May 30 at Bryant University – The Value of Authentic Leadership – Brig. General Donald Bolduc, speaker

The Value of Authentic Leadership: the lessons of courage & comphassion that inspire extraordinary organizational performance….

Bryant University – Thursday, May 30, 2019 – 7:30-9:30 AM

BRIG. GENERAL DONALD BOLDUC
US ARMY, RETIRE

REGISTER HERE

No organization can thrive, or build its value, without the right leadership. No strategies, amount of capital, or good people can compensate for an organization lacking in strong leaders.

Please join The Business Value Forum on May 30th to discuss first-hand what this battle tested, structured but flexible, extremely effective leadership approach can do for your company.

Retired General Donald Bolduc will join the forum to share the lessons he’s learned on the values of being an authentic leader, and why he feels that it is the only sustainable kind of leadership. He will also explain why leadership must be based on the search for truth and how that takes the hardest kind of courage, Moral Courage. As a student of leadership, his examples will include comparisons to contemporary leadership theory from several fields while offering specific guidance that will challenge you to think differently about your own personal leadership style. The desired impact of the General’s dialogue with the audience is to leave you with practical insights and ideas that can strengthen your organization and impact your bottom line by improving the level of employee engagement using the principles of authentic leadership.

Bolduc has an A.S. in Criminal Justice, B.S. in Sociology, M.A. in Business Technology/Human Resource Development, M.S. in Strategic Studies, and is currently a Doctoral Candidate at Liberty University in Strategic Leadership. On 15 January 2019 he received a Doctorate in Humane Letters from New England College for distinction during his military service.

The general started his career as Private Bolduc on June 29, 1981, exactly 36 years before his final change of command. After the terrorist attacks of 9/11, then-Major Bolduc led one of the first groups into Afghanistan, riding on horseback to take control of the southern Afghanistan region from Taliban rule. One of the few survivors of a 2,000-pound bomb that was inadvertently targeted on their own position by friendly fire in December 2001, and, despite his injuries, Bolduc refused to leave the battlefield and continued to take on his next objective. He was later awarded his first of several combat valor awards and a Purple Heart for his injuries.

Beyond his various positions and awards, nothing brings more meaning to Bolduc’s service than his latest mission with the support of his wife Sharon to combat the stigmas around post-traumatic stress disorder (PTSD), as one of the few senior military officers, and, at the time, the only active duty general officer on record, to openly discuss his own struggles with PTS, Bolduc has used his leadership position to change the conversation to one of understanding and acceptance through his own experiences. Dubbed “Captain America” and “Everyone’s General” by his fellow officers and soldiers, Bolduc always put country first, and now looks to continue his service off the battlefield sharing his leadership mantra of “People, Family, Mission” and his personal experiences with mental health to continue his leadership journey and help educate others. This promises to be a most unique, interactive, and educational program.

The Business Value Forum, Inc. is a non-profit, non-member organization offering unique information, learning and connection opportunities to New England business owners, leaders and advisors.

Feb 20 – Unlocking Creativity and Innovation in Your Organization

by tearing down the obstacles to creative innovation…

Wednesday, February 20, 2019 – 7:30-9:30 AM, Bryant University, Bello Center, 1150 Douglas Pike, Smithfield, RI

Early Bird Price: $45, also special tickets for RI CPA CPE credit, RI Attorney CLE credits, and reduced fee tickets for students

Register Online

In asking leaders and business owners about “Unlocking Creativity” within their organizations, you would find little disagreement that it is essential to creating real business value within any organization. During this session you will learn about effective methods and real-world examples of how the most successful organizations create cultures of innovation and experimentation.

Leaders do not have to conceive innovative ideas, but rather open the path for curious and creative employees within their organization. Unlocking Creativity: How to Solve Any Problem and Make the Best Decisions aids organizations in removing obstacles to the creative process and helps to form an atmosphere of imagination and innovation.

