Join us for this invitation-only event at the prestigious Olmsted hall on August 19th. This informative and engaging panel discussion is a rare occurance of great minds and industry leaders coming together to share their thoughts and wisdom. Gourmet lunch included. Discover the essentials of business growth & exit planning with David Parsons, our founder, as well as a panel of seasoned business owners and advisors. Seats are extremely limited so please reserve your space before it's gone.

David Parsons

Value Path Advisors Founder, CEPA. Former business owner selling medical manufacturing equipment with more than 25 years’ experience, including starting and transitioning two companies, David is committed to helping owners maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company. He is committed to providing you the expertise necessary as you transition the most important asset you own, the business you have spent your life building.

Alana Cholasinski

Seasoned entrepreneur and startup strategist with over nine years of experience driving growth across multiple industries. She began her career in legal technology, helping attorneys eliminate overhead and modernize their practices. In October 2023, Alana became a co-founder of an AI-powered medical scribe company, bringing together her passion for healthcare and innovation to tackle inefficiencies in medical documentation and improve provider-patient interactions.

Martina Jimenez Sperry

Managing Partner at Centurio Wealth, LLC, Martina combines her extensive industry knowledge with a commitment to delivering innovative financial solutions to her clients.As the first Hispanic female Managing Director at Centurio Wealth, Martina has been a trailblazer in expanding wealth management services to diverse demographics. Her strategic vision helped secure multi-year funding for business expansion and strengthened a team of fee-based financial planners focused on comprehensive financial planning and risk management.

Peter Carr

Senior Vice President with Morgan Stanley and has provided customized investment advice for over 30 years.The main focus of his practice involves assisting wealthy families in coordination of their comprehensive wealth management needs, by working with their legal and tax advisors on areas relating to the growth, preservation, and transfer of their wealth to the charities and individuals that they most care about. He holds the Series 7, 63 and65 licenses and has a certificate in financial planning from the American College.

GeorgeSandmann

George Sandmann

CEO of Growth-Drive and Forbes-featured author of 'The Growth-Driving Advisor: Proven Strategies for Leading Businesses from Stuck to Best-in-Class'. My vision is simple: to help $1 Trillion of private businesses increase Strategic Capacity in the 3 Dimensions of Business Growth. The book helps you access everything I’ve learned in +30 years as an entrepreneur including a decade and a half working with a thousand-plus advisors on thousands and thousands of cases.

What is the dress code for the company event or conference?

The dress code for the event is formal attire. Make sure to dress to impress and showcase your professional style.

Is there transportation provided to the event venue?

The Olmsted provides parking complimentary on-site.

Are there vegetarian or vegan meal options available during the event?

Yes there is a vegan/vegetarian option. Please see the form for the menu.

Can I bring a plus one to the company event or conference?

If you wish to bring a fellow business owner, please have them visit our website and register using the form. Must register to attend.

Will there be any opportunities for team-building activities during the event?

We will have networking opportunities at the end of the panel discussion.