Business Owner Strategy Summit: Scottsdale
You've built a successful business. What comes next is worth planning carefully.
Video by Corey Jenkins, Jayinex
Business Owner Strategy Summit: Scottsdale
About the Summit
Join us for a half-day forum at the Phoenician in Scottsdale, co-hosted by Houlihan Capital, [Raymond James practice], and [co-host firms]. It's built for owners who are two to three years out from a transition and want to understand their options before they need them.
The advisors presenting work on valuations, transactions, and tax planning every day. They'll cover how buyers evaluate a private company, what owners can still influence before going to market, and how deal structure and tax planning shape what you keep. Panels are followed by a reception, so there's time for direct conversation with the people on stage.
Through panel discussions, you'll gain practical insights on:
- Establishing fair market value, and what drives it
- Pre-sale planning and the decisions that matter most in the two years before a sale
- Transaction structure, including partial sales and growth capital
- Tax and estate planning on transaction proceeds
Event Details
Tuesday, October 27, 2026
Where: The Phoenician, 6000 E Camelback Road, Scottsdale, AZ 85251
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.