20th Annual Maine Family Business Awards Program Book (2019) by Institute for Family-Owned Business

20 th

ANNIVERSARY

MAINE FAMILY BUSINESS AWARDS

JUNE 5, 2019 HOLIDAY INN BY THE BAY PORTLAND MAINE

In partnership with MEMIC

20 AN NIVERS ARY TH

THANK YOU TO OUR FOUNDING AND ELITE PARTNER SPONSORS FOUNDING SPONSORS We are grateful and continually blessed by these stellar businesses who contribute their time, energy, professional expertise and resources to the enhancement of family enterprises year-after-year. The Institute’s Founding Sponsors have made a long-term commitment to support the work of the Institute. They have helped to shape the Institute for over 25 years and we are fortunate for their ongoing support and guidance as we forge ahead!

ELITE PARTNERS Elite Partners commit to the Institute through a sponsorship of an affinity group or program series. Exclusivity is guaranteed at the top level, “Title level” of sponsorship meaning that another “like” business will not be added to your chosen event or program. Naming rights are yours. Elite Partners are instrumental in the overall success of programming due to their commitment of resources and professional expertise. Elite Partners make an annual commitment to the Institute. We are grateful for the support of our Elite Partners!

Women in Family Business Sponsored by:

Next Generation Affinity Group Family Business Spotlights:Business After Hours Series Sponsored by:

“How To’s” for Family Business Women’s Leadership Forum Sponsored by:

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

THANK YOU TO OUR MAINE FAMILY BUSINESS AWARD SPONSORS

Board of Directors David R. Ciullo, Chair Career Management Associates (CMA) Lindsay Skilling, Vice Chair Gifford’s Ice Cream Francis J. O’Shea, Treasurer BerryDunn Founding Sponsor Catherine Wygant Fossett, Exec. Director Institute for Family-Owned Business Reuben Bell Blue Elephant Events and Catering Kevin Bowman Bowman Constuctors Patricia Camelio People’s United Bank Joe Capozza Capozza Tile & Floor Covering Center Dottie Chalmers Cutter Chalmers Insurance Group Mike Davis Industrial Roofing Companies Catherine Duranceau MEMIC Founding Sponsor Melinda A. Irish Baker Newman Noyes Elite Partner Paula Mahony Words@Work, Inc. Jeffrey Messer Messer Truck Equipment Shauna Miller TD Bank Founding Sponsor Jeff Shaw Clark Insurance Founding Sponsor Christopher R. Smith Verrill Dana, LLP Founding Sponsor Steven Tenney Great Diamond Partners Founding Sponsor Seth Webber BerryDunn Founding Sponsor Kimberly Wolak The Wolak Group Advisory Board John Beauregard Beauregard Equipment Theresa Cloutier DMM, Inc. Janet Cole Cross Cole Cross Connections, LLC Maddy Corson AMG Associates Maureen Costello Wedge Sun Media Group Harry Fraser The H. G. Fraser Group, LLC

WELCOME TO THE 20TH ANNUAL MAINE FAMILY BUSINESS AWARDS! Tonight, we come together for the 20th time to honor a diverse group of companies, large and small, that represent all the best in family business throughout our state. This year we received 157 nominations, of which 32 were selected as semi-finalists and 25 as finalists. We are grateful to our wonderful judges who rose to the challenge of narrowing this impressive field to the seven winners we honor tonight. We are thrilled to present our first Lifetime Achievement Award to Maddy Corson in recognition of all she has done for family businesses, including her role as a founder of the Institute and the visionary behind the Maine Family Business Awards. Read more about Maddy on page 6 and join us in celebrating her many accomplishments as the leader of her family’s business and as a catalyst for good in the community. Our theme for 2019, “Operation Next Level,” is about more than just our robust educational programming—it’s our commitment to you in this, our 25th anniversary, that we will work harder than ever to be Maine’s comprehensive resource supporting, strengthening and empowering family-owned businesses statewide. We have made many enhancements to better serve our members, associate partners and sponsors, including unveiling our Award Force online platform to streamline the nominating and application process for these awards; adding a Director of Communications to our team and providing internships to four students over the past three years; and growing our Affinity Groups to include a Leaders in Transition group, a Women’s Leadership Forum, a Women in Family Business series with a Wine & Nine and Golf Scramble, and CEO Central groups. In the past year alone, more than 1,000 people have engaged with us through more than 50 programs. Membership in the Institute has more than doubled in the last five years, suggesting that—now more than ever—family business owners, executives and employees value the resources, education and networking opportunities we offer. As always, we are grateful to our founders who recognized the need for local resources to meet the unique challenges of family-owned businesses; to our generous Founding Sponsors, Elite Partners, Program, MFBA Award sponsors and members who make our work possible; and to you for joining us to celebrate the accomplishments of these outstanding companies. Thank you!

IFOB BOARD OF DIRECTORS

Thomas Hussey Hussey Seating Company John Isaacson Lee Auto Malls John LeMieux Anton/LeMieux Financial Group Colleen L. McCracken Planet Dog

P.O. Box 3364 Portland, ME 04104-3364 fambusiness.org 207.798.2667

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

HERE’S WHAT’S AHEAD THIS EVENING! Reception Welcome and Dinner

David Ciullo, IFOB Chair CEO, Career Management Associates (CMA) and Dale Carnegie Maine

Lindsay Skilling, IFOB Vice Chair CEO, Gifford’s Famous Ice Cream Catherine Wygant Fossett, Executive Director Institute for Family-Owned Business

Host Cindy Williams, NEWS CENTER Maine

Guest Speaker Shawn Gorman, Executive Chairman, L.L.Bean

2019 Award Winners

OUR HOST Host Cindy Williams has been anchoring NEWS CENTER Maine’s evening newscasts since 1989. Though she is not from Maine originally, she has lived here far longer than any other state, making this her real home. Her father was in the military, so she moved all over the U.S. That did not stop when she graduated from University of Southern Mississippi in 1985 with a degree in Radio, Television, and Film. Cindy has won several awards from the Associated Press and the Maine Association of Broadcasters for her anchoring and reporting.

P ROGR A M SPO NSO R S We are delighted to have over 50 programs this year for our members and future members. These programs would not be made possible without the support of our Founding Sponsors, Elite Partners, and our individual program and event sponsors. We would like to recognize the following sponsors for their contributions to our programs.

WITH DAVID CIULLO

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

GUEST SPEAKER

OUR GUEST SPEAKER FOR TONIGHT IS SHAWN GORMAN, EXECUTIVE CHAIRMAN, L.L.BEAN

e are pleased to welcome Shawn Gorman of L.L.Bean as our guest speaker this evening. Shawn, great-grandson of company founder L.L.Bean, was appointed Chairman of the Board in May of 2013, and was named Executive Chairman in 2016.