Best-selling author and scholar Michael Roberto will engage the Forum audience in an interactive investigation of organizational obstacles to creative thought. His recent field work outlined in, “Unlocking Creativity” examines how to break barriers to spark creativity and foster new ideas. This insightful and informative work allows business executives, senior managers, and organizational leaders to:

  • Recognize the six organizational mindsets that impede creativity and innovation
  • Learn how to tear down the barriers that obstruct the creative process
  • Create an environment that allows talented people to thrive
  • Encourage creative collaboration in teams throughout an organization

Our featured speaker is Dr. Michael A. Roberto, Trustee Professor of Management and Director of the Center for Program Innovation at Bryant University…

The Business Value Forum, Inc. is a non-profit, non-member organization offering unique information, learning and connection opportunities to New England business owners, leaders and advisors.

Dec – 12 The Enduring Family Business: Sustaining the Value and the Legacy

Upcoming Event
Bryant University ~ Bello Center
Tuesday, December 12, 2018 – 7:30-9:30 AM
Early Bird Price: $45,  other pricing for RI CPE credits, RI Attorney CLE credits, and Students

REGISTER HERE

The Enduring Family Business: Sustaining the Value and the Legacy

There is no more impactful way to sustain the value and legacy of a company than to position the right family members for leadership and ownership succession.  Unfortunately, statistically speaking, only 1/3 of family businesses successfully continue even through a 2nd generation.  For a multitude of reasons, sustaining value and continuing the legacy of the family business continues to be a challenge and arguably may get even tougher. In this panel discussion, you will hear from next generation family members about how they successfully grew the value and continued the legacy of their family’s business along with their insights and best practices to safeguard the business value, and prepare the next generation for a successful transition.

At The Business Value Forum on December 12th, moderator David Karofsky, will facilitate a conversation addressing how to sustain the value of a family enterprise – for the near and long terms.

Please join The Business Value Forum on May 8th for a hot breakfast, and the conversation with seasoned experts who will share their personal experiences and insights into the real impact of women on business value creation.

Register Online

 

Our Moderator:

Mr. David Karofsky

David Karofsky is a Senior Consultant with The Family Business Consulting Group, which has worked with thousands of family businesses over the past two decades, including some of the most successful and influential business families around the world, helping them to build the foundations for value creation and sustainability.

Our Panelists:

Mr. Judd Rottenberg
Principal, Long’s Jewelers

As a Principal at Long’s Jewelers, Judd Rottenberg is the third generation jeweler.  Long’s is a family-owned and operated full-service New England Jeweler with multiple stores, rooted in its 1878 founding by Massachusetts native Thomas Long.  Over the past 140 years, Long’s has become a cornerstone of the region’s luxury jewelry and timepiece market.

Mr. Andrew Salmon
Director of Network Development, Salmon Health and Retirement

In 2006, Andrew Salmon joined Salmon Health and Retirement, a broad service multi facility senior living and health organization in 2006, coming from an administrator position for a healthcare corporation.

Sept 25 Business Event – Constant Contact: The Billion Dollar Idea Hatched in a Brookline Attic

 

Constant Contact: The Billion Dollar Idea Hatched in a Brookline Attic

Tuesday, September 25, 2018, 7:30-9:30 am
Bryant University – Bello Center, Smithfield, RI
Breakfast Meeting

Constant Contact was founded in 1995 and was sold 20 years later for one billion dollars…
Co-Founder Alec Stern was one of three who were responsible for the company’s hyper growth, transition through its growth stages, and the development of its impressive value. His wide range of responsibilities at the company included senior roles in strategic partnerships, channels, business development and sales. Leveraging what he learned as a business owner and leader, Alec was additionally responsible for the creation of Constant Contact’s channel partner programs. He also spearheaded strategic innovation, community-based entrepreneurism and vertical industry thought leadership for the company.
Adding to his Constant Contact successes, Alec has since worked with thousands of new and growing small businesses. He has distilled his knowledge and experience into strategies that help businesses adjust their perspectives and adopt effective tactics to cultivate their value.
On September 25th, Alec Stern will bring his hands-on company growth expertise to the Business Value Forum. We look forward to his first hand insights, and his ownership, leadership and advisory experiences.
Please plan to join The Business Value Forum and New England business owners, leaders and advisors for another important program and conversation over breakfast at Bryant University. We hope to see you there.
_________________
The Business Value Forum, Inc. is a non-profit, non-member organization offering unique information, learning and connection opportunities to New England business owners, leaders and advisors.

