BOSS Pittsburgh: Business Owner Strategy Summit – Strategic Exit Planning and Value Creation

Strategic planning for the most important transaction of your business life: the exit planning process.

About BOSS Pittsburgh

Date:
March 19^th, 2026
11:00am- 6:00pm EST

Location:
Pittsburgh Marriott North
100 Cranberry Woods Drive
Cranberry Twp, PA 16066

The Business Owner Strategy Summit (BOSS) is a premier event designed for business owners preparing for a future sale. This one-day experience brings together leading experts in mergers and acquisitions, tax strategy, legal structuring, financing, and wealth management to help you maximize the value of your business and secure your financial future.

Throughout the day, you’ll gain insights into:

• Current M&A Landscape – Understand market trends, valuations, and transaction activity.
• Tax & Accounting Considerations – Learn how to structure your business for a tax-efficient sale.
• Financing Strategies – Explore options for sustaining operations and preparing for transition.
• Investment Banking & Legal Guidance – Hear from professionals on deal structuring and documentation.
• Success Stories & Professional Panels – Get practical advice from those who have successfully navigated the sale process.

The event concludes with cocktails and networking, giving you the opportunity to connect with peers and industry leaders.

Space is limited to ensure meaningful conversations.

 

Featuring Insights from National and Local Partners:
Legal: Metz Lewis
Wealth Management: Weber Group & Americas Group
Accounting & Tax: Sisterson
Commercial Banking: TriState Capital
Investment Banking: FOCUS, Paramax, & Raymond James
Private Equity: Riverarch