Please join us at the Tampa chapter of The Exit Planning Exchange (XPX) on Tuesday morning December 13 in the Centre Club, Tampa, FL.  

With the current demographic of aging "baby boomer" business owners and many other businesses struggling to survive, it is inevitable that some businesses will change hands during the current economic cycle. While some owners understand the importance of planning, very few business owners have a strategy for transition to ensure they will achieve their personal goals and financial needs. Why is that?

In this presentation, Ronen Shefer, CEO of ROCG AMERICAS will share (with examples and stories):

• What is behind the apparent lack of urgency among business owners and whether it changed over the past decade.
• What owners truly don't know about business transition and how you might motivate them to properly plan. 

Building Business Value - Presented by Terence Shepherd, ROCG Boston.

Save the date..More information coming! 

A Special Event for Business Owners.

IT'S A FACT. You will exit your business one day.  Will it be on your terms?

Sadly, the average entrepreneur spends 80,000 hours building their business but only six hours planning its transfer.  As a result, most owners fail to get top dollar for their business, transfer it to an ill-suited successor, pay too much on taxes or perhaps do more than one of these together.

Whatever your goals, now is the time to plan for your exit.  Experts agree that if you want to maximize the value from all your sweat equity, proper planning is required years in advance.

Join us for a discussion presentation led by industry experts that have developed a systematic process to make sure that your plans are carried out, delivering the best possible result.

Whether your exit is 5 months or 15 years away, this workshop is for you.

Cost is $35.00-Breakfast included.

Register via link: http://advantagebizmag.com/archives/9296  or 

Register by phone - 904-704-5058 

Sponsored by ROCG Jacksonville and Jacksonville Advantage. 

The keynote speaker will be Lewis Hunter, Principal, ROCG Jacksonville. 

Are you looking to create future business opportunities?

Join us for Puget Sound Business Journal’s 2nd annual Grow Your Business Expo! 

Network with hundreds of business professionals and make connections you need to grow your business. Get your brand in front of the region’s business leaders at this business-to-business expo, offering attendees valuable new contacts, partnership opportunities, sales leads, and more. Whether you sign on as a sponsor, as an exhibitor or come as an attendee, you won’t want to miss out!

Stop by our booth and visit with Rob Moore and Jody Renfrew from ROCG Pacific Northwest.

Read more: About Grow Your Business Expo - Puget Sound Business Journal (Seattle)

Critical steps to take right now to get more customers and sales.

How can you build your business’ value for the future and its profitability for today?

Terence Shepherd, principal of ROCG International and managing partner of Shepherd & Goldstein LLC and, will share his “critical steps” to gain more customers and sales when he speaks to the five Lower Cape Chambers of Commerce in Orleans at a breakfast forum on Thursday, Oct. 6.

Non-member businesses are invited.

 “Eight out of 10 privately owned businesses fail to plan strategically. Instead, they jump into activities without a clear, well-thought-out plan,” says Shepherd, who has advised small and medium-sized companies for more than 30 years after previously owning and operating business in commercial real estate, mining, hotel and service industries.

“That seat-of-the-pants, tactical approach can prove highly unproductive, especially in these very challenging, indeed risky, economic times,” he emphasizes.

Shepherd is a catalyst in guiding owners to define and uncover their personal values, goals and objectives. In his consultation work, he has helped clients set strategies, identify and measure critical success or risk factors and improve productivity, as well as customer satisfaction.

 In his presentation to the five chambers – Brewster, Chatham, Eastham, Harwich and Orleans – Shepherd will share illuminating success stories, while also identifying key “drivers” that you can implement for your business immediately.

Shepherd also will share ways to plan now for the long-term, including this critical question: How will you maximize your company’s equity so one day you can sell it profitably or successfully transition ownership to family or employees?

“Many owners seem unwilling to seriously look into options to transition ownership before they are forced by age or illness to give up the business,” he cautions. “The steps you take every day either will enhance a successful transition or work against it.”

Shepherd & Goldstein LLC is a statewide CPA firm, with a location in Yarmouth.  ROCG is a professional service and consulting firm with offices throughout North America, Europe and the Asia Pacific region. It specializes in business transition strategy, finance and emerging growth enterprises.

Shepherd’s presentation, including continental breakfast, will be held at 8 a.m. on Thursday, October 6 at the Orleans Inn, located at 3 Old County Road, just off Rt. 6A by the Orleans Rotary.

The event is open to members of the five chambers, as well as the public. Tickets are $15 for members and $20 for nonmembers. To reserve a seat, please call 508-430-1165 or email info@harwichcc.com.  Seats are limited, so reserve early. Attendees will receive a detailed PowerPoint detailing Shepherd’s “drivers” for short-term and long-term success.

GTA Advisor's Meeting-If you are an advisor in the Greater Toronto Area and would like to learn more about the services that ROCG offers, please contact the ROCG Toronto office at 1-905-579-5659

ROCG Partner Meeting

A unique learning event for entrepreneurs and small business owners Designed to provide actionable strategies and resources that you can use to help grow your business. The event will include:  Keynote Speakers, Breakout Sessions, Panel Discussions, Vendor Exhibits’ Quick Tips and Tricks Networking

Leslie Yeates, P.Eng., VP, ROCG Toronto will be a guest on the Business Panel Session:

Strengthening the Three Pillars of Business for Success.

For more information contact: Dan.Ruby@york.ca or 905.830.4444 ext. 1517

Do you have a strategic plan? How often do you update it? 

In this economic climate, your previous plan may no longer apply.

Join us on Wednesday, September 28th 7:30 – 9:30 am for a FREE seminar:

How to Strategically Operate your Business for Better Profitability

Learn some immediate steps you can take to maximize the emerging economic recovery, Network with other small business leaders, Learn more about Interise’s programs for small businesses poised for growth.

RSVP with Laura at ltavares@interise.org or 617-350-6302

Presenter Terrance J. Shepherd is a Principal with ROCG , and a founding partner and managing partner of Shepherd & Goldstein LLP, and Shepherd & Goldstein Wealth Management Group, LLC. Terry has advised small and medium-sized, family owned/closely held businesses for over 30 years. Additionally he has owned and operated small businesses in commercial real estate, mining, hotel and service industries.

Cape Cod SCORE will present "Build a Better Mousetrap" award to the owners of 15 small businesses selected by Cape & Islands Chambers of Commerce from among the many small business clients that come to SCORE for business counseling.  The ceremony will take place on May 19th, at SCORE's annual awards breakfast held at Old Yarmouth Inn, Yarmouthport, MA.  Terence Shepherd, CM&AA, CPA, MST, Principal of ROCG Boston, will be the keynote speaker for the event. Watch here for more details.

