Chapter Events
Wed, Apr 28th, 2021
Sat, May 1st, 2021
Fri, May 21st, 2021
Gold Sponsors
Wiggin and Dana
Learn More
Wealthspire Advisors
Learn More
About Wealthspire Advisors
Contact Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Silver Sponsors
VR Business Sales
Learn More
About VR Business Sales
Contact Me When... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
Webster Bank
Learn More
About Webster Bank
Contact Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
KeyBank
Learn More
Bronze Sponsors
Touchstone Advisors
Learn More
About Touchstone Advisors
Contact Me When... You need a professional to discuss your business ownership exit planning options.
Carter Morse & Goodrich
Learn More
About Carter Morse & Goodrich
Contact Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
Rockport Investment Partners
Learn More
About Rockport Investment Partners
Contact Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
PKF O'Connor Davies LLP
Learn More
blumshapiro
Learn More