Employee Ownership Trusts (EOT) with Tiara Letourneau

Where the Family Advisory meets Business Succession

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. This SHifT Succession conversation includes two dynamic practitioners in the field of exit planning. Trudy Pelletier,...
Employee Ownership Trusts (EOT) with Tiara Letourneau

JeffreyCullen, MBA, CEPA, Business Broker

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Jeffrey Cullen, MBA, CEPA, works to match and help business sellers and buyers achieve their goals through a win-win...
Employee Ownership Trusts (EOT) with Tiara Letourneau

Rob Welke is back for take TWO on Succession Value

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Robert Welke, is a Value Acceleration Specialist, Certified Exit Planning Advisor (CEPA), Certified Value Builder...