EXIT STRATEGIES FOR BUSINESS OWNERS 

YOU CANNOT AFFORD TO DELAY YOUR BUSINESS TRANSITION PLAN ! 

National Bank Financial has invited Yves Dufresne & Stephen Reisler of ROCG, a specialist in the field of business transition advisory, to help you maximize the value of your business.  

 Consider these figures: 

• 10% of business owners obtain a price near what they desired
• 30% successfully transition their business to the next generation
• 72% of privately owned businesses do not have a business continuation plan
• 47% have done no estate planning
• 55% of CEO's retiring next year have not chosen a successor

Don't cheat yourself of your hard work over the years!      Don't wait to make a plan! 

  You will hear from an experienced professional on the following topics: 

·         How to properly plan your business transition

·         How potential buyers value businesses 

·         Getting your family and other stakeholders on the same page

·         Building shareholder value 

·         Financing the transaction 

·         When is the best time to sell? 

·         You sold your business - now what?

·         How to get the most from financial markets with Steve Goulet

Workshop will be presented in French with Q&A period in both languages     

Please confirm your attendance by email or by calling Charles Beauchemin at (514) 428-4328.

"Whether you look to exit this year or five years from now,  this is a must attend seminar for every business owner."

“Tactics Without Strategy Is The Noise Before Defeat” Sun Tzu, The Art of War. Currently, 80% of privately owned businesses do not run their business strategically to increase their business’s future value thereby improving today’s profitability. Many small and middle market companies ($5M to $100M) jump into activities (tactics) without a clear, well thought out plan. In this presentation you will learn about the ‘Drivers’ of business value and increased profitability and understand growth strategies. Additionally you will understand the need for a paradigm shift away from finance to marketing as being the primary driver of wealth in our new frugal consumer society.

Terry Shepherd will be the guest speaker at the Home Builders & Remodelers Association of Cape Cod member dinner this April 12th at the Cape Codder Resort in Hyannis beginning at 7 pm. $35 per person for dinner and program. To RSVP contactsuzie@capecodbuilders.org or call 508-398-3900

YOU CANNOT AFFORD TO DELAY YOUR BUSINESS TRANSITION PLAN 

National Bank Financial has invited M. Yves Dufresne of ROCG, a specialist in the field of business transition advisory, to help you maximize the value of your business.

 Consider these figures: 

• 10% of business owners obtain a price near what they desired
• 30% successfully transition their business to the next generation
• 72% of privately owned businesses do not have a business continuation plan
• 47% have done no estate planning
• 55% of CEO's retiring next year have not chosen a successor

Don't cheat yourself of your hard work over the years!  Don't wait to make a plan! 

You will hear from an experienced professional on the following topics: 

·         How to properly plan your business transition

·         How potential buyers value businesses 

·         Getting your family and other stakeholders on the same page

·         Building shareholder value 

·         Financing the transaction 

·         When is the best time to sell? 

·         You sold your business - now what?    

Workshop will be presented in French with Q&A period in both languages     

 Please confirm your attendance by email or by calling Charles Beauchemin at (514) 428-4328. 

Small Business Administration Meeting Room 7825 Baymeadows Way, Suite 100B Jacksonville, FL 32256

Lewis Hunter, ROCG Jacksonsville will be a guest speaker at The Jacksonville Women’s Business Center /  U.S. Small Business Administration.

Presented in an informal setting, this program is designed to allow you to ask tough questions and come away with valuable information you can use immediately.

* Gain knowledge from the IRS/Small Business-Self Employed Division...

* Obtain current news regarding health care changes and accountability...

* Learn about the e200 training initiative promoting small business growth in inner cities.

Bring your lunch and business cards, networking time available before and after event.

The program is FREE but seating is limited! 

A reservation is required Reply to: Donna Padgug, U.S. Small Business Administration donna.padgug@sba.gov or (904) 443-1971

Join us at the Hyannis Golf Club for a networking opportunity and presentation on Strategies To Minimize Taxes In 2011 utilizing new law changes presented by Terence Shepherd, CM&AA, CPA, MST a Principal of ROCG Shepherd & Goldstein Consulting Group on Tuesday, February 1st from 7:30 - 9:30 AM.

The bill extends for two years all of the Bush-era tax rates and provides a one-year payroll tax cut for most American workers, delivering what economists predict will be a needed lift.

If Congress hadn't taken action, here's what was at stake: 

• All individual tax rates will increase in 2011. Taxes on low income-earners would rise from 10 percent to 15 percent and the top bracket would increase from 35 percent to 39.6 percent. So depending on what happens, individual taxpayers may want to take action to accelerate income into 2010 and possible defer deductions into next year.
• With capital gains set to increase from 15% to 20%, people planning to sell a business, second home or investments need to decide whether it will be better to close a sale before December 31 or after the New Year.
• Dividends currently taxed at 15% will again be taxed at the ordinary income tax rates in 2011 and could dramatically increase to 39.5% at the top bracket. As a result, business owners with C-Corporation earnings should be watching closely to see if dividends should be paid out before the end of the year.
• Planning for the inevitability of one's own death also becomes more complex. People with estates above $1 million don't know whether to make gifts to relatives before December 31 to take advantage of the low gift tax rate of 35% vs. the higher estate tax rates that are set to go into effect at the beginning of the year. Without new tax legislation in this area, estate tax rates are set to rise in 2011 and beyond to a maximum rate of 55%.

We encourage you to register today, or for more of information contact jenn.moore@rocg.com or call Jenn at 508-757-3311.

10 Steps to Energize Your Business & Thrive in the Recovery-presented by: ROCG Boston

This economy has brought about both new challenges and a totally different operating environment, the likes of which, most have never experienced. ‘Business as usual' mentality can not sustain former strategy.  Take this opportunity to reposition your business with proactive ideas of how to grow and prosper.

Find out what's in store for 2011, join Cape & Plymouth Business on Thursday, November 4, 2010 at the Cape Codder Resort and Spa in Hyannis for the Economic Summit from 7:30-10 AM as Terence J. Shepherd, CM&AA, CPA, MST speaks in collaboration with Eastern Bank and UMass Dartmouth to prepare your business for what lies ahead in 2011 as we continue the recovery from a difficult economic downturn. To register visit

October is Autism Awareness Month

Safeguards needed to protect those with autism, paper concludes

BOWMANVILLE, ON (Oct. 4, 2010) – As Canada prepares to recognize Autism Awareness Month, Kerry’s Place Autism Services and ROCG have released a paper highlighting the need for more safeguards to protect those with autism and other intellectual disabilities. 

