Business Growth Seminars

Business Growth Seminars

First Beacon hosts a free seminar series that covers topics important to the success of a small business. Business owners can attend any session based on their needs. We are also available to provide these seminars to your organization on your schedule.


On demand. Let us know if you would like to host a seminar series for your organization.

Location: Intrepid Advisors, 290 Donald Lynch Blvd., Suite 302, Marlborough, MA 01752 or at your facility.


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Seminar Choices (Check all that apply):

Have you Ever Made a Bad Hire?

Nancy Dube

Have you ever made a bad hire and wondered what went wrong?

The resume looked good, the candidate seemed to interview well, he/she said the right things yet after you made the hire you realized you made a big mistake. How could that happen? What went wrong?

In this presentation, we will:

  • Examine the hiring process
  • Review the best way to address your hiring concerns
  • Develop a plan of action to improve the process

All attendees will walk away with a comprehensive list of behavioral interview questions.

This presentation is given by an HR Consultant and Outsourcing professional who has up-to-date knowledge of the job market and resources necessary to help you succeed.

Getting Found in a Crowded Market

Debra Murphy

Using Inbound Marketing to Increase Visibility and Generate Inbound Leads

If your business is not visible online, does it really exist? However, the simple truth is if your business does not have a highly visible web presence, you don’t exist to those searching and you will lose out on many opportunities. No longer can you avoid creating a web presence that attracts your ideal client.

During this presentation, we will discuss:

  • Why it is important to create a highly visible web presence
  • How to establish your online visibility
  • What activities make sense for your business and which do not
  • What tools are available to help you manage your visibility without becoming overwhelming

Get practical advice on how to create a highly visible online presence, drive visitors to your website and generate quality leads that convert into customers.

The Increasing Risks of Offering a 401k Plan to your Employees

Bob Gustafson

President Obama took a shot across the bow of Wall Street by suggesting that big brokerage houses and insurance companies be held to the Fiduciary Standard when it comes to dealing with 401k and other types of retirement plans.

The fiduciary standard means that the highest priority for the advisor or broker is to recommend investments in their client’s best interests, not their own. But as the plan sponsor, do you know what your responsibilities are?

During this presentation, we will discuss:

  • What the fiduciary standard is and how it applies to plan sponsors
  • What your responsibilities are as a 401k plan sponsor
  • How you can avoid the risks of administering your 401k plan and being audited by the Department of Labor.

Get the facts on what it takes to properly administer a 401k plan that attracts and retains talented employees.

What’s Your Business Really Worth?

Michael W. Camerota, J.D., M&AMI

A “Real World” Look at Valuing your Business for Sale

Often times, business owners struggle with understanding the value of their business when preparing to sell. They have questions such as

  • “Will different buyers pay different prices for my business?”,
  • “Who is the best buyer? ”  and
  • “Who is the best person to value my business?”

In this seminar you will learn the five reasons that you should know the value of your business, you’ll understand the difference between value and price, the formula buyers use to value a business, and the three principles for maximizing the price paid for a business.

R&D Tax Credit – A Strategic Tax Advantage

Steve Powers

The Federal Credit for Increasing Research Activities (“The R&D Tax Credit”) offers significant tax savings and increased cash flow for manufacturing and technology-based companies engaged in the development of new or improved products, fabrication processes, new technologies or software.

During this presentation, we will discuss::

  • What is the Research Tax Credit and how this valuable credit can help manufacturing and technology businesses reduce their federal and state tax burdens
  • Which business activities qualify for the credit
  • How the credit is calculated
  • What expenditures are allowed in the computation
  • What documentation is required to support the credit calculation

You will also learn how the credit is applied to corporate returns as well as to “flow through” entities such as S-corporations and LLCs.

The R&D tax credit provides more than $10 billion of tax savings to U.S. businesses annually, although it is vastly underutilized particularly by small and medium-size companies. Find out if your business or your client’s business would qualify for the Research Tax Credit.

Cost Segregation – An Opportunity Worth Pursuing

Cost Segregation is an IRS-approved application by which commercial property owners can accelerate the deprecation on their building and reduce the amount of taxes that they owe. It is a process of analyzing and identifying commercial building components that are eligible for accelerated depreciation providing a significant tax benefit for the taxpayer. Certain assets within the 39 year depreciable life can be classified as personal property or land improvements with a 5, 7, or 15 year rate of depreciation using accelerated methods.

Top Cyber Threats Facing Small Business


Small businesses are not immune to cyber threats and in fact, are more likely to be targets because they typically cannot match the sophisticated technologies and comprehensive processes deployed at the larger companies.

If you think your company isn’t a subject of hacking and attack, think again.

During this presentation, we will discuss:

  • The major threats that can affect the security of your important corporate data
  • How to identify these threats and educate your employees on how to avoid them
  • What you can do to alleviate the risk

Don’t let your business be one of the statistics. Understand your role, the role of your employees and IT department and put the proper processes in place to mitigate your risk.

Business Financing in a Tough Lending Environment

Larry LaChance – Banker’s Capital

Business financing has changed tremendously in the last 5 or 6 years. With lending standards being raised today by conventional lenders and the economy affecting the financial condition of many businesses, a large number of businesses are unable to secure financing for growth or to just survive.

Learn what it takes to be more fully prepared when you need to access the capital markets and business borrowing. There is also more access to alternative forms of lending today than ever before because the conventional forms of lending have shrunk. If you are looking for capital for your business, find out what options are available to you.