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Upcoming Seminars

Ride Off Into The Sunset! Successful Exit Strategies, Dec '12

Terence J. Shepherd, CM&AA, CPA, MST and Principal of ROCG Shepherd & Goldstein Consulting Group will present a FREE session in a series of six seminars on Successful Exit Planning Strategies For Your Business on Wednesday December 5 from 11AM - 12PM.  For event registration please click here. If you have any further questions, please do not hesitate to contact Jenn Moore at or call (617) 412-4640. 

Ride Off Into The Sunset!  Successful Exit Strategies.  While most owners understand the importance of planning, very few have developed a strategy for transition that ensures they will achieve their personal and financial goals. In this presentation we will discuss how to properly plan for your transition out of the business, maximize your exit value, ensure the business remains sustainable through the transition, and the options that are available to you to sell your business.

Why Should I Attend?

As a business leader, you face decisions every day that will have both short-term and long-term effects on your business's value.

ROCG Americas and its business partners are offering you a series of webinars that will help optimize your decision making, leverage your existing assets, and maximize enterprise value. Each webinar focuses on a topic essential to continued business success:

  • How investors assess your business and the key value drivers.
  • The most efficient sources of capital for your business needs.
  • Estate planning you can do to minimize risk now and tax exposure later.
  • Exit options suited to your particular personal and financial goals.

Other webinars in this series include:

Session 1: Understanding Business Value- What Is it Really Worth?

Key Note Speaker- Steve Wilber, ROCG Americas

Date: Wednesday, September 19, 2012

Time: 11 AM - 12 PM EDT

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 few successful business owners know about Business Value!  To register, please visit

Session 2: Got Money?  Liquidity Options for Closely Held Businesses

Date: Wednesday, October 4, 2012

Time: 11 AM - 12 PM EDT

You might not be aware of the various liquidity options available to your closely held business.  This module explores how to assess your company's needs and objectives, determine availability of funding sources, and review transaction options.  To register, please visit

Session 3: Learn to Run Your Business Like An Investor!

Keynote Speaker- Ronen Shefer, ROCG Americas

Date: Wednesday October 17, 2012

Time: 11 AM - 12 PM EDT

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.  To register, please visit

Session 4:  Looking Forward: Estate Planning Strategies

Date: Wednesday October 31, 2012

Time: 11 AM - 12 PM EDT

Some business owners spend a lifetime building a legacy only to risk having it wiped away because of a failure to plan.  That's why estate planning is essential.  This webinar will highlight a number of long-term strategies that business owners can implement to protect their business for future generations.  To register, please visit  

Session 5: Can An ESOP Work For Me?

Date: Wednesday, November 14, 2012

Time: 11 AM - 12 PM EDT

Employee Stock Ownership Plans (ESOPs) provide a unique advantage as a succession planning and liquidity tool.  This module can help you better understand the benefits and considerations of selling to an ESOP, accurately value your business, and how to structure the transaction.  To register, please visit

All 45-minute long presentations are followed by a 15-minute Q&A. You may attend as many as you like completely FREE of charge!


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