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.
Click HERE for full itinerary.
Details:
Date: Wednesday, May 27th, 2026
Time: 12:00 p.m. – 6:15 p.m. (happy hour and dinner to follow)
Venue: Berger Singerman Offices
1450 Brickell Ave, 14th Floor – conference room 1406
https://www.bergersingerman.com/contact-us/miami
Email: Jordan.Niefeld@RaymondJames.com
Phone: 305.682.2434
COST: COMPLIMENTARY
TOPICS INCLUDE
- Hear from a panel of specialists who have successfully transacted an exit 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®, CEPA®
Vice President, Investments
AGS Wealth Group of Raymond James
BIO WEBSITE
Andrew Sukhin, CFP®
Managing Director, International Wealth Advisor
AGS Wealth Group of Raymond James
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Marc Shuster
Partner
Berger Singerman
BIO WEBSITE
David Black
Partner, M&A Practice Group
Berger Singerman
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Mitchell Goldberg
Partner, Tax, Estate
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Barry Rieger, CPA
Partner, Transaction Advisory Services
Aprio CPAs
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Zack Zirkle
President
Industry Pro
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Trace Dilliner
Strategy Manager
Compass Equity Solutions
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Natalie Nelkin
Compass Equity Solutions
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Brent Blankenship
Director, TGIF Originations
Trivest Private Equity
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Chris Larson
Managing Director, Co-Head of Equity Group
Monroe Capital
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Jordan Kavana
Founder & CEO
VitaKavana™
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Zaid Rahman
Founder & CEO
Flex (A-Native Private Bank)
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Raymond James is not affiliated with any of the organizations listed. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Any opinions are those of the authors. Investing involves risk and you may incur a profit or loss regardless of strategy selected.