Dave Roth, CPA, Managing Partner of Rosenberg Rich Baker Berman, P.A., and Managing Member of RRBB Advisors, LLC, will join a panel of industry experts and successful business owners for the seminar, “Exit Strategies for Business Owners.” This complimentary event will be hosted at 5:00 p.m. on September 18 at Il Tulipano in Cedar Grove.

“When it comes to preparing for a successful exit, building value early on is more important than having good timing. A successful exit strategy isn’t just about the sale—it’s about leaving a lasting legacy and ensuring a seamless transition. I’m excited to share my experience and strategies that can help business owners realize the full potential of their companies as they move into the next chapter of their journey,” said Dave.

A Seminar on Exit Strategies

“Exit Strategies for Business Owners” is designed for anyone considering selling a business today, tomorrow, or in the future. By positioning a business for a future transition, participants can create value within their companies and ensure they are optimally positioned for a successful exit strategy. Those interested in selling their businesses are encouraged to attend. The seminar will cover setting up a business for a successful exit strategy and enhancing its value.

Joining Dave is Bill Barrett, Partner and CEO of Mandelbaum Barrett PC, Stephen Goldberg, Founder and CEO of Sun Business Valuations, Mark Murphy, CEO of Northeast Sequoia Private Client Group, and Mark Trewhella, Owner of Best Way Trucking Service Inc. Discussion topics will include the status of the M&A marketplace, strategies for increasing company value, value drivers and “risk factors” impacting marketability and business value, avoiding legal roadblocks, and preparing for scrutiny before a sale. For more information and to register, visit Eventbrite.

About Dave Roth

Dave has over 36 years of experience providing consulting, accounting, auditing, and tax services, with an emphasis on mergers and acquisitions. His client concentrations include privately and publicly held companies in the U.S. and internationally. Dave often works with the manufacturing, distribution, healthcare, construction, staffing, service, and refuse industries. He has extensive experience in financial and tax planning and compliance, strategic planning, negotiating mergers and acquisitions, recapitalizations, and other business issues. His relationships with his clients are typified by his straightforwardness, dedication to maintaining open lines of communication, accessibility to both himself and the staff providing their services, and his easy rapport and willingness to spend time with clients to ensure their businesses blossom to their full financial potential.

In the 16 years that Dave has been Managing Partner, he has brought the firm from 35 to 135 people and tripled its revenue. He encourages and implements new technology, services, and professional staff, aware that modernization is the key to success. Therefore, Dave was instrumental in successful mergers that brought RRBB new service lines and additional support. He is passionate about mentorship and encouraging growth from within. Dave inspires others when discussing the opportunities and possibilities for RRBB, its people, clients, and the future of accounting. He has established himself as a prominent figure in the accounting industry because of his wealth of experience, strategic vision, and dedication to quality.

Dave has been included in the NJBIZ 2024 “Accounting Power 50” and 2023 “Leaders in Finance” lists. He was also named in the ROI-NJ “Influencers Power List 2024: Accounting.” Dave received his Bachelor of Science in Accounting and Economics from Rutgers University in 1984.