The same principles that build and strengthen a business in the present increase the odds of a profitable exit. That’s why business succession planning is a continuous process; not something to begin when the founder is preparing to leave the business.
Join our webinar panelists for a practical, actionable look at how good succession planning balances an owner’s personal interests and business continuity when it’s time to exit.
This webinar was held on Thursday, January 18, 2024.
David V. Jean CPA, CCIFP, CExPDavid Jean joined ARB in 1992 and has been a principal for the firm since 2001. He is the Practice Leader for ARB’s Construction Industry Services Group, Succession Planning Services Group and Business Advisory Services Group. David focuses primarily on financial accounting and consulting for construction, real estate and manufacturing companies. He also specializes in succession planning and funds control services. David serves as the Director of Altus Exit Strategies, LLC and as Managing Partner of New England Funds Control, LLC, both wholly-owned subsidiaries of ARB.
David’s expertise is respected among New England’s construction community and endorsed nationally through his membership on The Certified Public Accountant Advisory Council, an exclusive, 10-member council formed to serve as the resource team for the National Association of Surety Bond Producers (NASBP).
Additionally, David oversees the initiatives of the ARB Marketing Team.
Fred Lipp is a shareholder and Maine-based business attorney at the law firm Bernstein Shur with offices in Portland, Maine and Manchester, New Hampshire. For three decades, Fred has collaborated with corporations and entrepreneurial families to strengthen their strategic and legal decision-making. His practice focuses on advancing the growth, the funding, and the buying and selling of companies. Fred is also expert in cross-border contracts and broadening foreign revenue for U.S. companies. Some of Fred’s most memorable M&A closings, during the twenty years of Bernstein Shur’s Manchester operation, have been held in the firm’s conference room in the Jefferson Mill building alongside the Merrimack River.
As CEO and Founding Partner of Great Diamond Partners, Steven Tenney is responsible for strategic growth and partnering relationships, advocating for stakeholders, and directing the firm’s investment strategy. He believes the gold standard of wealth management is found at the intersection of empathy and technology™.
It’s probably no surprise that Steve made his career in the financial world. Both his father and grandfather were respected financial advisors. What Steve learned from their examples was that the best work revolved around helping people overcome challenges – and sometimes what they needed had nothing to do with money.
Steve’s career started in London as a research assistant for Morgan Stanley Asset Management. He went on to State Street Bank and eventually to UBS Financial Services where he merged his practice with his father’s, and met Joe, Helen and Jack. The four colleagues realized they share the belief that there is a better way to support the goals of the families and individuals in their care, which led them to establish Great Diamond Partners.
Ernesto BurdenErnesto has been vice president digital for Newspapers of New England (NNE), group publisher at PennWell, vice president of digital media for The Telegraph and NH.com and related sites, as well as digital media director for the Rutland Herald and Times Argus newspapers in Vermont, online editor for The Telegraph and NH.com, and a print editor and reporter with daily and weekly newspapers. He’s spent his career at the intersection of publishing, digital evolution and marketing helping both publishers and advertisers maximize their digital visibility.
Some headlines suggest the housing crisis is easing, but that’s not the full picture. Join experts from New Hampshire Housing, NH Community Loan Fund and Sheehan Phinney for a candid look at what’s really changing in New Hampshire’s housing landscape.
How are New Hampshire business leaders coping with, managing through, and even finding opportunities in this time of economic uncertainty?
This webinar explores the upcoming 2025 sunset of the federal estate tax exemption and how it could significantly impact estate planning, especially amid ongoing economic uncertainty.
Employees—especially younger generations—expect transparency, flexibility, and real support. Meeting those needs requires updated approaches to communication, culture, and leadership. Whether you’re managing a team of five or leading a statewide organization, this session will help you create a more inclusive, future-ready workplace.
How are recent market events impacting your finances? During this session, we will discuss current market and economic conditions and the potential implications of volatility moving forward.
Join NH Business Review and McLane Middleton on Thursday, April 3 for a no-nonsense look at what it takes to get a solar project off the ground in New Hampshire. Whether you’re a developer, part of the industry, or a municipal leader considering hosting solar, this webinar will break down the key challenges and opportunities.
