YPO M&A 2023

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Mergers and Acquisitions Panel Discussion H O S TED BY VA R N U M LAW OFFI CES WEDNESDAY, JANUARY 25 • 3:00 PM - 5:00 PM YPO & YPO GOLD MEMBERS ONLY *LIMITED TO 40 GUESTS 333 BRIDGE ST NW #1700, GRAND RAPIDS, MI 49501 The panel of experts will be as follows:

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Pete Roth, Partner, Varnum Law (moderator) Carlye Klimek, Partner, BDO (tax) Todd Harvey, , Senior Vice President, PNC (private banking) Bill Watkins, Managing Director, Family & FounderOwned Business Coverage, Harris Williams Kevin Harper , Director, Family & Founder-Owned Business Coverage, Harris Williams AGENDA State of Middle Market M&A and the Acquisition Process (PNC and Harris Williams) Preparing Your Organization to Make Acquisitions (BDO) Best Practices: Executing the Deal; Due Diligence & Documentation Phase (Varnum) Integration & Best Practices (Member Lead Discussion)

RSVP to Hfrank.miypo@gmail.com Leadership Dinner to follow hosted by PNC & Harris Williams


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