Preview: Lessons from Three Owners Who Sold or Transferred their Businesses

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
XPX Content


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Three business owners, representing companies of varying size and circumstance, will describe the paths they took in selling or transferring their ownership interest and what they learned along the way. Each took a different path, but all have real life experiences to share.


Bruce Wilson, Founder of Cellular Specialties participated in a private external sale.

Gerardine Ferlins, President & CEO of Cirtronics Corporation will give her personal insights into transitioning to an Employee Stock Ownership Plan (ESOP).

Albert Miltner, Miltner’s Shoes, Inc. (Bootleggers Footwear stores) will share his experiences with a management buyout (MBO) transition.


Gerri King, PhD, of Human Dynamics Associates

Program produced by XPX Greater Boston in November, 2016

Updated: January 14th, 2022