Click here to register: Re-defining the Key Role of the Owner. What is it that YOU SHOULD BE doing? 

As a business owner, what is it that you do on a daily basis on behalf of the company?  What is your day to day schedule? Are you working IN the company or ON the company?  

Join us Wednesday, July 21st from 11:00am to 11:45am EST as we address one of the major concerns expressed by business owners who are constantly trying to find the right balance of ‘doing’ that which needs to get done in the company, and the responsibility of guiding the company to achieve greatness. 

Grab a good cup of coffee/tea and work while you listen to our FREE webinar addressing business owner's concerns regarding OWNERSHIP.  

What is it that you are CURRENTLY doing for your company, and what is it that YOU SHOULD BE doing? 

Do you know another business owner who could benefit from this information? I would be honored if you would forward this invitation on and I look forward to seeing you online!

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your  business in 2010 And beyond. 

 In this seminar you will learn successful tactics and strategies that you can put to use tomorrow

UNDERSTANDING BUSINESS VALUE: 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 most successful business owners already know and you should too... Business Value!

LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR: 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.

building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs

Seminar Sponsored by: ROCG Americas, Wilber & Townsend PC, Klute Miller Johnsons PLC.

To register for the event or for more information, please contact: cathie.vangessel@rocg.com or 616-575-9210 or online at : http://events.constantcontact.com/register/event?oeidk=a07e2x4y6vta3768214

Building Business Value With Your Transition In Mind by invitation from the Patriot Financial Group with ROCG S&G and Patriot Financial Group presenting.   Pier 7 Marina, Enos Marine, 51 Parker Street, Gloucester MA 01930.  To register contact Diane Rule-Enos diane@nsfgma.com or 978-921-4104

Building Business Value  sponsored by The Worcester Business Journal  with ROCG S & G Palley Advertising and  Patriot Financial Group co-presenting.  Worcester Courtyard Marriott, 72 Grove Street, Worcester MA 01605.  To register contact Kris Prosser at kprosser@wbjournal.com or 508-755-8004 X286

Click here to register: How to Improve Your Company's Operations  

Building Business Value private for CMEA members with ROCG S&G and Palley Advertising- Worcester Country Club, 2 Rice Street, Worcester MA. To register contact CMEA http://www.the-cmea.com/programs_regform.html or at 508-755-5244

ROCG Montreal invites you to join us for a FREE workshop on “How to maximize the value of your business - Exit Strategies for Business Owners”. 

Stephen Reisler will be the featured speaker. Workshop will be limited to no more than 10 attendees and will be presented in English with Q&A period in both English and French languages.  

As the author of Macro Wealth Management “Seeing the Elephant”, Bruce’s works have helped many financially successful people improve their lives and the lives of their families.  Highly respected for his “outside the box” thinking and methods, Mr. Wright can help you see new possibilities and implement solutions beyond your existing capabilities.  He has an amazing ability to help increase the joy and fulfillment you seek in life.  Mr. Wright’s unbiased approach is instrumental in improving companies’ effectiveness and success.  Don’t miss your chance to meet the author and inventor of Macro Strategic Planning (copyright) Please RSVP right away as seating for this extraordinary event will be very limitedEmail: jody.renfrew@rocg.comPhone: 206.274.5108 / 800.653.8427

Building Business Value  sponsored by The Worcester Business Journal with ROCG S & G Palley Advertising and Patriot Financial Group co-presenting - Acacia at Indian Meadows Country Club, 275 Turnpike Road, Westborough, MA 01581.  To register contact Kris Prosser at kprosser@wbjournal.com or 508-755-8004 X286

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

In this seminar you will learn successful tactics  and strategies that you can put to use tomorrow. 

 ·UNDERSTANDING BUSINESS VALUE: 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 most successful business owners already know and you should too... Business Value!

·LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR WOULD: 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.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs.

Cost: $25.00 (per company) Please bring your trusted advisors at no additional cost.

