Agenda — Presentation, Q&A, Networking
The program will include five panelists, each addressing exit and financial planning from a different angle – An M&A attorney, a wealth strategist, financial advisors, and a founder who built and sold multiple businesses.
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?
Date:
Thursday, April 23, 2026 / 8:30 am – 10:00 am ET
Thursday, April 23, 2026 / 8:30 am – 10:00 am ET
Location:
Nelson Mullins – Orlando, FL
Nelson Mullins – Orlando, FL
Invitation Only
Hold the date – invitation will be provided to CEO Nexus members by email. For more information about this event, please contact your Roundtable Facilitator or email events@ceonexus.com.
Doug Starcher, Managing Partner, Nelson Mullins – Orlando Office / Orlando, FL — Doug Starcher serves as the Managing Partner of the Orlando office of Nelson Mullins and is head of the Florida M&A Team. Doug has been recognized by the M&A Advisor in New York as the Seller’s Attorney on the 2015 Technology Deal of the Year over $250 million and again in 2018 on the Financials Deal of the Year. In addition to his Mergers and Acquisitions practice, Doug serves as outside general counsel for entrepreneurs and growth companies.
Russell Slappey, CEO, Nperspective CFO & Strategic Services / Winter Park, FL — Russell Slappey is responsible for overseeing the Florida market. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in healthcare, manufacturing, construction, distribution, real estate, retail, and internet based companies.
Paz Criado, VP – Commercial Banker, First Citizens Bank / Lake Mary, FL — As a Commercial Banker, I guide successful entrepreneurs through the complex landscape of credit and banking solutions. Paz has been in Central Florida for over 19 years and has held various positions in banking. She is active in the community, and has served on the Board of Directors of Commercial Real Estate Women (CREW) Orlando and on the Visionaries of the Year 2025 Leadership Committee for the Leukemia & Lymphoma Society North Florida Region.
Mitch Levin, President, Corporate Finance Solutions / Winter Park, FL — Mitch will show you how to develop sources of cash flow you may not be accessing (besides delaying payables). He has coached over 300 unique business owners internationally, since 1988, and has transitioned and grown more than $3.3B in client assets. Mitch has built, bought, and sold more than 30 of his owned entities. Mitch has been married 43+ years, has 2 grown children, 4 grandchildren, and lives in Winter Park, Longboat Key, and Park City.
Shawn Jiles, Director, Cyndeo Wealth Partners / St. Petersburg, FL — Shawn began his financial services career in 2004. He completed a double major in engineering as an undergraduate and earned his M.B.A. In his role as Financial Advisor, Shawn provides deeply customized advice and guidance to an accomplished clientele, helping them unwind the complexities that significant wealth can entail. A veteran Advisor, he is skilled in discerning possible efficiencies across a client’s balance sheet, attuned to the distinctive priorities and needs of ultra-high-net-worth individuals and families.
