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Upcoming Seminars

Building Business Value, December 12th

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a session on Building Business Value. Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. December 12th from 8:45-12:00 in the Grace Conference Room, Higgins University Center; cost is $39. For more information and to register for the event, please contact Penny Tiernan at

An individual may start a business with any number of valid personal goals in mind; current income, short term growth and sell the business quickly, financial security for the next generation, or a source of income. A key to this process is to build significant business value. Very few people have a solid plan or understand the process of maximizing the value of the firm.

The goal of this session is to challenge the way you look at and run your business and to help you build a stranger more profitable company which will build value for your business. Some of the topics that will be covered in this session include:

  • The need for a Strategic Review
  • The Business Value Cycle
  • Understanding Business Values (from both the owner's and buyer's perspectives)
  • The Drivers of Value
  • Strategic Planning - SWOT Analysis
  • Growth Strategies

Terence Shepherd, CM&AA, CPA, MST, is a principal and founding partner of ROCG, and international consulting firm. He has advised small and medium sized, family owned/closely held businesses for over 30 years. In his business transition consultation work he is a catalyst in guiding owners to define their personal values, goals and objectives, which then drive all business strategies and solutions to ensure their goals are met.

Learn the necessary steps to create and sustain a strategy that adds value to your most precious asset. If you have any questions at all or need help registering, please contact Penny Tiernan at


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