder
Liftout Capital
Bo Sutton is a Co-Founder and Partner at Liftout Capital with 15 years of private investing experience. Prior to co-founding Liftout Capital, he was a Director at Bow River Capital, where he led acquisition and sale transactions focused on business and industrial services. While at Bow River Capital, Mr. Sutton served on numerous boards and was Chairman of Ocean Tomo. He currently serves on the board of directors of Pay4Leads and AG&E, and is Chairman of Franchise Creator. Before joining Bow River, Mr. Sutton worked as a private equity real estate investor, focusing on distressed real estate debt at Platform Ventures and agricultural real estate at Resource Land Holdings. He holds an MBA with an emphasis in Finance and a BS in International Business, both from the University of Colorado, and is a CFA Charterholder.