$15.00 for LinkedIn Contacts, Chamber Members and Hope College Faculty, Alumni and Students.

Seminar Presenters: Ronen Shefer-CEO and founding member ROCG, Steve Wilber-Principal and Founding Member of ROCG, Thomas Moher-Financial Advisor

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

·UNDERSTANDING BUSINESS VALUE: Your business is likely your most valuable asset (other than your family), however you can not open the Wall Street Journal to find its current trading value. Learn what most successful business owners already know and you should too... Business Value!

·BUILDING YOUR BUSINESS' VALUE: 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.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long term needs.

Seminar Presenters: Lewis Hunter, Principal and founding member-ROCG, Jacob Peek ,Partner-Driver, McAfee, Peek & Hawthorne, Jeanie Taras, Financial Advisor-Merrill Lynch

Register on line: https://events.constantcontact.com/register/eventReg?oeidk=a07e2ul7r7u22998f76

For further information or questions contact Diana Monell at diana_monell@ml.com  or 904-634-6077

Owners face potential catastrophic losses as they look to cash out of their business or transfer their business ownership. As a result of the Stampede To The Exit^® by baby boomers, the stakes have never been higher as they reach retirement age and are wanting to sell, cash out or turn over their businesses to children or employees.  

Even if a transition is not imminent, planning for that eventuality 10 years or more from now is essential – much as you would prepare an estate plan to protect your family years in advance. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel.

Join us for one of our business transition seminars where you will learn important transition strategies, financing options to fund your retirement lifestyle and have the opportunity to ask pertinent questions in both a formal and informal capacity from our lecturers. 

A recovering economy meAns you hAve the opportunity to get bAck on trAck And tAke the steps thAt will grow the vAlue of your business in 2010 And beyond.  

·UNDERSTANDING BUSINESS VALUE: 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 most successful business owners already know and you should too... Business Value!

·LEARN TO RUN YOUR BUSINESS LIKE AN INVESTOR WOULD: 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.

·building A finAnciAl plAn thAt will mAximize your vAlue: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet your long-term needs.

Cost: $25.00 (per company) in advance/$30.00 (per company) at the door.Please bring your trusted advisors at no additional cost.

Seminar Presenters: Ronen Shefer-CEO and founding member ROCG, Steve Wilber-Principal and Founding Member of ROCG, Ryan Waselewsky-Financial Advisor with Merrill Lynch

Register on line:http://events.constantcontact.com/register/event?oeidk=a07e2sg1at16eec911a

For further information or questions contact Cathie VanGessel at cathie.vangessel@rocg.com or 616-575-9210

Building Business Value Webinar-CANCELLED– due to event being held on April 28 where we will cover the same topic.We are sorry for any inconvenience. Please attend our upcoming workshop.Click here for workshop information

Getting Your Business Back on Track-Building Business Value-A seminar for executives poised for a turnaround. 

A recovering economy means you have the opportunity to get back on track and take the steps that will grow the value of your business in 2010 and beyond.

In this session you will learn successful tactics and strategy that you can put to use tomorrow.  

Actionable steps that will build the value of your business: 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 what steps you can take to increase value and become more attractive. Learn risks to mitigate to protect your family. 

Successful strategies in building a strong company brand:Learn how the most successful businesses build value through proper branding and marketing strategies. 

Building a financial plan that will maximize your value: No matter when you may transition your business, putting the right financial plan in place now will ensure you preserve the maximum wealth for your family to meet yourlong term needs. 

Non-traditional financing opportunities:Learn about several alternative financing opportunities that may fit your company’s desire to fund current growth initiatives and achieve other financial goals.  

To register online go to:www.wbjournal.com/events.php  

For further information or questions contact Jenn Moore at jenn.moore@rocg.com  or Kris Prosser at kprosser@wbjournal.com  or 508-755-8004 Ext. 286.

