If you're a business owner looking to sell or transition your business to new ownership, or
to expand by acquisition, our panel of experts will share the pitfalls and best practices on
how to best manage that process.
This Forum will include practical, actionable advice with materials you can take
away and put into action as you plan for the future.
BROUGHT TO YOU BY
Topics Include:
• Proven successful planning process for growing, transitioning
and exiting the business
• Identifying personal goals and objectives to ensure your business
is working for you vs. your working for the business
• Mapping your future lifestyle spending needs
• Transitioning management roles & responsibilities
• Internal growth: Scaling-Up
• External growth: buying a business
• Minimizing Taxes
• Having a plan for what comes next
• Wealth management strategies
• Commercial lending opportunities for buyers, business owners
growing their business and sellers
• Getting your legal house in order - due diligence
• Managing a deal from start to finish
• A Report on the current transaction market for Buyers and Sellers
REGISTER TODAY!
$25 per person.
Pre-registration required.
Register here:
wbjournal.com/bizforum
Coming November 19
3:30 - 6:00PM • AC Hotel, Worcester MA
BUYING, GROWING OR
SELLING A BUSINESS
A Business Owner's Road Map
To A Successful Outcome
WBJ
A SPECIAL FORUM
SELLING A
BU
$
INESS
A Business Owner's Map
To Navigating The Journey
Speakers Include:
Michael Tivnan,
CLU
VP & Commercial
Financial Consultant
Rockland Trust
Terry Shepherd,
CM&AA CPA MST
Partner
Citrin Cooperman
Robert Paulsen
SVP Commercial
Lending Center
Manager
Rockland Trust
Matt Alison,
CM&AA
Partner
Citrin Cooperman
Michael Cassata,
CEPA
FVP, Business Owner
Advisory Strategist
Rockland Trust
Timothy Monahan
Partner
Prince Lobel Tye LLP
