Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

“The sale of the business is not the end but, in fact, a beginning.”

Marshall Rowe

President, Business Owner Services & Managing Director, Northern New England

Back To Topical Viewpoints

How to Successfully Transition a Family-Owned Business – Worth Book Club

Our advisors, Marshall Rowe, James Fitts and John Weeks celebrated the release of their new book, Your Next Adventure: Planning for Life After the Sale of Your Business. The event featured a conversation between our advisors and Worth’s CEO, Juliet Scott-Croxford, focused on the process of transitioning the ownership and management of a family or closely-held business.

Watch this video highlight to learn more about what a transition plan should include, the importance of aligning “the three clocks”, and building a long-lasting legacy. The Worth article summarizing this event can be found here.

To view the full conversation, please click here.


Marshall Rowe, President, Business Owner Services Managing Director, Northern New England

Marshall has over 30 years’ experience advising clients, developing portfolio strategies and analyzing investment opportunities, which he brings to his role as President, Business Owner Services & Managing Director, Northern New England, at The Colony Group. He is co-author of “Your Next Adventure – Planning For Life After The Sale Of Your Business” and has authored numerous articles and frequently speaks on business transition strategies as well as family asset allocation strategy, risk management and private foundation portfolio design.

Learn more about Marshall >>


John Weeks III, CExP™, Managing Director, Family Wealth & Business Transition Planning

Learn more about John >>


James Fitts, CFP®, Managing Director, Business Owner Services Senior Family Wealth Advisor

Jim is an experienced investment professional who consults with families on intergenerational gifting strategies, family wealth education, governance and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. He is coauthor of Your Next Adventure: Planning for Life After the Sale of Your Business. He also speaks at conferences and events about the human and emotional process that many business owners overlook when transitioning out of their businesses.

Learn more about James >>