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Join us for an evening with New England’s leading companies, investment bankers, transaction advisory, tax, and accounting professionals, and of course, hors d’oeuvres and celebration. Please see below for the full agenda and registration information.

Maximizing A Deal: Sell-Side Tax & Accounting Considerations
In this session, we will share best practices and planning strategies from three different viewpoints that businesses should be thinking about in preparing for sale: the tax perspective, accounting perspective, and business owner perspective. Join us as we discuss how to proactively assess these three areas and implement proven approaches that can have a significant impact on deal outcomes.

  • David Bussius, Managing Director and Leader of the New England Tax Practice, CBIZ
  • Joanna Powell, Managing Director and Leader of the High-Net-Worth Individuals and Family Groups Practice, CBIZ
  • Seth Goldblum, Managing Director and Leader of the Financial and Operational Consulting Practice, CBIZ CMF

Panel Discussion: Accelerating Enterprise Value Through Bolt-On Acquisitions
As the pace of business continues to increase, so do expectations around growth and value creation. Today’s business environment requires opportunities for additional sources of revenue to increase your market share. Mid-market business owners, CEOs, and CFOs are increasingly looking to take advantage of ‘bolt-on’ acquisitions as a means to more quickly enhance enterprise value by achieving higher growth and profitability thresholds. Join us for a panel discussion as we explore the inside workings of bolt-on acquisitions, including best practices in strategy, execution and implementation to ensure success.

  • Les Cheek, Managing Director and Head of Global Financial Sponsors, Baird Investment Banking
  • Josh Klevens, Managing Director, Charlesbank Capital Partners
  • Laura Swearingen, Vice President, BV Investment Partners
  • Moderator: Seth Goldblum, Managing Director, CBIZ CMF

Keynote Presentation: Shifting Creative Mindsets to Solve Problems and Make the Best Decisions
Presented by Michael Roberto, Trustee Professor of Management at Bryant University
In many organizations, business executives oftentimes reject innovation and unconventional approaches due to misplaced allegiance to the status quo. Best-selling author and Bryant University Professor Michael Roberto will lead us through a classroom-style discussion on the research behind his latest book, Unlocking Creativity, which examines the barriers to creativity and innovation in organizations. His informative work allows business executives to recognize the six organizational mindsets that impede creativity and innovation; learn how to tear down the barriers that obstruct the creative process; and create an environment for more effective problem solving and decision making.

Holiday Reception 
Get to know some of New England's leading companies as we all come together for a holiday reception immediately following the program. Please join us for heavy hors d'oeuvres, cocktails, and holiday cheer!

3:00 - 3:20 p.m.: Registration & Welcome Remarks
3:20 - 5:30 p.m.: Program
5:30 - 7:30 p.m.: Holiday Reception

Date and Location
Thursday, December 5, 2019

Pine Brook Country Club 
42 Newton Street
Weston, MA 02493

These seminars are complimentary for clients and friends of CBIZ & MHM. Space for this seminar is limited and is available on a first come, first served basis. Complete and submit the registration form to guarantee a spot for you and other finance team members. You can also contact Liz Cazeault, Marketing Specialist, at 617.761.0731 to register.

2.5 CPE Credits Available.

Additional Information

Cost: No fee required.

CPE: Eligible for 2.5 CPE credits. 1.5 credit of Accounting, 1 credit of Business Management & Organization

Prerequisites: None

Who Should Attend? Chief Executive Officers (CEOs), Business Owners, Chief Financial Officers (CFOs), Controllers, and upper level finance staff

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Live

Learning Objectives:

  1. Review the importance of maximizing a deal from three perspectives that businesses should be thinking about in preparing for sale
  2. Create an optimal tax structure for future sale of a company
  3. Implement best practices to prepare your business for an acquisition
  4. Identify key areas where innovation and unconventional approaches could help grow your business
  5. Discover the impact of shifting mindsets for more effective problem solving and decision making

For more information regarding complaint and program cancellation policies, please contact our offices at (617) 761.0600.

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


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