top of page
The B.O.S.S. ATX 2024 | Jun 13, 1:30 PM – 5:30 PM Kirkland & Ellis Event Space , 401 Congress Ave., Austin, TX 78701, USA

Schedule

  • 30 minutes

    Registration Opens

    Check in Table
  • 10 minutes

    Welcome and Introductions

  • 30 minutes

    Session 1 - Considering a Transition (Moderator: Private Wealth Advisor, Panel: Investment Banker, Tax/Estate Planner)

  • 30 minutes

    Session 2 - Preparing to Transact (Moderator: Capital Markets Attorney, Panel: Investment Banker, CPA)

  • 40 minutes

    Session 3 - The Transaction Process - (Moderator: Investment Banker, Panel: Capital Markets Attorney, Banker)

  • 30 minutes

    Break - Happy Hour and Networking

  • 50 minutes

    Seller Roundtable - Moderator: Private Wealth Advisor, Panel: Successful Sellers

  • 30 minutes

    Networking - Enjoy some drinks and appetizers while networking

Presented By: 

image.png
image.png

**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   **

bottom of page