Information & Registration: https://theforum-2018-09-25.eventbrite.com

Feb 7 at Bryant University: Creating Value Through Differentiation

Please join The Forum for another exceptional program.

Creating Value Through Differentiation:

How to Stand Out from the Competition

Bryant University ~ Wednesday, February 7, 2018 – 7:30-9:30 AM –

 CLICK HERE FOR INFO & TO REGISTER

In industry after industry, firms find themselves competing head-to-head with rivals offering similar products and services. Customers have a hard time distinguishing among the competitors. In fact, firms often find themselves constantly benchmarking and copying one another. As a result, firms imitate one another continuously, and strategies converge over time. How can companies truly differentiate themselves in the marketplace? What does it take to stand out from the crowd and create a distinct competitive positioning? In this presentation, Professor Michael Roberto will address these important competitive questions.

Our featured Speaker is Dr. Michael A. Roberto. Professor Roberto is the Trustee Professor of Management and Director of the Center for Program Innovation at Bryant University in Smithfield, RI. He joined the tenured faculty at Bryant after serving for six years on the faculty at Harvard Business School.

  Professor Roberto has written two books: Why Great Leaders Don’t Take Yes For An Answer (2nd edition published in 2013), and Know What You Don’t Know, published in 2009. Professor Roberto also has created three best-selling audio/video lecture series for The Great Courses: The Art of Critical Decision Making(2009), Transformational Leadership (2011), and Critical Business Skills: Strategy (2015).

Professor Roberto’s research and teaching have earned several major awards. The Everest Leadership and Team Simulation(from Harvard Business Publishing) won top prize in 2011 in the eLearning category at the 16th Annual MITX Interactive Awards, the largest awards competition in the country recognizing achievements in the creation of web and mobile innovations and emerging applications produced and developed in New England. His multimedia case study about the 2003 space shuttle accident, titled Columbia’s Final Mission, earned the software industry’s prestigious Codie Award in 2006.

On the teaching front, Professor Roberto is a nine-time winner of the Outstanding MBA Teaching Award at Bryant University. He also has won Harvard’s Allyn Young Prize for Teaching in Economics on two occasions.

Professor Roberto has taught in the leadership development programs and consulted at a number of firms including Mars, Apple, Deloitte, Google, FedEx, Target, Disney, Morgan Stanley, Gannett, Wal-Mart, Siemens, Pernod Ricard, Phillips 66, Conoco Phillips, and Union Pacific. He’s also presented at numerous government organizations including the FBI, NASA, Joint Special Operations Command, the Air War College, and West Point. Over the past fourteen years, Professor Roberto has served on the faculty at the Nomura School of Advanced Management in Tokyo, where he teaches in an executive program each summer.

Professor Roberto received an A.B. with honors from Harvard College in 1991. He earned an M.B.A. with High Distinction from Harvard Business School in 1995, graduating as a George F. Baker Scholar. He also received his D.B.A. from the Harvard Business School in 2000.

Thank-you to our sponsors for their support of the Southern New England business community:

BNY Mellon Wealth Management

Bryant University

Rockland Trust Bank

Standish Executive Search LLC

Zangari Cohn Cuthbertson Duhl & Grello P.C.

DATE AND TIME

Wed, February 7, 2018

7:30 AM – 9:30 AM EST

LOCATION

Bryant University

Bello Center

1150 Douglas Pike

Smithfield, RI 02917

Organizer:The Business Value Forum, Inc.

