The B.O.S.S. 2025

Business Owner Strategies Summit

The B.O.S.S. 2025

Business Owner Strategies Summit

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Program – 2:30pm – 6:30pm

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Registration Opens - 2:00 pm
  • Guest check-in and Networking
  • What to Expect at The B.O.S.S.

    • 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

    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.
    • 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

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

    Join us for a Panel Discussion on Successful Business Transitions

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

    Network with Buyers and Investors Meet other Founders/Owners who are building investment grade businesses

    why choose us ?

    Designing Experiences, Inspiring Memories

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    Call us anytime

    0761-8523-398

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    our portfolio

    From Concept to Celebration, Where Your Dreams Take Center Stage

    Corporate Events

    Annual Sales Conference

    Client : XYZ Corporate

    Description : Etiam pharetra convallis felis, et sodales risus tincidunt ut. Proin scelerisque, sem eget cursus sollicitudin, nibh elit convallis erat, id fringilla arcu nisl non dui. In ultricies sollicitudin nisi. Maecenas ac justo et dolor condimentum condimentum

    Elegant Garden Wedding

    Client : John and Emily Smith

    Description : Etiam pharetra convallis felis, et sodales risus tincidunt ut. Proin scelerisque, sem eget cursus sollicitudin, nibh elit convallis erat, id fringilla arcu nisl non dui. In ultricies sollicitudin nisi. Maecenas ac justo et dolor condimentum condimentum

    Weddings
    Social Events

    Multi-Day Family Reunion

    Client : Smith Family Reunion

    Description : Etiam pharetra convallis felis, et sodales risus tincidunt ut. Proin scelerisque, sem eget cursus sollicitudin, nibh elit convallis erat, id fringilla arcu nisl non dui. In ultricies sollicitudin nisi. Maecenas ac justo et dolor condimentum condimentum

    FEATURED PANELISTS

    Gene Bazemore

    Head of Industrials Group

    Founders Advisors

    Wayne Vacek

    Managing Director

    Founders Advisors

    Duncan Campbell

    Principal

    Baker Tilly

    Dennis Coker

    Managing Director

    Founders Advisors

    Zak Everson

    Partner

    Baker Tilly ​

    Chase Murphy

    Partner

    Baker Tilly

    Justin Turner

    Partner

    Baker Tilly

    Kyle Turbitt

    Senior Vice President

    Sole Source Capital

    Neal England

    Managing Director

    Founders Advisors

    Ken Grider

    Managing Director, Head of Business Development

    Raymond James Investment Bank

    Amber Seale, CFP®, CLU®, CPA, CDFATM**

    Managing Director

    Seale Wealth Management of Raymond James

    Chris Deskin

    Partner

    Foley & Lardner LLP

    Dax Seale, CFP®, CEPA®, CLU®*

    Managing Director

    Seale Wealth Management of Raymond James

    Glenn Singleton

    Partner

    Foley & Lardner LLP

    MEET THE SUCESSFUL SELLER PANELISTS

    President & CEO Peak Technologies
    Owner Associated Industries of Texas
    Chief Executive Officer Rhino Fleet Tracking
    frequently asked questions

    the most question we had

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    We specialize in organizing a wide range of events, including corporate conferences, weddings, social gatherings, brand activations, product launches, and more. Our team has experience in creating memorable experiences for various occasions and can tailor our services to meet your specific needs.

    Your level of involvement is entirely up to you! We offer flexible service options, from full-service event planning, where we handle every detail, to partial planning, where you can be as involved as you'd like. We'll work closely with you to understand your preferences and ensure that the planning process aligns with your vision.

    Absolutely! We have established relationships with a network of trusted vendors, including caterers, florists, entertainers, photographers, and more. We'll leverage our industry connections to secure the best vendors for your event, ensuring seamless coordination and exceptional service throughout.

    We recommend booking our services as early as possible to ensure availability, especially for popular dates and venues. However, we understand that timelines can vary depending on the type and size of the event. Get in touch with us as soon as you have a date in mind, and we'll work with you to accommodate your schedule.

    Absolutely! Logistics are a crucial aspect of event planning, and we're here to handle all the details for you. From assisting with venue selection and layout design to coordinating transportation and accommodations for guests, we'll take care of every logistical aspect to ensure a seamless and stress-free event experience.

    The safety and well-being of our clients and their guests are our top priorities. We stay informed about current health and safety guidelines and implement appropriate measures to mitigate risks at events. This may include measures such as sanitation stations, social distancing arrangements, and adhering to capacity limits. Rest assured, we'll work closely with you to create a safe and enjoyable event experience for all attendees.

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