Workshop
Business Owner Strategy Workshop: Optimize Your Endgame
Open Doors to Expansion or Transition
March 3, 2026 from 11am – 3:30pm at the Center for Private Business Winston-Salem
Pushing the limits of how far your business can go starts here.
The Business Owner Strategy Workshop is a highly interactive, half-day experience built specifically for business owners who want clarity, confidence, and control over their business future.
This workshop brings together top professionals across investment banking, M&A, insurance, legal, real estate, financial strategy, and business growth—alongside a curated group of fellow business owners facing similar decisions.
WHO SHOULD ATTEND
This workshop is designed for:
- Business owners considering growth, expansion, or transition
- Owners who want to increase enterprise value before making major decisions
- Leaders preparing for succession, sale, or long-term optimization
- Owners seeking alignment between personal goals and business strategy
If you’ve built something meaningful—and want to protect it, grow it, or transition it wisely—this workshop is for you.
WHAT YOU WILL GAIN
By the end of this workshop, you will:
- Understand your personal and business readiness for growth or transition
- Identify key ways to de-risk your business before major decisions
- Learn how to position your company in today’s M&A market
- Discover practical strategies to increase enterprise value
- Gain clarity on legal and estate planning considerations
- Evaluate options related to business-owned real estate
- Learn how to incentivize and retain key employees
- Leave with a clearer picture of what “optimizing your endgame” means for you
AGENDA OVERVIEW
Workshop Topics Include:
- Aligning personal and business goals for long-term success
- De-risking your business to protect what you’ve built
- Navigating the current M&A landscape
- Driving enterprise value before expansion or transition
- Legal and estate planning considerations before major moves
- Optimizing business-owned real estate assets
- Incentivizing and retaining key employees
- Live panel Q&A with all experts
SPEAKERS & EXPERTS
- Investment Banking & Financial Strategy
- Mergers & Acquisitions Advisory
- Insurance & Risk Management
- Legal & Estate Planning
- Commercial Real Estate
- Business Growth & Enterprise Value Strategy
Each session is designed to connect the dots—so you can make informed, confident decisions about your business and future.
PRESENTED BY
Reserve your seat today and start building toward a bigger finish.
Date & Time
March 3, 2026
11:00 a.m. – 3:30 p.m.
Lunch and networking are included.
Invite-only | Limited seating
Location
Center for Private Business
Winston-Salem
500 West 5th Street
Suite 300
Winston-Salem, NC 47101
Space is limited for this FREE event! Reserve your spot today!
Deadline to register is February 25th
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with the above organizations.