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Navigating the Fork in the Road

When: 6/5/2014
5:00 PM until 8:00 PM
Where: U.S. Trust and Wealth Management
100 Federal Street
2nd Floor
Boston, MA  02110
United States
Presenter: Rich & Rob Potash, Jim & Jim Kaloyanides
Contact: Dan Lilienthal
617-482-3045 ext. 27

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During its life cycle, every business comes to a fork in the road at least once, facing a decision whether to find a successor owner or to continue to operate their business.  Join our panel of two businesses’ owners who will discuss their reasoning as they came to their forks in the road, and how each chose a different path. 



Rich Potash and Rob Potash 


Rich and Rob Potash are brothers and co-owners of CSMi Computer Sports Medicine Inc, located in Stoughton, MA.  Established in 1982 by Rich Potash, CSMi manufactures and markets computerized measurement, training, and documentation products to the athletic training, exercise science, and physical therapy markets worldwide.  Rich and Rob will discuss how the company started and the challenges they faced, as brothers, around business strategy, management of key employees, decision making issues, and the forks in the road - the drivers of which led Rich and Rob to find outside consultation, with multiple advisors, to resolve major issues.  Their portrayal will explain why their journey to deal with conflict was worthwhile and how their business and personal relationships have improved significantly as a result. 


David Paradise, Founder and President, Family Business Resource Center, Strong Families Make Strong Businesses, has counseled and coached owners and key managers in family and closely-held enterprises for over 30 years.  David Paradise was the consultant to this client.  David will facilitate the CSMi portion of the program.  



Jim M. Kaloyanides and Jim B. Kaloyanides 


Jim and Jim Kalovanides are father and son representing New England Coffee Co. which was owned by a third generation of the Kaloyanides and Dostou families.  The company has been a leading provider of coffee products and service for over 95 years.  The business faced recent forks in the road including bringing in a non-family president and making the decision to sell.  The Kaloyanides father-son team will share the perspectives of two generations as they addressed and managed these two opportunities. 


David Karofsky, President of Transition Consulting Group, is a consultant to family and closely held businesses and works with his father in their family business consulting practice.  David and his father have known the New England Coffee family for over 20 years.  David Karofsky will facilitate the New England Coffee portion of the program.


The presentations will highlight lessons learned, and help advisors address similar business ownership and conflict management issues.  Advisors for family wealth management, trust and estate attorneys, litigators, CPA's, family business advisors and consultants, mediators, academic researchers, bankers, and other consultants will find these two case presentations informative and very useful in their engagements and advisory services.

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