Agenda — Networking, Presentation, Expert Panel, Q&A
The program will include four panelists, each addressing exit planning from a different angle. A deal lawyer, an exit and wealth strategist, a financial operations executive, and a founder who built and sold her business. Come for the behind-the-scenes conversation and bring the questions about M&A keeping you up at night.
They will address questions like:
- Is now the right time — and how would I even know?
- What will a buyer look for that I haven’t dealt with?
- Do I really know my number — and how will my structure help or hurt me?
- What happens if something happens to me?
Date:
Tuesday, April 28, 2026 / 4:30 pm – 6:30 pm ET
Tuesday, April 28, 2026 / 4:30 pm – 6:30 pm ET
eventbrite.com/e/1986393513471
For more information about this event, please click the registration link above.
Gwen Griggs, Managing Director, ADVOS | Strategy + Law / Ponte Vedra, FL — Along with Whitney Harper, Gwen co-founded ADVOS legal, a new model, agile firm of experienced management team lawyers handling complex transactions and keeping high-growth companies deal-ready with an eye on the day-to-day. Gwen started her career at Holland & Knight and spent most of her career on management teams in legal and operational roles, including a role where she led the acquisition of 21 properties over a 3 year period.
Daniel Gilham, Managing Director of Advisor Strategy, Farther / Jacksonville, FL — Over the past 15 years, Daniel has helped business owners, entrepreneurs, and families realize their financial aspirations through goals-based planning. This comprehensive approach and coordination of all assets brings clarity and confidence to financial decisions: each client has a unique situation, and Daniel’s tailored approach is vital to achieving their goals.
Pete Denholm, Managing Director, Supporting Strategies / Saint Johns, FL — Throughout Pete’s 35+ years of experience, he has focused on business, operations, and financial management as both a consultant and executive/manager. Pete worked at Big Four accounting/consulting firms, Fortune 50 companies, and small businesses. For the past 10+ years, he has leveraged my knowledge and experience to deliver high-quality outsourced accounting and controller services to small businesses.
Patti Peeples, PhD – Serial Entrepreneur, Health Industry Thought Leader / Jacksonville — Dr. Peeples advises business expansion, strategic planning, acquisition planning, and improved operations. She founded a company focused on health care value and access, later acquired by a top 100 Healthcare Technology company. Widely published in the peer review literature and a frequent speaker, Dr. Peeples has served in senior positions for major pharma organizations including Novartis and ALZA-a J&J company.