Owners face potential catastrophic losses as they look to cash out of their business or transfer their business ownership. As a result of the Stampede To The Exit^® by baby boomers, the stakes have never been higher as they reach retirement age and are wanting to sell, cash out or turn over their businesses to children or employees.  

Even if a transition is not imminent, planning for that eventuality 10 years or more from now is essential – much as you would prepare an estate plan to protect your family years in advance. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel.

Join us for one of our business transition seminars where you will learn important transition strategies, financing options to fund your retirement lifestyle and have the opportunity to ask pertinent questions in both a formal and informal capacity from our lecturers.

To learn more about the business transition process, please visit our website www.business-transition.com.  We look forward to seeing you at one of the sessions.

To register for this event please contact jenn.moore@rocg.com

Click Here to Register: The Correct Way to Set and, more Importantly, Maintain Vision and Goals 

We will challenge you to understand the “typical business owner’s behavior and thought processes” and give you specific information as to what you need to change before you can take your company to the next level. 

* Understanding the typical business owner (2 types of business owners…the dreamers and the doers)
* Your company – are you using it as a job or a hobby (working in versus on)?
* Short sited focus (concentrating on one area of your business at a time versus as a whole)
* Lack of Implementation (always begins but never successfully implements)
* Waiting until the last minute (On the fly management styles)

Click here to register: Changing Your View of the Company - It is YOUR Responsibility

Business owners often resolve at this time of the year to do something in the upcoming year about matters of importance that they have put on the back burner for too long. And for many of us that means beginning the process for selling or transferring our businesses. 

The BUSINESS TRANSITION WEBINAR will provide you with answers and a roadmap you can use in 2010 to ensure you maximize the value of your eventual transition.

A New Year brings excitement, a renewal of energy, and a time to make changes. Why changes? This webinar will give a complete overview of what every business owner should consider in 2010. This New Year will require business owners to consider stepping back, re-assessing the business and making changes that put them at the top of their market. Take a journey into 2010 and let us show you which areas in business that tended to be weak in 2009 and that HAVE to be strengthened this year. We will provide actionable steps to make these areas of weakness into differentiating factors between you and your competitors in order to create a company that will prosper in the coming year. 

Click here to register: Positioning your Company in 2010! What You Need to Know for the New Year  

You've worked a lifetime to build your business!  Now, you need to understand how and when to plan your transition and exit! 

ROCG Americas along with its co-sponsor RBC - Royal Bank of Canada invite you to join us at this FREE seminar for business owners who have questions on how to properly exit their business in today's tough market.

Successful Exit Planning Strategies for your Business Stephen Reisler, Principal- ROCG Americas   

With the current demographic of “baby boomers” business owners and the many businesses who are struggling to survive, it is inevitable that some businesses will transfer hand during the current down cycle of the economy. While most owners understand the importance of planning, very few business owners have a strategy for transition that would ensure they achieve their personal goals and financial needs. In this presentation we will discuss how to properly plan for your transition out of the business, how to maximize your exit value, how to ensure the business remains sustainable through the transition and what options could be available to you to sell your business. 

·         How to properly plan your business transition

·         How potential buyers value your businesses

·         Getting your family and other stakeholders on the same page

           
When you think about the next stage of your life, what comes to mind? Maybe you’re approaching retirement and looking forward to enjoying new activities. Or perhaps you’ll be adjusting to changes at home as your children mature and become independent. At RBC, we want to help you clarify your vision of the future, so we’ve created a special program called “Your Future by Design”. It pinpoints the relevance of several life areas that may benefit from advance planning.

·  How long you intend to hold on to your own business and what you will do with It when you retire? 

·  If selling or transferring ownership to family, how the transfer of this wealth will affect you, your  family, your relationships and your personal legacy?

·  How you will spend your time after you exit your business? 

 View Event Summary 

 Register On Line 

Register today to receive a FREE copy of ROCG's Business Transition Readiness guide ($59 Value)

YOU CAN NOT AFFORD TO DELAY YOUR BUSINESS TRANSITION PLAN ONE MORE DAY.

