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MEMBER PROFILE

 

John Weeks

The Colony Group

 

Member profile details

Membership level
Greater Boston Individual
First name
John
Last name
Weeks
Title
Managing Director, Family Wealth & Business Transition Planning
Company
The Colony Group
 

CONTACT INFORMATION

City
Concord
State
New Hampshire
 

PROFILE INFORMATION

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
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business management
  • Charitable giving
  • Corporate finance
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Marketing
  • Philanthropy
  • Private equity
  • Retirement
  • Trusts
Client Industry(ies)
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Retail
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
Transition Planning Certification or Methodology
Certified Exit Planner (CExP)
In Business Since
1995
How to contact
603-224-9528
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.
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