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, firstname.lastname@example.org, or Andy Lee at (978) 369-9835, email email@example.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.
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.
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 Patrick Collins at (603) 373-2031, or Wilfred L. "Jack" Sanders, Jr. at (603) 373-2001 or visit http://www.pierceatwood.com.
Howell Valuation, LLC was formed in 2003 by Bill Howell. The 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 experiences in senior management roles (including a non-family CEO position) and business valuation to produce well-reasoned, defendable conclusions. We’re located in Exeter. To learn more, visit www.howellvaluation.com, e-mail firstname.lastname@example.org, or call Bill 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/
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.