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Upcoming Seminars

Planning Your Exit: Critical Success Factors, Nov 16th

Join a panel of experts to learn the critical success factors and landmines in getting ready for a sale or transition out of your business. As business owners and senior executives who are thinking of exiting your business in the next 2 to 5 years, the time to start preparing is now!

Get actionable advice on:

  • Increasing Business Value: How not to leave money on the table.
  • Buyer Multiples: Current trends and what is driving them.
  • Buyer Financing: Making your company more financeable.
  • Private Equity Investors: What they look for and how they evaluate and execute potential investments.
  • Exit Planning Basics: Your roadmap for executing a successful transition.

Making your business as attractive as possible is critical as all owners are facing a shrinking list of potential buyers as the Stampede To The Exit begins.

Featured Presenters:

Terence Shepherd, CM&AA, CPA, MST Partner and founding member, ROCG Consultants.  Terence is the Boston office partner for ROCG, specializing in business exit and value growth planning to small and medium-sized family-owned enterprises.

Stuart Matthews President, Metapoint Partners.  Metapoint Partners is a private investment firm that acquires and grows small to medium-sized manufacturing companies. As president, Stuart serves on the boards of directors of Metapoint's portfolio companies.

Michael Vann President, The Vann Group.  Michael serves as a trusted advisor to the owners of growth oriented, privately held small/mid-sized businesses in a variety of industries and helps owners scale their companies and position for a successful exit.

Joseph B. Bator Senior VP & Director of Business Banking, Eastern Bank.  Joseph oversees the bank's portfolio of business lending up to $3 million and the SBA small business loan program, which is ranked #1 in New England.

Don't be among the 60% of unsuccessful business exits, where the owner/executive does not meet their desired objectives. Click on the link below to register today!

Cost to attend is $20 pre-register of $25 at the door. Please attend with our compliments. When you Register simply enter "GUEST" in the PROMO CODE field to waive the admission fee. We look forward to seeing you then.

Register via this link


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