Comprehensive guidance to support your needs
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.
Details:
Date: Tuesday, March 11th, 2025
Time: 1:30 PM. – 6 P.M. (Happy Hour to follow)
Venue: Raymond James Coral Gables Office
Hotel Colonnade, Coral Gables on Miracle Mile
180 Aragon Ave, Coral Gables, FL 33134
Venue Website
Email: Jordan.Niefeld@Raymondjames.com
Phone: 305.682.2434
COST: COMPLIMENTARY
TOPICS INCLUDE
- Hear from a panel of specialists who have successfully transacted an 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 help maximize your valuation
- Hear from an experienced M&A team including transactional attorneys and tax professionals and learn how to prepare and navigate a transaction
- Receive an overview of advanced tax mitigation strategies to help maximize your net proceeds
- Network with Buyers and Investors
- Meet other Founders/Owners who are building investment grade businesses
FEATURED PANELISTS
Jordan Niefeld, CPA, CFP®
Associate VP, Investments
Niefeld Wealth Planning of Raymond James
FULL BIO
Elena Mervine
CPA, Partner, Transaction Advisory Services
CohnReznick
FULL BIO
Rachel Garber
CPA, Partner
CohnReznick
FULL BIO
Andres Molgora
CPA, Partner
CohnReznick
FULL BIO
Erin E. McQuiggan
Partner, Trusts & Estates
Duane Morris LLP
FULL BIO
David S. Kovsky
Partner, VP of Private Client Services Practice Group
Duane Morris LLP
FULL BIO
Richard A. Silfen
Co-Chair, Mergers & Acquisitions
Duane Morris LLP
FULL BIO
Ken Grider
Managing Director
Raymond James Investment Bank
FULL BIO
Ron Krudo
CEO
Right Street Advisors
FULL BIO
Rigby Coleman
VP
Trivest Partners
FULL BIO
Disclosures:
Raymond James is not affiliated with and does not endorse the opinions or services of the mentioned organizations. Any opinions are those of the authors. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with the above organizations. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. 23-ECMIB31-0484 MM/KR/JPR 8/23