Scottsdale 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
6000 E Camelback Rd, Scottsdale, AZ 85251
The closest airport near The Phoenician, a Luxury Collection Resort, Scottsdale is Phoenix Sky Harbor International Airport (PHX). PHX is located approximately 8.8 Miles from the hotel and about a 15-minute drive.

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. First-time buyers can attend this lab as 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.