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Upcoming Seminars

Lessons Learned from Successful Ownership Transitions, Mar 28th

Hear an "Exit Planning Update" from a panel of experienced exit planning advisors who have worked with business owners for many years to plan and execute successful ownership transitions. March 28th at the Newton Marriott from 4-7 pm

Learn about:

• How to enhance your practice to better serve your transitioning clients
• About the owners lack of planning and what is at stake
• Which owners are engaging advisors for exit planning
• What information owners must know before they can proceed with their business transition
• Challenges, concerns and issues that owners must overcome
• Which exit strategies are chosen most and least often
• The outcomes for owners
• Lessons learned by owners as well as their advisors

Panel Moderator: Jane Johnson, CPA, CM&AA, CBEC, Founder, Business Transition Academy
Our Panelists:
John Leonetti, JD, CBEC, MS Finance, Founder, Pinnacle Equity Solutions
Terry Shepherd, CM&AA, CPA, MST, Principal, ROCG Americas
Kerri Salls, Managing Director, This Way Out Group, LLC


4:00: 5:00 PM Registration, Networking, Bar and Hors d'oeuvres
5:00 - 6:30 PM Panel
6:30 - 7:00 PM Networking

Each attendee receives one free drink ticket for the cash bar and Hors d'oeuvres will be served.

To register, please visit


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