John Weeks of The Colony Group is a member of XPX Greater Boston

John Weeks

Managing Director, Family Wealth & Business Transition Planning

Concord, New Hampshire

Professional Profile

Call Me When

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

Contact Method

603-224-9528

Profession

  • Wealth Planner
  • Professional Certifications

    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

    Certified Exit Planner (CExP)

    Client Industries

  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Individual

    Member Since

    Member for 5 Years

    Sponsorship Type

    Premier Member

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu