The B.O.S.S. 2025
Business Owners Strategies Summit
Panel-driven event discussing
successful business transitions
Open to Founders, Owners, and CEOs
of privately held businesses
Location: Zilker Lodge
2225 Andrew Zilker Rd., Austin, TX 78746
October 30th, 2025 |1:30 pm - 5:30pm CST
At this event:
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Learn how to prepare for a transaction to make better decisions along the way
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Calculate "The Number" you would need to net from a sale in order to maintain or achieve their desired lifestyle
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Understand how to estimate the value of your business and learn how to maximize valuations
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Receive an overview of advanced estate planning and tax mitigations strategies to maximize an owner's net proceeds from the sale
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Receive an update on the recent tax changes and how they can impact your business and personal tax liability
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Network with Buyers and Investors
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Meet other Founders/Owners who are building investment grade businesses
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Develop an actionable exit plan and hear from an expert M&A team to support a successful exit
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Hear from a panel of owners who have successfully transitioned and learn mistakes to avoid
Meet the Speaker Panelists
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Jase Burner
Of Counsel
Winstead PC
Jase advises clients through every stage of growth, investment, and strategic transformation. He represents public and private companies, private equity sponsors, and institutional investors in complex domestic and cross-border transactions.
Jase brings experience across a broad range of deal structures, including mergers, acquisitions, divestitures, carve-outs, joint ventures, and reorganizations.
**Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with Westlake Securities, Winstead PC or Weaver.
Raymond James & Associates, Inc., member New York Stock Exchange / SIPC **
Weston Keenan, AAMS®, CEPA® **
Financial Advisor
Certified Exit Planning Advisor
Wealth Advisory Partners of Raymond James
Weston has worked in financial services for over 13 years. He joined forces with Wealth Advisory Partners in 2016. His passion is working with business owners and executives to
align their personal, financial, and business goals to prepare them for a successful exit.
Business owners call Weston when they want help to optimize and tax mitigate their transaction while
implementing a financial plan for their next act in life.
Jordan Ware
Managing Shareholder
Winstead PC
Jordan concentrates her practice on estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners. She provides guidance primarily in the areas of estate and gift tax planning, business succession planning, charitable planning, general tax and corporate planning and estate and trust administration.
Jon D'Andrea
Managing Director
Westlake Securities
Jon has 15+ years experience in Investment Banking, providing sell-side, buy-side, and capital advisory services in the middle market space, particularly with founder and family-owned/operated businesses. Broad range of experience across business services, consumer products, technology, industrial/manufacturing, multi-unit, equipment rental/sales, and energy transition sectors.
Jason Avila, CPA
Partner, Weaver
Jason has more than 19 years of public accounting experience and four years of private industry experience. He has extensive experience working with private and public middle market companies on federal and state compliance, IRS exam representation, tax planning, tax provisions and transaction work.
Tyler Ridley
Partner, Advisory - Valuation Services, Weaver
With over a decade of experience, Tyler Ridley is a seasoned financial consultant specializing in the life sciences industry. Tyler’s role extends beyond traditional advisory services, working with clients to assess the precise value of diverse assets and business interests and offering strategic consulting services based on his team’s assessments.
Ken Grider
Managing Director
Raymond James Investment Bank
Ken Grider is a Senior Managing Director with Raymond James Investment Banking, serving as the Head of the Business Development Group and Raymond James Professional Partners Program. In this role, he manages the investment bank’s relationships with legal and accounting firms; venture, mezzanine, and lower market private equity funds.
Morgan Flager
Managing Partner
Silverton Partners
Morgan has over 25 years of experience as a venture investor and technology executive. He joined Silverton in 2006 and has sponsored 24 investments and realized 11 acquisitions and two IPO’s.
He currently sits on the boards of Aceable, BILT, Insiteflow, OneDay, Rollick, Self Financial, SourceDay, The Helper Bees, The Zebra, and Wheel. Notable past investments include Alert Media (acq. Vista Equity), Black Locus (acq. The Home Depot), Crimson (acq. Advisory Board), Ping Identity (NYSE: PING), Project 44, Trendkite (acq. Cision) and Vacasa (NASDAQ:VCSA)
Meet the Successful Seller Panelists
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Luke Wilson
Luke Wilson is co-founder and Managing Partner of Auxo Advisors, an Austin-based go-to-market, value creation, and business strategy partner to business owners and operators. Prior to founding Auxo, Luke was a co-owner and Senior Partner at ACA Group, one of the largest global GRC companies. The organic and inorganic growth strategies implemented by Luke and his team led to four successively larger transactions and liquidity events for ACA’s owners and stakeholders.
Matt Gase
Formerly CEO and President of Stubb's BBQ, Franklin BBQ and Lantana Hummus. Matt led the success growth and sale of three food companies including two iconic Texas based companies, Stubb's and Franklins BBQ. Matt brings 40 years of food manufacturing expertise and exclusively working with Westlake securities as an Operating Partner and CEO in Residence.
Location: Zilker Lodge
For questions please contact:
Lauren Durbin
ldurbin@Winstead.com
713-650-2430
Presented By:
