HVAC Business Owner Summit: Maximizing The Value Of Your Business To Sell Or Keep
March 27 – 28, 2025
Day 1: 8:00 AM – 5:00 PM MST | Day 2: 8:00 AM – 3:00 PM MST
The Broadmoor Resort | 1 Lake Avenue, Colorado Springs, CO 80906
Training Overview
Are you ready to maximize the value of your HVAC business? Whether you’re considering a sale in the near future or focused on building long-term profitability, this exclusive event is for you.
Join us at The Broadmoor, a world-class luxury resort, for a two-day, owner-only workshop designed to provide you with the knowledge, tools, and strategies to optimize your business for maximum value—whether you’re preparing for a private equity exit or looking to sustain growth.
Led by Weldon Long, New York Times bestselling author and expert in selling to private equity, this event combines actionable insights, hands-on workshops, and networking opportunities to ensure you walk away with a clear path to achieving your goals.
Who Should Attend
- Owners Ready to Sell (6 months or less): Get your business evaluated for sale readiness, identify areas for improvement, and connect with serious buyers.
- Owners Preparing to Sell (12-24 months): Learn what private equity firms are looking for and how to position your business for a profitable exit.
- For Owners Focused on Growth: Discover why the metrics private equity values also make your business more profitable, even if you’re not selling.
This is more than an event; it’s your opportunity to unlock the full potential of your business and secure its future success.
Agenda
Day 1: March 27, 2025
8:00 AM – 9:00 AM: Breakfast (Provided)
9:00 AM – 12:00 PM: Mindset Mastery for Business Success
Develop the prosperity mindset needed to overcome challenges and capitalize on opportunities. Discover how Weldon’s mindset principles transformed his own business into a private equity success story.
12:00 PM – 1:00 PM: Lunch (Provided)
1:00 PM – 5:00 PM: Private Equity Fundamentals & Business Evaluations
Gain a clear understanding of what private equity firms look for in acquisitions. Learn to evaluate your business against these benchmarks and identify key areas to improve.
6:30 PM: Dinner (Provided)
Day 2: March 28, 2025
8:00 AM – 9:00 AM: Breakfast (Provided)
9:00 AM – 12:00 PM: Closing Gaps to Increase Value
Dive deep into the operational, financial, and leadership strategies that drive profitability and buyer appeal.
12:00 PM – 1:00 PM: Lunch (Provided)
1:00 PM – 3:00 PM: Interactive Workshops: Action Plans for Sale or Growth
Work directly with Weldon and other experts to create a personalized plan for selling or sustainably growing your business.
Please bring a laptop, tablet, or notebook as this will be an interactive workshop.
About The Presenters
Weldon Long is a New York Times bestselling author, private equity expert, and creator of Peak Home Performance, a business he built and successfully sold in Colorado Springs. With decades of experience building and selling businesses, Weldon has also helped countless clients position their companies for top-dollar exits.
Apex Service Partners is a leading private equity partner specializing in acquiring and supporting HVAC, plumbing, and electrical businesses. With a proven track record of success, Apex provides invaluable insights into what buyers are looking for and how to meet those expectations.
The Broadmoor Resort
Experience one of the most prestigious luxury resorts in the country while you gain the tools to transform your business. We’ve secured a limited number of discounted rooms for event attendees, starting at just $240 per night.
Room Block Cut-off Date: February 24, 2025
Coming Soon
Early Bird Pricing Ends January 31, 2025
Registration
Member Pricing
$2,500
Non-Member Pricing
$2,700
Limited to 30 Attendees.
To maintain the highest level of engagement, this event is for owners only. General managers may attend if accompanied by their company’s owner. All applicants must fill out an application for review prior to registration.
Exclusive Offers
Interested in receiving a free ticket? There are two ways you can attend the HVAC Business Owner Summit free of charge:
Join Weldon’s Training Program
Select membership levels of WeldonLong.com receive a complimentary ticket to one of our in-person events. For more information on joining our program and getting a free ticket to this event, contact Neil Borgman below.
Refer an HVAC Business Owner
If you are a current member of WeldonLong.com and you refer another HVAC company to our program and they become a member, you can receive a complimentary ticket to this event. Click below to send a referral form now.
What World-Class Teachers Are Saying
About Weldon Long
“Quite a story, Weldon! Congratulations on your turn around from prison to contribution.”
Anthony Robbins
Bestselling Author and
Life Transformation Coach
“I am convinced Weldon has a very special mission in life.”
Stephen R. Covey
Author- The 7 Habits of Highly Effective People
“To become the person of your dreams, read, absorb, and take the ownership of Weldon’s ideas”
Mark Victor Hansen
Author – Chicken Soup for the Soul
“Everyone should hear his powerful message.”
Tom Hopkins
Author – How to Master the Art of Selling
Contact Us
For questions, call Neil Borgman at 502-403-7274 or email him at neil@weldonlong.com.
