Service Providers
Business and Financial Planning Service Provider
NEMRA is pleased to announce that it has partnered with Cherry Street Partners, Inc. to offer our members a new service in the area of financial and business succession planning. Cherry Street Partners is a diversified financial services company specializing in working with owners of closely-held corporations and affluent individuals. The combined experience of the principals of the firm exceeds forty years and includes expertise in tax, investments, and personal and business planning issues.
Most importantly, Brett Howard and Paul Lambert, two of the firms' principals, are extremely well versed in the specific business and planning issues faced by manufacturer representative firms. They have advised and are currently assisting a number of NEMRA members on issues related to exit planning and other financial needs. At our most recent Annual Conference they presented a very thoughtful and clear approach to business planning for the representative firm.
As a NEMRA preferred service provider Cherry Street Partners has created a menu of services it can offer to our membership. Particular areas of expertise include:
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• Exit Planning for Business Owners
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• Executive Compensation |
| • Qualified 401K and Pension Planning |
• Investing and Diversification |
| • Estate Planning |
• Retirement and Tax Planning |
| • Financial Statement Analysis |
• Baby Boomers and Social Security Planning |
| • Insurance Planning |
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In addition to individual consultations, Cherry Street Partners will be available to the membership for Chapter and Network Group meetings.
NEMRA is pleased to offer you this new business service at no additional charge. Based on the prior experiences of members like you we are extremely confident that you will find your interactions with Cherry Street Partners to be very beneficial to your business.
You may contact Brett Howard by phone at (917) 292-2553 or by email at brett@cherrystreetpartners.com.
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You may contact Paul Lambert by phone at (303) 399-9090 or by email at paul@cherrystreetpartners.com.
Company Website: www.cherrystreetpartners.com
Legal Service Provider
As an important member service, your association has arranged this group legal services program, providing Expert Access to the attorneys of Schoenberg Finkel Newman & Rosenberg, LLC (SFNR), the “go-to” law firm for sales representatives. With more than 70 years of combined experience representing manufacturers’ representatives and their associations, the team at SFNR understands the rep business, and is able to respond to your needs, both as a rep and as a business owner. You benefit from your association’s special arrangements with the law firm, first enabling a free, no-obligation initial telephone consultation, and then more efficient legal representation (because SFNR already knows the laws and the precedents that apply to reps, and has likely seen and researched your issues before). SFNR is even prepared to accept many commission recovery matters on a special contingency basis.
You may contact Gerald M. Newman, Esq. by phone at 312.648.2300 x 309 or Gerald.Newman@sfnr.com, www.sfnr.com