BizAv Owners Strategic Summit (BOSS)

Designed for Doers: Practical Strategy for Aviation Business Owners to go from Owner-Dependent to Exit Ready

About the Event

Wednesday evening, September 10

Thursday morning to late afternoon, September 11

Dallas, Texas

Join us for an exclusive event for business aviation entrepreneurs who want practical tools, proven strategies, and powerful insights to enhance their business operations and secure their legacy.

This event brings together top-tier industry experts and successful business leaders to share insights and facilitate actionable discussions on:

- Proven Exit Planning Strategies
- Real-world Tools for Scalable Growth
- Effective Marketing to Build Lasting Customer Relationships
- Capital Formation Techniques
- Legal and Financial Insights for Business Transitions

Agenda

Day 1: September 10 | Private Networking + Owner Panel

4:00 PM – 7:00 PM Welcome Reception & Jumpseat Conversations

Connect with fellow aviation owners in a private setting
Hear real stories from owners who’ve navigated transitions
Taste Old World vs New World wines

Day 2: September 11 | Strategic Summit

7:00 AM – 8:00 AM Breakfast + Introductions + Privacy Guidelines
8:00 AM – 8:45 AM Opening Remarks: Value Acceleration & the 5-4-3-2-1 Framework

8:45 AM – 9:45 AM Assess Gate – Business Valuation & Readiness Gaps
9:45 AM – 10:00 AM Break
10:00 AM – 11:30 AM Prepare Gate – PROTECT: Legal, Tax, Estate & Risk Planning
11:30 AM – 12:30 PM Lunch + Insurance Strategy Briefing (sponsored by the Stream Group)
12:30 PM – 2:00 PM Prepare Gate – GROW: People, Brand, Process, & Profit Drivers
2:00 PM – 2:15 PM Break
2:15 PM – 3:15 PM Decide Gate – Exit Options & Ownership Decisions
3:15 PM – 3:45 PM Special Guest will walk through a successful exit.
3:45 PM – 4:00 PM Wrap-Up: Clear Next Steps + Accountability Tools

Business professionals in a breakout session at a business conference, discussing niche topics in a small meeting room with an informal, collaborative atmosphere.

Why Attend

Gain actionable, practical tools immediately applicable to your business.
Participate in intimate, facilitated roundtable discussions.
Network strategically with industry peers and private equity/family office leaders.
Engage with interactive workshops tailored to real-world aviation business challenges.
Access expert insights without overwhelming theory—just impactful strategies.

Who Should Attend

Founders/CEOs of private aviation businesses
Owner-operators ready to reduce dependency on themselves
Leaders seeking to maximize value, not just income

BOSS is NOT an event where sellers meet with buyers and is instead meant for anyone who owns a business or anyone intending to own a business in business aviation who wants to build a better business model. The one-day event will be an interactive discussion focused on best practices from industry and facilitated by those who can support a business owner on their journey to achieving their definition of success.

Businessman in the office writing notes on whiteboard.

Because of the intimate and interactive nature of the event, we ask everyone who attends to respect the confidentiality of conversations, which will be held under Chatham House Rules. This creates a trusted environment to understand and resolve complex problems. Its guiding spirit is: share the information you receive, but do not reveal the identity of who said it. For more information on Chatham House Rules, please visit https://www.chathamhouse.org/about-us/chatham-house-rule

Meet the Hosts

Dustin Cordier | StepZero Coaching

Ashley Bowen Cook | Greteman Group

Ryan Waguespack | General Aviation Consultants

Shelley Svoren | Infinite Branches

Richard Emery | Aurum Capital Connect

Ramsey Ammar | BizJet Law

Danielle D'Arcy | UBS

Take the Next Step

For more information on BOSS, contact Ashley Bowen Cook at [email protected], or click the button below to complete your registration.