PRESENTATIONS

Adam Rose is a sought after speaker on numerous topics related to business ownership transitions and the law:

  •  Family Business Succession – When a Family Member Takes Over the Business

  •  Switching Seats – When a Key Employee Buys Your Business

  •  Business Ownership Transitions Strategy and Design

  •  I have a Shareholders Agreement.  Does that mean that I have an
     ownership  transitions plan?

  •  Charitable Gifting Strategies for Business Owners – Save Taxes, Give More

  •  Family, Business, & Wealth

  •  Professional Service Firm Ownership Transition Events

Inquire about having Adam speak for

your group

To inquire about having Adam speak for your group, or to learn more about an upcoming speaking engagement, please contact

Laura Worley at lworley@rose-law.com or 503-278-7618.

Past speaking engagements:

  • Vistage Event, "What do You Value?", March 22, 2019, Lake Oswego, Oregon.

  • Vistage Base Camp, Home Builders Association, March 6, 2019, Portland, Oregon.

  • Maximizing Your Business Value, Vistage & Chinook Capital Advisors, October 30, 2018, Hotel deluxe, Portland, Oregon.

  • The Importance of Business Transition Planning, BAML & Doty Pruett Wilson PC, Oct 9, 2018, Lake Oswego, Oregon.

  • Business Transitions - Mergers & Acquisitions, 2018 Kelt Seminar Series, September 12, 2018, Vancouver, WA.

  • Business Transition Planning, The Commerce Bank of Oregon, April 25, 2018, Hotel Eastlund, Portland, Oregon.

  • The Importance of Business Transition Planning, BAML & Doty Pruett Wilson, PC, March 20, 2018, Salem, Oregon.

  • Business Transitions, KeyBank & Michael L Larson Company P.C., February 21, 2018, Lake Oswego, Oregon.

  • Business Transition Planning, Bank of America & True North Partners, May 4, 2017, Crown Plaza, Lake Oswego.

  • Upward Technology, May 2017, Waverley Country Club, Portland.

  • Business Transitions: What Do You Value?; Multnomah Athletic Club, February 22, 2017. 

  • Business Strategies, Solutions, Ideas; Kennedy School, February 21, 2017.

  • Business Transition Strategies; Commerce Bank of Oregon, November 1, 2016.

  • Mergers, Acquisitions & Sales of Family/Closely-Held Businesses; Henderson, NV, October 21, 2016.

  • US Expansion for Foreign Franchisors; South Seas Island Resort, Captiva Island, June 22-23, 2016.

  • Learn about Transition Planning, Private Investment Seminar: Kruse Woods, May 25, 2016.

  • Business Transition - Struggles, Strategies, Solutions, ORPHCC Annual Conference, May 13, 2016.

  • Business Transistions for Closely Held Businesses, MAG Quarterly Meeting, Mar. 9, 2016.

  • Business Transitions for Closely Held Businesses, CFO Direct Meeting, Dec. 1, 2016.

  • Key Note Speaker: Business Transition for Closely Held Companies: Preserving the Legacy, Key Bank, Nov. 5, 2015.

  • Business Transition Planning for Owners of Closely and Family-Held Businesses, Oregon Law Institute, Ambridge Event Center, April 17, 2015.

  • Business Continuation & Transition Planning, LaPorte Insurance, Nov. 13, 2014.

  • Interview; Business Transition Issues, NewsRadio 101FM KXL's Business Briefing with Brian Bushlach, July 10, 2011​.

  • Maximize, Capture, Keep: A Value Creation Road Map, Key Private Bank, Tacoma, WA, March 1, 2011​.

  • Moderator: Selling in the Sweet Zone: Why You Should Plan Now for Your Future Business Transition Event, Schwabe, Williamson & Wyatt, Business Transitions Group, January 20, 2011​.

  • Staying Legal: Legal Tools and Strategies for Maximizing Value and Minimizing Risk in Your Management Consulting Practice, Institute of Management Consultants USA Breakfast Meeting, November 16, 2010​.

  • Moderator: Inside the Mind of a Buyer: Creating Value Today by Understanding the Buyer's Perspective, Schwabe, Williamson & Wyatt, Business Transitions Group, June 24, 2010​.

  • Steps to Take Today to Create Value and Opportunities Tomorrow, Multnomah Athletic Club, May 18, 2010​.

  • Mergers, Acquisitions, and Sales of Closely or Family Held Businesses, Oregon Law Institute, Oregon Convention Center, March 5, 2010​.

  • Moderator: Resolutions to Keep: Four Business Opportunities to Seize in 2010, Schwabe, Williamson, & Wyatt, Business Transitions Group, February 25, 2010.

PUBLICATIONS

  • Author, "Selling Your Business to a Competitor Can Fetch a Better Price," Portland Business Journal. July 27, 2012.                                                                                                                                     

  • Co-author, "Passing a Winery to the Next Generation Requires Planning," Portland Business Journal. May 7, 2010.

  • Author, "Building Value in a Down Economy: A Perspective from the Trenches," Leiden Capital Report. Fourth Quarter, 2008.

  • Author, "Judicially-Implied Terms, Statutory Regulation of Contracts," Chapter 15, Contract Law CLE, Oregon State Bar. 1999 and 2003.

  • ​Co-author, "Securities Regulation and the Internet," Chapter 19, Contract Law CLE, Oregon State Bar. 1997​.