Cautionary Tales: What Could Possibly Go Wrong?
Five real-world perspectives from professionals who’ve seen it happen.
Buying or selling a business can be one of the biggest decisions an owner, or future owner, will ever make. And while every transition is different, there are some lessons you really don’t want to learn the hard way.
Join us for Cautionary Tales: What Could Possibly Go Wrong?, a candid conversation featuring five professionals who have seen the unexpected challenges of business transitions up close.
From financial records and due diligence to legal agreements, insurance, taxes, and the realities of handing over the keys, our panelists will share stories, warning signs, and lessons from the situations they’ve encountered in their work.
This isn’t a seminar. It’s a conversation built around the stories behind the lessons.
Led by Terri Lundberg of Wiser360, the panel features perspectives from:
- Brittany Nielson, Open Door Accounting
- David Kelly, KKH&B
- Kristin Lynch, Jennings & Associates
- Matthew Evinger, Houchens Insurance Group
- Terri Lundberg, Wiser360 – Moderator & Panelist
Whether you’re a business owner thinking about succession, a prospective buyer exploring entrepreneurship through acquisition, or a professional who helps businesses navigate these transitions, you’ll leave with practical things to watch for and questions worth asking before the deal gets too far down the road.
Event Details
Thursday, November 5, 2026
5:00 PM – Networking & refreshments
5:30 – 6:30 PM – Panel discussion
Sprocket
Zoom option available
Come hear the stories. Learn the lessons. And maybe avoid becoming the next cautionary tale.