Sharing Knowledge Series

In the inaugural episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Shawn Ely, Managing Director, Lazear Capital Partners, as well as Patrick Helmuth, CEO, P. Graham Dunn Inc. Together, they explore the journey that small businesses experience as they grow and prosper – identifying and investigating all stages of the business longevity lifecycle as well as options for succession planning, with special focus on Employee Stock Ownership.

Have questions? Email [email protected].

Introducing Sharing Knowledge Series, a new podcast series from Westfield Bank.

Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.

Each episode, host Kevin Vonderau is joined by industry experts and partners. Together, they’ll exchange ideas, highlight best practices and address top business challenges to help you succeed.

Have questions? Email [email protected].