BUSINESS OWNER SUMMIT
For Business Owners Planning “What’s Next”
Thursday, September 15, 2022
at Biltmore®
2nd Floor of Cedric’s Tavern
in The Magnolia Room
Presented by:
You have been invited to an exclusive event, limited to 50 participants.
This day at BILTMORE® is designed exclusively for YOU: CEOs and Owners of closely held businesses that are looking ahead to “what’s next?”
Spend the day in an INTERACTIVE & COLLABORATIVE format with elite industry peers:
(this will not be presented in a lecture configuration, but in an open forum to stimulate creativity and forward-thinking)
- Learn the Secrets to Strengthening Your Business while Maximizing Business Value
- How to Gain Control in an Uncertain Business Environment
- How to Recognize When to Move On and Transition the Business
We’ll focus on key areas, such as:
•Maximizing Business Value
• Key Employee Retention
• Operating Agreement & Buy-Sell Planning
• Finding the Right Business Partner
• Business Transitions
• Protecting Company Culture
• Succession Planning
Led by LOCAL THOUGHT LEADERS (L to R):
G. Tate Groome, CFP®, CLU®, AEP®, Co-CEO of Colton Groome Financial;
Meridith Elliott Powell, Business Strategist and Leadership Coach;
and Kenneth Kaplan, Managing Partner of Kaplan CFO Solutions
Featuring Local Business Leaders as Panelists:
CASEY HITE of Aeroflow Healthcare
JENNIFER STAFFORD of Omni Communications
PENNY and RODNEY HINTON of Palmetto Air and Water Balance
RICKY SILVER of Silver-Line Plastics
JEFF SLOSMAN of National Wiper Alliance
ROBERT TAYLOR of Bray Ventures
The Summit Agenda
- 8:00 a.m.—Breakfast & Networking
- 8:30 a.m.—Introductions by Tate
- Meet the Panelists: Professional Background and Ownership Experience
- 9:00 a.m.—Panelist Session #1, led by Meridith Elliott Powell
- Building Enterprise Value and Culture: featuring Penny and Rodney Hinton (Palmetto Air), Casey Hite (Aeroflow), and Ricky Silver (Silver-Line Plastics)
- 10:30 a.m.—Short Break
- 10:45 a.m.—Panelist Session #2, led by Tate Groome & Ken Kaplan
- Getting to The Next Level: Acquisition & Establishing Your Succession Plan: featuring Penny Hinton (Palmetto Air), Jennifer Stafford (Omni Communications), Ricky Silver (Silver-Line Plastics), and Jeff Slosman (National Wiper Alliance)
- 12:15 p.m.—Lunch
- 1:00 p.m.—Panelist Session #3, led by Tate Groome & Ken Kaplan
- New Partners, The “Deal” and Life After the Sale: featuring Robert Taylor (Bray Ventures), Rodney and Penny Hinton (Palmetto Air), Jennifer Stafford (Omni Communications), Ricky Silver (Silver-Line Plastics), and Jeff Slosman (National Wiper Alliance)
- 2:45 p.m.—Round Table Discussion: Q&A and Open Forum
Element Engineering purchased Omni Communications
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
Company Disclosures
Form CRS (Client Relationship Summary)
Privacy Policy
Form ADV Part 2A
Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
