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)

  1. Learn the Secrets to Strengthening Your Business while Maximizing Business Value
  2. How to Gain Control in an Uncertain Business Environment
  3. 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 GroomeCFP®, 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

Register

Thank you for your interest in The Business Owner Summit! This event is fully reserved. Please email elayne@coltongroome.com if you would like to be notified of future events.

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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.

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.

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