Shawn’s L.LBean career began in 1991 in the company’s marketing department as an advertising analyst. His first leadership role was Assistant Manager of Marketing operations, and a year later Shawn was promoted to Manager of International Customer Operations. From International, Shawn moved to the company’s newly-formed E-commerce division as Manager of Marketing and Customer Management. In 2002, Shawn joined Partnership Marketing, with responsibility for leading L.L.Bean’s cobranded marketing programs, including L.L.Bean’s cobranded credit card program – one of

the most successful in the country. Shawn was named Vice President of Card Services and Direct to Business (D2B) in 2008, overseeing the launch of D2B’s first e-commerce site in the same year. Prior to becoming Chairman of the Board, Shawn served as Senior Vice President of Brand Communications, and is credited with integrating L.L.Bean’s brand strategies across its mail, web and retail channels to ensure consistency and customer focus. Shawn was born in Haverhill, Massachusetts, and grew up in Exeter, New Hampshire. He earned a degree in English from the University of New Hampshire and has also completed executive programs at the Wharton School of Business and the Kellogg School of Management.

LIFETIME ACHIEVEMENT AWARD MADDY CORSON

n celebration of the 20th annual Maine Family Business Awards, the board of the Institute for Family-Owned Business is pleased to present its inaugural Lifetime Achievement Award. There was never a doubt that the first recipient would be Maddy Corson, without whom we would not be here tonight celebrating these outstanding family businesses. Maddy is a founder and steadfast champion of the Institute who supported the effort to become a nonprofit distinct and separate from USM. She also helped found the Institute’s Women in Family Business Affinity Group and was the driving force behind the Maine Family Business Awards two decades ago, which she envisioned, originally as the Gannett Family Business Awards. Maddy even commissioned an artist at the Maine College of Art to create the award itself, three concentric circles representing Family, Business and Community—the key dimensions of family business. A successful family business leader in her own right, Maddy was formerly chair of the board of Guy Gannett Communications and publisher of the company’s five newspapers including its flagship, Portland Press Herald/Maine Sunday Telegram. Granddaughter of company founder Guy P. Gannett, Maddy represented the fourth and final generation of her family to head the Portland-based media company and led the successful transition of their family business to new ownership. Maddy has been recognized by countless civic and nonprofit organizations for her tireless energy, generosity and vision. She is widely regarded as a mentor, a philanthropist and a catalyst for positive change in our community. The Institute is proud to present the Small Business award each year named for Maddy Corson, and we are honored to recognize her lifetime of contributions to the business community and especially to family-owned businesses.

32 SEMI-FINALISTS, 25 FINALISTS AND 7 AWARDS ALL PICKED BY A DISTINGUISHED PANEL OF JUDGES

Choosing winners is a tough yet gratifying job for those judging the Maine Family Business Awards. It’s truly a treasure hunt with judges sifting through submissions, searching for those special gems that help separate winners from the pack. This year we had 157 nominations and 32 semi-finalists! The judges had a challenging task to narrow the field down from 25 finalists to pick 7 winners. What a joy to learn about these fascinating families that are running these amazing companies. Everyone is a winner in our eyes!

Judges use many guideposts to evaluate submissions, including: mission statement, values and beliefs, operational summaries, innovation and impact, growth and stability, family involvement, control and ownership, atmosphere and culture, community, external resources, guidelines and rules, employee and customer communications, changes and culture. All this information comes from our nominees’ applications and their nomination. Winners are not revealed until the Awards Gala.

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

JUDGING FACILITATOR Maureen Costello Wedge, Partner, Quad Group Maureen is a partner at Quad Group, a family business consulting firm. She has over thirty years of successful experience in family business management. She was a fourth generation and previous owner of Sun Media Group, which was sold in 2017 to Reade Brower who also owns the Portland Press Herald/Maine Sunday Telegram. In 2000, the Sun Journal was the first Large Business Award winner for the inaugural Maine Family Business Awards. She serves on the Advisory Board of the IFOB. She earned her bachelor’s degree from the University of Maine and her M.S. in business from Husson University. She is past president of the New England Newspaper Association, past president of the Central Maine Human Resources Associations, past chair of the IFOB and has served in leadership positions in a variety of industry and community associations

JUDGES

Reuben Bell, President, Blue Elephant Events and Catering Originally from Fryeburg, Maine, Reuben is co-founder of Blue Elephant Events and Catering and the 2016 winner of the Chalmers Insurance Group Customer Service Award. Reuben began his career in event management in the museum and publishing worlds in Philadelphia before returning to Maine to open Blue Elephant in 2007. He enjoys guiding his clients through the event planning process and helping create unique experiences for their guests. Reuben is a past chair of the Biddeford-Saco Chamber of Commerce and a current Board member of the IFOB and a past judge. Christine Viscone, Co-Owner, Highland Farm Christine and her husband, Joe, are the third-generation owners of Highland Farm Garden Center & Farm Market (celebrating 70 years) in Scarborough. Christine has been the business and operations manager at Highland Farm since 2009. She has developed and implemented the management structure as well as diversifying the company’s offerings expanding to include: an in-house bakery & cafe, custom landscape designs and hands-on

workshops. Christine enjoys sharing her knowledge and seeing the excitement in her customers when they have discovered the joy of gardening. Highland Farm was the recipient of the MFBA 2017 Maddy Corson Small Business Award and she is a past judge. Deirdre Wadsworth, President, Hardypond Construction Deirdre began learning the construction trade in third grade when her father, founded Hardypond Construction. In 2006, after graduating with a BA in Economics from the University of Denver and completing a year as an AmeriCorps VISTA, Deirdre began working at Hardypond full-time. Deirdre took over as President in 2015. In addition, Deirdre has an MBA with a focus on Sustainability from Green Mountain College and is a LEED Accredited Professional. In her spare time, Deirdre volunteers on boards for several nonprofit organizations, is an avid skier and triathlete, and enjoys spending time with her family. Hardypond Construction is the 2018 winner of the Maddy Corson Small Business Award and Deirdre is a new judge.

Matthew Walters, Partner & Chief Operating Officer, Woodlands Senior Living Matthew Walters comes from a long lineage of caregivers–spanning his great-grandmother to his father, Woodlands Senior Living founder Lon Walters. Because of this, Matthew understood from a young age how intrinsically valuable senior living communities are for residents and their families. In 2004, after a successful career at a human resource development firm, Matthew joined the family business, driven to make a meaningful difference in the lives of others. Today, as partner and chief operating officer of Woodlands Senior Living, Matthew oversees all 14 Woodlands communities in eight Maine locations, employing 400 staff who care for over 600 residents. Woodlands Senior Living is the 2018 winner of the Renys Large Business Award and Matthew is a new judge. Chris Wasileski, Sea Coast Management Chris has been working with his father at Sea Coast Management Company for 15 years, primarily on Real Estate Development project management, approvals, and design-build construction. Sea Coast

JUDGES Management develops, owns and operates OceanView at Falmouth, Cumberland Crossing by OceanView in Cumberland, and Highland Green in Topsham. Chris’s latest project in partnership with his father, John Wasileski, is called “Cumberland Crossing by OceanView” – an ecologically sustainable satellite community around 5 miles away from OceanView’s main campus in Falmouth. Similar to OceanView’s successful Schoolhouse Cottages project, Cumberland Crossing will offer standard Solar Electric Panels, Generators, along with many energy efficient features in a natural setting. OceanView won the HUB/ Norton Insurance & Financial Services Environmental Leadership Award in 2017 and Chris is a past judge. Chris and his wife Amy have an almost 3-year-old daughter named Haley who is pictured with her Dad and proud Grandpa. Jed Weiss, Co-Owner, King Eider’s Pub King Eider’s is a family run business within the Damariscotta Community. Jed, his wife, Cynthia, and their partners, were recently named as 2018 Restauranteurs of the Year by the Maine Restaurant Association. With over 30 years of experience working in family business, and as a winner of the 2016 Shep Lee Community Service Award, Jed understands the importance of building a strong community, the value that family business brings to their communities and regularly participates in community events. Jed and his family reside in Bristol and he is a past judge. Deb Zeigler, Co-Owner of Blueberry Fields Bed & Breakfast Deb and her husband, Cyd, physically built and designed their 5-room bed and breakfast, in Washington, Maine. They have been open for 9 years and continue to grow their vision with breakfasts, fine-dining and maple syrup production. Through dedication to the comfort and satisfaction of their guests they have achieved 5-star rating through Trip Advisor and other social media. Deb & Cyd are the award recipients of the 2018 Chalmers Insurance Group Customer Service Award and Deb is a new judge.

