- Wrote a column in The Boston Business Journal, advising business owners on strategies for selling a business in a tough economy.
- Presented a workshop at The Family Firm Institute, on the special challenges of selling a family business.
- Spoke on a panel hosted by Danversbank on navigating the sale process.
- Presented a seminar to the Merrimack Valley Estate Planning Council on issues for wealth planners relating to exit planning.
- Featured in an article published in the Boston Business Journal on valuation techniques for small businesses.
- Led a workshop for the Revere Chamber of Commerce on strategies for building value in the owner-run business.