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Upcoming Seminars

Want to retire in the next 2-5 years, Oct 23rd

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.

The skills you've used to build your business are completely different than the ones you'll need to successfully sell it for the highest dollar. If you want to be able to enjoy the retirement you've worked so hard to earn, you must plan. To start planning, first do a self-evaluation.

Ask yourself, do you know how long it will take to successfully transition from running your business to retirement? Do you know what price you need to get from your business sale to live the lifestyle you and your significant other deserve? Does your business' value need to increase? Do you know what buyers are looking for and what creates business value?

If the answer to any of these questions is "no", come join us for a special event where you'll learn:

  • Why transition planning is so critical to your success
  • How to increase the value of your business before you sell
  • How to avoid being one of the 50% of business owners whose exit is unsuccessful

Tom LeBlanc 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    

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.

To register as our guest, please contact Michelle Gutgsell at 207-347-2405 or email her at


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