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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 that challenge 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.

 

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

 

Our story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 advisors serving the protection and planning needs of the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next. 
www.charteroakfinancial.com

 

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.

 

Meyers Brothers Kalicka, P.C.is a full service regional public accounting firm located in Western Massachusetts. As a locally owned business, we believe in the power and potential of Western Massachusetts and in the mission of organizations like the Family Business Center of Pioneer Valley. Our staff and our management are driven by the desire to help our clients thrive. We believe that when your organization is able to meet your financial and operational objectives, your ability to serve those in our community increases exponentially. With this in mind, we are constantly seeking to add value in the work we perform for you. In doing so, we are helping to make our community a better place to live and work. 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 Howard Cheney is available at (413) 536-8510.

 

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.

 

Johnson & Hill is locally owned; it makes a difference in the way we do business. We live and work in the communities we serve. Personal integrity and trust are among our most important assets. People learn first hand that they can depend on us. Central to our mission is providing the highest quality staffing services to our clients, working associates and candidates. Our commitment to exceptional service and performance starts from within. Johnson & Hill is a woman-owned, SOMWBA-certified business, dedicated to serving the region. Our staff adhere to the utmost in professionalism when interacting with clients and candidates. We have built our reputation by providing exceptional service to our clients and employees. And, for more than 16 years, we have worked hard to develop long-term relationships with hundreds of businesses in the area. We're so sure that we will understand your company better than any staffing service you may have used in the past, we offer a satisfaction guarantee. Our corporate and personal values include giving back. We strive to improve the social, economic and environmental well being of our community through our volunteer efforts and financial contributions. Our team members volunteer their time working for local, community organizations, including: Big Brothers Big Sisters, Children's Study Home, American Cancer Society, Massachusetts Rehabilitation Commission and many others. Contact Andrea Hill at andrea@jhstaffing.com or Tiffany Appleton at Tiffany@JHStaffing.com

 

Bulkley Richardson has provided high-quality legal services to local and national clients for nearly a century. Today, the firm remains committed to doing excellent work. That standard of excellence is achieved through a team of exceptionally talented lawyers who are dedicated to exceeding their clients’ expectations. As a firm that has long been known for its traditional practice areas such as litigation, estate planning and employment, Bulkley Richardson is also dedicated to emerging practice areas, including cybersecurity, cannabis and craft breweries. The firm’s  Family Business Succession Planning group helps family business owners address the unique issues that family businesses face and has successfully helped generations of family business owners. Feel free to connect with Scott Foster, Partner, Liz Sillin, Partner, Ron Weiss, Partner, Sarah Willey, Counsel.

 

Skoler Abbott has been a trusted labor and employment partner to businesses both small and large in Western Massachusetts for more than 55 years. Since our founding, Skoler Abbott has only represented employers in labor relations and employment law matters.  At our firm, we believe that the best outcome for our clients is usually the one that keeps them out of court.  Staying out of court allows you to focus on running your business.  To help employers do that, we provide counseling and training in a wide variety of areas, including handbook and personnel policy compliance reviews; how best to handle individual employee situations, including compliance with the Americans with Disabilities Act; how to properly document employee performance and other matters; and lawful hiring, firing, and disciplining of employees.  We believe that a prompt answer to a pressing problem can often prevent costly litigation, so when businesses have employment concerns, we make those concerns our top priority because your business depends on it. Amelia Holstrom and Tim Murphy are glad to speak with you

At Encharter, we believe the human touch is critical to customer care and we are committed to handling your questions quickly and efficiently. Being an independent agency that represents most of the premier insurance companies in America today, allows us to offer comprehensive and customized coverage at the most competitive prices. With our many years serving and supporting the local community in the insurance business, we know what matters most. Encharter is sponsoring our need-based grant fund to increase access for underserved women business leaders .Tracey Benison is available here.

 

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