Sponsors of the CFE are also resource partners, and stand ready to advise and provide services as needed as family businesses meet different challenges or encounter certain needs.
Sponsorship of this impactful segment of New Hampshire’s economy gives immediate and consistent exposure to hundreds of family businesses in a trusted and genuine environment. Sponsors are alongside family business members in a variety of programs and business situations. To learn how to become a sponsor of the CFE, please contact email@example.com.
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.
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 or Andy Lee at (978) 369-9835.
The Provident Bank, a subsidiary of Provident Bancorp, Inc. (NASDAQ: PVBC), is an innovative, commercial bank that finds solutions for our business and private clients. We are committed to strengthening the economic development of the regions we serve, by working closely with businesses and private clients and delivering superior products and high-touch services to meet their banking needs. The Provident has offices in Massachusetts and New Hampshire. All deposits are insured in full through a combination of insurance provided by the Federal Deposit Insurance Corporation (FDIC) and the Depositors Insurance Fund (DIF)
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.
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit institutional organizations and have extensive experience working with private business owners. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). For more information, please contact Hope Martin, CFP® at 603-294-5341 or visit www.vigilantcap.com.
Howell Valuation, LLC was formed in 2003 by Bill Howell. Our firm provides a broad range of business appraisal services for family-owned and privately-held companies throughout New England. We have a talented team of professionals with experience in performing numerous valuations for Employee Stock Ownership Plans, estate/gift taxes, buy-sell matters, shareholder disputes, marital dissolution, economic damages and succession planning. Our professional staff has senior management experience, Big Four CPA firm backgrounds, MBAs, active CPA licenses, and credentials in business valuation by organizations such as the American Institute of CPA’s and the American Society of Appraisers. Our professionals draw from their experience in senior management roles (including a non-family CEO position) and business valuation to produce well-reasoned, defendable conclusions. We are located in Exeter. To learn more, visit www.howellvaluation.com, e-mail firstname.lastname@example.org, or call us at 603-232-7791.
The New Hampshire Charitable Foundation is New Hampshire’s statewide community foundation, founded in 1962 by and for the people of New Hampshire. We manage a growing collection of nearly 2,000 funds created by generous individuals, families and businesses, and award more than $40 million in grants and scholarships every year.
We work with generous and visionary citizens to maximize the power of their giving, support great work happening in our communities and lead and collaborate on high impact initiatives.
To learn more visit, https://www.nhcf.org/
Peloton Advisory provides strategic merger and acquisition (M&A) advisory services to hard-working entrepreneurs who are ready to take their successful enterprise to the next stage. We are a partnership comprised of professionals with distinct unique competencies that best serve entrepreneurs as they lead up to and through a business transaction.
We’re New Hampshire-based, independently owned, and take a lot of pride in the relationships we’ve built with entrepreneurs, their management teams and trusted advisors.
For more information on Peloton Advisory’s services please contact John-Michael Girald at (603)379-8024 or For other information or inquiries please contact Emily Masse or visit www.pelotonadvisory.com.
The Guyton Group specializes in Business Exit Planning and Retirement Income Planning. We are affiliated with the Business Enterprise Institute, a nationally recognized firm specializing in all aspects of business transfers to the next generation or key man groups. We deliver integrated financial plans to enhance wealth and maintain financial balance. Our strategies are more than just the tactical actions; our 33 years of experience allows us to provide not only valuable industry knowledge but also experiential insight to those we counsel. For more information contact Joe or Andrew Guyton or call (603) 766-9200.
Orr & Reno has played an important role in New Hampshire’s evolution and growth since 1946. Founders Dudley Orr and Bob Reno created a firm where some of the state’s best legal minds work to provide transformational legal counsel. Their founding principles of providing the best legal advice, outstanding service and community support to individuals and businesses throughout the region continue to guide and inspire us to this day.
Call Peter Burger or Julie Morse at 603-224-2381 to learn more about our services, or visit www.orr-reno.com.
For More Information
If you would like more information about the UNH Center for Family Enterprise, the Leadership Development Program, or sponsorship information, please contact (603) 862-1107, or email email@example.com.