Exit Without Regret: Strategic Preparation That Protects Value, Control, and Legacy

Matthew Gurwin is a First Vice President, Private Wealth Advisor, and Certified Exit Planning Advisor (CEPA®) for Graystone Consulting at Morgan Stanley. He specializes in advising wealthy business owners and families, especially those considering substantial liquidity events due to the sale or recapitalization of a privately held business. A veteran of the financial services industry, Matt draws on his 25 years of experience, helping entrepreneurs and private business owners maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company. He draws on his 20 years of experience in the field to collaborate with professionals in a range of industries, build relationships with existing and prospective clients, and enhance internal operations to improve our clients' experience.

Matt earned both his BBA and his MBA from the University of Michigan Ross School of Business. Prior to joining Graystone Consulting - Chicago, Matt was a Principal at Doeren Mayhew leading their firm’s business development efforts. Earlier in his career, Matt worked at Telemus Capital Partners, LLC, as a managing director and as an Investment Banker for Deloitte Corporate Finance.

Outside the office, Matt enjoys spending quality time with his spouse and their four children.

My energy is focused on transforming how healthcare is delivered. As President and CEO of Park Medical Centers, now a division of McLaren Health Care Corporation, I lead the organization’s expansion, drive operational excellence, and champion patient-focused innovation. Our dedicated team delivers next-level healthcare services across southeastern Michigan. Through continuous improvement and evidence-based decision making, we deliver value to all stakeholders—our patients, team members, insurance partners, and physician organizations.

Joseph Heck is CEO of Zip Co US,a digital financial services company offering innovative and people-centered products. With over 20 years in consumer lending, Joe has consistently driven innovation and transformation across the industry.

Before joining Zip, Joe served as CEO of fintech Happy Money, where he previously held the role of Chief Operating Officer overseeing sales, risk, data science, operations, and customer experience.

Prior to Happy Money, Joe spent 15 years at TruStage (formerly CUNA Mutual Group), holding various leadership positions focused on sales and product innovation, helping financial institutions navigate their digital transformation.

Holly Koczot, Chief Legal Officer at OneStream, joined OneStream in 2018. Holly has led and built a legal team that supports, at scale, OneStream's global operations throughout the company’s ever-expanding global footprint. Holly provides counsel to OneStream’s board of directors, executive leadership and senior management regarding worldwide legal, regulatory and strategic affairs. She is responsible for overseeing legal support across all company departments and advises the executive leadership team on a wide variety of cross-functional issues, including related to sales, marketing, finance, human resources, and engineering. Holly was the principal in-house legal advisor for OneStream’s  $200M Series B funding round in 2021, its first acquisition in 2024 of DataSense (an AI company), its IPO in July of 2024, and its follow-on equity offering in November of 2024. She is currently working on OneStream's take private sale to Hg Capital.

Since 2021, Michael Scheinman has been Chief Executive Officer of Campspot, the largest technology provider for private campgrounds in North America. Campspot serves over 3500 campgrounds as a reservation and booking platform, and also hosts one of the industry's largest online travel agencies (OTAs), known as the Campspot Marketplace.

Prior to Campspot, Michael spent over a decade at Expedia Group, most recently as head of portfolio brands Orbitz and CheapTickets, and also held leadership roles in sales, marketing, product development, and operations.

He has an undergraduate degree in Hotel Administration from Cornell University, and an MBA from University of Chicago.

Matt VanWasshnova concentrates his practice on representing public and private companies in a broad range of corporate and securities law matters.

Matt’s practice has a particular emphasis on complex domestic and cross-border business transactions, including leveraged buyouts, mergers, acquisitions, divestitures, equity and debt financing transactions, recapitalizations, executive employment and equity incentive arrangements, and joint ventures. Matt executes these transactions on behalf of public companies, advising boards of directors, board committees and management; and on behalf of private equity funds, family offices, independent sponsors and their respective portfolio companies, advising a host of involved parties. 

During his career, he has advised on and closed hundreds of acquisition/sale transactions in a variety of industries with transaction sizes ranging from a few million dollars to over $1 billion in deal value encompassing a wide range of industries, including healthcare, manufacturing, industrial, automotive, services, retail and information technology.

Matt also regularly counsels public and private companies on corporate governance issues, fiduciary duty matters (both generally and in the M&A context), and compliance with the U.S. federal and state securities laws.