Organizer of Creating Value Through Differentiation: How to Stand Out from the Competition

From the decades of business experience of its founding Board and from their reputation for offering valued educational and informational programs to Southern New England businesses comes The Business Value Forum, Inc. (The Forum)

[Working with Bryant University, The Forum Board members have previously led the Breakfast at Bryant series that included such programs as “We Are Market Basket”, “Would You Buy Your Business”,  “A Case Study in Performance Excellence – The Ocean House”….]

The Forum is a non-profit, non-membership organization whose mission is to provide business owners, leaders, and advisors with educational programs and information to help develop, grow and sustain an organization’s value.

The Forum, formed by its founding board in collaboration with Bryant University, offers valued programs focused on contemporary business challenges encountered at each stage of the business life-cycle… from inception to ownership transition. The Forum regularly convenes a mixed group of business leaders, advisors and educators in an environment that encourages information sharing and idea generation.

www.BusinessValueForum.org

The founding board:

Itamar Chalif – Rockland Trust

Raquel Cordeiro – Bryant University

Stanley Davis – Standish Executive Search, LLC

Norman Gauthier – Heritage Hill Partners Inc.

Larry Girouard -The Business Avionix Company, LLC

Frank Mancieri – GT Growth & Transition Strategies, LLC

Kevin McNally – Interactive Palette

Mike Mellor – DiSanto Priest & Co

Rob Piacitelli – ThirdSide Capital

Mario Zangari – Zangari Cohn Cuthbertson Duhl & Grello P.C.

The Forum’s Inaugural Breakfast Event – Join us on Oct 19

Announces Inaugural Breakfast Event at….

Bryant University ~ Bello Center
Thursday, October 19, 2017 – 7:30-9:30 AM

Register Online

“Building Value in Your Business While Running It”

Company owners, executives and advisors are generally focused on business operations and performance. Most tend to defer thinking about how the components of their business’ operations and performance influence the overall value of the organization. It’s the enterprise value that is of prime importance to lenders, vendors, potential partners, suitors and some customers – all of whom play a pivotal role in a company’s future.

Our Topic, “Building Value in Your Business While Running It” …brings together experienced practitioners and business people who have had hands-on experience in building business value. They will share their knowledge and insights into how an understanding of a company’s value helps drive the kind of decisions that build real value for the long term.

Chris Mellen will be our Conversation Moderator….

Chris is Managing Director with Valuation Research Corporation in Norwood, MA.  Chris has over 28 years of business valuation experience involving the valuation of over 3,000 businesses and intangible asset valuations.  He has started, ran for 15 years, and sold his own business; earned 6 professional certifications; served on several valuation committees; published several articles; led over 100 seminars; provided expert testimony in court; and co-authored a valuation text book – Valuation for M&A:  Building Value in Private Companies. http://www.valuationresearch.com/professional/chris-mellen

 

Panelists include:

David Hirsch a Corporate Attorney with Hinckley Allen & Snyder LLP  in Providence.  David focuses his practice in the areas of corporate and business law, including commercial and public finance and mergers and acquisitions. He represents companies in general corporate matters and assists with a broad range of business and financing transactions. David also has experience advising financial institutions regarding regulatory compliance. http://www.hinckleyallen.com/people/david-s-hirsch/

 

Rob Kerr is Managing Director of CBIZ Tofias in Providence.  Rob is a CPA with more than 15 years of experience in tax planning, consulting and compliance services for public companies, privately-held corporations, partnerships and individuals. Rob specializes in the private equity and venture capital industry where he provides assistance with domestic and international tax planning and compliance projects. And extensive experience working with Internal Revenue Code Section 382, assisting clients with ownership changes and associated impact against the certain tax attributes. https://www.cbiz.com/about-us/employees/employee/eid/3220/name/robert_kerr

Mike Tamasi is the President & CEO of AccuRounds in Avon, MA.  A second- generation owner since 1985, Mike is responsible for overall strategy and organizational alignment guided by “The Path to Perfection” – providing opportunity for every member of the AccuRounds team.  Mike is co-chair of the Massachusetts Advanced Manufacturing Collaborative and Chairman of Business Leaders United. http://www.accurounds.com/about-us-executive-team.htm

 

Register Online

Thank-you to our sponsors for their support of the Southern New England business community

 

 

 

 

 

 

 

 

 

 

Copyright © 2017 The Business Value Forum, All rights reserved.