 If you're like most private business owners, you haven't given transition planning much formal thought. We'd like to show you why you need to think seriously about this important issue now, rather than later.
  
Consider these figures:   

 ·  72% of privately owned businesses do not have a business continuation plan
·  47% have done no estate planning
·  55% of CEOs retiring next year have not chosen a successor
·  Only 10% of business owners obtain a price near what they desired
·  Only 30% successfully transition their business to the next generation

ROCG along with its co-sponsors UBS and Beckett Advisors invite you to join us at this FREE webinar for business owners who have questions on how to properly exit their business in today's tough market.

Don't cheat yourself of your hard work over the years.  Don't wait to make a plan.  

Webinar Agenda/Speakers

Financial Management Checklist, What Business Owners Should do Before Exiting Their Business-Presented by: Stuart Conley, First Vice President-Investments- UBS 

Increasing Your Business Value With Brand Clarity-Presented by: Sharon Bailey Beckett, Principal and Founder- Beckett Advisors Preparing

You and Your Business for Transition or Sale-Presented by: Ronen Shefer, CEO-ROCG Americas

Whether you look to exit this year or five years from now, this is a must webinar for every business owner

REGISTER ON LINE TODAY 

Register today to receive a FREE copy of ROCG's Business Transition Readiness guide ($59 Value) 

You are Invited to Attend a Business Transition Workshop.

If you are like most business owners, you have not given transition planning much formal thought. We would like to show you why you need to think seriously about this important issue now, rather than later!

Consider these figures:

• 84% of owners need the proceeds from the sale of their business to finance their retirement lifestyle, but less than 40% of businesses successfully transition their businesses.
• 81% of family business owners say they want the business to remain in the family, but only 30% of family businesses survive a transition to the next generation.
• 85% of business owners don't know the value of their business.

You will hear from experienced professionals on the following topics:

• How to properly plan your business transition.
• How potential buyers value businesses.
• Current state of the M&A market.
• Getting your family and other stakeholders on the same page.
• Building shareholder value.
• Financing the transaction.
• You sold your business - now what?

Mark your calendar for September 16, 2009. You should not miss this free workshop that can benefit you by ensuring that your business transfer will achieve your personal goals and satisfy your financial needs.

To view the workshop agenda click here:

Brought to you by:
ROCG Americas-Stamford Office,
UBS Financial Services, Inc.
Carter Morse & Mathias

As heard on CJAD radio, for a limited time only, the ROCG Montreal office is offering a FREE business diagnostic. For more information contact Stephen.Reisler@rocg.com or call (514) 849-3909.

Financial Statement & Business Analysis-Steve Wilber, Principal of ROCG Grand Rapids will be discussing the fundamentals of financial and business analysis for the valuation professional. Event will be held at The Crowne Plaza Hotel in Grand Rapids, MI. For more information and to register for the event please visit: www.michcpa.org

ROCG Americas, UBS Wealth Management and The Transition Companies invite you to join us for a complimentary webinar designed for business owners who are eager for fresh ideas on how to manage their business value, grow it and perhaps even sell in today's tough market. 

AGENDA:

10:45 am -11:00am  Log-In & Call-In

11:00am - 11:15am  Surviving and Thriving as a Small Business-  Ronen Shefer, CEO of ROCG Americas  

11:15am - 11:30am  Financial Management Before & After the Transaction-  Robert LeBeau, Sr. VP-Investments of UBS Wealth Management

Ronen Shefer, CEO -ROCG Americas, LLC
Michael Ryan, Executive Vice President -The Transition Companies LLC 
Robert LeBeau, Sr. Vice President -UBS Wealth Management 
Stuart Conley, 1st Vice President -UBS Wealth Management
Harvey Spira, Sr. Vice President -UBS Wealth Management

Business owners feeling overwhelmed, cash stretched or simply can't hang in there anymore are lost in a sea of economic troubles.  Fortunately, there are strategies that can help to build value in your business in the short term and help to maximize the value you receive for your business. Understanding your survival options and their potential outcomes is critical to making prudent decisions. Presented by The Worcester Business Journal, join Terry Shepherd of ROCG Shepherd & Goldstein Consulting Group LLC who will walk you through the importance of understanding current value, the potential to build value, and what to expect as the economy rebounds.To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

ROCG Americas has been asked to speak at the Association of Independent Compressors Distributors (AICD) conference to be held in Santa Fe, New Mexico on May 17-19.