SEMI-FINALISTS

Mid Maine Weatherization

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

ABOUT THE AWARDS The Renys Large Business Award, won by Woodlands Senior Living in 2018, honors an outstanding company with 25 or more full-time employees that demonstrates excellence in all facets of business, including family involvement, succession planning, communication, value of being family-owned, and community service. The Maddy Corson Small Business Award recognizes an exceptional company that embodies the ideals associated with its namesake, who continues to inspire, support and connect individuals, organizations and businesses throughout Portland and beyond. Hardypond Construction received the Maddy Corson Small Business Award in 2018. The Shep Lee Community Service Award honors one of the founders of the Institute for FamilyOwned Business and the ideals he embodied in his respect and concern for customers, employees and the community. Rinck Advertising received the Shep Lee Community Service Award in 2018. Chalmers Insurance Group Customer Service Award, honors a company of any size that continues to improve customer service and exceed customer expectations. The judges also consider the following criteria: innovative practices and systems; personal interactions and choices in how customers receive service and delivery; accessibility to customers and effectiveness in handling customer complaints; systems that reduce costs; and compassion and caring. Blueberry Fields Bed & Breakfast received the Chalmers Insurance Group Customer Service Award in 2018. Peopleâ&#x20AC;&#x2122;s United Bank Innovation & Technology Award: Recognizes a company that demonstrates excellence in the development or creation of a new idea, method, or product to solve a problem; original, compelling ideas, innovation or technology; significant benefits to others; fulfillment of a market need or creation of a new market through a service or product; or use of applied science or innovative methods in product development or enhancement. In 2018, Howe & Howe Technologies received the Peopleâ&#x20AC;&#x2122;s United Bank Innovation & Technology Award. Holiday Inn By The Bay First Generation Award recognizes a company of any size, with at least one family member serving as an active equity owner and at least one family member active in the business on a regular basis. The business must not have transitioned yet from one generation to the next. The honoree will be chosen based on the overall excellence among all the categories above. Washburn & Doughty received the Holiday Inn By The Bay First Generation Award in 2018. Cumberland Crossing by OceanView Environmental Leadership Award honors a company that demonstrates exceptional efforts to reduce its carbon footprint, demonstrates environmental stewardship, engages others in conservation efforts, and champions sustainability. DM & J Waste received this award in 2018. Youâ&#x20AC;&#x2122;ll find past award winners through the years on page 11.

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2018

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Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

PAST WINNERS Cross Insurance (Large Business Award)

Outstanding Community Service Awards

Woodlands Senior Living (Renys Large Business Award)

2014

Maine Machine Products (Large Business)

Hardypond Construction (Maddy Corson Small Business Award)

Messer Truck Equipment (Maddy Corson Small Business Award)

Rinck (Shep Lee Community Service Award)

Lamey Wellenhan (Agren Large Business Award)

Blueberry Fields Bed & Breakfast (Chalmers Insurance Group Customer Service Award)

Chalmers Insurance Group (The Wolak Group Customer Service Award)

2007

Washburn Doughty (Holiday Inn by the Bay First Generation Award)

Will’s Shop ‘n Save (Shep Lee Community Service Award)

Morrison’s Maine Course (Small Business Award)

Howe & Howe Technologies (People’s united Bank Innovation & Technology Award)

The Meadowmere Resort (Innovation Award)

Outstanding Community Service Awards

Eco-kids (Technology Award)

Maine Machine Products (Large Business)

DM & J Waste (Varney Agency Environmental Leadership Award)

2013

Saddleback Mountain (Small Business)

2018

2017

Capozza Tile and Floor Covering Center (Renys Large Business Award) Highland Avenue Greenhouse (Maddy Corson Small Business Award) Geaghan’s Pub and Craft Brewery (Shep Lee Community Service Award)

Chebeague Island Inn (First Generation Award)

Central Street Farmhouse (First Generation Award) D. Cole Jewelers (Small Business Award) Agren Appliance & Television (Large Business Award) Hannan’s Electric (Customer Service Award) The Wolak Group (Community Service Award)

Hanson Enterprises LLC (Chalmers Insurance Group Customer Service Award)

Close Buy Catalog (Innovation Award)

Custom Composite Technologies Inc. (Holiday Inn by the Bay First Generation Award)

Hurley Travel Experts (First Generation Award)

Puritan Medical Products (People’s United Bank Innovation & Technology Award) OceanView at Falmouth (HUB/Norton Insurance and Financial Services Environmental Leadership Award)

2016

Couleur Collection (Small Business) Honorable Mention Down East Enterprise (Large Business Award) Seaside Vacation Rentals (Small Business Award) Geiger Bros. (Large Business Award)

2006

DownEast Energy (Large Business Award) Bedard Healthcare Group (Small Business Award) Honorable Mention GHM Insurance Outstanding Community Service Awards Oakhurst Dairy (Large Business)

2012

Apollo Salon Spa & Bistro (Small Business)

Morong Falmouth (Large Business Award)

Thos. Moser Cabinetmakers (Large Business Award)

S.L. Wadsworth & Son (Small Business Award) IRC Industrial Roofing Companies (Customer Service Award) Dean’s Sweets (Community Service Award)

2005

Jordan-Fernald Funeral Homes (Small Business Award)

2004

White Rock Distilleries (Large Business Award)

Honorable Mention

Paricon, Inc. (Small Business Award)

D. Cole Jewelers

Honorable Mention

Rising Tide (Maddy Corson Small Business Award)

2011

Direct Mail of Maine

King Eider’s Pub (Shep Lee Community Service Award)

LT’s inc. (Small Business Award)

Hussey Seating Company (Large Business Award)

Planet Dog (Renys Large Business Award)

AlliedCook Construction (Large Business Award)

2003

Halcyon Yarn (Community Service Award)

Monhegan Boat Line (Small Business Award)

Honorable Mention

Fish Bones American Grill (Norton Insurance & Financial Services First Generation Award)

Day’s Jewelers

Shelter Institute

Bowman Constructors (People’s United Bank Innovation & Technology Award)

Marden’s Surplus & Salvage (Large Business Award)

2002

Maine Beer Company (IRC Environmental Leadership Award)

Sweetser’s Apple Barrel & Orchards (Small Business Award)

Coffee By Design (Small Business Award)

2015

GHM Agency (Community Service Award)

Blue Elephant Events & Catering (Chalmers Insurance Group Customer Service Award)

Renys (Large Business Award) Kingsley Pines (Maddy Corson Small Business Award) Suger (Shep Lee Community Service Award) Volk Packaging Corporation (The Wolak Group Customer Service Award) Lucy’s Granola (First Generation Award) DeLorme (People’s United Bank Innovation & Technology Award) TideSmart Global (Green Environment Award) Honorable Mention

2010

Honorable Mention Mancini Electric (Large Business Award)

2009

Earle W. Noyes & Sons (Large Business Award) The Lobster Shack at Two Lights (Small Business Award) Lionel Plante Associates (Community Service Award)

2008

Gifford’s Ice Cream (Large Business Award) Saddleback Mountain (Small Business Award)

Barber Foods (Large Business Award) Honorable Mention Winter People

2001

Hancock Lumber (Large Business Award) Precision Screw Machine Products (Small Business Award)

2000

Sun Journal (Large Business Award) Volk Packaging Corporation (Small Business Award)

Best of Luck to all the Semi-Finalists!

