Chicago M&A & Exit Lab
Who This Lab Is For
What You'll Learn
Lab Day Agenda




- 8:00 AM
Breakfast
Arrivals and meeting the group
- 9:00 AM
Welcome & The M&A Mindset
Meet the group, share your M&A goals
- 9:20 AM
Finding Deals & Building Your Pipeline
How to source quality deals consistently
- 10:40 AM
Evaluating Fit Quickly
How to get to yes with prospects
- 11:10 AM
Quick Q&A
Answering group questions
- 11:20 AM
Valuations
How do you determine the value
- 1:00 PM
Lunch Break
Networking with fellow agency owners
- 2:00 PM
Deal Structures & Funding Sourcing
Terms and financing the deal
- 2:45 PM
Mock Seller Call
Live example of a call in the process
- 3:00 PM
Due Diligence
How to spot red and yellow flags
- 3:30 PM
Integrations: The First 30, 60, 90 Days
How to realize deal value
- 4:30 PM
Exit Reverse Engineering
Getting to your exit number
- 5:00 PM
Q&A + Commitments
Closing comments and next steps
What You'll Leave With
Your M&A Instructor

What Past Event Attendees Say
Most people share 101-level stuff; Peter was selective in who he had in the room, allowing him to go straight into 202 and 303-level advanced material. Check out his stuff, he's the real deal." — Grant Hensel, Founder, Nonprofit Megaphone
Venue & Logistics
330 North Wabash Avenue, Chicago, IL 60611
The closest major airport to The Langham, Chicago is Chicago O’Hare International Airport (ORD). ORD is located approximately 18 miles from the hotel and is about a 35–60 minute drive, depending on traffic.

Frequently Asked Questions
Full day of in-person working, breakfast, lunch, gifts, and a printed lab binder of everything we cover in the day.
No. The lab is designed for first-time buyers. We start with fundamentals and build to advanced tactics.
This is designed to be an in-person event. If you can’t make this one, take a look at the other events we have planned for the year.
Yes, second seat 50 % off.
We cap attendance at 20 people to ensure everyone gets personalized attention and time for Q&A.