Carver BOSS Summit

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Carver BOSS Summit

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  • Topic Descriptions
  • Speakers
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    • Home
    • Agenda
    • Topic Descriptions
    • Speakers
    • Presentations
    • Handouts
  • Home
  • Agenda
  • Topic Descriptions
  • Speakers
  • Presentations
  • Handouts

Agenda

Registration & Networking Breakfast | 7:30 AM 

Presentations | 8:30 - 3:30 PM

Speakers & Times

8:30 - 8:45 AM | Introduction

Randy Carver, CRPC®, CDFA® | President & Founder, Carver Financial Services | Registered Principal, RJFS

8:45 - 9:15 AM | The Role of Investment Banking in Growth & Succession Plan

Ken Grider | Senior Managing Director | Head of Business Development, Investment Banking | Raymond James & Associates Inc.

9:15 - 10:00 AM | A Local Entrepreneur’s Journey With Private Equity

Tom Zucker | President | Edgepoint

Tim Eippert | CEO | Stratus

10:00 - 10:15 AM | Break

10:15 - 10:45 AM | Tax Mitigation

Chris Hennessy, CPA, J.D | Wealth Planning Consultant | Franklin Templeton

10:45 - 11:15 AM | How to Reverse Engineer Your Health Insurance

Angel Saucedo |  Senior Partner | Virtuous Benefits 

Neer Patel | Co-Founder | Virtuous Benefits

Dr. Rich Berry | Owner & CEO | Maple Health DPC

11:15 - 11:45 AM | Private Aviation: Buying Back Your Most Valuable Asset

Nick Fancher | President | Private Jet Solutions

11:45 - 12:15 PM | Doing Well While Doing Good

Randy Carver, CRPC®, CDFA® |  President & Founder, Carver Financial Services | Registered Principal, RJFS

12:15 - 1:00 PM | Lunch

1:00 - 1:45 PM | From Preparation to Proceeds: Key M&A Considerations

Erik Schumacher, CPA, Principal | Advisory & Tax Services | Rehmann

1:45 - 2:15 PM | Legal Considerations

Mike Trivisonno | Partner | Squire Patton Bogs

2:15 - 2:45 PM | What Private Equity Sees in Your Business

Dan DeSantis | Partner | Provariant Equity Partners 

2:45 - 3:15 PM | Asset Preservation for Business Owners

Randy Carver, CRPC®, CDFA® |  President & Founder, Carver Financial Services | Registered Principal, RJFS

3:15 - 3:30 PM | Wrap Up & Next Steps

Randy Carver

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James and Carver Financial Services are not affiliated with the above organizations.


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