If you are eyeing a business transition in the next few years or simply starting to think about what's next, join us for an educational workshop designed for business owners.

Hear from experienced professionals in investment banking, tax strategy, estate planning, wealth management, corporate law and accounting as they share insights on how to maximize a business's value and prepare for a successful exit, succession plan or capital raise.

The Business Owner Strategy Summit, hosted by co-sponsors Constantine Wealth Management of Raymond James, CliftonLarsonAllen, DAK Group, Einhorn Barbarito and Fox Rothschild, will provide practical guidance and actionable strategies to help you navigate the next stage of your business journey with confidence.

Join a select group of business owners and transaction professionals from across the region for this invitation-only event and leave with a clearer roadmap for achieving your long-term goals.

Speaker:
Stephen P. Katz, Partner, Fox Rothschild