Issue link: https://nebusinessmedia.uberflip.com/i/1509498
wbjournal.com | October 16, 2023 | Worcester Business Journal 21 F O C U S 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! PRESENTING SPONSORS Wednesday, October 25 AC Marriott, Worcester • 3:00- 6:00PM Cost: $55 Reserve your seat! wbjournal.com/bizforum Speakers: Thomas Bartholomew President & CEO, Bartholomew & Company Terry Shepherd Partner, S&G LLP and ROCG Consultants Ronen Shefer Partner & CEO, ROCG Consultants Matt Alison Partner S&G LLP and ROCG Consultants WBJ A SPECIAL FORUM SELLING A BU $ INESS A Business Owner's Map To Navigating The Journey WBJ A SPECIAL FORUM SELLING A BU $ INESS A Business Owner's Map To Navigating The Journey 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 *Bonus - All attendees will receive a copy of the bestselling book e Graduate Level of Business Ownership: e Secrets of Business Success and Personal Happiness Panelists (to date): Craig Bovaird, Previous Owner of Reliance Engineering and Built Rite Tool & Die Altaf Shaikh, Founder & Current CEO of ListEngage "Work-life balance is more discussed, and women are owning their power and ask- ing for what they want." Polly Tatum, Class of 2012 CEO at Law Office of Polly Tatum "We are moving the needle slowly … Na- tional events in recent years put a spotlight on diversity, equity and inclusion so now many more companies are paying attention to it." Carla McCall, Class of 2018 Managing partner of AAFCPAs "Not enough. Still underpaid and still held to different standards." Roberta Brien, Class of 2015 Executive vice president for the Worcester Business Development Corp. "e pivot to remote options, and the accompanying work/home blurring, did two important things: First, it glaringly highlighted the disproportionate burden on women to balance their professional and personal/ home obligations. Secondly, it pulled back the curtain on the fantasy that women can and should 'do it all' and made us all more realistic, compassionate, and de- termined to be authentic about our struggles and our amazing accomplishments." Linda Cammuso, Class of 2019 Owner and partner at Estate Preservation Law Offices "e collective endeavor to support and celebrate women in business, especial- ly those from diverse backgrounds, is a hallmark of a progressive society, and I am optimistic about the boundless opportunities the future holds." Elizabeth Cruz, Class of 2022 President of the Latin American Business Organization Alumnae viewpoint: How do you feel the overall landscape has changed for women in the business world since you won the award? O U T S TA N D I N G W O M E N I N B U S I N E S S - 15th anniversary