The paper cites the 2005 death of Tiffany Pinckney, a Mississauga, Ontario woman with autism. Tiffany died of starvation in her sister’s basement at the age of 23. After criminal court proceedings, a community review into her death made a number of recommendations to increase safeguards and prevent future tragedies. 

“We need to recognize that there are some unique challenges when balancing the rights, risks and responsibilities of caregivers and those who have Autism Spectrum Disorder,” says Leslie Yeates of ROCG, one of the authors of the report. “A sound ethical framework can help service providers to prevent similar tragedies.”

Kerry’s Place was established in September 1974 in Clarksburg, Ontario, by a group of parents frustrated by a lack of understanding and support service for their children with autism. The organization now serves the regions of Peel/Halton, Dufferin, Durham, York/Simcoe, Toronto and Hastings. Yeates worked on the paper with Leland Davies and Gail Jones from Kerry’s Place, as well as Patricia Hood MacNicol, an ethicist with the Trillium Health Centre.

“People’s health, happiness, safety and lives are at stake,” notes the report, which recognizes the need to respect personal autonomy and privacy while also ensuring protection. “We still have much to learn about how to respect rights and enable people to exercise their rights.” 

Autism is a developmental disability that typically appears during the first three years of life. It is a lifelong disorder that affects the development and functioning of the brain in the areas of communication, social interaction and behaviour. People with autism are sometimes unable to express their needs, which can lead to frustration and serious behavioural problems, sometimes requiring interventions which impact their ability to exercise personal rights.

“We must establish an environment where it is safe for people to openly discuss difficult topics, weigh options, and permit some level of risk,” the report concludes.

Kerry’s Place uses the principles of the Council on Quality and Leadership (CQL) to provide a framework that encourages such discussions.   

Advocates for people with autism are invited to participate in the planning process at Kerry’s Place. Participants use a series of questions to assess actual risks and to determine if restrictions are justified. Kerry’s Place also has a Rights Committee that assesses restrictions. The focus is on utilizing the intrusive clinical intervention models while ensuring the safety of the person, the support staff and the public. 

Tiffany’s death highlighted the importance of establishing a process that recognizes the right to privacy but allows intervention to protect people with autism. After the death of Tiffany’s mother and caregiver in 1988, her sister assumed the responsibility for her care. But Tiffany was soon isolated from social services. Some people who were close to her became concerned but did not know how to intervene. 

Tiffany’s sister was found guilty of manslaughter, criminal negligence causing death, and failure to provide the necessities of life. She was sentenced to nine years in prison. 

After the court proceedings, key stakeholders including representatives from developmental services, justice, health, education and the Office of the Public Guardian and Trustee (OPGT) met to discuss ways to increase safety for adults vulnerable to abuse and neglect.  

Copies of the report are available through ROCG by contacting Leslie Yeates at leslie.yeates@rocg.com.  

About ROCG  ROCG is the only international professional services firm that specializes in working directly with businesses owners operating Small and Medium-Sized Enterprises (SMEs). Our Business Transition Specialists work with entrepreneurs to build wealth at every stage in their business transition -- from Starting, Growing and Building Business Value, to Exiting the Business. Within the public sector, ROCG’s Performance Improvement Specialists work with governments, publicly funded organizations and community groups, helping them increase their organization’s efficiency and effectiveness, and achieve their organization’s overall vision, while ensuring a measurable return on investment and high level of accountability.

New England Business Expo -Improve Your Business with Four Growth Strategies

Presenter: Terence J. Shepherd, CM&AA, CPA, MST - Principal, ROCG Shepherd & Goldstein Consulting Group, LLC

This dynamic presentation will demonstrate how four growth strategies will positively affect your business’ bottom line and the underlying value of the business. Participants will focus on achieving their ‘end-in-mind’ vision. This is not about cutting costs or growing your business. It is about better controlling your business to experience greater profits. Terry will interject real life examples to reinforce how applying the strategies has delivered successful results across industries. Each participant will receive the complete presentation as well as various other useful handouts.

Exit Strategy: Whether You Want to Sell ASAP, or Run Your Company Happily Ever After, How to Create a Strategy that Adds Value To Your Most Precious Asset. October 21st from 7:30-1:30 at the Cape Codder Resort & Spa in Hyannis. Join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Each of the four sessions will be a facilitated panel discussion with experts sharing their knowledge and practical advice on important topics. Presented by Cape and Plymouth Business.

To Register, please visit http://www.capeplymouthbusiness.com/event/show/600.

Learn to Run Your Company Like an InvestorThis webinar is being held for business owners are who are not quite ready to sell their companies today, but instead would like to know how to determine the current value of their companies and what they have to do over the next 5 to 10 years to ensure their final sale is profitable. The reality is that business owners are not aware of the scary statistics:  Over 70% of business owners will never get the value they expected from the sale of their companies. This means that they may not be able to support their retirement or their family as planned. 7 out of 10 business owners reading this RIGHT NOW do not know what they need to do today to ensure their sale is profitable in the future! How can you prevent becoming a statistic? Listen in to our webinar as you eat lunch or work on your Linkedin Account and walk away with a clear understanding of what you need to do to increase your company’s value!

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your  business in 2010 And beyond.

In this seminar you will learn successful tactics and strategies that you can put to use tomorrow

Building Business Value-Getting Your Business Back on Track

UNDERSTANDING BUSINESS VALUE:  Your business is likely your most valuable asset (other than your family). However, you cannot open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value! Presented by Steve Wilber-Principal, ROCG Americas and Founder of Wilber & Townsend P.C.

 LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR:  By focusing on the right priorities you can improve your long-term value and your bottom line — even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.  Presented by Ronen Shefer, CEO, ROCG Americas 

BUSINESS STRUCTURES AND SUCCESSORSHIP: You can maximize the value of your business and provide for its long term survival by understanding your business organization and the legal tools available to transfer it to a successor. Learn about the different forms of business entities and the legal tools used to transfer a business.Presented by Don Lawrence, Principal, Hubbard Law Firm P.C. 

Follow this link to register online:

http://events.constantcontact.com/register/event?llr=zmg8sgcab&oeidk=a07e310hlu9c160baf3

We invite you to spend a special evening with author and entrepreneur Bruce R. Wright.

As the author of Macro Wealth Management "Seeing the Elephant", Bruce's works have helped many financially successful people improve their lives and the lives of their families.  Highly respected for his "outside the box" thinking and methods, Mr. Wright can help YOU see new possibilities and implement solutions beyond your existing capabilities. He has an amazing ability to help increase the joy and fulfillment you seek in life. Small businesses all the way through Fortune 500 companies have found Mr. Wright's unbiased approach is instrumental in improving their effectiveness and success.

