New England Chapter

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Chapter Committee Members

Jane Johnson

CM&AA

Business Transition Academy, Inc.

www.btaplans.com

There are millions of business owners who will need to transition the ownership of their businesses to others during the next decade to have financial stability for the rest of their lives.

Steven Cohen

Devine Millimet & Branch

www.devinemillimet.com

I chair our firm’s Mergers & Acquisitions Team of 15 transactional attorneys and tax specialists and assist our firm clients with regard to achieving their estate planning objectives.

John Howe

John Howe

Business Transition Strategies

www.businesstransitionstrategies.com

Business Transition Strategies is a boutique business transition and boutique M&A firm with offices in New Hampshire and Massachusetts. Received Certified Exit Planner credentials through Exit Planning Institute, which explains the CEPA credentials.

Bill Jarry

BNY Mellon Wealth Management

www.bnymellon.com

As a director for BNY Mellon Wealth Management, Bill is responsible for new business development in the New England region.

Chris Mellen

CM&AA

Valuation Research Corporation

www.valuationresearch.com

Extensive experience over nearly 24 years completing over 2,500 engagements relating to the valuation of closely held businesses, pass-through entities, professional practices, and intangible assets.

John E. Surrette

CM&AA

KLR

www.kahnlitwin.com

I am a seasoned CPA with over 16 years of business experience working with the most progressive accounting firm in New England.