North America

Recent Offices News/Projects

ROCG Helping a Consulting Firm With Internal Transfer

After helping a small consulting firm with the initial transfer of shares to a key manger in 2012, ROCG was engaged again to help with the final share transfer between the two partners. This transaction was smooth in part due to the work that was done in the prior engagement including the shareholders agreement and its buy/sell provisions.

Local Company in Need of a Business Strategy

A manufacturing equipment distributor recently reached out to ROCG with a clear need for a business strategy and method to determine which of the current opportunities they should take advantage on.

Staging A Company By Developing a Management Reporting System

ROCG recently completed the engagement of setting up and migrating the current accounting systems structure into one that fits better with the business growth strategy and the management structure of a $15M company.

Assisting a Local Business with Growth Strategies

ROCG Boca Raton’s office is pleased to announce a new consulting engagement with a South Florida Distribution Company. The Company has 6 locations from Vero Beach thru Delray Beach and reach out to ROCG with several business challenges. ROCG’s involvement will likely take several months and we invite you to return to this page in the future to learn about our progress.

Helping a Software Company Implement a Stock Appreciation Plan

ROCG Boca Raton’s office is currently engaged to advise on strategies aimed to retain key management by a national software company. The specific need was to design a solution which not only provided key employees with ‘golden handcuffs’ but one that also gave them a sense of appreciation for growing the value of the value of the company.

Another Successful Business Sale with the Help of ROCG

After helping this company grow and increase its value over the past 4 years, we finished our work with Advance Furniture Testing (Holland, Michigan) by assisting the owner with the sale to United Laboratories (UL) over the summer. Our intimate knowledge of the company over the years and the desire to always do what is best for the Company and its owner were instrumental in preparing this business for sale and bringing it to a successful close.

Implementation of an ESOP

ROCG Corporate office is currently involved with the implementation of an ESOP. This exit strategy began last year with the help of Principal Financial and Warner, Norcross & Judd, LLP. in order to provide an “off ramp” to a 20% shareholder of a business service firm.

Turnaround of a Florida Manufacturer – Update

ROCG has been engaged to help turnaround a Florida based manufacturer in 2012. The company was hurt by the economic downturn and sought ROCG’s help in regaining profitability and operational efficiency. To date ROCG has help the company improve its bottom line by $800,000.

A 10 year transition plan for a prominent IT Consulting Firm

ROCG is delighted to be chosen by a prominent IT Consulting Firm to provide guidance and assistance with planning their 10 year business transition plan. ROCG has already helped them avoid the pitfalls of previous exiting partners and is now engaged in the implementation phase of the chosen business transition strategy.