An invitation-only working session for owners of privately held businesses
M&A in Motion in Atlanta
A working session for owners of privately held businesses — what buyers actually value, the decisions to make before an LOI, and how to plan for life after a transaction
Most of the decisions that determine what a business sells for get made long before anyone calls a banker. This is a half-day working session about those decisions — deliberately small, deliberately not a lecture. Short sessions, an owner case study, and a closing panel where the banker, the attorney and the wealth advisor answer your questions in the same room.
What we will cover
- What buyers value, and how owners can improve business value and transferability
- Legal and deal-structure decisions to address before an LOI
- Tax, estate and personal wealth planning before and after a transaction
- How the owner's advisory team works together to produce the best overall outcome
What you will walk away with
A personal read on where you stand today
Value drivers, transferability gaps, and what buyers in this market are actually paying for right now — not a generic multiple.
The deal-structure decisions before an LOI
Legal and structural calls that are cheap to make early and expensive to unwind mid-process, from counsel who does this daily.
A plan for life after the transaction
"What's your number," tax and estate planning, and what changes the day after close — worked through with a wealth advisor in the room.
Agenda
| Time | Session | Presenter |
|---|---|---|
| 10:30 AM | Registration and light lunch | — |
| 11:00 AM | Welcome and owner objectives | — |
| 11:15 AM | Business value, readiness, and the current M&A environment | ComCap |
| 12:00 PM | Legal, tax and estate-planning considerations | Blue Sky Law and Bespoke Capital |
| 12:45 PM | Working lunch and owner discussion | — |
| 1:15 PM | “What's Your Number?” and planning for life after a transaction | Bespoke Capital |
| 2:00 PM | Integrated case study and panel discussion | All speakers |
| 3:00 PM | Owner Q&A and practical next steps | All speakers |
| 3:30 PM | Conclusion | — |
Speakers
Mitesh Patel, Esq.
Principal and Founder, Blue Sky Law
Mitesh advises on middle-market business sales in the $10M–$150M range, across industrial, technology and business services. He founded Blue Sky Law in Atlanta and works with owners through the full arc of a transaction, from pre-sale planning to close.
Aron Bohlig
Managing Partner, ComCap
Aron founded ComCap in 2012 and has 23+ years in finance and technology, advising on billions in M&A and financing transactions across AI, e-commerce, SaaS and digital media. Previously senior roles at Credit Suisse, Savvian and Investec. MBA, Wharton.
LinkedIn
Andrew Sickinger
Managing Director, ComCap
Andrew focuses on deal execution across vertical SaaS, digital transformation and tech-enabled services, with 10+ years of investment banking experience and 30+ advised transactions. Previously VP M&A at Goldman Sachs and VP at Moelis & Company. MBA, Cornell.
LinkedIn
Cody Hilbun, CEPA®, PWA
Managing Director, Bespoke Capital
Cody advises business owners on the wealth, tax and estate side of a transaction — what the number needs to be, and what life looks like after the sale. A Certified Exit Planning Advisor and Private Wealth Advisor, he runs owner-education programmes in the Atlanta market.
Daniel Pakkala, PWA, AAMS®
Wealth Manager, Bespoke Capital
Daniel helps privately held business owners become financially independent of their businesses around a sale or other liquidity event — liquidity, tax-aware wealth planning, estate strategy, and deal-team coordination. He was previously a Director at an Atlanta M&A advisory firm. BBA, Kennesaw State.
Hosted by
ComCap
Technology M&A advisory for the lower middle market
Blue Sky Law
Middle-market M&A and business law, Atlanta
Bespoke Capital
Exit planning and private wealth advisory, Atlanta
Venue & travel
Venue
Tommy Nobis Center
240 Interstate N. Parkway, Atlanta, GA 30339
Seats 20–25 comfortably
Open in Google Maps →Request an invitation
The room is kept intentionally small and the session is invitation-only. Tell us a little about your business and we will confirm your place.
Questions? Contact Helem Pontes at helem@comcapllc.com