Where the Family Advisory meets Business Succession

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,...
Where the Family Advisory meets Business Succession

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...
Where the Family Advisory meets Business Succession

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...
Understanding the “J’ Curve in Benefits

Understanding the “J’ Curve in Benefits

There is a fascination with the “hockey-stick” notion of being innovative and implementing change in business. However, the economic notion of the “J curve” is more the reality and never more so than when implementing a benefit program for staff. The Hockey-Stick...