BOSS Event

We would like to invite you to join us for the Business Owners Strategy Summit (BOSS), an exclusive event designed for business owners preparing for future growth, succession, and eventual exit planning.

Event Details:

Thursday, October 1, 2026

Check-In: 1:30 PM - 2:00 PM

Speaker Presentations: 2:00 PM - 4:00 PM

Happy Hour & Networking: 4:00 PM - 5:30 PM

Carboy Winery | Littleton, CO| SPACE IS LIMITED

This educational summit will feature insights from a distinguished panel of experts, including:

• Craig Garrison, Founder and Wealth Advisor, Garrison Financial Group

• Dan Reeb, Managing Director, Centennial Peaks Capital

• Amy Klemt, Attorney, WBK Law

• Elizabeth Ledoux, Business Consultant and Exit Planning Specialist

Together, they will discuss key topics including:

• Succession planning and exit readiness

• Preparing your business for sale and maximizing value

• Valuation drivers and market expectations

• Strategic, financial, and private equity buyers

• Deal structures and transaction considerations

• Estate planning, tax strategies, and life after an exit

Whether you are planning to transition your business in the next few years or simply want to better understand your options, this event will provide valuable insights to help you make informed decisions.

Stay after the presentations to enjoy wine, appetizers, and networking with fellow business owners from the local community.

Please RSVP by registering through our website:

https://www.raymondjames.com/garrisonfinancialgroup/contact-us/event-rsvp