Haute Living Joins Miami’s Business Owner Strategy Summit This November

Miami’s business community will have an opportunity to explore the next chapter of entrepreneurship at the Business Owner Strategy Summit, taking place Thursday, November 12, 2026, at Chop Steakhouse in Coconut Grove. Presented by AGS Wealth Management Group of Raymond James, the invitation only event will bring together founders, CEOs, CFOs and business owners for an afternoon of conversations around business growth, enterprise value, succession planning and future liquidity.

Photo Credit: Andrew Kormilitsin

Haute Living is a media partner for the summit and will contribute its own panel, connecting business strategy with the lifestyle, wellness and networking opportunities that matter to successful entrepreneurs and investors.

Running from noon to 6 p.m., the summit is designed for business leaders considering a sale, exploring outside investment or preparing their companies for future opportunities. Its interactive format will bring together perspectives from investment banking, private equity, legal and tax advisory professionals, as well as founders who have navigated major business transactions.

Photo Credit: Andrew Kormilitsin

The agenda opens with registration and a working lunch at noon, followed by introductions and a workshop overview led by Jordan Niefeld, CPA, CFP and CEPA, of AGS Wealth Management Group. Discussions will examine the current mergers and acquisitions landscape, transaction planning and the decisions that can influence a company’s long term value.

IndustryPro will address the current M&A environment, buyer expectations and valuation considerations, drawing on its experience advising business owners on transactions. A subsequent session led by McDermott Will & Schulte will explore the legal and structural considerations involved in an M&A deal, including pre transaction planning and the execution of different transaction options.

The program will also feature a session with Grant Thornton on quality of earnings and tax structuring. The discussion will examine why quality of earnings assessments matter when preparing a company for sale, how financial transparency can influence buyer confidence and what business owners should understand before entering a transaction.

At 2:55 p.m., a capital strategies panel will bring private equity perspectives into the conversation, covering investment criteria, capital structures, valuation and the preparation required for a potential investment or strategic partnership. Later, founders and C suite executives will share lessons from growing and selling businesses, including what to expect throughout the process and how leadership responsibilities can change after a transaction.

Photo Credit: Andrew Kormilitsin

Haute Living’s participation will take place at 4:25 p.m. during a session featuring Vita Kavana, Haute Living and TIGER 21. The panel will explore family health and wellness, exclusive Haute Living lifestyle benefits and the value of peer networks for successful entrepreneurs and investors.

The conversation reflects the broader relationship between professional success and personal well being. For business owners balancing the demands of leadership, family and long term wealth management, lifestyle, access and trusted networks can play an important role alongside financial planning.

Photo Credit: Andrew Kormilitsin

The summit will continue at 4:40 p.m. with a session on aligning personal, business and financial plans, featuring AGS Wealth Group and McDermott Will & Schulte. Topics will include wealth gap analysis, tax mitigation and estate planning strategies intended to help owners understand their potential net proceeds and protect their assets.

Niefeld will conclude the formal program at 5:20 p.m., followed by a cocktail hour and appetizers overlooking the Miami skyline. The networking session will give attendees an opportunity to continue conversations with speakers and fellow business leaders.

The Business Owner Strategy Summit will take place at Chop Steakhouse, located at 3015 Grand Avenue in Coconut Grove, Florida. Lunch and happy hour are included. The event is invitation only, and interested attendees can request further information through the official AGS Wealth Management Group RSVP page.

By bringing together financial expertise, entrepreneurial experience and lifestyle perspectives, the summit aims to give business owners a more comprehensive view of the decisions that shape their companies, their wealth and their next chapter.

Event Details

• Event: Business Owner Strategy Summit
• Date: Thursday, November 12, 2026
• Time: Noon to 6 p.m.
• Location: Chop Steakhouse, 3015 Grand Avenue, Coconut Grove, Florida 33133
• Presented by: AGS Wealth Management Group of Raymond James
• Media Partner: Haute Living
• RSVP: Official event registration page