The B.O.S.S. 2025

Business Owner Strategies Summit

What is The B.O.S.S.?

What to Expect at The B.O.S.S.

You’re a Founder or Business Owner and you’ve realized you need more capital to grow. Or maybe, you’ve received offers from Competitors or Private Equity.

Where do you start?
And what options do you have?

To help answer some of these questions, we’ve put together The B.O.S.S. The Business Owner Strategies Summit is an invitation only event for Founders and Business Owners who want to learn more about finding the right Financial Partner or Buyer for their business.

Key Strategies for a Profitable Business Exit

Hear from a panel of Business Owners who have successfully exited and learn mistakes to avoid.
Calculate the “Net Number” you need from the sale to maintain your desired lifestyle without the cash flow from your business.
Understand how buyers value your business and what you can do to maximize your valuation.
Hear from an expert M&A team and learn how to prepare and navigate a transaction.
Receive an overview of advanced tax mitigation strategies to maximize your net proceeds.
Network with Buyers and Investors.
Meet other Founders/Owners who are building investment grade businesses.