Business Owner Strategy Summit: Atlanta
You've built a successful business. What comes next is worth planning carefully.




Video by Corey Jenkins, Jayinex
Business Owner Strategy Summit — Atlanta
About the Summit
Join us for an exclusive executive forum bringing together business owners with leading advisors on the strategies that shape a company's future. Gain insights from industry experts and successful business owners on growth, value creation, succession planning, risk mitigation, and preparing for a future liquidity event.
Through interactive discussions, you'll gain practical insights on:
- Driving growth and creating lasting value
- Navigating M&A and exit planning
- Structuring succession plans that protect the business and the family
- Managing tax exposure and mitigating risk
- Approaching legacy and wealth transfer strategies
Event Details
Wednesday, September 23, 2026
Program: 1:00 – 5:00 p.m.
Cocktail Reception & Heavy Hors d'Oeuvres: Immediately following, at 5:00 p.m.
Where: Cherokee Town & Country Club, 655 Hightower Trail, Atlanta, GA 30350
Reserve Your Spot
Space is limited. Complete the form below to register.
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Five Firms. One Afternoon. Every Dimension of the Decision.
Houlihan Capital, Alex Brown/Raymond James, Aprio, CPC Advisors, and Eversheds Sutherland bring together the investment banking, capital markets, tax, legal, and advisory expertise business owners need, all in one room.
Questions about attendance or suitability?
The Business Owner Strategy Summit is an invitation-only event. Space is limited.