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Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

How To’s for Family Business: Part 3 of 3 – Succession Planning

Join IFOB at their third and final “how-to” program of the year.

Thursday, June 20 - Part I: from 8-10:30 a.m.

It’s All Relative: Effective leadership and managing transitions in a family business Facilitated by Janice DiPietro, CEO and Founder of Exceptional Leaders International (E.L.I.) Panelists • Nick Doudoumopoulos - Director, Jasper Wyman & Son (Wyman’s of Maine) • Susan Ware Page – President, Maritime Energy • John Beauregard – Owner, Beauregard Equipment Price: Free for IFOB members, $15 Future IFOB Member Remote Access, $25 Future IFOB Member In-Person Register at www.fambusiness.org

Thursday, June 20 - Part II: from 11 a.m. - 2:00 p.m.

The Texas Hold’em Moment - Strategies to know when to hold, sell, buy and execute other winning options for your business Facilitated by Janice DiPietro, CEO and Founder of Exceptional Leaders International (E.L.I.) Panelists • Seth Webber – Principal, BerryDunn Wealth Management • Tim Benoit – Attorney, Perkins Thompson • Moya Elliot – Senior Vice President and Senior Relationship Manager at People’s United Advisors • Patti Camelio – Senior Vice President and Commercial Leader at People’s United Bank Price: $30 IFOB and MECPA Members (includes lunch). Must be booked with MECPA for the Part II section. Register at www.mespa.org Sponsored By:

Each panel ends with a Q & A.

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neighbors. Proud to support the Institute for Family-Owned Business For You 24/7: 1-800-860-8821 | CamdenNational.com

We are honored to be named a finalist for the 2019 Maddy carson award. congratulations to all the nominees and finalists.

Norman Bouchard - Owner

Serving Maine coMMunitieS for over 35 yearS. Portland 207-536-7220 Bangor 207-947-4454 Augusta 207-623-4454 Waterville 207-872-6676 Lewiston 207-740-9449

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

BO’ LAIT FARM–WASHINGTON

Bo’ Lait Farm

Conor and Alexis MacDonald have brought new life to a mid-coast Maine farm that had been out of operation for nearly 30 years. This husband and wife team, who started Bo’Lait Farm in 2015, have nearly tripled the number of milking cows in their herd and nearly doubled their daily milk production in that short time. Bo’Lait is part of the Organic Valley co-op, the nation’s largest family-owned organic cooperative. The MacDonalds are a team in every sense of the word. Alexis says, “We share the same values and ethics and will always go above and beyond to provide the best care for our herd and land. This is not a 9-5 job, this is a lifestyle, and one that we hope our son, who is 15 months old, will love and inherit.” The MacDonalds’ commitment to sustaining success is evident in the designation as a “Forever Farm,” protected by the Maine Farmland Trust. They practice regenerative agricultural practices, rotational grazing, and manage their herd according to organic standards. Their commitment to transparency, stewardship of the land and producing quality food has resulted in gold quality awards for their milk for the past three years. The MacDonalds participate in Open Farm Day, inviting the public in to tour the farm and learn more. In 2018, Bo’ Lait forged an innovative partnership with ScrapDogs Community Compost in Camden, and earned one of seven grants in Maine through the Department of Environmental Protection’s Recycling and Organics Management Initiative. Together they are working to build and run a commercial composting facility on the farm that will produce nutrient-rich compost using manure from Bo’ Lait cattle and food scraps collected by ScrapDogs. The compost will be returned to ScrapDogs customers and also sold to gardeners and landscapers in the region.

Alexis and Conor MacDonald, with son, Owners

BOUCHARD CLEANING & RESTORATION DKI—BANGOR Norman Bouchard’s path as an entrepreneur began as the local waste management company collecting trash. He joined a carpet cleaning franchise, but quickly learned that he wanted more say in how to run his business in order to meet the unique needs of Maine customers—so he started his own company, Bouchard Cleaning & Restoration DKI, in 1987.

Norman Bouchard, Owner

Today, Bouchard employees travel the entire state, sometimes taking ferries to islands off the coast of Maine or transporting equipment by sled to assist in recovering from devastating events. As Lara Clark, marketing and sales director and Norman’s daughter, says, “We are a big family helping families of Maine recover after fire, water and mold in even the toughest of conditions.” Other family involved in the business include Norman’s daughter and office manager, Lisa Beck and Norman’s wife, Diann. The company takes the time to walk clients through every step of a restoration, providing peace of mind in an otherwise devastating situation. They also educate business owners on having plans in place BEFORE a disaster strikes, helping the community remain strong and businesses stay afloat. Bouchard’s commitment to using all green products help keep their communities healthy.

Bouchard Cleaning & Restoration DKI serves the entire state of Maine from offices in Bangor, Waterville, Augusta, Lewiston and Portland. The company’s membership in Disaster Kleen-up International (DKI)—the largest contracting network in North America—allows them to maintain the family business they have worked so hard to build, while having the resources of a broad network of restoration providers, as well as educational opportunities for their staff. In the past five years alone, the company has tripled its workforce and increased sales by $1 million. They have earned an A+ rating from the Better Business Bureau and have been voted Bangor’s Best Cleaning & Restoration Company and Best Cleaning Company for the last four years. They support a number of nonprofits, including local fire departments, the American Red Cross and many others. Lara founded the Fire Forward program, which helps area families who have lost everything in a fire.

www.Congdons.com

Congdons Doughnuts Family Restaurant & Bakery Route One Wells, Maine

Congdonâ&#x20AC;&#x2122;s AFTER DARK Food Truck Park

www.CongdonsAfterDark.com

Standing the Test of Time WE WANT TO CONGRATULATE ALL OF THE OTHER FINALISTS, AND EXTEND OUR DEEPEST THANKS TO ALL OF OUR SUPPORTERS.

