Haute Living Joins Miami’s Business Owner Strategy Summit
Luxury, Uncompromised — Since 2004
Miami News
Haute Living joins Miami’s Business Owner Strategy Summit this November. The event, taking place on November 12, 2026, at Chop Steakhouse in Coconut Grove, is presented by AGS Wealth Management Group of Raymond James.
April Irene Donelson of Haute Living will participate as a media partner, contributing a panel that bridges business strategy with lifestyle, wellness, and networking opportunities crucial to entrepreneurs and investors.
Summit Details
- Date: November 12, 2026
- Time: Noon to 6 p.m.
- Venue: Chop Steakhouse, Coconut Grove
The summit is designed for business leaders considering a sale, exploring external investment, or preparing for future opportunities.
Agenda:
- 12:00 p.m.: Registration and working lunch
- 12:15 p.m.: Workshop overview by Jordan Niefeld, CPA, CFP and CEPA, AGS Wealth Management Group
- 1:00 p.m.: IndustryPro discusses the current M&A landscape, buyer expectations, and valuation considerations.
- 2:00 p.m.: McDermott Will & Schulte explores legal and structural aspects of M&A deals.
- 2:55 p.m.: Grant Thornton delves into quality of earnings and tax structuring.
- 3:45 p.m.: Capital strategies panel featuring private equity perspectives on investment criteria, capital structures, valuation, and preparation for transactions.
- 4:30 p.m.: Founders and C-suite executives share insights on growing and selling businesses.
Key Themes:
- Mergers and Acquisitions (M&A)
- Wealth planning
- Wellness and lifestyle
- Business growth
- Enterprise value
- Succession planning
- Future liquidity
Sponsor:
AGS Wealth Management Group of Raymond James
Media Partner:
Haute Living