The process of transitioning a business as one approaches retirement is fraught with unfamiliar challenges. This is particularly true if, as my case, the ‘business’ has operated for many years as a consultancy, with no employees, but a software product whose dedicated users cannot simply be abandoned. I was fortunate to make contact with an excellent candidate for assuring continuity of the business, but the financial arrangements were still far from clear.

After many false starts and late-night internet searches, I stumbled on a small company –ROCG-that was unique in its concern for the inter-personal issues involved in business transitions as well as the financial realities. We were fortunate to be able to engage the CEO, Ronen Shefer, to help us figure out our future.

Ronen has now been working with us as a close advisor for five years. He has made it his concern to understand the specifics of our business, while retaining the objectivity needed to recommend changes that would assure its long-term viability. We have valued his financial expertise, his business acumen, and his understanding of the organizational/relationship issues involved in the decisions we had to make. On the financial side, he has helped structure a win-win deal for transfer of ownership to my business partner, thereby avoiding the need for sale to a third party; with some course corrections this arrangement, which others thought impossible, is working well. On the business side, he has helped us identify and confront the challenges resulting from a step change in our niche market, challenges which were accentuated by the fact that they coincided with the management and ownership transition. And, in all of this, Ronen has been sensitive to the personal issues involved, remaining a steady presence through the inevitable ups and downs.

Over the years, Ronen has established himself as a valued and trusted advisor. And more than an advisor! During the critical transition period surrounding my retirement from day-to-day activity he has assumed an important role as Board member and Controller, allowing time for my partner to develop confidence in her new role and providing me the assurance that the Company was in good hands.

I am deeply grateful for Ronen’s patience and perseverance through good times and bad. I could not have wished for a better result for all those midnight searches.

Sarah L, President – QTS

My business would not be what it is if it had not been for the initial guidance of Ronen and his team. He was willing to go the extra mile and was willing to stand by his satisfaction guarantee in such a way that I will absolutely hire him again for changes in my business as it moves to the next level. I was very impressed with how much effort he put into learning my industry so as to best be able to advise me. I have modeled many of his methods of serving my company as I attempt to serve my clients. His leadership by example is as valuable if not more valuable than some of the actual advice, and that’s saying something! Any organization would be wise to consider working with Ronen and his team.

Kelly T, Business Owner

I strongly believe that any successful business requires the assistance of a skilled professional team working together to achieve the objectives of the client…. I have referred many business clients to ROCG and have relied heavily upon ROCG’s expertise during numerous business transactions… I highly recommend the services of ROCG and encourage clients to contact them for professional business advice.

Attorney – ROCG’s Referral Source

Terry, I just wanted to give you some feedback.  I really appreciated  the ‘Glass Door’ retreat process.  I think the questions that you asked  were very  good and I find myself  looking to the future in a different way, in much more reflective way.  This has been very insightful  and I can see this helping me as I look ahead to the future.  I hope to use this starting  today in planning  towards the future and not get 10 years down the road and find myself ready to retire or do less and have no idea what I want to do with my time. This is very exciting and Heidi and I appreciate what you are doing for us.

Tom L. – President

In looking back at the transition process – I am convinced that we would not have made the progress in transitioning to the next generation as smoothly or as effectively.  It was not an easy journey but with your wise counsel, Terry, we were able to view the right things in the proper priorities and execute.  Thanks for the help on the journey. My time with the profiling is negligible, but am immersed in the work with 2 non-profits that is quite rewarding and challenging.  I feel that my talents are being used – to my enjoyment.  This also is something that without your prodding, I would not have realized the importance to my mental health as I stepped away from my role. Thanks for your time and fulfilling all the promises the were committed to me – both verbally and written.  You are a man of integrity that we are privileged to know and work with.  You are appreciated.

Eric, Business Owners – CT

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