Building Wealth In The Rockies Residential HVAC Owners 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 residential 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
Pre-Event: March 26, 2025
4:00 PM – 6:00 PM: Hotel Check-In
6:00 PM – 8:00 PM: Cocktail Reception (Appetizers Provided)
Day 1: March 27, 2025
7:15 AM – 8:00 AM: Breakfast
8:00 AM – 9:00 AM: Introduction to Mindset Fundamentals (Presented by Weldon Long)
9:00 AM – 10:00 AM: Financials – Departmentalization & Overhead Allocation (Presented by Weldon Long)
10:00 AM – 10:20 AM: How to Scale or Sale with Software (Presented by Breezy)
10:20 AM – 10:35 AM: Break
10:35 AM – 12:35 PM: Leadership and Culture (Presented by Steve Shallenberger)
12:00 PM – 1:00 PM: Lunch Provided
1:00 PM – 3:30 PM: Sales Fundamentals – Building an Unstoppable Sales Process (Presented by Weldon Long)
3:30 PM – 4:00 PM: Private Equity Business Evaluations (Presented by APEX)
6:00 PM – 8:00 PM: VIP Experience with Weldon Long & Special Guests
Day 2: March 28, 2025
7:15 AM – 8:00 AM: Breakfast
8:00 AM – 9:00 AM: Benefits of Being Proactive vs. Reactive
9:00 AM – 9:15 AM: Break
9:15 AM – 10:00 AM: Seek First to Understand, Then Be Understood (Presented by Weldon Long)
10:00 AM – 10:15 AM: Break
10:15 AM – 12:00 PM: Putting First Things First – Escape The Whirlwind (Presented by Weldon Long)
12:00 PM – 1:00 PM: Lunch
1:00 PM – 3:00 PM: Mindset and Building Prosperity – Plan and Quiet Time Ritual (Presented by Weldon Long)
3:00 PM – 4:00 PM: Debrief and Close – Plans for Your Future (Presented by Weldon Long)
4:00 PM: Depart
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.
Steve Shallenberger is recognized as a global leading authority on organizational success and time management. He is widely known for his fun, energetic, and highly impactful keynotes and seminars. Author National Bestselling book Becoming Your Best: The 12 Principles of Highly Successful Leaders.
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.
Breezy is the fastest-growing CRM and business software in the HVAC industry, designed from the ground up with feedback from top pros like Gary Elekes and Weldon Long. From automating routine tasks to empowering your team in the field, Breezy gives you the tools to grow smarter, faster, and more profitably.
Several years ago I hired Weldon Long to come into my company, Service Champions, in Southern California. My company was doing amazingly well, but I thought we were still leaving money on the tables of homeowners in our market.
Weldon came in and immediately bonded with our sales team, and that was no easy task as our sales team was one of the best performing sales teams in the country. They didn’t feel like they needed some bald dude coming in to tell them how to do their job. But Weldon won them over with his warmth and professionalism.
Over the next year or so, he streamlined our sales process and had us humming along better than ever. We were more profitable than ever as well.
After 40 years in the business, this “ol’ plumber from the hills of Kentucky” decided it was time to slow down, so I began contemplating selling my company. We had many buyers pursuing us and one of the reasons for that was our sales system and the sales productivity Weldon helped us build. I eventually accepted an offer that created generational wealth for my family and several millionaires on our management team.
Weldon was an integral part of our team and our success. Regardless of the size of your company, if you want to grow or sell, he is the best in the country. I whole heartedly recommend him.
Leland Smith
My Brother Jerry and I started our company, Bell Brothers Heating and Cooling, 25 years ago out of the back of our pizza restaurant.
The company grew steadily over the the years, but we felt there was something missing from our sales system and we knew it was costing us money.
We brought in Weldon Long and he reorganized our sales process and dramatically increased revenue and, more importantly, gross margins.
The result was an incredible company that grew to over $50,000,000 in annual revenue with massive profitability.
While we initially had no plans to sell, eventually we knew it was the right thing to do for our families and our team and our long term financial well being. When we sold, the systems and process in place earned us a 10X multiple. At the time it was one of the highest multiples in the country.
Whether you are preparing to sell your company or you just want to make it more profitable, Weldon will help you do it.
Kenny Bell
Weldon Long is a bonafide expert in growing Residential HVAC companies and getting them prepared to sell at the highest multiples. When he came into our company things were good, but he made them better.
By organizing and refining our sales process, Weldon grew our sales and the margins skyrocketed. Once our profits skyrocketed, it was a tough decision to sell my company. It was like giving up a child. I had built that company from the ground up over 45 years.
But eventually the offers got so good, it was impossible to reject them. Weldon not only secured our retirement, but increased our profits to the point that generations of our family will have what they need to prosper.
I give him my highest recommendation.
Mary Jean Anderson
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
Early Bird Pricing Ends January 31, 2025
Registration
Member Pricing
$2,999
Non-Member Pricing
$3,299
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.
