Thank You to Our Sponsors!
Baker Newman Noyes is known nationally as a leader in the accounting profession, with offices in Maine, Massachusetts and New Hampshire. We specialize in delivering audit and accounting, tax, and risk and business advisory services to family businesses. From succession planning, estate and gift tax planning techniques to corporate and individual tax planning and compliance, we provide the guidance you need in all areas of accounting, taxation and business advisory. Helping family owned businesses thrive is an important part of what we do. Call Tim Hepburn or Jeff Wheeler at (800) 244-7444 or visit www.bnncpa.com for information about how we can help you.
Management Planning, Inc. (“MPI”) is a business valuation and corporate finance firm with a long tradition of serving family businesses. For over 75 years, MPI has valued companies across a broad spectrum of industries to meet the corporate, succession planning, financial accounting, and estate and gift tax needs of its clients. Our professional services are widely acknowledged for their accuracy, thoroughness, and reliability. We provide expert testimony and support services when necessary. This has led to the building of long-term relationships with business owners, their families, and advisors. To discuss how we might help with your specific needs, please call or email Elliot Rotstein at (617) 892-6078, firstname.lastname@example.org or visit www.mpival.com.
MassMutual Financial Group is represented by family business specialist, Edward F Mullen, and Andrew D Lee. They are both highly experienced financial advisors and committed to assisting family businesses as demonstrated by their continuous sponsorship of the Center for Family Business for over 20 years. Both Ed and Andy provide insurance and financial services to the family business to allow for the successful transfer of ownership and leadership to the next generation. For more information, contact Ed Mullen at (603) 226-4124, email@example.com, or Andy Lee at (978) 369-9835, email firstname.lastname@example.org.
Moitoza Consulting is a New Hampshire-based consulting firm serving small to medium size family enterprises and business partnerships in New England and beyond. For over 25 years the firm has assisted these businesses with succession planning, conflict management, executive coaching, strategic planning and organizational development. Moitoza Consulting offers a pragmatic and personal level of planning and problem solving which honors both the needs of the business and the integrity of the family. The firm uniquely blends its expertise in contemporary business management and psychology into one consultation experience. For more information call Everett Moitoza, Ed.D., M.B.A., at (603) 964-2111 or visit www.moitoza.com.
Founded in 2008 by husband and wife team, Dan and Pam Morrison, Optima Bank & Trust is a locally-owned, award-winning, full-service community bank. The Morrisons set out to create a bank that would deliver a high level of customer service, the fastest local decision-making and the latest banking technology. Since Dan and Pam are involved in the Bank’s day-to-day operations and also live and work in the New Hampshire seacoast, they have the knowledge and ability to provide a great advantage to the Bank’s customers. Optima Bank understands entrepreneurial families and small and medium-sized businesses and recognizes that they are what make our communities great places to live and work. Optima is a true community bank and supports many non-profit organizations throughout the state. Optima Bank has full-service branches in Bedford, Downtown Portsmouth, North Hampton, Pease Tradeport, Stratham and a loan office in Dover. To learn more visit www.optimabank.com, or give Dan or Pam a call at (603) 433-9600.
Pierce Atwood advises family and closely-held businesses and their owners with respect to commercial matters, shareholder agreements and succession planning, among other matters. We have a great deal of experience in handling disputes between shareholders, including both asserting and defending against "freeze-out" claims and similar intra-shareholder disputes. Pierce Atwood provides a full array of legal services in New England and beyond. We care as much about good value as you do, and we are dedicated to the same virtues—thrift, hard work, industry, and innovation—as you are. For more information, please contact Jamie C. Baker at 603.373.2006, or Wilfred L. "Jack" Sanders, Jr. at 603.373.2001 or visit http://www.pierceatwood.com.
For More Information
If you would like more information about the UNH Center for Family Business, the Leadership Development Program, or sponsorship information, please contact (603) 862-1107, or email CFB.CEO@unh.edu.