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Upcoming Seminars

Maximize the Value of Your Business Before You Exit, Oct '12

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group along with Andrew Crain, Partner and Investment Banker of Mirus Capital Advisors will present two breakfast sessions on Business Transition.  Tuesday October 2nd from 7:30-9:30 AM at The Crowne Plaza Boston-Natick or Thursday October 11th from 7:30-9:30 AM at The Embassy Suites in Marlborough.  Cost: $20 in advance/$25 at the door. 

REGISTRATION INFORMATION: To register for the October 2nd session, please click here.  To register for the October 11th session, please click here.  Please contact Jenn Moore at (617) 412-4640, or email, for more information.

Learn about the top challenges business owners face at the time of transition and how to overcome them by attending one of these upcoming breakfast seminars:

  • 60% of business transitions are unsuccessful
  • 66% of first generation business transfers fail
  • #1 reason for failure: no proper planning

The skills you've used to manage and build your business are completely different than the ones you'll need to manage a successful exit.  Begin your journey to a successful transition by joining us and learning why your planning should start today!

Terence Shepherd is the Boston office Partner for ROCG, international consultants to small and medium-sized family owned enterprises, and Managing Partner of Shepherd & Goldstein, LLP, business consultants and certified public accountants.  Terry is an industry leader in business transition/exit planning.  He has consulted with hundreds of privately owned businesses regarding transition, building business value strategies, profitability strategies and business development. 

Guest speaker Andrew Crain was the fifth-generation owner and CEO of his family's food manufacturing business for more than a decade before selling it and making the transition to investment banking.  As an investment banker, Any provides corporate finance advisory services to business owners throughout New England and nationwide. 

Don't wait until it's too late.  Learn how you can keep control and maximize your value, and begin to formulate a plan for your long term, personal success. 



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