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
