The Role of Investment Banking in Growth & Succession
Ken Grider, Raymond James Investment Banking
How investment bankers help owners grow, position and sell a business — and what the sell-side process actually looks like from the inside.
Carver BOSS Summit 2027
Topic Descriptions
A full day of expert-led sessions built for business owners. Here's what you'll explore.
February 18, 2027Kirtland Country Club
Legal Considerations
Mike Trivisonno, Calfee, Halter & Griswold
The key legal issues owners should address before and during a transaction — from deal structure to representations and warranties to post-close obligations.
AQR Capital Management — You Built the Business. Why Give More Than Necessary to the IRS?
Kevin Petterson, AQR Capital Management
Selling your business could be the biggest payday of your life — and one of your biggest tax bills. But what if you could change that equation? AQR Capital Management, a global leader in innovative, tax-aware investment strategies, will explore how business owners can potentially reduce taxes when selling a company, offset substantial capital gains, and create ongoing tax savings long after the sale. Discover how sophisticated strategies, including advanced tax-loss harvesting and long-short investing, can turn investment portfolios into powerful tax-management tools. Whether you're planning an exit, have already sold your business, or simply want to keep more of what you earn, this session will challenge the way you think about investing and taxes. After all, it's not just what you make — it's what you keep!
Keep More of What You Build: Advanced Tax Strategies for Business Owners
Randy Carver, Carver Financial Services
You've worked hard to build your business and create wealth. Why give more of it to taxes than necessary? Discover how sophisticated investors and ultra-high-net-worth families use Direct Indexing and Private Placement Life Insurance (PPLI) to potentially reduce capital gains taxes, offset investment gains, create tax-efficient growth, and preserve more wealth for future generations. We'll explore how these powerful, often overlooked strategies work, who can benefit, and how business owners can leverage them before and after a liquidity event. Because building wealth is only half the battle. Keeping it is where smart planning makes the difference.
EdgePoint Capital Panel: Owners Who've Been Through a Transition
Featuring panelist Tom Zucker, President and Founder of EdgePoint Capital
Owners who've been through a transition share what worked, what they'd do differently, and what they wish they'd known. Candid, unscripted, and invaluable.
After the Exit: The Other Side of Owner Dependency
Jerome Myers, Exit to Excellence
Owners work hard to make the business less dependent on them — but rarely ask how dependent they are on the business. Drawing on Founder Observatory research, Jerome explores the Transaction Illusion and Reciprocal Reliance, and how a founder's personal unreadiness can affect timing, roles, terms and even the decision to sell.
The CADRE Experience: Presidential-Level Travel, Logistics & Security
Marc London, The CADRE Experience
Marc London spent twenty years in the U.S. Air Force as a B-1 aviator and Presidential Advance Agent, planning Air Force One missions and directing logistics and aircraft security for presidential movement around the world. In this session, Marc shares how that same disciplined approach to advance planning, logistics and security can help successful business owners and their families travel with confidence in an unpredictable world, from weather and transportation disruptions to medical emergencies and evolving security concerns. Learn what goes into a seamless, secure trip and how The CADRE Experience brings presidential-level preparation to the people and experiences that matter most.
Exit Planning Is Not What You Think
Dan McGinnis, CFP®, CEPA®, CPFA® & Raj Chatterjee, CFP®, CEPA® — Carver Financial Services
What if the biggest mistake business owners make about exit planning is waiting until they're ready to exit? Exit planning isn't simply about selling your company or retiring. It's about building a more valuable, profitable, and transferable business while creating the freedom to decide what comes next. With trillions of dollars in privately held businesses expected to change hands over the coming decade, the stakes have never been higher. Yet many successful owners are unprepared to maximize the value of what they've spent a lifetime building. This compelling session challenges conventional thinking and introduces the Value Acceleration Methodology™, a proven framework for increasing business value, reducing risk, and aligning business success with personal and financial goals. Discover how to transform your company from a business that provides a great living into an asset that creates lasting wealth, whether you plan to sell, transition to the next generation, or continue growing. The ultimate goal isn't necessarily to exit your business. It's to build a business so valuable that you have the freedom to choose.
Health & Longevity
Speaker to be announced
Closing session on living the next chapter well — health, energy, longevity and the life you've earned. Speaker to be announced.
Resources
Speaker Materials & Resources
More speaker materials will be added as they become available.
Navigating the Sale of Your Business
Raymond James — A guide to the business sale process for owners.
The BOSS Summit is an invitation-only event. Attendance is limited.