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Orange County Business Owners Strategy Summit

An invitation only workshop for privately held business owners. 
Date: April 16, 2025
About

About the summit

Empowering Business Owners
April 16, 2025
1:00PM - 6:00PM

If you are a business owner looking to access strategic ideas, people and tools to grow your company to the next level or successfully transition your company, our invitation only workshop is intended to get owners away from their businesses to understand the steps to become ready for what’s next. 

You can expect to hear from fellow business owners who have successfully exited, expert M&A advisors on how to navigate a transaction, and learn from expert investment and tax advisors on what comes after a successful transition. 

Event Details

Tentative Agenda

1:00PM -1:30PM

Registration

1:30PM - 1:45PM

Welcome & Opening remarks

1:45PM - 2:15PM

Current M&A Landscape

2:15PM - 2:45PM

Considering a transition

2:45PM - 3:30PM

Preparing to transact

3:30PM - 4:00PM

Networking Break

4:00PM - 4:30PM

The Transaction process

4:30PM - 5:00PM

Successful sellers roundtable

5:00PM - 6:30PM

Cocktail reception & happy hour

Agenda

Keynote Speakers

Meet our lineup of renowned keynote speakers who are driving innovation and success in the business world.
Speakers

Partners & Sponsors

We look forward to having you join us. Reserve your spot below.

RSVP
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2429 W. Coast Highway, Suite 207, Newport Beach, CA 92663

teamdewane@raymondjames.com

Tel: 949-631-7200

Fax: 949-631-7272

© 2025 by Business Owner Strategy Summit. All rights reserved.

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