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Date
4/22/2026

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

4th Annual B.O.S.S. Business Owner Strategies Summit

  • Program – 7:30 AM – 1:00 PM
  • Registration and Networking: 7:30 – 8:00 AM
  • Session 1: 8:00 – 8:40 AM

Welcome & Opening Remarks

  • Speaker: Private Wealth Advisor – Dax Seale – Seale Wealth Management
  • Theme: Attendee Introductions, Why do I need a Growth and Transition Strategy
  • Goals: Clarity, Confidence, and Readiness
  • Session 2: 8:40 – 9:25 AM

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

  • Presenter: Investment Banker - Ken Grider - Raymond James Investment Bank
  • Key Topics:
  • Options for Growth
  • Mindset shift: from operator to owner
  • What does success look like for me?
  • Session 3: 9:25 – 10:10 AM

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

  • Moderator: Transaction CPA – Justin Turner – BakerTilly
  • Panelists:
  • Private Equity Partners – Bryan Grabowsky - Juniper Capital Management, Pierce Edwards
  • Investment Bankers – Wayne Vacek – Founders Advisors
  • Key Topics:
  • What drives valuation multiples
  • Operational readiness: red flags and hidden gems
  • Legal and structural prep: avoid deal-killers early
  • Break: 10:10 – 10:20 AM

Break #1 – Coffee & Conversations

  • Session 4: 10:20 – 11:05 AM

Panel 2: Assembling Your Transaction Dream Team

  • Moderator: Investment Banker – Neal England – Founders Advisors
  • Panelists:
  • M&A Attorney – Glenn Singleton – Foley & Lardner LLP
  • Transaction CPA – Zak Everson - BakerTilly
  • Private Wealth Advisor – Dax Seale – Seale Wealth Management
  • Key Topics:
  • When to engage each advisor – and why sequence matters
  • Roles, overlap, and avoiding confusion
  • War stories: how great teams saved deals (and bad ones blew them up)
  • Session 5: 11:05 – 11:50 AM

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

  • Moderator: Private Wealth CPA – Duncan Campbell
  • Panelists:
  • Estate Planning Attorney – Chris Deskin – Foley & Lardner LLP
  • Private Wealth Advisor – Dax Seale – Seale Wealth Management
  • P&C Insurance Advisor – Frank Swingle – Swingle Collins
  • Key Topics:
  • QSBS, trusts, gifting strategies before LOI
  • Entity structure and sale planning for minimal taxes
  • Post-exit investment, philanthropy, and legacy planning
  • Break: 11:50 – 12:00 PM

Break #2 – Box Lunch Served

  • Session 6: 12:00 – 1:00 PM

Closing Fireside Q&A: Wisdom & War Stories

  • Moderator: Private Wealth Advisor - Dax Seale – Seale Wealth Management
  • Panelists:
  • Eric Dunn – Quality Solutions Inc
  • M&A Attorney – Glenn Singleton – Foley & Lardner LLP
  • Key Topics:
  • Biggest regrets or missed opportunities
  • What they wish they had known 12 months before their LOI
  • Life after the sale

Complete Survey | Business Owner Networking

  • Finish - Closing Remarks
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.

©2026 by The B.O.S.S.

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