The B.O.S.S. 2026
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 Business Owner Strategies Summit; an invitation only event for Founders and Business Owners who are preparing for growth, succession, or acquisition.
Simple Strategies for Business Growth & a Successful Exit
- A Half-Day Workshop for Business Owners Ready to Scale, Strengthen Value, and Prepare for a Profitable Transition
- Join seasoned founders, M&A advisors, and exit-planning experts for a fast-paced, highly practical 4-hour experience. Walk away with clear strategies you can implement immediately—no matter where you are on your growth or exit journey.
Why Attend
Business owners often don’t know what they don’t know. This workshop fills in the gaps and shows you exactly what drives valuation, what buyers truly care about, and how to position yourself for the best possible outcome—whether you plan to sell in 12 months or 10 years.
What You’ll Learn
1. Fresh Growth Strategies You May Be Overlooking
Uncover proven methods to increase revenue, strengthen operations, and unlock growth opportunities you may not be leveraging today.
2. What Makes a Company “Investment Grade”
Get a behind-the-curtain look at how buyers evaluate businesses, and learn the specific criteria that elevate your company’s attractiveness.
3. How Buyers Determine Valuation
Understand the inputs, formulas, and qualitative factors that influence what your business is worth—and how to improve those drivers now.
4. Insights From an Experienced M&A Deal Team
Hear directly from professionals who guide business owners through transactions every day. Learn what to prepare, what to avoid, and how to stay in control throughout the process.
5. Tax Strategies to Maximize Your After-Tax Proceeds
Explore smart, legal planning tools that can help you keep more of what you’ve built when you sell.
6. How to Calculate Your Personal “Net Number”
Gain clarity on what you truly need from a sale to maintain your lifestyle, fund long-term goals, and achieve financial independence.
7. High-Value Networking With Buyers & Business Owners
Connect with growth-minded peers, investors, and advisors who understand the challenges of scaling and selling a business.
Who Should Attend
– Founders and owners considering a future sale
– CEOs preparing for growth, succession, or acquisition
– Business owners wondering what their company is worth
– Owners 1–10 years away from an eventual exit
– Anyone seeking clarity on valuation, taxes, and financial readiness
What You’ll Walk Away With
– A clearer picture of your company’s value today
– A roadmap for increasing valuation over time
– Insight into buyer psychology and deal structure
– Tax strategies that can materially impact your net proceeds
– A personalized understanding of your required “Net Number”
– New relationships that can accelerate your next stage of growth
Reserve Your Seat
Space is limited to ensure high engagement and meaningful Q&A.
Featured Panelists
Meet the Successful seller panelists
Event Location
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Sherry Lane Place, Conference Room A and B,
5956 Sherry Lane, Dallas, TX 75225 - 214-965-7634 | 214-365-5581
