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Upcoming Seminars

Succesion Planning for Family Owned Business, March 10th

Succesion Planning for Family Owned Business

Our consulting arm of our business is ROCG is an international firm specializing in strategy, finance and operations for privately owned family businesses. We took 2 years to come up with a proprietary process for business transition broken down into 3 stages: planning, execution and transaction management.

If you are thinking of exiting your business in the next 2 to 5 years...the time to start preparing is now! Join us as we discuss how to make your business more saleable, how to properly plan for your exit/transition, maximize your exit value, ensure the business remains sustainable through the transition, current sales and market trends and how to avoid the most common landmines.

  • Do you have a plan to build your business value?
  • Do you know what your value is today and how to DRIVE IT?
  • Does your BUSINESS VALUE need to increase for you to live your DESIRED LIFESTYLE?
  • Did you know that 6 out of 10 business exits are UNSUCCESSFUL?

Too many business owners don't put much thought into their eventual transition out of their company, and run into a variety of unanticipated land mines. Making your business as attractive as possible is critical as all owners are facing a shrinking list of potential buyers and new private equity players are coming on the scene.

Terry Shepherd will lay out the many hurdles business owners face at the critical time of transition and how, with the right planning, you can successfully overcome them.

  • There are 12 million "Baby Boomer" business owners heading for the exit in the next decade meaning there will be more sellers than buyers
  • Only 1 out of 10 businesses that go up for sale actually sell, and 6 out of 10 business exits/transitions are considered unsuccessful - where the seller failed to achieve their objectives
  • Only 33% of first generation business transfers succeed
  • The minimum planning cycle for preparing your business for a successful sale is 2-5 years
  • Unprepared for the transition, depression hits over 60% of all retirees within the first three years of stepping out of their business

There are 12 million "Baby Boomer" business owners just like you that are headed for the exit sign in the near future. Most business owners have a lot to learn about managing that transition successfully. The skills you've used to manage and build your business are completely different than the ones you need to manage a successful exit. There will be more sellers than buyers, and those that develop a strategy and follow their plan will have a much better chance of successfully meeting their exit/transition goals.

At this breakfast session you'll learn about the top challenges that most business owners face at the time of transition. Learn how you can keep control and maximize your value, and begin to formulate a plan for your long term, personal success.

When:  March 10th 9:00 am - 10:30 am

Where:  Bridgewater State University Cape Cod (Room 206) located at 1175 MA-28 in South Yarmouth, MA 02664

To register visit the local workshops link at


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