Ask yourself: How much is enough? When is it enough? If your net worth is large enough, what is stopping you from living the perfect calendar now? If you could spend your time, talent and wealth doing exactly what is most fulfilling and rewarding, what would go on that perfect calendar?

Bruce R. Wright utilizes his Macro Strategic Planning TM to address how high net worth individuals; like you, WILL live a better life through your perfect calendar.

Please bring your spouse and/or business partner to this extraordinary event.

RSVP: jody.renfrew@rocg.com or Phone: 206.274.5108 / 800.251.4798

Exit Strategy: whether you want to sell now, or plan a long term transfer to the next generation, learn how to develop a strategy that adds value to your most precious asset. October 13th from 7:30-1:30 at the Beechwood Hotel in Worcester. Join the regions leaders in developing strategies for getting the best out of your family business in a half day workshop. Each of the four sessions will be a facilitated panel discussion with experts sharing their knowledge and practical advice on important topics. Presented by the Worcester Business Journal. Cost is $120, after September 13th the price increases to $150, and pre-registration is required. To register or for more information email kprosser@wbjournal.com.

The River Club, 1 Independent Drive, Suite 3500, Jacksonville, FL 32202 

Registration and Breakfast: 7:30 a.m.Workshop presentation: 8:00 a.m.Q&A Session: 9:30 a.m.

UNDERSTANDING BUSINESS VALUE:  Your business is likely your most valuable asset (other than your family).  However, you cannot open the Wall Street Journal to find its current trading value.  Learn what most successful business owners already know and you should too…..  Business Value! 

MAXIMIZING BUSINESS VALUE WHEN TRANSFERRING TO THE NEXT GENERATION:  Technique to transfer the wealth of your business to a trust for younger generations, while managing estate taxes and securing an income stream for retirement.  Hear how planning for effective wealth transfer can benefit your family in the future.

BUILDING BUSINESS AND PERSONAL WEALTH THROUGH RETIREMENT PLANS:   Saving for your retirement can be most tax effective by using the appropriate plan.  Learn which type of retirement plan is the best fit for you and your business. 

Workshop Presenters:Jeanie Taras, CFP®, Merrill Lynch

Lewis Hunter, CPA, Principal, ROCG Jacksonville

Jake Peek, Attorney, Driver, McAfee, Peek & Hawthorne

ROCG Americas is inviting Chicago area business advisors to a complimentary breakfast reception at The Allerton Hotel-Chicago. Please don't miss this opportunity to "meet and greet" principals from ROCG Americas and learn more about how we can possibly work together. For more information on this event please contact cathie.vangessel@rocg.com or call 1-616-575-9210

Strategies to Grow Your Business-Ronen Shefer, CEO & Principal of ROCG Grand Rapids will be the guest speaker at the West Michigan Wedding Association's Quarterly Meeting. Event will be held at The Meijer Garden and Sculpture Center. For more information, please contact http://www.westmichiganweddingassociation.org/index.php

Click here to register: Re-defining the Key Role of the Owner. What is it that YOU SHOULD BE doing? 

As a business owner, what is it that you do on a daily basis on behalf of the company?  What is your day to day schedule? Are you working IN the company or ON the company?  

Join us Wednesday, July 21st from 11:00am to 11:45am EST as we address one of the major concerns expressed by business owners who are constantly trying to find the right balance of ‘doing’ that which needs to get done in the company, and the responsibility of guiding the company to achieve greatness. 

Grab a good cup of coffee/tea and work while you listen to our FREE webinar addressing business owner's concerns regarding OWNERSHIP.  

What is it that you are CURRENTLY doing for your company, and what is it that YOU SHOULD BE doing? 

Do you know another business owner who could benefit from this information? I would be honored if you would forward this invitation on and I look forward to seeing you online!

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your  business in 2010 And beyond. 

 In this seminar you will learn successful tactics and strategies that you can put to use tomorrow

UNDERSTANDING BUSINESS VALUE: Your business is likely your most valuable asset (other than your family). However, you cannot open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value!

LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR: By focusing on the right priorities you can improve your long-term value and your bottom line — even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.

building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs

Seminar Sponsored by: ROCG Americas, Wilber & Townsend PC, Klute Miller Johnsons PLC.

To register for the event or for more information, please contact: cathie.vangessel@rocg.com or 616-575-9210 or online at : http://events.constantcontact.com/register/event?oeidk=a07e2x4y6vta3768214

Building Business Value With Your Transition In Mind by invitation from the Patriot Financial Group with ROCG S&G and Patriot Financial Group presenting.   Pier 7 Marina, Enos Marine, 51 Parker Street, Gloucester MA 01930.  To register contact Diane Rule-Enos diane@nsfgma.com or 978-921-4104

Building Business Value  sponsored by The Worcester Business Journal  with ROCG S & G Palley Advertising and  Patriot Financial Group co-presenting.  Worcester Courtyard Marriott, 72 Grove Street, Worcester MA 01605.  To register contact Kris Prosser at kprosser@wbjournal.com or 508-755-8004 X286

ROCG Montreal invites you to join us for a FREE workshop on “How to maximize the value of your business - Exit Strategies for Business Owners”. 

Stephen Reisler will be the featured speaker. Workshop will be limited to no more than 10 attendees and will be presented in English with Q&A period in both English and French languages.  

Click here to register: How to Improve Your Company's Operations  

Building Business Value private for CMEA members with ROCG S&G and Palley Advertising- Worcester Country Club, 2 Rice Street, Worcester MA. To register contact CMEA http://www.the-cmea.com/programs_regform.html or at 508-755-5244

As the author of Macro Wealth Management “Seeing the Elephant”, Bruce’s works have helped many financially successful people improve their lives and the lives of their families.  Highly respected for his “outside the box” thinking and methods, Mr. Wright can help you see new possibilities and implement solutions beyond your existing capabilities.  He has an amazing ability to help increase the joy and fulfillment you seek in life.  Mr. Wright’s unbiased approach is instrumental in improving companies’ effectiveness and success.  Don’t miss your chance to meet the author and inventor of Macro Strategic Planning (copyright) Please RSVP right away as seating for this extraordinary event will be very limitedEmail: jody.renfrew@rocg.comPhone: 206.274.5108 / 800.653.8427

Building Business Value  sponsored by The Worcester Business Journal with ROCG S & G Palley Advertising and Patriot Financial Group co-presenting - Acacia at Indian Meadows Country Club, 275 Turnpike Road, Westborough, MA 01581.  To register contact Kris Prosser at kprosser@wbjournal.com or 508-755-8004 X286

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

In this seminar you will learn successful tactics  and strategies that you can put to use tomorrow. 

