John Weeks
Focus Partners Wealth
Concord,
New Hampshire
About
Company name
Business title
Managing Director, Family Wealth & Business Transition Planning
Contact
How to contact
603-224-9528
Professional Profile
Call Me When
You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business management
Charitable giving
Corporate finance
Employee benefits
ESOPs
Estate planning
Family business
Fiduciary
Finance
Investments
Lending
Marketing
Philanthropy
Private equity
Retirement
Trusts
Exit/Transition Planning
Business Focus
Our particular expertise is guiding business owners and their families through the transition from successful careers as owner/managers of closely held businesses to encore endeavors of significance and fulfillment.
Transition Planning Certification or Methodology
Certified Exit Planner (CExP)
Client Industries
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Retail
Software/Internet
Telecommunications
Wholesale/Distribution
Chapter information
Membership
Greater Boston Individual
Member since
Member for 8 years
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