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Breakfast Roundtable Topics
Talent Retention & Cost:
From Strategy
to Execution

Revenue
Cycle

AI for
Deal Sourcing

Investments in the Facilities & Residential Services Sector

Managing
AI Risk
in Acquisitions

GenAI in Dealmaking - Where it Works Where it Doesn’t
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Aligning Valuation, Strategy & Execution Amid Headwinds
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Getting a Company Privacy & Information Security-Ready
for M&A

Distressed
M&A

Financial
Due Diligence:
Hot Topics &
Key Findings

Spotlight
on Industrials

Value Creation Through M&A Knowledge &
Data Hubs

Fore-sight: Shaping the Future of the CBIZ PE Golf Outing

C-Suite Compensation:
A Lever for Competitive Advantage

Net Working Capital and
Net Working Target Negotiations

Safeguarding Enterprise Value Through Cybersecurity

Industry
Focus:
Clinical Trials & Pharma Services

Valuation
Gaps in
Today's
Market

MSPs in Action: From Diligence to Integration


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