 ·UNDERSTANDING BUSINESS VALUE: Your business is likely your most valuable asset (other than your family) However, you cannot open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value!

·LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR WOULD: By focusing on the right priorities you can improve your long-term value and your bottom line — even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs.

Cost: $25.00 (per company) Please bring your trusted advisors at no additional cost.

$15.00 for LinkedIn Contacts, Chamber Members and Hope College Faculty, Alumni and Students.

Seminar Presenters: Ronen Shefer-CEO and founding member ROCG, Steve Wilber-Principal and Founding Member of ROCG, Thomas Moher-Financial Advisor

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

·UNDERSTANDING BUSINESS VALUE: Your business is likely your most valuable asset (other than your family), however you can not open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value!

·BUILDING YOUR BUSINESS' VALUE: By focusing on the right priorities you can improve your long term value and your bottom line — even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long term needs.

Seminar Presenters: Lewis Hunter, Principal and founding member-ROCG, Jacob Peek ,Partner-Driver, McAfee, Peek & Hawthorne, Jeanie Taras, Financial Advisor-Merrill Lynch

Register on line: https://events.constantcontact.com/register/eventReg?oeidk=a07e2ul7r7u22998f76

For further information or questions contact Diana Monell at diana_monell@ml.com  or 904-634-6077

Owners face potential catastrophic losses as they look to cash out of their business or transfer their business ownership. As a result of the Stampede To The Exit^® by baby boomers, the stakes have never been higher as they reach retirement age and are wanting to sell, cash out or turn over their businesses to children or employees.  

Even if a transition is not imminent, planning for that eventuality 10 years or more from now is essential – much as you would prepare an estate plan to protect your family years in advance. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel.

Join us for one of our business transition seminars where you will learn important transition strategies, financing options to fund your retirement lifestyle and have the opportunity to ask pertinent questions in both a formal and informal capacity from our lecturers. 

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

·UNDERSTANDING BUSINESS VALUE: Your business is likely your most valuable asset (other than your family). However, you cannot open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value!

·LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR WOULD: By focusing on the right priorities you can improve your long-term value and your bottom line — even in difficult times. Learn what buyers look for and how to use this insight to grow your business and become more attractive.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs.

Cost: $25.00 (per company) in advance/$30.00 (per company) at the door.Please bring your trusted advisors at no additional cost.

Seminar Presenters: Ronen Shefer-CEO and founding member ROCG, Steve Wilber-Principal and Founding Member of ROCG, Ryan Waselewsky-Financial Advisor with Merrill Lynch

Register on line:http://events.constantcontact.com/register/event?oeidk=a07e2sg1at16eec911a

For further information or questions contact Cathie VanGessel at cathie.vangessel@rocg.com or 616-575-9210

Building Business Value Webinar-CANCELLED– due to event being held on April 28 where we will cover the same topic.We are sorry for any inconvenience. Please attend our upcoming workshop.Click here for workshop information

Getting Your Business Back on Track-Building Business Value-A seminar for executives poised for a turnaround. 

A recovering economy means you have the opportunity to get back on track and take the steps that will grow the value of your business in 2010 and beyond.

In this session you will learn successful tactics and strategy that you can put to use tomorrow.  

Actionable steps that will build the value of your business: By focusing on the right priorities you can improve your long term value and your bottom line — even in difficult times. Learn what buyers look for and what steps you can take to increase value and become more attractive. Learn risks to mitigate to protect your family. 

Successful strategies in building a strong company brand:Learn how the most successful businesses build value through proper branding and marketing strategies. 

Building a financial plan that will maximize your value: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet yourlong term needs. 

Non-traditional financing opportunities:Learn about several alternative financing opportunities that may fit your company’s desire to fund current growth initiatives and achieve other financial goals.  

To register online go to:www.wbjournal.com/events.php  

For further information or questions contact Jenn Moore at jenn.moore@rocg.com  or Kris Prosser at kprosser@wbjournal.com  or 508-755-8004 Ext. 286.

Owners face potential catastrophic losses as they look to cash out of their business or transfer their business ownership. As a result of the Stampede To The Exit^® by baby boomers, the stakes have never been higher as they reach retirement age and are wanting to sell, cash out or turn over their businesses to children or employees.  

Even if a transition is not imminent, planning for that eventuality 10 years or more from now is essential – much as you would prepare an estate plan to protect your family years in advance. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel.

Join us for one of our business transition seminars where you will learn important transition strategies, financing options to fund your retirement lifestyle and have the opportunity to ask pertinent questions in both a formal and informal capacity from our lecturers.

To learn more about the business transition process, please visit our website www.business-transition.com.  We look forward to seeing you at one of the sessions.

To register for this event please contact jenn.moore@rocg.com

Click Here to Register: The Correct Way to Set and, more Importantly, Maintain Vision and Goals 

We will challenge you to understand the “typical business owner’s behavior and thought processes” and give you specific information as to what you need to change before you can take your company to the next level. 

* Understanding the typical business owner (2 types of business owners…the dreamers and the doers)
* Your company – are you using it as a job or a hobby (working in versus on)?
* Short sited focus (concentrating on one area of your business at a time versus as a whole)
* Lack of Implementation (always begins but never successfully implements)
* Waiting until the last minute (On the fly management styles)

Click here to register: Changing Your View of the Company - It is YOUR Responsibility

Business owners often resolve at this time of the year to do something in the upcoming year about matters of importance that they have put on the back burner for too long. And for many of us that means beginning the process for selling or transferring our businesses. 

The BUSINESS TRANSITION WEBINAR will provide you with answers and a roadmap you can use in 2010 to ensure you maximize the value of your eventual transition.

A New Year brings excitement, a renewal of energy, and a time to make changes. Why changes? This webinar will give a complete overview of what every business owner should consider in 2010. This New Year will require business owners to consider stepping back, re-assessing the business and making changes that put them at the top of their market. Take a journey into 2010 and let us show you which areas in business that tended to be weak in 2009 and that HAVE to be strengthened this year. We will provide actionable steps to make these areas of weakness into differentiating factors between you and your competitors in order to create a company that will prosper in the coming year. 

Click here to register: Positioning your Company in 2010! What You Need to Know for the New Year  

You've worked a lifetime to build your business!  Now, you need to understand how and when to plan your transition and exit! 

