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BOSS America

Business Owner Strategy Summit

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

Meet the Event Hosts

Two teams, one shared mission: to provide the financial stewardship and strategic resources essential for the full business exit lifecycle - from pre-sale value creation to wealth transfer. 

Upcoming Events

Partners

Metz Lewis

Law

First Trust

Event Sponsor

Paramax

Investment Banking

Sisterson

Accounting

Tandem

Event Sponsor

Raymond James

Investment Banking & Investment Solutions

TriState Capital

Commercial Banking

AQR Capital

Cross Asset Solutions

FOCUS

Investment Banking

Riverarch

Private Equity

Upcoming Events

Join Us Soon

Explore our schedule of informative sessions designed with business owners in mind. Find the right event for your needs, tailored for success.

BOSS in Pittsburgh

March 19, 2026

Cranberry Twp: Join our summit on a day of networking and professionally-led discussions about preparing your business for sale.

Connect with Us

Contact us

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Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. RaymondJames is not affiliated with the above organizations. © 2025 Raymond James & Associates, Inc., member.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Event Location

Pittsburgh Marriott North

100 Cranberry Woods Dr.

Cranberry Twp, PA 16066

Raymond James & Associates Offices:

Cranberry Township (PA)

800 Cranberry Woods Dr, 

Suite 200

Cranberry Twp, PA 16066

878-208-1275

Boca Raton (FL)

1 Town Center Rd Fl 10

10th Floor

Boca Raton, FL 33489

561-981-3690

Miami (FL)

2333 Ponce de Leon Blvd

St 500

Coral Gables, FL 33134

305-461-1200

 

© 2026 by Boss America. 

 

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