Balancing Logic, Emotions and Transparency: A Holistic Approach to Selling Your Business

Matthew Gurwin is a Vice President and Private Wealth Advisor for Graystone Consulting at Morgan Stanley. He specializes in advising wealthy business owners and families, especially those considering substantial liquidity events due to the sale or recapitalization of a privately held business. A veteran of the financial services industry, Matt draws on his 20 years of experience in the field to collaborate with professionals in a range of industries, build relationships with existing and prospective clients, and enhance internal operations to improve our clients' experience.

Matt earned both his Bachelor’s Degree and his MBA from the University of Michigan. Prior to joining Graystone Consulting -Chicago, Matt was a Principal at Doeren Mayhew leading their firm’s business development efforts

Earlier in his career, Matt worked at TelemusCapital Partners, LLC, as a managing director and as an Investment Banker for Deloitte Corporate Finance. Outside the office, Matt enjoys spending quality time with his wife, Aundrianna and their four children.

Rob Grimaldi is chief operating officer of Viscogliosi Brothers, a leading investor and innovator in the med-tech space, and co-founder and CEO of Ad Infinitum Cell Preservation Technologies, a firm creating novel cryopreservation solutions for medical research applications. He has been directly involved in many entrepreneurial led companies across multiple sectors from seed and venture stage to exit/IPO.

Dr. Gustav Lo is the co-founder and Chief Medical Officer of Cosmetic Skin & Laser Center, established in 2001, and RegenCen, its regenerative and anti-aging division launched in 2020. A pioneer in anti-aging medicine, he helped drive the company’s expansion from four to 25 locations across Michigan and Florida after partnering with private equity in 2023.

Pam is specialized in accounting & finance leadership. Specifically, technical accounting, analysis, process streamlining and operational performance. She is a CPA in the state of Michigan, and gained technical expertise during her career as an external auditor, industry accounting and as a finance leader.

Matt VanWasshnova is a corporate partner with a diverse practice. Matt’s practice has a particular emphasis on complex domestic and cross-border business transactions, including leveraged buyouts, mergers, acquisitions, divestitures, equity and debt financing transactions, recapitalizations, executive employment and equity incentive arrangements, and joint ventures. Matt executes these transactions on behalf of private and public companies; founders and executives; and private equity firms, family offices, independent sponsors and their respective portfolio companies. Matt has advised on and closed hundreds of M&A transactions in a variety of industries with transaction sizes ranging from a few million dollars to over $1 billion in deal value encompassing a wide range of industries, including healthcare, manufacturing, industrial, automotive, services, retail and information technology.

Rich is founder of Xylogenesis | Family Office Advisory with 25+ years of family enterprise and office, legal, business, financial services, and professional service firm experience focused on serving multigenerational families primarily through their family offices. Rich is a graduate of the Georgetown University Law Center (LL.M.), Gonzaga University School of Law (JD) and the University of Illinois (BS). Rich was just named in the World's Top 50 Family Enterprise Advisors by Family Capital. Rich and his family reside in St. Louis, Missouri.