ROCG Americas along with its co-sponsor RBC - Royal Bank of Canada invite you to join us at this FREE seminar for business owners who have questions on how to properly exit their business in today's tough market.

Successful Exit Planning Strategies for your Business Stephen Reisler, Principal- ROCG Americas   

With the current demographic of “baby boomers” business owners and the many businesses who are struggling to survive, it is inevitable that some businesses will transfer hand during the current down cycle of the economy. While most owners understand the importance of planning, very few business owners have a strategy for transition that would ensure they achieve their personal goals and financial needs. In this presentation we will discuss how to properly plan for your transition out of the business, how to maximize your exit value, how to ensure the business remains sustainable through the transition and what options could be available to you to sell your business. 

·         How to properly plan your business transition

·         How potential buyers value your businesses

·         Getting your family and other stakeholders on the same page

           
When you think about the next stage of your life, what comes to mind? Maybe you’re approaching retirement and looking forward to enjoying new activities. Or perhaps you’ll be adjusting to changes at home as your children mature and become independent. At RBC, we want to help you clarify your vision of the future, so we’ve created a special program called “Your Future by Design”. It pinpoints the relevance of several life areas that may benefit from advance planning.

·  How long you intend to hold on to your own business and what you will do with It when you retire? 

·  If selling or transferring ownership to family, how the transfer of this wealth will affect you, your  family, your relationships and your personal legacy?

·  How you will spend your time after you exit your business? 

 View Event Summary 

 Register On Line 

Register today to receive a FREE copy of ROCG's Business Transition Readiness guide ($59 Value)

YOU CAN NOT AFFORD TO DELAY YOUR BUSINESS TRANSITION PLAN ONE MORE DAY.

 If you're like most private business owners, you haven't given transition planning much formal thought. We'd like to show you why you need to think seriously about this important issue now, rather than later.
  
Consider these figures:   

 ·  72% of privately owned businesses do not have a business continuation plan
·  47% have done no estate planning
·  55% of CEOs retiring next year have not chosen a successor
·  Only 10% of business owners obtain a price near what they desired
·  Only 30% successfully transition their business to the next generation

ROCG along with its co-sponsors UBS and Beckett Advisors invite you to join us at this FREE webinar for business owners who have questions on how to properly exit their business in today's tough market.

Don't cheat yourself of your hard work over the years.  Don't wait to make a plan.  

Webinar Agenda/Speakers

Financial Management Checklist, What Business Owners Should do Before Exiting Their Business-Presented by: Stuart Conley, First Vice President-Investments- UBS 

Increasing Your Business Value With Brand Clarity-Presented by: Sharon Bailey Beckett, Principal and Founder- Beckett Advisors Preparing

You and Your Business for Transition or Sale-Presented by: Ronen Shefer, CEO-ROCG Americas

Whether you look to exit this year or five years from now, this is a must webinar for every business owner

REGISTER ON LINE TODAY 

Register today to receive a FREE copy of ROCG's Business Transition Readiness guide ($59 Value) 

You are Invited to Attend a Business Transition Workshop.

If you are like most business owners, you have not given transition planning much formal thought. We would like to show you why you need to think seriously about this important issue now, rather than later!

Consider these figures:

• 84% of owners need the proceeds from the sale of their business to finance their retirement lifestyle, but less than 40% of businesses successfully transition their businesses.
• 81% of family business owners say they want the business to remain in the family, but only 30% of family businesses survive a transition to the next generation.
• 85% of business owners don't know the value of their business.

You will hear from experienced professionals on the following topics:

• How to properly plan your business transition.
• How potential buyers value businesses.
• Current state of the M&A market.
• Getting your family and other stakeholders on the same page.
• Building shareholder value.
• Financing the transaction.
• You sold your business - now what?

Mark your calendar for September 16, 2009. You should not miss this free workshop that can benefit you by ensuring that your business transfer will achieve your personal goals and satisfy your financial needs.

To view the workshop agenda click here:

Brought to you by:
ROCG Americas-Stamford Office,
UBS Financial Services, Inc.
Carter Morse & Mathias

As heard on CJAD radio, for a limited time only, the ROCG Montreal office is offering a FREE business diagnostic. For more information contact Stephen.Reisler@rocg.com or call (514) 849-3909.

Financial Statement & Business Analysis-Steve Wilber, Principal of ROCG Grand Rapids will be discussing the fundamentals of financial and business analysis for the valuation professional. Event will be held at The Crowne Plaza Hotel in Grand Rapids, MI. For more information and to register for the event please visit: www.michcpa.org

ROCG Americas, UBS Wealth Management and The Transition Companies invite you to join us for a complimentary webinar designed for business owners who are eager for fresh ideas on how to manage their business value, grow it and perhaps even sell in today's tough market. 

AGENDA:

10:45 am -11:00am  Log-In & Call-In

11:00am - 11:15am  Surviving and Thriving as a Small Business-  Ronen Shefer, CEO of ROCG Americas  

11:15am - 11:30am  Financial Management Before & After the Transaction-  Robert LeBeau, Sr. VP-Investments of UBS Wealth Management

Ronen Shefer, CEO -ROCG Americas, LLC
Michael Ryan, Executive Vice President -The Transition Companies LLC 
Robert LeBeau, Sr. Vice President -UBS Wealth Management 
Stuart Conley, 1st Vice President -UBS Wealth Management
Harvey Spira, Sr. Vice President -UBS Wealth Management

Business owners feeling overwhelmed, cash stretched or simply can't hang in there anymore are lost in a sea of economic troubles.  Fortunately, there are strategies that can help to build value in your business in the short term and help to maximize the value you receive for your business. Understanding your survival options and their potential outcomes is critical to making prudent decisions. Presented by The Worcester Business Journal, join Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group LLC who will walk you through the importance of understanding current value, the potential to build value, and what to expect as the economy rebounds.To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

ROCG Americas has been asked to speak at the Association of Independent Compressors Distributors (AICD) conference to be held in Santa Fe, New Mexico on May 17-19.

Carol McMullen, president of Eastern Investment Advisors will share her forecast for the rest of 2009 and also offer advice to businesses who must adjust their strategies to what will be a lingering impact of the current deep recession: the long-term, if not permanent, decline in consumer spending and rise in savings.Terence Shepherd, principal of ROCG Shepherd & Goldstein Consulting Group LLC, the international leader in business transition services, will share his four key steps to navigate these turbulent times. To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

Get answers to these questions...

• How can I develop an optimal strategy and what are the key components of that plan?
• How should I monitor the company's performance? (What key performance indicators should I track?)
• How should I deal with my customers, employees, suppliers, and my advisors in these uncertain times?
• What's the risk if I just 'ride-out the storm'?

