Make your
business work
for you!

In The Graduate Level of Business Ownership, authors Ronen Shefer and Terry Shepherd give business owners the tools they need to align their business goals and personal objectives on a path of success.

This book will help you reimagine the life of your dreams—and teach you how to make those dreams a reality. You must reconsider the role your business plays in your overall life aspirations. The Graduate Level of Business Ownership illustrates how closely intertwined an owner’s business and personal plans can—and should—be.

Inspiring owners to reach their goals

We wrote this book hoping to inspire business owners to align their business aspirations with their personal lives.

In other words, we want to motivate owners to view their journey through life not only from the point of view of the business and its successes or failures, but to also focus on defining life objectives so they can ultimately use the business as the catalyst to help them achieve those objectives.

About the authors

After several decades advising owner managed companies, Ronen and Terence share their knowledge and insight of what defines a successful business, and how every business owner can achieve it.

RonEn Shefer

Ronen Shefer is a founding partner of ROCG and has served as the managing partner since its inception. For almost three decades, Ronen has Specialized in guiding business owners through their unique challenges of owning their businesses and towards the graduate level of business ownership. Ronen believes strongly that each client is unique and therefore guidance or solutions should be tailor-made to their circumstances and that advisors should help to ensure the successful implementation.

Terence J. Shepherd

Terence “Terry” Shepherd is a founding partner of ROCG. He has advised small/medium-sized family owned and closely held businesses for over forty years. Terry is especially skilled in understanding the emotional right-brain attributes involved with family businesses, business owners transitioning through each growth cycle, strategic and value growth planning, and an owner’s eventual exit.

Unlock more

Take the next step and put everything you have learned into practice with our Self Assessment Workbook.

Designed to support you in taking action whilst on the journey of reading our book.

Get your free download valued at $79.99

Operating at the Graduate Level

Set personal goals & objectives

Clearly define your life’s goals and aspirations and discuss them with your loved ones.

Eliminate Dependencies

Get the business to operate independently of your day-to-day involvement.

Understand the financial gap

Know how much you would need in order to fulfil your life’s objectives if given the chance.

Monetize your business

Meet your goals and objectives by timely monetizing the business through an exit or transition.

Assess your current state

Before setting a destination, is it important to know your starting point and how far you have to go.

Plan for contingencies

Plan what will happen if you are no longer here.

Align the business towards your goals

Use the business to achieve the values you identify as most important.

Seek the right advisors

Work with professionals who are aligned with these ideas.

What our customers say

Anyone thinking of starting, running, or selling their own business should read this book. For each phase of a business life cycle, The Graduate Level of Business Ownership lays out the structural steps that are necessary for success and addresses the emotions that come with the journey.

– Dennis A. (a.k.a. Daniel)
Owner, TechnoWorks, Inc.

If you want to be in the driver’s seat of your business this book is a must-read. It will help you identify, plan, and execute your chosen path to success regardless of your business stage.

– John Rainey
Director (retired), Clark University Small Business Development Center

Without your knowledge and advice, we would never have achieved the exceptional outcome that we realized. I truly believe in the process and outcomes that you have shared in your book, and I know that anyone that reads and employs the advice delineated in this book will be greatly rewarded.

– Craig Bovaird
Former owner and CEO, Reliance Engineering; 
Built-Rite Tool & Die Inc.

Readers’ Reviews

Ready to reach your goals?