Carol McMullen, president of Eastern Investment Advisors will share her forecast for the rest of 2009 and also offer advice to businesses who must adjust their strategies to what will be a lingering impact of the current deep recession: the long-term, if not permanent, decline in consumer spending and rise in savings.Terence Shepherd, principal of ROCG Shepherd & Goldstein Consulting Group LLC, the international leader in business transition services, will share his four key steps to navigate these turbulent times. To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

Get answers to these questions...

• How can I develop an optimal strategy and what are the key components of that plan?
• How should I monitor the company's performance? (What key performance indicators should I track?)
• How should I deal with my customers, employees, suppliers, and my advisors in these uncertain times?
• What's the risk if I just 'ride-out the storm'?

For Seminar Registration Please RSVP to Kathy 905-623-74311-866-392-5675  seminar@hobb.ca  (Please provide your name, company and contact information)  This workshop is co-sponsored by ROCG Americas & RBC Royal Bank

Clark University Training Center, Framingham, MA-co-presented by ROCG Boston and Strategic Financial Partnership.    To register for the seminar, please contact Amanda Frias at afrias@sgllp.com or call her at 508-875-2552

The Economic Crisis-Understand its business impact and learn how to protect your business. 

This complimentary workshop is focused on providing you with the information necessary to assess the actual situation and apply practical business conpects in dealing with current crisis. The workshop will focus on cushioning the impact of the recession on your business and will discuss the following:

• What really happened in 2007-2008 to the financial market?
• How does this financial crisis effect me and my business?
• What will happen if I as a business owner remain cautious and "do nothing"?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan?

Presenters: Stephen Reisler Managing Director of ROCG, Joseph Havas Managing Director of Ruby Stein Wagner, Yves Dufresne Senior Consultant, ROCG

This workshop is specifically intended for privately held business owners and their managers. Seating is limited, REGISTER TODAY! Please RSVP to Yves Dufresne at 514-842-3911 ext. 273 or email yves.dufresne@rocg.com

2/24 Seminar Agenda 

8:00am - 8:30am               Continental Breakfast / networking

8:30am - 9:00am               Financial Planning and Investment in Turbulent Times  

You don’t have to go far to find someone who is financially effected by the economic downturn, whether it’s their business, their personal investments or money tied in their company’s 401k. This presentation will update you on economists’ forecast for the economy, what the proposed stimulus package may mean to you or your business, what you should know about your company’s 401k accounts and finally how to manage your personal and business financial planning during these uncertain times.  

9:00am - 9:40am               Surviving and Thriving as a Small Business in Michigan

The economic news in general, and Michigan in particular, are pretty grim and some are projecting it could get worse before it gets better. Despite all that, there are Michigan businesses who are able to maintain their profitability and some that are actually thriving!

“What is their secret?” you ask, and “What I can I do to ensure my company performs successfully during these times?”

Building a sustainable business requires the understanding and implementation of business fundamentals, a proactive management style and at times the assistance of trusted advisors.  In this presentation we will discuss those business fundamentals, how you can re-invent your company, as well as share with you specific strategies used by Michigan business owners like yourself to not only survive these tough times but actually grow and become stronger organizations.

What you do today, during crunch time, will determine where your company will be next year!

