The B.O.S.S. 2024
The Business Owners Strategies Summit
A Panel Driven Event Discussing
Successful Business Transitions
Event Open to Founders, Owners and CEOs
of Privately Held Businesses
Kirkland & Ellis
401 Congress Ave., Austin, TX 78701
June 13th, 2024 |1:30 pm - 5:00pm CST
Guests Will:
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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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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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Jennifer Wu
Partner, Capital Markets
Kirkland & Ellis LLP
Jennifer Wu is a capital markets partner in the Austin office of Kirkland & Ellis LLP. Jennifer counsels issuers across the technology and energy industries in public offerings, including initial public offerings, follow-on offerings and high yield notes offerings. In addition, she advises companies on federal securities law compliance, special committee representation and ongoing corporate governance and Exchange Act reporting matters.
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.
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
Director, Weaver
Tyler is a seasoned financial consultant with over a decade of experience specializing in the life sciences industry. Tyler’s role as a valuation specialist 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.
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.
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.
James Murchison
James Murchison is the Chief Executive Officer of Hatch Resources LLC ("Hatch"). Mr. Murchison currently serves as an independent board member of Harvest Oil & Gas (ticker: HRST). Prior to forming Hatch, Mr. Murchison served as Chief Financial Officer at Venado Oil & Gas, LLC acquiring $1.6 Bn of Eagle Ford assets during his time there. Prior to that, he served as a Managing Director and Head of E&P Advisory at Raymond James. He began his career at Southwest Bank of Texas and BNP Paribas in their energy lending group.
Amy Porter
Amy was the founder and CEO of AffiniPay, an Austin-based financial technology company creating payment-based practice management tools for professional service markets. After her successful exit, she is now the Executive Partner of Skylark Capital which serves as a private equity partner to growing businesses.
Kirkland & Ellis LLP
401 Congress Ave., Austin, TX 78701
For questions please contact:
Lindsey Sanders
lindsey.sanders@kirkland.com
512 678 9121
Presented By:
**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, Kirkland & Ellis or Weaver.
Raymond James & Associates, Inc., member New York Stock Exchange / SIPC **