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Family Business Center of Pioneer Valley

Family Business Center of Pioneer Valley

Strategic Partners

Our Strategic Partners provide educational, financial and advisory support to the Family Business Center of Pioneer Valley. Their presentations at our events aim to make business owners more astute about many issues challenges all businesses. They support the non-solicitation environment that we have created for continuing professional education. We are proud to have these expert advisors as our sponsors and partners.

The word "AXiA" translates from Greek to mean "value, capable, merit, worth and worthiness".  Our philosophy of doing business is centered on these attributes.  We create value for our clients by employing wisdom, knowledge, and creativity.  We work capably having the fortitude to always put the customer’s best interest first. We continually provide the services worthy of being a 'class act'.  While AXiA may be a word foreign to some, it has become meaningful to those doing business with AXiA Insurance Services.  The AXiA Group’s main goal is not to solely get our clients the best rates, we strive to provide them with the most appropriate and best coverage, at the best rate.Our Customer Service Representatives pride themselves on taking the time to go over each individual client's needs, explaining their coverage and making the best recommendations about insurance choices. 

Bulkley Richardson is a full service law firm with offices in Springfield, Amherst, and Boston, Massachusetts. The firm has extensive experience in advising family businesses and in planning for the transfer, management, and conservation of family wealth. Since its founding in the 1920s, the firm has grown to be the largest full service firm based in western Massachusetts. However, with fewer than 50 lawyers, it remains a mid-sized, community-based law firm whose lawyers emphasize personal contact with clients. Ronald P. Weiss, David A. Parke, Mark D. Cress, Peter H. Barry, Scott W. Foster and Jenelle Dodds are available at (413) 781-2820.

our new media partner! Founded in 1984 as The Western Mass. Business Journal, BusinessWest is the region’s most respected business publication, featuring timely, informative, entertaining articles that essentially turn a mirror to the region’s business community, the people and institutions that define it, and the issues confronting it. In recent years, BusinessWest has moved well beyond its printed publication with a highly interactive Web site, participation in numerous networking, education-oriented, and fund-raising events across the region, and the introduction of its own signature events.These include 40 Under Forty, an annual program that recognizes the rising stars in the local business and nonprofit communities; and Difference Makers, where individuals and organizations, chosen by the magazine’s staff, are honored for the contributions within the community. Looking forward, BusinessWest will continue to develop new and exciting ways to serve the region’s business community, and, to borrow the name of its newest signature event, make a real difference in Western Massachusetts.

Charter Oak

Charter Oak Insurance and Financial Services is an award winning, growth orientated and full services financial services organization. Total assets under management surpass $2.75 billion and for the past eight years achieved an average compound growth rate of 27% per year. The firm has won MassMutual’s prestigious Chairman’s Trophy Competition each of the past eight years. Charter Oak Insurance and Financial Services provides life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, business continuity planning, executive fringe benefits and employee benefit program. The firm also specializes in Retirement and Investment planning. Charles Epstein, CLU, ChFC, FBS (413-734-6418) and Pete Novak, General Agent of Charter Oak Insurance and Financial Services (413-781-6850) are available to answer questions.

Epstein Financial Services

Epstein Financial Services With over 23 years of experience, Epstein Financial Services has provided family business owners proven tools, techniques and products to help retire with greater financial security, reduce income and inheritance taxes, and transition a business to the next generation. Our uniquely effective service, The Family CFO ® Process, gives a clear picture of one's financial future, with increased financial independence and reduced anxiety. Our personalized “Crystal Ball Experience ®” provides business owners greater simplicity, focus and balance in their financial affairs. Charles D. Epstein, CLU, ChFC, is one the first certified Family Business Specialists in America; is a member of the Top of The Table, representing the top one half of one percent of financial services professional in the world; and is one of the original founders of the Family Business Center of Pioneer Valley. Charles can be reached at 1-877-9FAM-CFO or 413-734-6418

 

Giombetti Associates

Giombetti Associates In business for over 20 years with with a national/International client base of over 250 companies , Giombetti Associates is a management consulting firm known for increasing productivity and profit through people. Specialties include Leadership Development, Pre-employment Assessment, Team Building, Management Training, and Conflict Resolution. Hiring the “right” person is assured with the Giombetti’s trademarked assessment process, Performance Dynamics. Giombetti is resolute about its highest credo: “Within each individual lies untapped potential. Our job is to identify and develop this hidden talent. Once leaders emerge, effective teams evolve. Challenges become accomplishments and profitability grows.” Ross Giombetti is available at (413) 566-3863.

 

KeyCorp (NYSE: KEY) roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies with assets of approximately $101 billion as of June 30, 2016. The acquisition of First Niagara Financial Group, which became effective on August 1, 2016, added assets of approximately $40 billion, based on June 30, 2016 balances. Key provides deposit, lending, cash management, insurance and investment services to individuals and small and mid-sized businesses in 15 states under the names KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit www.key.com. KeyBank and First Niagara Bank are Member FDIC Institutions.For local assistance to help your business thrive, please contact Allison Standish Plimpton, contact Allison Standish Plimpton, Sr Relationship Manager and VP.

 

Meyers Brothers Kalicka

Meyers Brothers Kalicka, P.C. is the region's largest independently owned accounting and consulting firm, based in Holyoke, Mass. Meyers Brothers Kalicka, P.C. was formed by the merger of Meyers Brothers, P.C. and Joseph D. Kalicka & Company, LLP, in Jan. 2004. Both firms began service to the region in 1948. The Firm is a member of the CPAmerica affiliation of privately owned accounting firms. Through this affiliation, they have access to national firm resources with the attention of a local firm. The Firm specializes in serving closely-held family owned businesses and prides itself with providing timely and personalized service to its clients. More info at www.mbkcpa.com Kris Houghton, Kevin Hines and Howard Cheney are available at (413) 536-8510.

Touchstone Advisors is a mergers and acquisitions (M&A) firm that advises the owners of small and midsize companies ($2 million to $20 million in revenue) seeking to sell their business. We work primarily with manufacturing, distribution, and companies that provide services to other businesses. Unlike main street business brokers, we are able to maximize the price for companies we sell by marketing them regionally, nationally, and to strategic and synergistic buyers. By design, our team oriented sales process places those buyers in competition with one another in order to obtain a premium for the business in addition to its “financial” value. During our confidential, no-obligation conversation we provide owners with alternatives in transitioning their company to new ownership or to the next generation. More info at http://touchstoneadvisors.com/ Contact Michael Camerota at 860.253.9087 

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