For Seminar Registration Please RSVP to Kathy 905-623-74311-866-392-5675  seminar@hobb.ca  (Please provide your name, company and contact information)  This workshop is co-sponsored by ROCG Americas & RBC Royal Bank

Clark University Training Center, Framingham, MA-co-presented by ROCG Boston and Strategic Financial Partnership.    To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

The Economic Crisis-Understand its business impact and learn how to protect your business. 

This complimentary workshop is focused on providing you with the information necessary to assess the actual situation and apply practical business conpects in dealing with current crisis. The workshop will focus on cushioning the impact of the recession on your business and will discuss the following:

• What really happened in 2007-2008 to the financial market?
• How does this financial crisis effect me and my business?
• What will happen if I as a business owner remain cautious and "do nothing"?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan?

Presenters: Stephen Reisler Managing Director of ROCG, Joseph Havas Managing Director of Ruby Stein Wagner, Yves Dufresne Senior Consultant, ROCG

This workshop is specifically intended for privately held business owners and their managers. Seating is limited, REGISTER TODAY! Please RSVP to Yves Dufresne at 514-842-3911 ext. 273 or email yves.dufresne@rocg.com

2/24 Seminar Agenda 

8:00am - 8:30am               Continental Breakfast / networking

8:30am - 9:00am               Financial Planning and Investment in Turbulent Times  

You don’t have to go far to find someone who is financially effected by the economic downturn, whether it’s their business, their personal investments or money tied in their company’s 401k. This presentation will update you on economists’ forecast for the economy, what the proposed stimulus package may mean to you or your business, what you should know about your company’s 401k accounts and finally how to manage your personal and business financial planning during these uncertain times.  

9:00am - 9:40am               Surviving and Thriving as a Small Business in Michigan

The economic news in general, and Michigan in particular, are pretty grim and some are projecting it could get worse before it gets better. Despite all that, there are Michigan businesses who are able to maintain their profitability and some that are actually thriving!

“What is their secret?” you ask, and “What I can I do to ensure my company performs successfully during these times?”

Building a sustainable business requires the understanding and implementation of business fundamentals, a proactive management style and at times the assistance of trusted advisors.  In this presentation we will discuss those business fundamentals, how you can re-invent your company, as well as share with you specific strategies used by Michigan business owners like yourself to not only survive these tough times but actually grow and become stronger organizations.

What you do today, during crunch time, will determine where your company will be next year!

  9:40am – 10:15am            M&A Considerations in a Tough Economy

                                            Bob Koch,  The Charter Group 

The economic downturn not only affects your business but that of your competitors, your customers and your suppliers. For those companies who can weather the storm and who have capital or access to capital, this may be the best time to seek an acquisition. Whether for growth, diversification or consolidation, acquisitions can position your company to have increased market potential when the economy strengthens. This presentation will discuss the rationale behind considering acquisitions, the valuation equations which may be in your favor, structuring acquisition transactions and current trends in M&A. We will also discuss the best way to pursue an acquisition strategy.

10:15am – 10:30am         Q&A

**Seating is limited-Register today!**  For more information or to register, please contact Cathie VanGessel at 616-575-9210  or  via email at cathie.vangessel@rocg.com

This workshop is sponsored by ROCG Americas, Merrill Lynch and The Charter Group.

A complimentary workshop focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with the current crisis. A one hour presentation followed by Q&A.  Business owners & managers have probably never faced such a period of change & this carries great risk.  

• What really happened in 2007 – 2008 to the financial market?
• How does this financial crisis effect ME and MY BUSINESS?
• What will happen if I as a business owner remain cautious and “do nothing”?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan ?

Speakers: Mr. Stephen Reisler, Managing Director ROCG, Mr. Joseph Havas, Managing Partner Ruby Stein Wagner ,  Mr. Yves Dufresne, Senior Consultant ROCG **Seating is limited-Register today!  Please RSVP to Nicole Sterling at (514) 842-3911 ext.273  or  via email at

A complimentary workshop focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with the current crisis. A one hour presentation followed by Q&A.  Business owners & managers have probably never faced such a period of change & this carries great risk.  

• What really happened in 2007 – 2008 to the financial market?
• How does this financial crisis effect ME and MY BUSINESS?
• What will happen if I as a business owner remain cautious and “do nothing”?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan ?

Speakers: Mr. Stephen Reisler, Managing Director ROCG, Mr. Joseph Havas, Managing Partner Ruby Stein Wagner ,  Mr. Yves Dufresne, Senior Consultant ROCG **Seating is limited-Register today!  Please RSVP to Nicole Sterling at (514) 842-3911 ext.273  or  via email at nsterling@rswca.com

ROCG Americas will be a sponsor and exhibitor at this conference. In a time of challenging financial markets that are affecting the entire global economy you cannot afford to miss this conference.  The networking opportunities presented in this conference are more important now than ever. We can weather all of this together. This conference is a must for CPAs – Intermediaries – Investment Bankers – Attorneys – Private Equity Groups – Personal Financial Planners – Business Advisory Firms – Corporate Development Professionals. We have worked hard to insure availability of 18CPE credits for CPAs during this event. This is more than we have had available in the past. For more information or to register for this event, please visit: http://www.amaaonline.com/2009_winter_conference

Le Centre Sheraton Montréal’ Salon 1, 2nd floor, 1201, boul. René-Lévesque Ouest Montréal

Join us for a Complimentary workshop focused on providing you with the “how” to cushion the impact on your business. 

What does this economic crisis mean for my business & what do I need to understand in order to be able to deal with this?  

This workshop will provide you with the needed perspective to apply practical business concepts in dealing with the current crisis.

1 hour panel presentation followed by Q&A.

Speakers:  Mr. Stephen Reisler, Managing Director, ROCG, Mr. Joseph Havas, Managing Partner, Ruby Stein Wagner , Chartered Accountants, Mr. Yves Dufresne, Senior Consultant, ROCG

Business owners, managers, and advisors have probably never faced such a period of change as we are currently seeing and this carries great risk, but where there is risk there is opportunity

 All attendees will receive a complimentary copy of the ROCG white paper:“The Increased Risk of Incurring Catastrophic Losses and What You Can do to Avoid Them” 

WE WORK EXCLUSIVELY WITH A DIVERSE SME CUSTOMER BASE. WE CAN HELP!  This workshop is exclusively for invited privately held business owners and their managers.

