Title: Boards Today Winter 2025 Panel – Part 3
Panelists: Ron Sanders – San-tron
Steve Snyder – Gesmer Updegrove
Martin Lowenthal – The Bulfinch Group
Hosts: David Rubinstein – OptiRTC
Jeffrey Davis – Mage LLC
Stories of Entrepreneurship
“What Does Success Look Like in 2025” Fall 2025 FBA Panel, Part 2 of 3
Title: “What Does Success Look Like in 2025” Fall 2025 FBA Panel, Part 2 of 3
Panelists: Bill Tracia – NBM
Amie Geary – NBM
Stephen Wilchins – Wilchins Cosentino & Novins
Richard Hirschen – Gray, Gray & Gray
Martin Lowenthal – The Bulfinch Group
Moderator: Jeffrey Davis – Mage LLC
“What Does Success Look Like in 2025” Fall 2025 FBA Panel, Part 1 of 3
Title: “What Does Success Look Like in 2025” Fall 2025 FBA Panel, Part 1 of 3
Panelists: Bill Tracia – NBM
Amie Geary – NBM
Stephen Wilchins – Wilchins Cosentino & Novins
Richard Hirschen – Gray, Gray & Gray
Martin Lowenthal – The Bulfinch Group
Moderator: Jeffrey Davis – Mage LLC
“Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 1 of 3
Title: “Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 1 of 3
Panelists: Jonathan Jaxtimer – The Jaxtimer Companies
Sam Jaxtimer – The Jaxtimer Companies
Brian Nagle – Family Business Association & Citizens Private Wealth,
Stephen Wilchins – Wilchins Cosentino & Novins,
Richard Hirschen – Gray, Gray & Gray
Moderator: Jeffrey Davis – Mage LLC
“Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 3 of 3
Title: “Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 3 of 3
Panelists: Jonathan Jaxtimer – The Jaxtimer Companies
Sam Jaxtimer – The Jaxtimer Companies
Brian Nagle – Family Business Association & Citizens Private Wealth,
Stephen Wilchins – Wilchins Cosentino & Novins,
Richard Hirschen – Gray, Gray & Gray
Moderator: Jeffrey Davis – Mage LLC
“Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 2 of 3
Title: “Next Generation Family Business Success in 2025” Summer 2025 FBA Panel, Part 2 of 3
Panelists: Jonathan Jaxtimer – The Jaxtimer Companies
Sam Jaxtimer – The Jaxtimer Companies
Brian Nagle – Family Business Association & Citizens Private Wealth,
Stephen Wilchins – Wilchins Cosentino & Novins,
Richard Hirschen – Gray, Gray & Gray
Moderator: Jeffrey Davis – Mage LLC
“Planning for Exit Planning” with Megan Kearney of Exit Factor of Lexington
Title: “Planning for Exit Planning”
Guest: Megan Kearney – Exit Factor of Lexington
Interviewers: Jeffrey Davis – Mage LLC, Evan Macedo of Sapers & Wallack
“Evaluating Valuations” with Andrew Bostian of Scout Valuations
Title: “Evaluating Valuations”
Guest: Andrew Bostian – Scout Valuations
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
“What Does Success Look Like in 2025” Spring 2025 FBA Panel, Part 3 of 3
Title: “What Does Success Look Like in 2025” Spring 2025 FBA Panel, Part 3 of 3
Panelists: Todd Blount – Blount Fine Foods,
Stephen Blount, Jr. – Blount Fine Foods,
Brian Nagle – Family Business Association & Citizens Private Wealth,
Stephen Wilchins – Wilchins Cosentino & Novins,
Richard Hirschen – Gray, Gray & Gray
Moderator: Jeffrey Davis – Mage LLC
“Succession Planning Without the Exit” with Marc Z of Marc Z Legal Staffing
Title: “Succession Planning Without the Exit”
Guest: Marc Z – Marc Z Legal Staffing
Interviewer: Phil Sharkey – The Hire Authority
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