Family Owned Since 1914 www.daysjewelers.com

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

CONGDON’S—WELLS Congdon’s Doughnuts has been making doughnuts the old-fashioned way since Nana Condgon started the family business in Kennebunk in 1945. The store was moved to Wells in 1955, where it has remained a fixture on Route One for local doughnut lovers and visitors alike ever since. Current owners Gary and Diane Leech took over operations from Gary’s parents in the 1980s, with all seven of their children, along with other family members, having worked in the restaurant at one point in their lives, and some still serving in key roles. Gary and Diane have grown Congdon’s into a multimillion-dollar business with 160 year-round and seasonal employees since they bought the company from Gary’s parents in 1987. While the community would likely have been content as long as the Leech’s maintained business as usual—namely, keep turning out the delicious handmade doughnuts they love—Gary is always looking for innovative ways to grow the brand.

numerous fundraisers and causes throughout the year, including Camp Sunshine, Preble Street, United Way and the Town of Wells, among others. Gary sits on the board of the local animal shelter and teaches adaptive snowboarding and has served as president of the local chamber of commerce, historical society and as a corporator of a local bank. Jill and Adam, two of Gary and Diane’s children who are actively involved with the business, are also very engaged in their hometowns as well. It all adds up to a sweet recipe for success. Sales at the food truck park alone increased exponentially from year one to year two, with continued growth anticipated this season.

To that end, in 2017 he launched a new idea—Congdon’s After Dark. It’s a food truck park that opens a few hours after Congdon’s Doughnuts closes for the day and stays open late into the evening each night from May to September. The park is a first of its kind in New England, with a permit that allows for 10 trucks at a time. Congdon’s has 28 trucks in its rotation for this season. Menus and schedules are posted online. Congdon’s takes its role in the community seriously, supporting

A Delicious Congdon’s Donut

DAY’S JEWELERS—WATERVILLE Over three decades, the Coreys opened a new Day’s store every three to four years, growing from a workforce of 10 employees in 1988 to over 125 currently and significantly increasing sales. Today, Day’s has six stores in Maine and two in New Hampshire. Their online store serves customers around the world. The family culture at Day’s maximizes the value of multiple talents and fosters continual improvement and pride. This environment of trust and transparency is reflected positively to customers who feel they are dealing with an owner regardless of who they are served by.

Day’s Jewelers Team Photo

Day’s Jewelers was founded by the Davidson brothers in 1914. Robert Corey got his start at Day’s in 1938 on Congress Street in Portland and worked there until 1955 when he and his wife, Enid, opened Robert’s Jewelry in Madawaska. The couple raised seven children, all of whom worked in the jewelry store. This provided invaluable learning opportunities for Jeff and Jim Corey who, along with Jeff’s wife, Kathy, purchased the last remaining Day’s store from the Davidsons in 1988.

Day’s has received numerous awards for its workplace culture and industry expertise. They were voted Best Places to Work in Maine four times, most recently in 2018. In 2016, Day’s was named Retailer of the Year by the Retail Association of Maine, and in 2017 by the Woman’s Jewelers Association of America. In 2011, Debeers, the world’s largest and most prestigious diamond company, selected Day’s as their exclusive partner in Maine and New Hampshire. Day’s goes to great lengths to source beautiful, quality jewelry and gems that did not harm people or the environment. Furthermore, Day’s is committed to many programs that support good doings in local communities, nationally and internationally.

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

FHC, INC.—BOWDOIN While the company has grown to a workforce of more than 100, the Haers’ vision of improving the human condition through medical device solutions for the neuroscience industry has not changed. Their products are used to conduct research and treat neurological disorders that impact millions of people worldwide, including Parkinson’s disease and epilepsy. In 2012, the Maine Manufacturing Extension Partnership awarded FHC the Maine Manufacturer of the Year Award for “creating a culture where innovation flourishes, leading to the design and manufacture of more than 7,000 unique metal microelectrodes and a broad range of state-of-the-art clinical and research instrumentation.” Today, Fred is CEO and Chairman of the Board, managing day to day operations. Son Andy is Director of Customer Collaboration and oversees all marketing and sales functions of the company. Jill is a major stockholder but is not involved in the day to day business. Kerri, Andy, Jill, Fred and Merlin Haer

Fred and Jill Haer started FHC 49 years ago in Ann Arbor, Michigan. They moved the company to Brunswick in 1977 and have been committed to keeping FHC a Maine-based company ever since. Now headquartered in Bowdoin, the company has additional locations in Pennsylvania, South America, and Romania.

In a recent article in the Times Record, Angela Twitchell, Executive Director of the Brunswick-Topsham Land Trust, said, “Fred Haer is one of the most generous and humble people I have had the pleasure of getting to know through my work at the Land Trust. He and his wife, Jill, quietly do so much for so many in our community.” Twitchell noted that the Haers’ philanthropy has enabled the conservation of more than 1,000 acres, and the construction of public trails, along the Cathance River.

FONTAINE FAMILY-THE REAL ESTATE LEADER—AUBURN

Brenda Fontaine has been a fixture in the Maine real estate business for 35 years. Initially, her husband, Claude ran errands and provided support so Brenda could focus on growing sales. By the mid-1990s, daughters Melissa and Crystal had joined the company as buyer agents and business was booming. In subsequent years, son-in-law Bill, then daughter Angie and son-in-law Clay joined the team.

past four years. The Scarborough office was named best real estate agency in the Greater Portland Area by the local community. Fontaine Family is very involved in the community, supporting Make-AWish through their own Bid 4 Wishes fundraiser; Cans for a Cure; Safe Voices and many other local efforts.

Today, three generations are involved, with Brenda at the helm; Claude is now Chief Financial Officer. In 2009, they launched as “Fontaine Family—The Real Estate Leader” in Auburn, and in 2015 opened a second office in Scarborough, enabling them to serve clients in seven counties. The Fontaine Team is consistently named among America’s top 1000 professional real estate teams by Real Trends, and one of Maine’s top agencies. Working together as a family makes the business stronger, according to Brenda, because they share the same values. “It’s about doing the right thing for the right reasons; honesty builds trust and trust builds loyalty.” Brenda also notes that having the family name on the door “makes you want to do your very best work.” Fontaine Family’s success stems from their commitment to provide clients with world class service. Sales have increased 95% over the

Fontaine Team Photo

We help businesses write their own success stories. Finding the right recipe for success. Elizabeth Johnston and her family wanted to start a new brewery. Bar Harbor Bank & Trust had the solution to help them achieve their goal. To see this and other success stories, go to www.bhbt.com/success-stories. Call 207-669-6811 today to connect with our Commercial Banking team.

“From the get-go, Jeff, our banker, was trying to understand us as people.”

—Elizabeth Johnston

Personal Banking · Business Banking · Wealth Management Over 50 locations in Maine, New Hampshire & Vermont Member FDIC

Strengthening our Communities. One hundred and ten years ago, Dead River Company established its roots in Maine, and today continues to be guided by our familyowned principles of caring for the community. We believe that giving back means taking an active role in helping to enhance the quality of life in the places we serve. Dead River Company congratulates all the semi-finalists, finalists and winners of the Maine Family Business Awards and recognizes that through your leadership communities are being strengthened.

www.deadriver.com

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

GEIGER—LEWISTON resources, facilities, and editor of the Farmers’ Almanac. Gene’s son, David, represents the fifth generation of Geiger’s and serves as the company’s General Counsel. In 2017, Geiger embarked on an ambitious overhaul of its Lewiston headquarters, which included a number of enhancements to improve the building’s impact on the environment. This included the installation of what is believed to be the state’s largest single business array of solar panels—696 in all---which generate 100% of the company’s yearly electricity usage and eliminate some 320,000 pounds of carbon emissions annually.

