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Selling a Business Forum


Wednesday, October 25, 2023 from 3:00 pm to 6:00 pm


AC Hotel Worcester
125 Front St.
Worcester, MA 01608

$55 Register

If you’re a business owner looking to learn more about how to successfully exit your business sometime in the future, this special forum is for you! Our lineup of speakers will share both the pitfalls and best practices on how to manage your way through that process. 

No one owns their business forever, and developing a plan to maximize the value of what is likely your greatest asset is critical in achieving the future that will be the best for the company, yourself and your family.

Don’t miss this timely and informative event! 

*Bonus - All attendees will receive a copy of the bestselling book  The Graduate Level of Business Ownership: The Secrets of Business Success and Personal Happiness 

In this session we’ll share helpful tools and best practices, topics to  include: 

  • A Personal Objective Planning Process

  • Scaling Up/Value Growth Strategic Planning

  • Transitioning Management Roles & Responsibilities

  • A Pre-Sale Planning Checklist

  • Planning for the Future: What Comes Next?

  • Minimizing Taxes in any Transaction 

  • Sale Proceeds: Your Investment Options

  • The Current Transaction Market Environment

  • Managing a Deal from Start to Finish

  • War STORIES from OWNERS who have SOLD: Managing the due diligence process, the sale, and in some cases, working for the new owners. 


3:00PM Doors Open & Networking

3:20PM Welcome Remarks

3:30PM Session 1 - Mapping The Business Owner’s Journey – A Successful & Proven Process

3:50PM Session 2 - A Team Approach – Pre-sale Investment Strategy and Tax Planning

4:10PM Session 3 - Getting Ready For the Sale & War Stories From The Trenches Panel

4:50PM Audience Q&A

5:00PM Closing Remarks & Networking Reception

SPEAKERS (to date)

  • Terry Shepherd
    Partner, S&G LLP and ROCG Consultants
  • Ronen Shefer
    Partner & CEO, ROCG Consultants
  • Thomas Bartholomew
    President & CEO, Bartholomew & Company
  • Matt Alison
    Partner S&G LLP and ROCG Consultants
Register Now


Session I. Mapping The Business Owner’s Journey – A Successful Proven Process

Presented by Terence Shepherd CMAA, CPA, MST (Managing Partner of S&G, LLC and Founding Partner of ROCG Consulting LLC) and Ronen Shefer CPA (Founding Partner and CEO of ROCG Consulting) bestselling authors of - The Graduate Level of Business Ownership 

Aligning Business Owners’ Aspirations With Their Personal Lives - Learn best practices in running a successful business, the steps to take to ensure you’re living the life you want, transition from daily hands-on management to maximize the value of the business, and set the stage to exit your business on your terms and timetable.

Session II. A Team Approach – Pre-Sale Investment and Tax Planning

Presented by Tom Bartholomew, President & CEO, Bartholomew & Company

  • Ensuring your estate planning meets your current objectives and financial circumstances.

  • Business sale tax minimization planning, a coordinated approach with your tax, legal and consulting business advisors.

  • Sale Proceeds: What do I do with all this money ? Investment Management and Retirement Planning that aligns with your priorities.

Session III. Getting Ready For The Sale

Presented by Matt Allison CMAA, Partner And Consulting Division Lead of S&G LLP and Partner of ROCG Consulting

  •  Update On Current Transaction Market Environment

  •  Critical Steps in Managing a Deal – From Start to Finish

Session IV. Panel discussion - War Stories From The Trenches – The Good, The Bad and Ugly

Matt Allison will facilitate this panel discussion with a group of former owners who have sold their business, and  will share their stories on the sale process, the unanticipated burden of due diligence, and the ups and downs in working for a new owner.