“Scaling your business for greater profitability and greater business value”

When:   Wednesday September 12, 2018
Where: Cape Codder Resort & Spa – Hyannis MA
Time:     1:30 – 5:30

This event is ideal for, small business owners, sole proprietors, entrepreneurs and family businesses who want to understand how to operate their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income. Too often, owners are overly focused on day-to-day operations. This event will discuss building business value and positioning your business to achieve your personal, financial, and business-related goals.

 “The Power of Personal Planning”

 Mark J. Anderson, Managing Director, Head of Fiduciary Services, Wilmington Trust

  • How to align your personal wealth planning with your business transition plan.
  • How does your transition planning stack up relative to other business owners?
  • The importance of having a business transition plan in place.

  “Building Your Business Value”

Terry Shepherd, Managing Partner ROCG Consulting

Most business owners are not operating their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income but not focused on an end value. Too often, owners are overly focused on day-to-day operations putting out the “fires” of the day. Learn how to build business value and position your business to achieve your personal, financial, and business-related goals

  • Do you know what your business is worth?
  • Have you started thinking about transitioning and exiting from your business?
  • Do you know when you would like to exit from your business?
  • Do you know which exit option is most likely to meet your personal, financial and business-related goals and objectives?

Note: for a detailed overview of Terry’s presentation please click here.

Panel Discussion – Business Owners Who Have Gone Through the Process

Moderator, Terry Shepherd – Managing Partner ROCG Consulting

Eric Clark – President, South Shore Generator

Craig Bovaird – President, Built-Rite Tool & Die Inc.

       Brad McClay – VP, Associated Elevator

MASTER OF CEREMONIES

Cindy Harrison

Cindy Harrison

President & Chief Executive Officer

Dr. Adams Harrison has been recognized for her work with Olympic, professional and college athletes and coaches in national and international newspapers, magazines and television, most notably The New York Times, U. S. A. Today, Newsweek, Sports Illustrated, Time, U. S. News and has been interviewed for PBS, Good Morning America and Boston’s Chronicle. She is a member of many professional associations, including the National Association of Social Workers, the Association for the Advancement of Applied Sport Psychology and the American Psychological Association.

Terry Shepherd

Terry Shepherd

Managing Partner - ROCG Consulting

Terry Shepherd has advised small and medium-sized, family owned/closely held businesses in the areas of business development and bottom line performance for over 30 years.  He is a founding partner and managing partner of Shepherd & Goldstein, a regional full service certified public accounting and business development consulting firm and is a Principal in ROCG Shepherd & Goldstein Consulting Group LLC which is an international professional service and consulting firm with offices throughout North America, Europe and the Asia Pacific region.

 

Mark J. Anderson

Mark J. Anderson

Managing Director, Wilmington Trust

Mark manages the New England team of private client fiduciary advisors who deliver planning, trust, investment management, philanthropic, family governance, and family office services to high-net-worth individual, family, and business owner clients in the region.  He and his team work closely with their clients, as well as their other advisors, to develop customized wealth management strategies designed around their clients’ current needs and long-term objectives.  Mark holds a Juris Doctorate from Boston College Law School and graduated Phi Beta Kappa from Syracuse University with a bachelor’s degree in Economics and Policy Studies.

    Sponsored By