Our mailing address is:

The Business Value Forum

11 South Angell Street – #319

Providence, RI 02906

Check out our website

Announcing the Launch… The Business Value Forum

Announcing the Launch… 

From the decades of business experience of its founding Board and from their reputation for offering valued educational and informational programs to Southern New England businesses comes The Business Value Forum, Inc.[Working with Bryant UniversityForum Board members have previously led the Breakfast at Bryant series that included such programs as “We Are Market Basket”, “Would You Buy Your Business”,  “A Case Study in Performance Excellence – The Ocean House”….]

The Forum is a non-profit, non-membership organization whose mission is to provide business owners, leaders, and advisors with educational programs and information to help develop, grow and sustain an organization’s value.

The Forum, formed by its founding board in collaboration with Bryant University offers valued programs focused on contemporary business challenges encountered at each stage of the business life-cycle… from inception to ownership transition. The Forum regularly convenes a mixed group of business leaders, advisors and educators in an environment that encourages information sharing and idea generation.

Please watch for The Forum’s coming organization and breakfast program announcements.

Advance Information – The Inaugural Program

TopicBuilding Value in Your Business While Running It
Time and Location:  7:30-9:30 AM on Thursday, October 19th
at Bryant University

Please hold that date – more detail and registration information to follow.

The Founding Board:

Itamar Chalif – Rockland Trust
Frank Mancieri – GT Growth & Transition Strategies
Raquel Cordeiro – Bryant University
Kevin McNally – Interactive Palette
Stanley Davis – Standish Executive Search, LLC
Mike Mellor – DiSanto Priest & Co
Norman Gauthier – Heritage Hill Partners Inc.
Rob Piacitelli – ThirdSide Capital
Larry Girouard -The Business Avionix Company, LLC
Mario Zangari – Zangari Cohn Cuthbertson Duhl & Grello P.C.

As You Exit, Who Will Do Your Job

planning

As the owner of a privately-held business, you are likely a catalyst for the ongoing running and growth of the business.  The roles that most owners fill in their companies often span a number of different areas within the business.  Even with an established management team, owners are often still the ‘straw that stirs the drink’ on a daily basis.  Without the stirring where would your business be?  And, as you consider your exit from your business, you need to answer two questions on this topic.  First, ‘how dependent is my company on me’, and next, ‘who will do my job when I leave?’

What is Your Job at Your Company?

In your business are you the sales person or are you the head of operations?  Or are you both?  Do you innovate within your product line or do you watch over the finances on a regular basis?  Or do you do some of both?  Are you the leader amongst the staff or are you the owner who stays in their office in order to empower others to do their jobs without micro-managing them?  Overall, how much of your company is dependent upon you and who will fill those roles after you exit from the company?  Again, these are critical questions to answer if you want to have a smooth transition of the business and achieve the highest value with the fewest continued obligations from you during a ‘neat and orderly transition’.

Are You a Bottleneck for Your Business and Your Exit?

An important question to ask about the job(s) that you perform at your company is whether or not you actually slow down the growth of your business.  In other words, are you a bottleneck to your company?

You likely are a bottleneck to your company and your successful exit if any / all of the following apply to you:

  • You are critically involved with decisions on a daily basis, to the point where projects or steps in a procedure cannot advance without you.
  • You are the only person who holds key vendor and customer relationships and the only person who takes those phone calls and /or meetings.
  • Product design and innovation only comes from you.
  • You are the only person who knows the company’s financial position and has bank relationships to fund the business.
  • The strategic direction of the business is primarily set and understood by you.
  • Employees are generally disempowered to make decisions without your input and/or final approval.

