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Why Boss Exists
BETTER DECISIONS RARELY HAPPEN IN ISOLATION
Important strategic decisions about a business's future are often made in separate rooms with different teams, and it's often too late.
BOSS was created to bring the different perspectives and team together earlier, in one room, so that business owners can ask better questions to industry professionals and make more confident decisions.
BOSS began as a Raymond James IB initiative designed to create a better educational experience for business owners. BOSS America brings that idea to Pittsburgh and Miami, through the relationships and professional networks of The Americas Group and Weber Group of Raymond James.
Business Owner Perspectives
Focusing on the why and the how: delivering actionable insights for business owners
YOU ARE NOT ALONE
Putting you in the room with peers facing similar challenges, business owners who have successfully navigated those challenges, and the industry professionals that have helped them along the way.
What To Expect
3 Foundational Pillars: Built to Inspire Action
The CEPA® Connection
CEPA® Content
The team of event hosts consists of multiple Certified Exit Planning Advisors (CEPA®), who learned from the Exit Planning Institute®. The CEPA® network involves professionals seeking to help business owners through their next phase of ownership, with the belief that good exit planning is good business planning.
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