Geiger Team Photo

The nation’s largest family-owned promotional products distributor, Geiger is making a name for itself as one of the state’s most environmentally progressive businesses. In 1878, brothers Jacob and Andrew Geiger took over their father’s printing business in Newark, NJ. Subsequent generations added to the product line, and eventually moved the company to Maine in 1955. Today, Gene Geiger has transitioned from CEO to Board Chair, while his co-owner brother, Peter, is EVP in charge of human

Geiger is the only firm in its industry to achieve 100% carbon neutral shipping, offsetting 1,141 metric tons of C02 last year alone. The company also pays to plant trees in the Amazon to offset their paper use. The company has been recognized with the Maine Governor’s Award for Business Excellence, as a multi-time Best Places to Work in Maine, and as a multi-time PPAI Greatest Companies to Work For. Closer to home, the highest award given by the Lewiston Auburn Metropolitan Chamber of Commerce is named for Gene and Peter’s father, Ray Geiger, and Lewiston’s Geiger Elementary School was named in recognition of Ray’s and Peter’s numerous contributions to public education and the community at large.

GENE’S ELECTRONICS—FORT KENT To say a lot has changed since Gene’s Electronics started repairing televisions, radios and CBs back in 1974 is an understatement. What hasn’t changed is the power of treating people like family, offering quality products at a good value, and standing behind your work.

5G, Smart Home and other innovations to come. More importantly, they’re a company that still knows their customers by name and has never lost sight of what is most important—honesty, integrity and reliability.

Gene’s Electronics was founded by Gene Berube, a TV repairman with a passion for growing technology. He eventually built and opened a repair store on his home property, hiring an employee to help him in the repair shop and eventually selling televisions. Over time, Gene became integral in building the satellite business in the State of Maine. The business continued to grow into a store in downtown Fort Kent from which Gene, wife, Diane and a few employees managed sales and installation of satellite systems. Today, Gene’s Electronics is a one-stop shop for TV, phone and internet customers across Maine and New Hampshire from locations in Fort Kent, Presque Isle, Houlton and Bangor. Gene and Diane’s daughter and son-in-law, Stephanie and Darnell Oliver, own the business and daughter, Connie Berry and her husband, Neil, joined the company to grow and manage business in the Bangor area. Gene’s makes their services easily accessible to customers, operating booths inside many high traffic businesses in the region. The company has embraced change over the years to make sure their customers have access to the latest technology and are ready for

Connie Berry, Stephanie Oliver, Charlie Egan, Founder and Owner of DISH, Eugene Berube, Founder, Jim DeFranco, CoFounder of DISH, and Darnell Oliver

Serving our community since 1911 Visit us at www.hightauto.com

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HARDWOOD PRODUCTS COMPANY, LP—GUILFORD Hardwood Products Company’s wood products are chosen for ice cream novelties, cuticle sticks and other applications that require finely controlled wood components. The company’s medical products are used by professionals in every field of medicine including veterinary, pharmaceutical and cosmetic formulation, rapid diagnostic tests, public health, forensics, DNA applications, food processing and safety, health and beauty, automotive and aerospace manufacture.

Aerial view of Puritan Facility

Hardwood Products Company is among Maine’s oldest and largest family-owned businesses, operated by the Cartwright and Templet families since 1919, when its only product was mint-flavored toothpicks. Today, the company operates two divisions—Hardwood Products Co. and Puritan Medical Products Co. All manufacturing is done in Guilford; the company takes pride in being one of the largest employers in the region, with more than 550 full-time workers who make and ship products worldwide.

The company takes pride in developing and fabricating its own production machinery, whether for the manufacture of an ice cream stick or a sophisticated medical device. A product design engineer uses 3D imaging and printing and other state-of-the art technologies to develop new products, a number of which have been patented by the company, with more designs in development. Today, the third and fourth generations are involved in leading the company either as trustees or managing production, operations, marketing and sales. Hardwood now makes more than 1,200 products with sales that have grown more than tenfold over the past 50 years. Virginia Templet, marketing manager, says, “Our family is committed to preserving our reputation of providing high quality products so our employees are assured of a workplace they can be proud of, and a job that provides both satisfaction and a good living.”

HIGHT FAMILY OF DEALERSHIPS—SKOWHEGAN The Hight Family of Dealerships is a fourth-generation family business that has been around for more than 100 years, dating back to 1911 when Walter Henry Hight, great grandfather of the current leadership, introduced the automobile to central Maine. Staying in the auto business that long is no small feat—in 2011, Hight became just the 38th dealership ever to receive a Century Award from the National Automobile Dealers Association (NADA). To qualify, an auto dealer must have been in the retail transportation business for at least 100 continuous years under the same family. From its humble beginnings selling Model T Fords out of a livery stable, today Hight owns four auto dealerships, including its flagship in Skowhegan, as well as stores in Madison, and Farmington, all operated by Hight family members. Founder Walter’s son, S. Kirby Hight became involved after graduating from Bowdoin College in 1938 and was active in the business until his death in March 2018 at age 102. Kirby’s sons, Walter and Lou, joined the business in the 1970s and are still involved; Walter’s sons, Corey and Toby, and Lou’s son, Sam, are all active and on site daily at the four locations, which include Chevrolet and Ford dealerships in Skowhegan, a Chevrolet dealership in Farmington and a Chrysler dealership in Madison.

Left to right: S. Kirby Hight, Walter H. Hight, Founder and Son.

Founder Walter had a saying that may be decades old, but feels timeless to the customers who come back again and again to purchase vehicles from the Hights. “You put us first in sales and we put you first in service.” The Hights also put the community first, with family members actively engaged in leadership roles in a wide array of industry and civic groups, nonprofit boards and local businesses. The family has also donated to countless organizations over the years; in Skowhegan, the hospital birthing center is named for the Hights and a reading room at the town library was named in honor of S. Kirby and Grace Hight in May 2019.

We are honored to be recognized among the Maine Family Business Award finalists. These exceptional businesses, along with many other Maine family-owned businesses, help to shape our communities and to make Maine the special place that it is. We are proud to be included in such good company.

234 Park St., Rockland

800-333-4489

Find us on Facebook or at

M a r i t i m e E n e r g y. c o m

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

LAUZIER FINE HOME BUILDERS, LLC—EAST WATERBORO Roger Lauzier started RG Lauzier Contractor in 1977, adding “& Son” when son, Jake, was born in 1986 and dreaming of a multi-generation business. Today, that dream is going strong as Jake, owner since 2016, manages the day to day business.

Lauzier Fine Home Builders is truly a family business, led by Jake, with wife Kim managing administrative and financial matters. Roger still works in the field nearly every day, and serves as a sounding board for Jake.

While Jake updated the company brand, the family remains committed to outstanding quality and first-rate customer service. Over the years, they have expanded from residential construction and remodels to commercial buildings, large churches, multiple home subdivisions and complex office buildings.

