Where exceptional investors find exceptional service

We’ve built a business around serving people like you and organizations like yours. We’re here to transform your wealth management experience with service and resources that are second to none, directed by an unwavering focus on you and your needs – simply because you deserve nothing less. That’s the Boston Capital Wealth Management way. Confident. Detailed. Committed to success. Just like you. We look forward to hearing from you, soon.

BUSINESS OWNER | ENTREPRENEUR
STRATEGY SUMMIT

You’ve built a successful business, and with that success comes opportunity – but also complexity. Whether your focus is on the growth of your business or an exit, it's important to find the right partners.

Take a seat at the table for an exclusive, intimate gathering with us and professionals from Raymond James Investment Banking, as well as prominent tax and legal advisors, growth partners, and branding experts to learn about optimizing the value of your business as you consider your next phase of growth and/or ahead of any sale or merger. As your financial advisors, we will quarterback the relationships and connect your personal wealth plan with your business plan.

WITH OUR GUIDANCE, YOU WILL GAIN VALUABLE INSIGHT INTO:

  • Common mistakes and how to prevent them
  • Branding your business for growth
  • Strategic debt as a growth catalyst
  • Pre-sale planning beginning two to three years before the transaction
  • The continued evolution of artificial intelligence
  • Establishing the fair market value of your business
  • Facilitating and structuring the transaction
  • Applying tax-mitigation and estate planning strategies to your proceeds
  • How selling a percentage of your business to an optimal growth partner now could magnify your returns in a future, secondary transaction

Thursday, May 8, 2025

Registration & Lunch: 11:30 a.m. | Event: 12:15 p.m. – 5:15 p.m. | Cocktail Hour: 5:15 -

Harvard Club of Boston

374 Commonwealth Ave // Boston, MA 02215

(Parking provided in club parking lot at 415 Newbury Street)

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  • Creating a plan that is uniquely yours
    We dig deep into the details to make sure it is exclusive to you.
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  • Matching the drive of those we serve
    We deliver unique solutions for business owners and entrepreneurs.
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  • The skills and capabilitiesyou deserve
    Our team’s level of expertise and experience aligns with the needs of affluent investors.
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