  9:40am – 10:15am            M&A Considerations in a Tough Economy

                                            Bob Koch,  The Charter Group 

The economic downturn not only affects your business but that of your competitors, your customers and your suppliers. For those companies who can weather the storm and who have capital or access to capital, this may be the best time to seek an acquisition. Whether for growth, diversification or consolidation, acquisitions can position your company to have increased market potential when the economy strengthens. This presentation will discuss the rationale behind considering acquisitions, the valuation equations which may be in your favor, structuring acquisition transactions and current trends in M&A. We will also discuss the best way to pursue an acquisition strategy.

10:15am – 10:30am         Q&A

**Seating is limited-Register today!**  For more information or to register, please contact Cathie VanGessel at 616-575-9210  or  via email at cathie.vangessel@rocg.com

This workshop is sponsored by ROCG Americas, Merrill Lynch and The Charter Group.

A complimentary workshop focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with the current crisis. A one hour presentation followed by Q&A.  Business owners & managers have probably never faced such a period of change & this carries great risk.  

• What really happened in 2007 – 2008 to the financial market?
• How does this financial crisis effect ME and MY BUSINESS?
• What will happen if I as a business owner remain cautious and “do nothing”?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan ?

Speakers: Mr. Stephen Reisler, Managing Director ROCG, Mr. Joseph Havas, Managing Partner Ruby Stein Wagner ,  Mr. Yves Dufresne, Senior Consultant ROCG **Seating is limited-Register today!  Please RSVP to Nicole Sterling at (514) 842-3911 ext.273  or  via email at

A complimentary workshop focused on providing you with the information necessary to assess the actual situation and apply practical business concepts in dealing with the current crisis. A one hour presentation followed by Q&A.  Business owners & managers have probably never faced such a period of change & this carries great risk.  

• What really happened in 2007 – 2008 to the financial market?
• How does this financial crisis effect ME and MY BUSINESS?
• What will happen if I as a business owner remain cautious and “do nothing”?
• How do I develop the optimal strategy?
• How should I deal with my advisors?
• How do I implement proactive strategies while ensuring a coordinated plan ?

Speakers: Mr. Stephen Reisler, Managing Director ROCG, Mr. Joseph Havas, Managing Partner Ruby Stein Wagner ,  Mr. Yves Dufresne, Senior Consultant ROCG **Seating is limited-Register today!  Please RSVP to Nicole Sterling at (514) 842-3911 ext.273  or  via email at nsterling@rswca.com

ROCG Americas will be a sponsor and exhibitor at this conference. In a time of challenging financial markets that are affecting the entire global economy you cannot afford to miss this conference.  The networking opportunities presented in this conference are more important now than ever. We can weather all of this together. This conference is a must for CPAs – Intermediaries – Investment Bankers – Attorneys – Private Equity Groups – Personal Financial Planners – Business Advisory Firms – Corporate Development Professionals. We have worked hard to insure availability of 18CPE credits for CPAs during this event. This is more than we have had available in the past. For more information or to register for this event, please visit: http://www.amaaonline.com/2009_winter_conference

Le Centre Sheraton Montréal’ Salon 1, 2nd floor, 1201, boul. René-Lévesque Ouest Montréal

Join us for a Complimentary workshop focused on providing you with the “how” to cushion the impact on your business. 

What does this economic crisis mean for my business & what do I need to understand in order to be able to deal with this?  

This workshop will provide you with the needed perspective to apply practical business concepts in dealing with the current crisis.

1 hour panel presentation followed by Q&A.

Speakers:  Mr. Stephen Reisler, Managing Director, ROCG, Mr. Joseph Havas, Managing Partner, Ruby Stein Wagner , Chartered Accountants, Mr. Yves Dufresne, Senior Consultant, ROCG

Business owners, managers, and advisors have probably never faced such a period of change as we are currently seeing and this carries great risk, but where there is risk there is opportunity

 All attendees will receive a complimentary copy of the ROCG white paper:“The Increased Risk of Incurring Catastrophic Losses and What You Can do to Avoid Them” 

WE WORK EXCLUSIVELY WITH A DIVERSE SME CUSTOMER BASE. WE CAN HELP!  This workshop is exclusively for invited privately held business owners and their managers.

