Top Mistakes in Acquisitions

and Dispositions



Top Mistakes in Acquisitions
and Dispositions

A panel discussion on the top mistakes made during the course of an acquisition/disposition, including areas often overlooked in the transaction process.


Learning Objectives:

  • Mistakes often made in process of negotiation of confidentiality agreements, letters of intent, due diligence, definitive agreements and post-closing matters
  • How to avoid these mistakes


About the Presenters:

Hear from panelists Ralph Levy, Tom Wylly and Jim Regnier with moderator Jim Cumbee.

Meet the Panelists


Registration is free. Thank you to our Sponsors:




This meeting will be held at Bradley Arant Boult Cummings Law Offices.

Address: Bradley Arant Boult Cummings LLP | Roundabout Plaza | 1600 Division Street, Suite 700 | Nashville TN 37203



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Ralph Levy
Tom Wylly
Jim Regnier

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

 One (1) CFP® Credit (pending)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at