Seating is limited register today!  Please RSVP to Nicole Sterling (514) 842-3911ext.273  or nsterling@rswca.com 

ROCG Americas will be an exhibitor and a co-sponsor at this conference. Discover the fuel you need to dramatically increase profits, decrease workloads and improve the quality of your professional and personal life! For more information or to register, please visit: http://www.fuelforyourjourney.com/

Courtyard by Marriott, Milford, MA Most business owners know the importance of planning for the inevitable, nevertheless very few have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Doubletree Hotel, Westboro, MA  Most business owners know the importance of planning for the inevitable, nevertheless very few have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Although most business owners understand the importance of planning, very few private business owners have a strategy for transition which includes ensuring that the business transfer will achieve their personal goals and satisfy their financial needs. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel. Join us for an interactive workshop where you will learn how you can keep control over the process, maximize business value, minimize taxes, better understand internal & external transfer methods and much more. ROCG Boston and Cape Business Publishing are excited to offer this workshop to share important transition strategies, hear horror stories and have the opportunity to ask pertinent questions in both a formal and informal capacity. Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important workshop. Please invite your spouse, accountant, attorney or other advisor to attend with you.

• Admission        $35.00
• Location           The Resort & Conference Center at Hyannis, MA
• To Register       visit www.capebusiness.net or email businessconnect2008@capebusiness.net

SOLD-OUT-Register to be put on waiting list!

Beechwood Hotel, Worcester MA, Most business owners know the importance of planning for the inevitable, nevertheless very few  have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Terence Shepherd, Principal of ROCG Boston will be speaking to business owners and their advisors on the topic of Business Transition. This complimentary 2 hour introduction seminar is open to the public and is co-sponsored by ROCG Americas, Delta Capital Group, The Community Bank and Cape Business Publishing Group. For more information or to register for this event please email Christine Parent at christine@capebusiness.net or call 1-508-385-3811.  

Hope College-Hayworth Inn and Conference Center, 225 College Ave, Holland, MI 49423  Don’t cheat yourself of your hard work over the years! Don’t wait to make a plan. What we will provide at the workshop that you NEED to know:  

• We will address how your company can reduce its dependence on you.
• We will help you find a realistic valuation of your company in the marketplace.
• We will address how you can “bridge the gap” between your company’s worth today and what it needs to be for your exit.
• We will help you establish “Plan B” should anything happen to you.
• We provide information of how to get your family and other stakeholders on the same page.
• We will assist you in the steps others have taken to successfully plan and execute their transition out of their business.

You cannot afford to miss this free workshop that can benefit you by ensuring that your business transfer will achieve your personal goals and satisfy your financial needs Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop, including continental breakfast and lunch, and featuring vital transition topics presented by experienced professionals from the Grand Rapids and Holland areas. Please invite your spouse, accountant, attorney or other advisor to attend with you. For more information call Cathie VanGessel 1-616-575-9210 or email cathie.vangessel@rocg.com. To register on line and to view the workshop agenda, please click here.

Double Tree Hotel, Westboro MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Four Points Hotel, Leominster MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Beechwood Hotel, Worcester MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Sandman Signature Hotel & Resort, Vancouver Airport-10251 St. Edwards Dr., Richmond, BC  You can’t afford to delay your business transition plan one more day! If you’re like most private business owners, you haven’t given transition planning much formal thought. We’d like to show you why you need to think seriously about this important issue now, rather than later!  Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop featuring vital transition topics presented by experienced professionals from the Vancouver area. Reception following the workshop. To reserve your spot please call Colin Brown or Lyle Dickson at ROCG-Metro Vancouver office at 1-604-247-1077 or email core@rocg.com  For more information or to register on line, please visit: http://guest.cvent.com/i.aspx?5S,M3,2ed361d4-b7d7-44b8-94b3-bb3e0e4e6270

This event is "Truth from the Trenches", PRACTICAL strategies and tactics taught by well respected savvy experts who will share their most powerful business secrets for  mid-sized business owners and their trusted advisors.  This is NOT a sales seminar or an academic forum. A hands-on executive workshop to maximize the value of the mid-size business (revenues of $5M-$150M)Limited seating and hotel discounts for business owners and their trusted advisors, Only $495 for Two Day Seminar (includes breakfasts, lunches and cocktail receptions)  Collaborative Efforts with the Following Sponsor Organizations:ROCG Americas, AMAA, Loyola University Chicago, Pinnacle Equity Solutions  To register for the event, or if for more information, please Call Diane Niederman at (877)844-2535or dniederman@midmarketplace.com  For Hotel Reservations Call Bally's at (877) 603-4390$129/night, Group Code: SBWTR8  Register Now!Midmarketplace.com Executive Workshop for Business Owners and their Trusted Advisors

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants) Cocktails and appetizers will be served following the event.

Location: University Club, 1673 Sherman St., Denver, Co. 80203

Click here to respond

For more information or to RSVP: 303-790-0754

You can’t afford to delay your business transition plan one more day! If you’re like most private business owners, you haven’t given transition planning much formal thought. We’d like to show you why you need to think seriously about this important issue now, rather than later!

Location: The Loosemore Auditorium-GVSU Grand Rapids Campus, 401 W. Fulton Street, Grand Rapids, MI 49504

Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop, including continental breakfast and lunch, and featuring vital transition topics presented by experienced professionals from the Grand Rapids area Please invite your spouse, accountant, attorney or other advisor to attend with you.

To reserve your spot please call Cathie VanGessel at 1-616-575-9210 or email cathie.vangessel@rocg.com

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)

Cocktails and appetizers will be served

Location: The Crowne Plaza
1360 Worcester Street, Route 9
Natick, MA 01760

RSVP, or for more information please contact:
jenn.moore@rocg.com
or phone: (508) 757-3311

This workshop is open to all.

Cost: £30

Location: Presentation Suite, Knowledge Dock, Docklands Campus, University of East London

For more information please contact: emma.cody@rocg.com

or phone 0208 8223 7413

What are the strategies I need to meet my objectives? Who should be included in my Succession Advisory Team?

Location: Brunswick, Victoria 

For more information please contact:

tony.strahan@rocg.com

or phone: +61 (03) 8346 8511 

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)
Includes breakfast and lunch
Location: TBA
For more information or to RSVP: TBA

Learn how to plan ahead for your transition and realize your objectives. (Limited to 30 participants)
Includes breakfast and lunch.
Location: Hyatt Regency Hotel, 1255 Jeanne-Mance, Montreal, Quebec, Canada
For more information or to RSVP: email Elise Perrault or call (514) 842-3909

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)
Includes breakfast and lunch
Location: TBA
For more information or to RSVP: TBA