Business OWNER STRATEGY SUMMIT
AN INVITE-ONLY WORKSHOP FOR OWNERS OF PRIVATELY HELD BUSINESSES
April 30th, 2026 at 1:30 pm
Invesco Global HQ – 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
The Event
You’ve built a successful business, and with that success comes opportunity – but also complexity. When it comes time to sell your business – perhaps the most significant transaction of your professional life – it’s important to find the right partners.
Take a seat at the table for an exclusive, intimate gathering with us and professionals from Raymond James Investment Banking, as well as prominent tax and legal advisors, to learn about optimizing the value of your business ahead of any sale or merger. As your financial advisors, we will quarterback the relationships and connect your personal wealth plan with your business plan.
WITH OUR GUIDANCE, YOU WILL GAIN VALUABLE INSIGHT
- Pre-sale planning beginning two to three years before the transaction
- Establishing the fair market value of your business
- Facilitating and structuring the transaction
- Guiding you through this major transition and liquidity event
- Applying tax mitigation and estate planning strategies to your proceeds
- How to sell a percentage of your business to optimal growth partner now could magnify your returns in the future, secondary transactions
1:30 - 2:00 pm
Registration
2:00 PM – 2:10 PM
Welcome & Framing the Afternoon
Setting the context for growth through acquisition and long-term value creation
Presented by: Capitas Advisory Group
2:10 PM – 2:50 PM
8-Steps to Exit Planning
Presented by: Blue Sky Law
2:50 PM – 3:00 PM
Break
3:00 PM – 3:50 PM
Case Study: Investment Banking Insights
Inside the Deal: What Buyers Look For and How Deals Get Done
Presented by: NorthView Advisors
3:50 PM – 4:20 PM
What’s Your Business Really Worth? Business Valuation and Maximizing Your Exit
Presented by: HDH Advisors
4:20 PM – 4:30 PM
Break
4:30 PM – 5:20 PM
Business Owner Panel: Acquisitions to Scale Your Business
Panelists: TBD
5:20 PM – 5:50 PM
Legacy & Tax Planning Ahead of an Exit
Presented by: Capitas Advisory Group
The Team
J. Tyler Thompson
CFP®, CEPA®, AAMS®, WMS®
Capitas Advisory Group of Raymond James
Tyler is the founder of Capitas Advisory Group of Raymond James, a practice that specializes in working with owners of privately held businesses. With over seven years of experience in M&A and Wealth Advisory services, he has developed a proprietary exit planning process designed to maximize the value business owners can extract from their enterprises. As a Certified Exit Planning Advisor CEPA®, and Certified Financial Planner CFP®, Tyler’s unique approach involves engaging with clients well in advance of their business exit, ensuring they can capitalize fully on their years of hard work.
Mitesh Patel
Principal
Blue Sky Law
Mitesh Patel, Esquire, is the founder of Blue Sky Law in metro Atlanta. The firm specializes in middle market business sales, acquisitions, and mergers, with additional services in corporate law, taxation, employment, and real estate. Transactions typically range from $10 million to $150 million, focusing on industrial, technology, and business services.
A former financial analyst and business owner, Mitesh started his legal career at an international firm, specializing in securities offerings and corporate representation. He holds a BS in Finance and a Juris Doctorate. In his free time, he explores mountain peaks with his wife and two children.
Jonathan Whitehead
Managing Director
HDH Advisors
Jonathan is a leader at HDH, specializing in fair value measurements and advising public and private companies on complex valuation and financial reporting matters. His experience includes valuing equity and debt securities, derivatives, contingent consideration, and providing valuation and advisory services to Employee Stock Ownership Plans (ESOPs) and their trustees. Prior to HDH, Jonathan worked in KPMG’s Economic and Valuation Services group serving multinational public and large private companies. He holds a B.S. in Business Administration (Finance) from the College of Charleston and is an Accredited Senior Appraiser (ASA).
JT Schroeder
Managing Director
NorthView Advisors
JT Schroeder is a Managing Director of NorthView Advisors, where he is responsible for the firm’s overall vision and leads the Transaction Execution team. NorthView specializes in advising lower middle‑market companies and their owners on raising debt and/or equity capital, acquisitions, and the sale of their businesses, as well as providing M&A advisory support for complex or unique situations. JT brings deep experience working with companies across industrials, manufacturing, specialty distribution, business services, and consumer products and services, and is known for being a trusted, transparent partner to both clients and investor relationships. Securities offered through NorthView Advisors, LLC, Member FINRA / SIPC.
Michael Harbin
CIC, CWCA
Harbin Insurance
Michael is passionate about partnering with middle-market, growth-oriented companies. For over 18 years, he has focused on a proactive approach to advising clients regarding their insurance and risks. As a business owner himself, he aids entrepreneurs in outsourcing their risk management and finding solutions that support each company’s long-term goals.
Special Thanks to our Sponsor