The Lauziers love working as a family. Jake says, “Regardless of what has transpired during the day, you do not get to ‘leave’ your family at work. It forces you to build stronger relationships and work on better problem-solving skills, both on the job and at home.” Exceeding expectations, adhering to quality building practices and operating with honesty and transparency are cornerstones of the business. “Sometimes people just want an honest, friendly contractor they can trust and rely on,” says Jake. This may be as simple as calling a client to say they are running late, or answering calls and emails “after hours” because clients’ schedules don’t align with the typical work day. While Jake hopes the company will someday be a third-generation business, he says it is up to his son to decide, when he is old enough, if he loves the business as much as the first two generations do.

Jake Lauzier, Owner and Roger Lauzier, Founder

MARITIME ENERGY—ROCKLAND Maritime Energy, a full-service, locally owned energy company, is celebrating 80 years of serving Knox, Lincoln, Waldo, Hancock and Kennebec counties. The mission of this thirdgeneration family business is to provide friendly, reliable service and quality products at fair prices to assure customer satisfaction and loyalty. Maritime’s fuel products include ultra-low sulfur heating oil, bioheat, K-1, diesel, propane, biodiesel, and gasoline. They serve customers from five fuel offices and their main office in Rockland. They were the first energy company in the midcoast to offer biodiesel and Bioheat in order to promote cleaner alternatives to their customers. Maritime has a professional service team, 24-hour service and GPS systems in their vehicles to most efficiently route them to their customers. They stand behind their tagline, “We’re not comfortable until you are,” in all they do. Maritime operates 13 Maritime Farms convenience stores in midcoast Maine, offering a full deli, soda, chips, cold beer, ATMs, clean restrooms, ample parking and quality gasoline. Roland G. Ware, father of chairman John Ware, founded Maritime Oil in 1939 in Rockland. John’s daughter, Susan, is also an owner and company president; her husband, Charlie, joined Maritime in 2011. Susan hopes their two sons will someday want to join the family business, too. Maritime’s community involvement is very deep. They have their own non-profit, Energy 4 Life, through which they raise money for the Maine Cancer Foundation to help local families dealing with cancer. Maritime Energy is running a campaign called Pennies for Life, in which 1 cent from every gallon of gasoline sold at their stores goes to support LifeFlight of Maine.

Charlie Page, Vice President, Susan Page, President, Jack and Blake

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Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

MICHAUD ACCOUNTING SOLUTIONS—SCARBOROUGH Dean Michaud took a leap of faith in 2015, leaving his comfortable corporate position to start his own consulting business. His first client? The Roman Catholic Diocese of Portland, for whom he served as project manager to implement Sage Intacct, a “best in class” accounting software solution. Since then, Scarborough-based Michaud Accounting Solutions has grown into a full-fledged consulting firm specializing in business process improvement and accounting software upgrades. The company has established itself as the expert in implementing Sage Intacct for the Roman Catholic Diocese market, handling large scale Sage Intacct implementations for diocese from Maine to Texas. The company works nationally with a focus on the nonprofit marketplace, and locally in New England in all business sectors, most recently landing contracts with GWI, the Dempsey Center and Preble Street. Michaud Accounting Solutions is a reseller of Sage Intacct. Starting with just two employees—Dean and wife, Andrea—the company has grown to seven full-time staff and increased revenue by 65% in the last year, with a 200% increase anticipated for 2019. Dean’s son, Ethan, now works for the family business part-time, and last fall the company moved from a home office into office space in Scarborough to accommodate its continued growth.

Andrea says, “Being husband and wife we are each other’s biggest cheerleaders. We have complimentary skill sets, which truly helps the business grow successfully.” In 2019, the Michaud’s will launch MAS Integrated Solutions, LLC, a venture for which they received an MTI (Maine Technology Institute) grant. This cloud-based software product addresses a need for its Roman Catholic diocese clientele, solving a problem for this unique market.

Todd Donatello, CPA, Ethan Michaud, Andrea Parker Michaud, Bill Constantopoulos, Dean Michaud, CPA, David Dubois CPA, Deb Patry, CPA, Victoria Waugh

THE MONTALVO CORPORATION—GORHAM Edwin Montalvo, Sr., with degrees in mechanical engineering and law, started his career as a manufacturer’s representative, but it was his move to manufacturing that revolutionized tension control. Building a prototype in his basement workshop in New Jersey, Edwin developed and patented the first-ever air Midge Denham and Edwin Montalvo, Owners cooled, multiple range, pneumatic tension brakes for converting applications. In 1976, Ed relocated to Portland and founded The Montalvo Corporation with a manufacturing site there. Today, the company is headquartered in Gorham, with sales offices in Germany, Denmark and China, and customers on six continents. Over its long history Montalvo has continued to provide new innovations leading to its latest system, which is designed for tension control of composites materi-

als, like carbon fiber. The National Science Foundation is funding development of this system. Ed Sr. was involved with the company until his death in 1985. His children, Midge Denham and Ed Montalvo, Jr., both serve as Directors of the company, with Midge engaged in human resources and financial operations and Ed Jr. in sales and marketing efforts. The family element of the business has been instrumental in many ways. One example is the creation of Montalvo’s BLUE Assurance program for customers, which is about responding to issues quickly without waiting for paperwork before they take action. As Ed says, “it’s just like with a family member, helping out first and then working out the details after.” The company has worked hard to establish, develop, nurture and facilitate a positive atmosphere where creativity and innovation thrive. Montalvo’s work environment is very open, with no one feeling they cannot approach anyone else in the company, whether peers, management, the CEO, or the owners. It is highly collaborative as different departments work to resolve multi-faceted customer needs, from sales to engineering to production. This approach has contributed to continued success; in 2018, sales grew by 14% over the prior year, and the company has consistently added new personnel each year.

Maineâ&#x20AC;&#x2122;s Family Resort Celebrating Families for 135 Seasons Congratulations to the 2019 Maine Family Business Award Finalists

95 Ocean Avenue, Kennebunkport, ME 04046

207-967-4050 | NONANTUMRESORT.COM

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

THE NONANTUM RESORT—KENNEBUNKPORT The resort prides itself on its exceptional service to guests, diners and the many couples who hold their weddings at Nonantum each season. Recognizing that employee satisfaction leads to great service, Nonantum provides an unparalleled work experience, including the opportunity to attend community college for free during the off season—the resort even pays for textbooks.

Aerial View of The Nonantum Resort

Started 135 years ago as a boarding house, Kennebunkport’s Nonantum Resort has become one of Maine’s most cherished seaside resorts. The resort is owned and operated by three generations with Jean Ginn Marvin, daughter of founders Herbert and Adah Ginn, serving as Innkeeper. Colby Elizabeth Marvin serves in many roles, including human resources, payroll, manager on duty, and philanthropic director. Other family members, including Jean’s sons, Adam and Parker Marvin, have helped out in various capacities.

As Jean explains, “By embracing human emotion in our business approach, we are able to connect with employees and guests to provide them with experiences that are unique to their individual needs. This is what keeps our employees engaged and our guests coming back.” The resort recently implemented a “Self-Managed Paid Time Off” policy for year-round employees to allow them freedom to structure their work and home lives in the way that works best for them. Employees are encouraged to pursue advancement within the company and engage in professional development programs as well as social activities— which makes them feel like part of the family. Nonantum’s welcoming culture is evident in the numbers of employees and guests who return to the resort. “We have dozens of families who return to us annually because of the way they are treated by our staff,” says Jean proudly.

