PRESENTATIONS

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

Key Legal Concerns During the COVID-19 Crisis Watch Video   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 lworley@rose-law.com or 503-278-7618.

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