• 2022 Adventist Attorneys Conference, "How the Inflation Reduction Act is shaping America's Energy Landscape", October 23, 2022, Lake Oswego, Oregon. 
  • RiskPoint Insurance Advisors, "What do you Value? How do you get it?", July 30, 2022, Lake Oswego, Oregon. 
  • Community College Class, "Buying and Selling a Company - Analyzing Options", May 27, 2021, Lake Oswego, Oregon.
  • NALS of Oregon, "Estate Planning: the Basics", May 21, 2021, Lake Oswego, Oregon.
  • Community College Class, "Exiting Your Business in Style", June 5, 2020, Lake Oswego, Oregon.
  • Rose Law Firm 3-part webinar series, "Business Disputes - Exit Strategies", May 27, 2020, Remote. 
  • Rose Law Firm 3-part webinar series, "Business Disputes - Preventing and Addressing Owner Misconduct", May 20, 2020, Remote. 
  • Rose Law Firm 3-part webinar series, "Business Disputes - Control and Decision Making", May 13, 2020, Remote. 
  • Vistage Event, "What and So What - Critical Legal Issues Facing Your Business Now—Responding to the COVID-19 Crisis", April 2, 2020, Lake Oswego, Oregon. 
  • Manufacturer's Affinity Group (MAG), "Managing Cyber from the Top Down", January 16, 2020, Lake Oswego, Oregon.
  • Resolving Disagreements Among Business Owners

Session 1: Control and Decision Making Watch Video   Download Slides 

Session 2: Preventing and Addressing Owner Misconduct Watch Video   Download Slides

Session 3: Exit Strategies Watch Video  Download Slides

  • COVID-19 Webinar

Key Legal Concerns During the COVID-19 Crisis  Download Slides

  • 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.

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

To inquire about having Adam speak for your group, or to learn more about an
upcoming speaking engagement, please contact Laura Worley at or 503-278-7618.


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