Seating is limited register today!  Please RSVP to Nicole Sterling (514) 842-3911ext.273  or nsterling@rswca.com 

ROCG Americas will be an exhibitor and a co-sponsor at this conference. Discover the fuel you need to dramatically increase profits, decrease workloads and improve the quality of your professional and personal life! For more information or to register, please visit: http://www.fuelforyourjourney.com/

Courtyard by Marriott, Milford, MA Most business owners know the importance of planning for the inevitable, nevertheless very few have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Doubletree Hotel, Westboro, MA  Most business owners know the importance of planning for the inevitable, nevertheless very few have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Although most business owners understand the importance of planning, very few private business owners have a strategy for transition which includes ensuring that the business transfer will achieve their personal goals and satisfy their financial needs. After all your years of dedication and hard work, successfully transitioning your business is the crown jewel. Join us for an interactive workshop where you will learn how you can keep control over the process, maximize business value, minimize taxes, better understand internal & external transfer methods and much more. ROCG Boston and Cape Business Publishing are excited to offer this workshop to share important transition strategies, hear horror stories and have the opportunity to ask pertinent questions in both a formal and informal capacity. Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important workshop. Please invite your spouse, accountant, attorney or other advisor to attend with you.

• Admission        $35.00
• Location           The Resort & Conference Center at Hyannis, MA
• To Register       visit www.capebusiness.net or email businessconnect2008@capebusiness.net

SOLD-OUT-Register to be put on waiting list!

Beechwood Hotel, Worcester MA, Most business owners know the importance of planning for the inevitable, nevertheless very few  have a transition strategy for their business that will assure that they will attain their personal goals and financial objectives. Join ROCG, Commerce Bank, George & Company and Worcester Business Journal for a 2 hour seminar in which they will discuss how you can position your business for a successful transition. This event is open to the public. To register email kprosser@wbjournal.com or call 1-508-755-8004 X286 or www.wbjournal.com. Cost is $20.00 in advance or $30.00 at the door. 

Terence Shepherd, Principal of ROCG Boston will be speaking to business owners and their advisors on the topic of Business Transition. This complimentary 2 hour introduction seminar is open to the public and is co-sponsored by ROCG Americas, Delta Capital Group, The Community Bank and Cape Business Publishing Group. For more information or to register for this event please email Christine Parent at christine@capebusiness.net or call 1-508-385-3811.  

Hope College-Hayworth Inn and Conference Center, 225 College Ave, Holland, MI 49423  Don’t cheat yourself of your hard work over the years! Don’t wait to make a plan. What we will provide at the workshop that you NEED to know:  

• We will address how your company can reduce its dependence on you.
• We will help you find a realistic valuation of your company in the marketplace.
• We will address how you can “bridge the gap” between your company’s worth today and what it needs to be for your exit.
• We will help you establish “Plan B” should anything happen to you.
• We provide information of how to get your family and other stakeholders on the same page.
• We will assist you in the steps others have taken to successfully plan and execute their transition out of their business.

You cannot afford to miss this free workshop that can benefit you by ensuring that your business transfer will achieve your personal goals and satisfy your financial needs Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop, including continental breakfast and lunch, and featuring vital transition topics presented by experienced professionals from the Grand Rapids and Holland areas. Please invite your spouse, accountant, attorney or other advisor to attend with you. For more information call Cathie VanGessel 1-616-575-9210 or email cathie.vangessel@rocg.com. To register on line and to view the workshop agenda, please click here.