The Challenges to Overcome

Owners typically resist changes to how they work in their businesses for a variety of reasons.  Some simply don’t want to make any changes after years of getting things the way that they want them.  Other owners want to make the changes but don’t want to do the work or do not know where to begin.  While others do not want to spend the money on new hires to do the jobs that these owners should not be doing.  Further some owners simply do not trust other people with these critical functions.

Give serious consideration as to what is holding you back from making these changes and letting go of certain tasks that others could more easily complete.  One motivation to make these changes is that your pool of potential, future owners becomes more limited if you are a bottleneck to your business and do too many jobs.

The Exit Challenge to a Bottleneck

Overall, the only person who will be willing to own your business after you is someone who not only wants the exact job that you currently have but also is as qualified as you to do that job.  If you have not properly assigned and delegated critical responsibilities, then it stands to reason that in most cases, the only person who can do your job after you is someone with the experience to do so as well as the financial backing to purchase your company.  All things being equal, this person, if they exist, is likely running their own business today.

Exit and Other Benefits of a Low Dependence

When you can reduce your owner dependence by distributing these responsibilities to others, you are in a stronger position to execute on an exit plan that liberates you from your business.  What is also interesting about going through this exercise is that your business will likely actually run better once you begin to take a step back and empower capable people to do certain tasks without you.

We hope that this perspective will assist you in achieving a more successful exit as you further define your job and discover who can replace you at your company after you exit, along the way reducing the dependence that your business has on your individual efforts.

Pinnacle Equity Solutions © 2016

GT Growth is Open for Business in 2015

Hi Everyone.  Happy New Year 2015!

GT Growth & Transition Strategies, LLC is looking to add 3-4 new clients in 2015.  We’re looking for proactive, privately-held business owners who want to take control of their destiny by planning their future: the growth of their business and/or the “future” transition of the business.  Luck is something that happens to you.  Strategy is something you plan.  Take control in 2015 (and beyond) to achieve your goals.

Begin Here!

growth - plant in hand

Great Exit Planning Conference in Boston Oct 2-3

Thank you to John Leonetti and the staff of Pinnacle Equity Solutions for the great 2-day conference this past week.  Special thanks to Frank O’Shea, Mindy Jones and Jesse Giordano for their efforts on the Conference Committee organizing a great line up of learning and training experiences on industry topics, transactional information, sales and marketing, and best practices.  Also, thank you to all of the speakers, panelists and sponsors who made the event possible.  It was a great time interacting with current colleagues and meeting new ones.  The exit planning industry continues to emerge.

pinnacle white background

Exciting Announcement

Dear Clients, Family, Friends, and Associates:

I have some exciting news to share with you!

Effective today, April 30, I have launched a new company, GT Growth & Transition Strategies, LLC (gtGrowth).

Although most of the services are the same as currently offered, this new company allows me to better brand and market these services, and showcase my passion for helping my clients grow their businesses and prepare for their future exits. The new company and brand also allow me to take my practice to the next level, further assisting business owners in achieving their goals.

gtGrowth is focused on helping owners of privately-held companies use their businesses to achieve their personal goals. We help companies grow and build wealth through increased profitability, improvements in cash flow, and increases in business value. We also help plan for and guide business owners through the complex world of exit planning, as business owners contemplate their future transition.

A little about me and the experience I use to help clients: after a 20-year career in private business, working in various financial management roles, I have been advising business owners since 2001, with the past 10 years as a Partner with B2B CFO Partners, LLC, focusing on New England businesses. I have conducted a number of local presentations on growth strategies and exit planning, as well as national webinars and live presentations outside of New England.

Services offered by gtGrowth include:
Business advisory services
Business exit strategy planning
Strategic planning and business modeling
Cash flow analysis, evaluation and improvement.
Evaluating systems and processes and implementing necessary changes.
Financial forecasting, budgeting, and reporting.
Development of business plans.
Assisting business owners with acquisition and sale activities.
Mentoring of finance staff
For additional information on gtGrowth, please call me at 401-651-1585 or email me at frank@gtGrowth.com.

I welcome the opportunity to speak with you.

Wishing you the best,
Frank