B.O.S.S. 2026 – Session Feedback (Anonymous)

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B.O.S.S. 2026 – Session Feedback (Anonymous)

Thank you for attending The Business Owner Strategies Summit. We trust you found this event to be a worthwhile and valuable use of your time, and we hope it plays a meaningful role in effecting a successful exit for your business. In an effort to improve our event and strive for world-class education for privately held business owners who are considering an exit event, we ask that you take a few moments to provide feedback on your experience.

Why do I need a Growth and Exit Strategy? *

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Pep Talk Panel: You Can Do This – The Entrepreneur’s Playbook *

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Panel 1: Laying the Foundation – Building a Valuable, Transferable Business *

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Panel 2: Assembling Your Transaction Dream Team *

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Panel 3: Tax & Risk Mitigation Before and After the Sale *

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Closing Fireside Q&A: Wisdom & War Stories *

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OVERALL EXPERIENCE *

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Which session was most meaningful to you? Why? *

How can this workshop be improved? What specific items would you modify or change? *

Would you recommend this summit to another founder or business owner? If so, we'd like to invite them to the 2027 summit, please provide their name, company, and email *

Additional thoughts, comments, or suggestions? *

Raymond James is not affiliated with and does not endorse the opinions or services of Foley & Lardner LLP, Founders Advisors, Swingle Collins & Associates, and Baker Tilly.

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Sherry Lane Place, Conference Room A and B, 5956 Sherry Lane, Dallas, TX 75225.

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