New Members
An individual may start a business with any number of valid personal goals in mind; current income, short term growth and sell the business quickly, financial security for the next generation, or a source of retirement income. A key to this process is to build significant business value. Very few people have a solid plan or understand the process
of maximizing the value of the firm.
The goal of this session is to challenge the way you look at and run your business and to help you build a stronger
more profitable company which will build value for your business.
Some of the topics that will be covered in this session include:
• The Need for a Strategic Review
• Strategic Planning – SWOT Analysis
• The Business Value Cycle
• Understanding Business Values
• From the Owner’s Perspective
• From the Buyer’s Perspective
• The Drivers of Value
• Growth Strategies
The speaker for this session, Terence Shepherd, CM&AA, CPA, MST is a principal and founding partner of ROCG an
international consulting firm. He has advised small and medium-sized, family owned/closely held businesses for over
30 years. In his business transition consultation work he is a catalyst in guiding owners to define their personal values, goals and objectives, which then drive all business strategies and solutions to ensure their goals are met.
SPEAKER:
TERENCE SHEPHERD, CM&AA, CPA, MST,
Managing Partner, Shepherd & Goldstein LLP, Worcester, MA
Principal, ROCG, Framingham, MA
TIME: 8:45 a.m. - 12:00 noon
PLACE: Clark University, Grace Conf. Room, Higgins Univ. Ctr.
Sponsored by Fidelity Bank, Shepherd & Goldstein,
and Webster Five Cent Savings Bank
Date and Time
Thursday Dec 8, 2011
