Business Intelligence: Close More Deals & Get Better Terms

Join us at to meet other Wharton Club & HBS Club Members.
We meet every other month to promote & build each other's businesses

What: The Wharton-Harvard B-School Club Leads Council of DC is a regular business networking forum designed to grow member businesses through direct leads, information, best practices and support.

Specifics on this session

  • When you have winnowed the field of acquisition targets to a few promising prospects, the real investigation begins.  Traditional due diligence, performed by lawyers and accountants, is important to the deal, but you may need to augment these services with those of an investigator capable of performing background checks, uncovering hidden liabilities and determining the real reason for sale. 
  • In this seminar, learn what investigative techniques are appropriate and when they are necessary.  Larry Ross, president of Ross Financial Services, Inc., will stress the importance of expert analysis to enhance what databases and official documents provide.

About the Speaker

  • Larry Ross earned his law degree at the University of Michigan.  Upon graduation he spent ten years in the Justice Department’s Honors Program trying tax cases in federal courts throughout the country.  He went on to serve as Chief Counsel to a House Ways and Means investigations subcommittee.  Before founding Ross Financial Services, Larry was senior partner in a Washington law firm that specialized in tax and securities law.  He successfully litigated tax cases at the trial and appellate levels, as well as before the U.S. Supreme Court.  Throughout his career, Larry has guided clients through mergers, acquisitions and investment issues.
  • Larry is often asked to speak about the methodology he has developed for locating and analyzing business intelligence.  He was co-leader of The Art of M&A, a University of Michigan Business School conference for automotive executives.

About Ross Financial Services

  • Ross Financial Services, Inc. is a financial investigations firm focused on helping the business community and its advisors to minimize the risks of doing business in today’s competitive environment. 
  • RFS understands that accurate intelligence is crucial to making sound business decisions.  Tenacity, resourcefulness and creativity result in customized investigations that serve individual needs, deadlines and budgets.

Join us Friday, April 26, 2019 from 12:00 - 1:30 at the National Press Club, 14th & F Sts, NW, McClendon Room, 14th Floor

  • Who Should Attend:
    • Whether you're a business owner, CEO, marketing or business development executive, or sales person, understanding your current - and prospective -  
      •  Register - Members - of Wharton, HBS or Strategic Partner Club: Early Bird, thru Monday, April 22: 29/person, inclusive, for full lunch, program, networking. After: 39/person
      • Non-MembersEarly Bird, thru Monday, April 22: 39/person, inclusive, for full lunch, program, networking. After: 49/person

***********Click here to register

When: 12:00 pm to 1:30 pm on 1st Friday of every other month - mark your calendar:

2019 Schedule - Mark Your Calendar - topics and speakers to be announced:

  • April 26
  • June 7
  • August 2
  • October 4
  • December 6


DC: National Press Club is near Metro Center. Parking is available at many nearby public garages.

Cost: Early Bird: Lunch costs $29/person for inclusive of tax, tip and non-alcoholic beverages, for meal and non-alcoholic beverage selections, for current Wharton Club & HBS Club members, through the prior Friday. If you're a Member, you may also bring up to 3 guests at the same per person rate for this OPEN SESSION.

  • After that, online or walk-in: 39/person. You pay only for the meetings you attend (unlike some other groups where you pay each time, whether or not you attend).
  • In addition, non-members pay 39/person early, 49/person after and normally need advance approval to attend, unless it's an OPEN session (no advance approval needed), such as this one.

***********Click here to register.

Who: You! If you are a committed owner or leader of a business in the DC area who wishes to benefit from the support and exchange of like-minded leaders. Requirements for membership are simple:

  • You must be a Wharton alum and a current member of the Wharton Club or HBS alum and current member of HBS Club, or invited by a Member of one of those Clubs and approved by the Council.
  • You must be willing to regularly attend and participate in WHBSLC meetings
  • You may not have a competitive conflict with a current active WHBSLC member.
  • Contact Heinan Landa for more information or answers to any questions you may have: hlanda@optimalnetworks.com


Friday, 04/26/19 at 12:00pm - 1:30pm | iCal


National Press Club
14th & F Streets, NW McClendon Room
Washington, District of Col 20045 United States

[ Get Directions ]

Look Who's Coming:

Alan Schlaifer, President
  Wharton Club of DC
Eliot Shatzman, SVP
  Merrill Lynch
Andy Chalonec
  Cost Caddies
... a total of 3 guests.
Note: to opt out from this list please sign in, go to My Account and change your preferences under My RSVPs.


About the DC Wharton-Harvard B-School Club Leads Council:

What It Is, Why It May Be Good for You

By Jeanne Rossomme, WG88, Roadmap Marketing

The Wharton Leads Council of DC founded by Heinan Landa has been a positive force for Wharton Club of DC members for well over a decade, and is still going strong. . As a successful entrepreneur of a growing IT company (Optimal Networks), Heinan was looking for opportunities to both gain and share new clients. Heinan's energy and commitment have set the tone for what is now a dynamic, supportive group of entrepreneurs and business leaders.

At the end of 2007, we surveyed current members on the value of belonging and actively participating in the Leads Council. Their comments were many but can be summarized in a few key areas, and in general, even at this time, the same points remain keystones of the Wharton Leads Council, now in its 6th successful year:

Sharing of direct business leads

The focus of the Wharton Leads Council continues to be on the passing of direct and indirect business leads. Each session, members report back on contacts given and received for new clients, potential inve

stors, employees and suppliers. Each member has a testimonial on how the WLC has helped grow his or her business.


  • The WLC has provided me with high quality business associates that have helped me take my business up several notches. The group has also provided me with a plethora of direct business leads and even one successful acquisition target. None of these things would have been possible without the tremendous friendship and support of all the group members.
  • I have received several direct client referrals (and each one was a surprise, sometimes even coming from people no longer active in the group).


Camaraderie and support


With the shared Wharton experience, WLC members provide support and energy to one another. The atmosphere of WLC meetings is relaxed and non-threatening, constructive and positive.


  • WLC is a secure, nonjudgmental audience for vetting ideas and business solutions.
  • Great caliber of folks to network with; everyone seems so willing to help you when you ask for it - whether it's on a issue you're facing in managing your business or a contact that you're looking to make.

Sharing of small business owner best practices

Each month a WLC meeting is dedicated to a “Member Spotlight”. (New members are invited to host one of these sessions after six months of active participation in the group.) The host member provides a business overview so that the entire group better understands the direction and needs of the business. In addition, the members share best practices in their area of expertise so that all in the group may benefit.


  • The group has been tremendously valuable in terms of providing a true group of "peers" with whom to exchange ideas and advice, and in terms of general networking. It is difficult for Wharton Alumni to find "peers" outside of the Wharton community!


Sharing of functional and industry expertise

At regular intervals throughout the year, the WLC dedicates certain meetings to “roundtable” discussions. Focused on a particular functional or industry discipline, these sessions allow members to discuss current dilemmas or goals and gain the feedback of their peers.

  • Extremely good value in getting sounding board to one's new business ideas and old problems from bright, capable and friendly members.

Jeanne Rossomme is President of RoadMap Marketing, providing marketing expertise and direction to small businesses.


To learn more about the Wharton Leads Council, email Alan Schlaifer: CLICK HERE
You can also go to www.optnw.com/page/wharton for a list of current Council members and links to other useful Leads Council pages.

And mark your calendar to make your mark in your business, with the benefits being shared by members of the Leads Council!


***********Click here to register.