Berkshire Money Management CEO Earns CEPA Designation

Print Story | Email Story

PITTSFIELD, Mass. — Berkshire Money Management's CEO and chief investment officer Allen Harris has recently earned the Certified Exit Planning Advisor (CEPA) certification.

Harris participated in the intensive, four-day, MBA-style program — offered by the Exit Planning Institute — in Chicago. The CEPA program is the most widely accepted in the world and was specifically designed for business advisors who work closely with private companies.

"Not only is new business creation important to the vitality of the community, but so is recognizing and maximizing the value of existing companies," Harris said. "We can accomplish this by helping businesses with strategic planning--de-risking, taking action on growth initiatives. Ultimately, baby boomer business owners will look to transition ownership as they enter into their hard-earned retirement."

BMM has been helping business owners transition from ownership for years and nearly 25 percent of Berkshire Money Management clients are business owners, many of whom have an eye toward retirement and transitioning within the next 10 years, or who have already sold their business with BMM's guidance and continued support.

"It's to their benefit, and to that of our whole community, that these business owners are able to pass the torch of a strong business to the next generation," Harris said. "It ensures continued vitality."

 


Tags: Berkshire Money Management,   

Comments
iBerkshires.com welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to info@iberkshires.com.

Friends of the Pittsfield Senior Center Seek Volunteers

By Sabrina DammsiBerkshires Staff
PITTSFIELD, Mass. — Friends of the Senior Center is in need of more volunteers so it can provide more opportunities at the Ralph J. Froio Senior Center.
 
"The Senior Center is a structure that is financed by the city of Pittsfield, but it's the friends that really support all the extra activities that take place in the Senior Center," said Friends' Treasurer Lea Morgan said.
 
The center was renamed and dedicated to Ralph J. Froio by the city in 1993 for in recognition of his civil leadership and the "countless hours in volunteer service to his community, especially in senior citizens’ affairs," the Council on Aging states on the city website
 
There are people today who allocate a lot of their time to brainstorm ideas, and provide opportunities for center visitors but a lot of people who visit the center have not joined as a member of the Friends, Morgan said. 
View Full Story

More Pittsfield Stories