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Why This Matters
The data is clear, the window is quickly approaching for a generational change in business ownership. Approach with confidence.
75%
of business owners would like to exit their business within 10 years.
only
13%
have a formal exit plan
in place
$14 Trillion
in privately held business wealth is set to change hands as part of the transition.
*Source: Exit Planning Institute (EPI) - 2025 State of Owner Readiness
Turning Insight Into
Your Next Step
Education, trusted perspectives, and meaningful connections—all designed to help you move forward with confidence.
The Right Room.
The Right Conversations.
BOSS brings together a deliberately limited group of business owners, industry professionals, and peers—creating space for relevant insights, candid dialogue, and meaningful connections wherever you are in your journey.
Meet Your 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
Professional Partners
Pittsburgh
First Trust
Event Sponsor
AQR Capital
Cross Asset Solutions
Paramax
Investment Banking
Raymond James
Investment Banking & Investment Solutions
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