Double Tree Hotel, Westboro MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Four Points Hotel, Leominster MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Beechwood Hotel, Worcester MA * ROCG Americas', Terence Shepherd will be speaking on the topic of Business Transition Strategies. This event is co-sponsored by ROCG Americas, Beacon Capital Group and the Worcester Business Journal. This 2 hour informational event is open to the public. Cost is $20.00 in advance or $30.00 at the door. To register for the event email: kprosser@wbjournal.com or call 1-508-755-8004 or visit www.wbjournal.com

Sandman Signature Hotel & Resort, Vancouver Airport-10251 St. Edwards Dr., Richmond, BC  You can’t afford to delay your business transition plan one more day! If you’re like most private business owners, you haven’t given transition planning much formal thought. We’d like to show you why you need to think seriously about this important issue now, rather than later!  Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop featuring vital transition topics presented by experienced professionals from the Vancouver area. Reception following the workshop. To reserve your spot please call Colin Brown or Lyle Dickson at ROCG-Metro Vancouver office at 1-604-247-1077 or email core@rocg.com  For more information or to register on line, please visit: http://guest.cvent.com/i.aspx?5S,M3,2ed361d4-b7d7-44b8-94b3-bb3e0e4e6270

This event is "Truth from the Trenches", PRACTICAL strategies and tactics taught by well respected savvy experts who will share their most powerful business secrets for  mid-sized business owners and their trusted advisors.  This is NOT a sales seminar or an academic forum. A hands-on executive workshop to maximize the value of the mid-size business (revenues of $5M-$150M)Limited seating and hotel discounts for business owners and their trusted advisors, Only $495 for Two Day Seminar (includes breakfasts, lunches and cocktail receptions)  Collaborative Efforts with the Following Sponsor Organizations:ROCG Americas, AMAA, Loyola University Chicago, Pinnacle Equity Solutions  To register for the event, or if for more information, please Call Diane Niederman at (877)844-2535or dniederman@midmarketplace.com  For Hotel Reservations Call Bally's at (877) 603-4390$129/night, Group Code: SBWTR8  Register Now!Midmarketplace.com Executive Workshop for Business Owners and their Trusted Advisors

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants) Cocktails and appetizers will be served following the event.

Location: University Club, 1673 Sherman St., Denver, Co. 80203

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For more information or to RSVP: 303-790-0754

You can’t afford to delay your business transition plan one more day! If you’re like most private business owners, you haven’t given transition planning much formal thought. We’d like to show you why you need to think seriously about this important issue now, rather than later!

Location: The Loosemore Auditorium-GVSU Grand Rapids Campus, 401 W. Fulton Street, Grand Rapids, MI 49504

Space is limited to ensure the highly interactive character of the workshop, so REGISTER TODAY for this important complimentary workshop, including continental breakfast and lunch, and featuring vital transition topics presented by experienced professionals from the Grand Rapids area Please invite your spouse, accountant, attorney or other advisor to attend with you.

To reserve your spot please call Cathie VanGessel at 1-616-575-9210 or email cathie.vangessel@rocg.com

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)

Cocktails and appetizers will be served

Location: The Crowne Plaza
1360 Worcester Street, Route 9
Natick, MA 01760

RSVP, or for more information please contact:
jenn.moore@rocg.com
or phone: (508) 757-3311

This workshop is open to all.

Cost: £30

Location: Presentation Suite, Knowledge Dock, Docklands Campus, University of East London

For more information please contact: emma.cody@rocg.com

or phone 0208 8223 7413

What are the strategies I need to meet my objectives? Who should be included in my Succession Advisory Team?

Location: Brunswick, Victoria 

For more information please contact:

tony.strahan@rocg.com

or phone: +61 (03) 8346 8511 

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)
Includes breakfast and lunch
Location: TBA
For more information or to RSVP: TBA

Learn how to plan ahead for your transition and realize your objectives. (Limited to 30 participants)
Includes breakfast and lunch.
Location: Hyatt Regency Hotel, 1255 Jeanne-Mance, Montreal, Quebec, Canada
For more information or to RSVP: email Elise Perrault or call (514) 842-3909

Learn how to plan ahead for your transition and realize your objectives. (Limited to 50 participants)
Includes breakfast and lunch
Location: TBA
For more information or to RSVP: TBA