Save the Date – BOSS Event Exclusively for Business Owners

You’ve built something valuable—now it’s time to protect it, grow it, and position it on your terms.

The Business Owner Strategy Summit (BOSS) is an exclusive, invitation-only gathering for owners of privately held companies valued between $25M–$100M, created for leaders who want practical, sophisticated strategies—not generic advice. On May 19th at Kirtland Country Club, you’ll join a highly curated group of peers and trusted experts for a closed-door conversation covering everything from raising capital and accelerating enterprise value, to reducing taxes and medical costs, optimizing personal and corporate cash flow, and even when—and how—it actually makes sense to fly private. This is a real-world strategy session focused on decisions that meaningfully impact your business, your balance sheet, and your lifestyle. If you want clarity, leverage, and optionality for the next chapter of your company and personal wealth, the Carver BOSS Event is where that conversation begins.

Speakers coming soon!

Details:

Date: Tuesday, May 19th

Time: Networking Breakfast 7:30 – 8:00 am / Presentation 8:00 – 3:00 pm

Location: Kirtland Country Club | 39438 Kirtland Rd, Willoughby, OH 44094

Breakfast and Lunch will be served. 

This is an invitation only event. 

Please RSVP to (440) 974-0808 or carverfinancialservices@raymondjames.com.

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