Carver BOSS Summit - Topics

---

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

Need Description

Tim Eippert | CEO | Stratus

Tom Zucker | President | Edgepoint

Tim Eippert will share his decision points and experiences from solo entrepreneur to CEO of a multinational company and the role private equity played in the story.

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

Business owners spend years building value—this presentation is designed to help ensure that value is preserved, optimized, and ultimately realized. This presentation delivers practical, high-impact insights on reducing taxes, preserving personal assets from business risk, and creating a clear succession plan—so your business works for you today and supports your long-term vision. Whether you’re scaling, preparing for an eventual exit, or simply want to be more intentional about your wealth, this session provides clear strategies and real-world ideas tailored to the unique challenges and opportunities business owners face.

Angel Saucedo | Senior Partner | Virtuous Benefits 

Neer Patel | Co-Founder | Virtuous Benefits 

Health insurance is often one of the largest line items on a company’s income statement, yet, few business owners understand how it actually functions—or why it so often fails to deliver value. Most employer health plans are built around carrier and broker incentives, not employer outcomes. This session examines how business owners can reverse engineer their health insurance strategy to eliminate misaligned incentives, regain control over costs, and turn healthcare from a liability into a competitive advantage.

Attendees will gain practical insight into how rethinking health insurance can directly improve EBITDA, reduce operational drag, and strengthen business outcomes helping position their businesses more favorably for growth, succession planning, or future liquidity events. 

Nick Fancher, President | Private Jet Solutions

This presentation will provide an understanding of how companies and individuals can effectively utilize private aviation as a productivity and lifestyle tool. Seasoned industry expert Nick Fancher will be providing in-depth, experienced-based insights on how to optimize investments in private aviation, determine which aviation solution is the best fit for your needs and avoid potential pitfalls. Fancher will offer a comprehensive overview of different solution options, charter, jet card, fractional, dry leasing, and full ownership.

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

This 30-minute session explores why the most successful organizations operate from an abundance mindset, creating value for employees, clients, and communities rather than competing in a zero-sum game. Drawing on real-world experience building a multi-billion-dollar advisory firm, Randy Carver will highlight practical strategies that help businesses grow while strengthening trust, engagement, and long-term relationships.

Participants will learn how engaged employees, trusted client relationships, and strong community involvement contribute directly to sustainable growth. The session will also discuss how charitable giving can be integrated into business and personal financial strategies to help reduce taxes, preserve wealth, and create meaningful impact.

Attendees will leave with actionable ideas for building organizations that are both financially successful and purpose-driven.

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

This presentation provides business owners with a practical overview of key considerations when preparing for a sale or strategic transaction. We’ll explore how Qualified Small Business Stock (QSBS) can create significant tax advantages, walk through common M&A deal structures and how they impact proceeds, and highlight critical seller‑side pre‑sale due diligence steps to avoid surprises late in the process. The session also demystifies Net Working Capital—what it is, why buyers focus on it, and how it can materially affect purchase price at closing. Attendees will leave with a clearer understanding of how to prepare early, negotiate from a position of strength, and maximize after‑tax outcomes in an M&A transaction.

Mike Trivisonno | Partner | Squire Patton Bogs 

The legal side of a transaction can create—or destroy—millions in value. In this session, Michael Trivisonno, Partner at Squire Patton Boggs, breaks down what business owners actually need to know when selling, acquiring, or transitioning a company. Drawing on his significant experience advising founders, family-owned businesses, and private equity–backed companies, Michael will walk through the legal realities behind mergers and acquisitions—where deals succeed, where they fail, and where owners are most often surprised. From deal structure and due diligence to key terms in transaction documents and mitigating risk exposure. This session delivers clear, practical insights to help owners preserve value, avoid costly missteps, and position themselves for a successful exit or strategic acquisition. If a transaction is anywhere on your horizon—now or in the future—this conversation belongs on your schedule.

Dan DeSantis | Partner | Provariant Equity Partners 

What makes a business truly valuable in today’s market—and how do sophisticated investors evaluate growth, risk, and opportunity?

In this session, Dan DeSantis draws on decades of private equity experience to give business owners a candid look behind the curtain. He will break down how firms like Provariant Equity Partners identify investment opportunities, what separates scalable companies from stagnant ones, and how leadership teams can position their businesses for strategic growth, partnership, or exit.

Attendees will gain practical insight into:

• The key drivers of business valuation in the lower middle market
• What investors look for beyond the numbers
• Common pitfalls that limit growth or reduce enterprise value
• How to prepare your business for outside investment or a successful transition

Whether you are planning for growth, succession, or a future sale, this talk will help you see your business through an investor’s lens—and make smarter decisions as a result.

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

Building a successful business requires vision, discipline, sacrifice, and risk. Yet many business owners spend far more time growing their wealth than protecting it. This session will focus on practical, proactive strategies to help safeguard what you’ve built from predators, creditors, lawsuits, and unnecessary taxation. We will discuss smart structuring,  liability segregation and tax-efficient wealth transfer techniques designed specifically for business owners. The goal is not complexity — it is clarity and control. You will leave with a stronger understanding of how to create layers of protection around your assets, so your wealth serves your family, your legacy, and your long-term vision — not someone else’s claim.