NORTHEAST CHARTER AND TOUR CO., INC.—LEWISTON Scott Riccio, founder, owner and president of Northeast Charter & Tour Company, started his business from his Auburn backyard in 1999 with two vehicles and a handful of drivers. Today, Scott and wife, Staci Riccio, operate one of the state’s largest transportation companies, with a fleet of 61 vehicles and nearly 100 full- and parttime employees. Son-in-law, Benjamin Piper, recently joined the company as assistant director of financial services.

The company is certified by the University of Vermont Certification for Sustainable Transportation program for its efforts to stay green. Northeast contracts with a member of UVM to teach their drivers and staff measures they can take to reduce fossil fuel dependence, and have implemented an incentive program to encourage their drivers to use best practices for fuel efficiency.

Northeast provides charter service, school bus service, shuttles, airport transportation, wedding and special occasion transportation, and more. In 2018 alone, they transported 175,000 passengers nearly one million miles. Northeast is an environmental leader, developing programs to reduce fossil fuel consumption and to reward employees for helping the company achieve its goals for staying green. In 2013, Northeast received the American Bus Association Green Spirit award and in 2014, the United Motorcoach Association Green Highway award. In addition to recycling in the garage and offices, they have converted all inside and outside lights at both locations to LED. Their garages are heated primarily with waste oil generated by their fleet as well as from other area garages that don’t have a way to dispose of their dirty oil. The company uses synthetic oil, transmission fluid and grease, and use energy efficient tires on all vehicles.

Scott Riccio, President, Owner and Founder

(207)619-1899

Congratulations to all the MFBA Finalists. Your hard work will inspire future generations of family businesses throughout Maine.

www.opuscg.com

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

OPUS CONSULTING GROUP—PORTLAND capital fund to help secure financing for new businesses here. Opus has had a hand in creating hundreds of Maine jobs. “It makes us proud to be able to say that all of the jobs we created, directly or indirectly, are above minimum wage and have included benefits,” says Jacques. Opus annually hosts an internship program for local college students to gain experience in consulting and entrepreneurship. One of their interns joined the team at the end of his school program last year.

OPUS Team Photo

Jacques and Patricia Rossi Santucci are celebrating ten years of Opus Consulting Group, which they started in 2009 to provide strong and solid management consulting to the Maine business market. While the focus of the company’s business is on New England-based clients, Opus serves small to midsized businesses as far away as Hawaii, Switzerland and France. The team at Opus focuses on performance management. One division, Opus Ventures, is creating the first Maine-focused venture

Jacques, managing partner, oversees the various divisions, including Opus Consulting Group, Nucleus-One for operation consulting in the cannabis industry, software company Strimo LP and Opus Ventures for venture capital projects. Patricia is an adviser to Opus Consulting Group, particularly regarding marketing strategy, and is involved in several Opus CG projects. Both were involved with launching Wellness Connection of Maine and other projects in the legal cannabis industry. Daughters Stella and Chloe are both involved in the business as well. Stella, who is interested in practicing law, has been attending community events. Chloe has been helping with light office work and community involvement, particularly with the Center for Grieving Children where Patricia was a Board Member.

QUIERO CAFE—SACO Alejandra Herrera and Carlos Guzman have embraced their role as ambassadors for Latin food and culture, opening people’s minds about the culinary and cultural diversity of various Latin countries, and serving up delicious food in the process. This husband and wife team began making empanadas, which they sold from a stand at the local farmers’ market, in Saco in 2012. In 2017, they opened their first full-service restaurant in Pepperell Square in Saco, serving Latin street food including empanadas, burritos, plantains, homemade fruit smoothies, limeades, tropical juices, coffee and assorted desserts.

Standard Biofuels, and they recycle as much as they possibly can from the restaurant waste. The restaurant supports its local community, including events with Saco Main Street, University of New England, Partners for Rural Health in the Dominican Republic and other cultural and educational opportunities as they arise.

Sales more than doubled in 2018 over 2017, and the staff has also increased to meet the demand for their tasty food. In addition to Alejandra and Carlos, family involvement includes Carlos’ parents, who assist in cooking, serving and whatever else needs to be done. There are plans to open a second location in Portland during spring 2019. They also envision a mobile beverage service, offering up alcoholic and non-alcoholic Latin drinks beginning in late 2019. Quiero Cafe strives to be as environmentally responsible in their production, service, and customer experiences, and to generate as little waste as possible on a day-to-day basis. They compost all waste through Garbage to Garden, used cooking oil is sent out to Maine

Carlos Guzman, and Alejandra Herrera, Owners.

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

ROUSSEAU INSURANCE AGENCY—BIDDEFORD While the company has embraced technology and industry changes in order to better meet their customers’ needs, they have never lost sight of what truly matters—knowing each of their clients personally and treating them like family, friends and neighbors because that’s exactly who they are. Paul and Therese’s son, James Sr., is agency president and is actively involved in the day to day management of the business. He still communicates frequently with his clients to conduct policy reviews and assist with claims. The third generation is also heavily involved in the company today, including Matthew, James Jr. and Emily Rousseau.

Matt, Jim, James and Emily Rousseau, Owners and Agents

Rousseau Insurance Agency is a local and independent agent for auto, home, life and business insurance. Founded in 1959 and based in Biddeford, the company started with one sales agent, Paul Rousseau, and a bookkeeper—Paul’s wife, Therese—in their living room. Today, the company is expecting to grow by 8% and add to its staff of 13.

Careful succession planning and clear communication have been crucial to this family business’s continued success. When Matthew, James Jr., and Emily became partners with James Sr., they outlined a succession plan that will take the business through the next thirty years and hopefully into a fourth generation. The family agrees that having a clear understanding of the future helps everyone set their expectations and ensures success. The Rousseau family supports a number of organizations including many local youth organizations through school sports programs. They also support organizations such as the Saco VA Clinic, YMCA, Maine Cancer Foundation, local Rotary Clubs, and more.

SKORDO—BRUNSWICK in their own respective career fields first, they began SKORDO in November 2016. SKORDO launched online first, enabling them to perfect both products and operations. They believed, however, that physical locations would be vital, as many of their products need to be seen, tasted, and smelled. When the right retail spaces opened up in Portland and Freeport, they were able to jump on them with a plan and vision. As the company continues to grow—sales in 2018 were up 72% over 2017—they are looking to expand their retail presence further in New England. Erin Miller, John and Cari Karonis, and Anne Weiss, Co-Owners

SKORDO’s mission is to empower the home cook, from novice to foodie, to cook and enjoy good food with the ones they love. To the Karonis family, cooking and family are intertwined. Their love of cooking came from their family’s Greek heritage (skordo means garlic in Greek); their favorite memories of cooking always include family. Their company started as an idea in 2008, when husband and wife John and Cari Karonis were still retail consultants and John’s daughters, Erin and Anne, were still in college. They nurtured the idea over the years—and over many family meals—and once John and Cari retired and Anne and Erin had 4 and 5 years of experience

SKORDO’s spice blends and rubs are all created by the Karonis family, produced and packaged in-house with custom labeling, and distributed to online and in-store customers. They have also designed their own unique branding, including SKORDO Sets, Test Tube Racks, Recipe Cards, Labels, and more. SKORDO offers a unique instore experience with an interactive tester wall where customers can sample any ingredient they offer, while learning about the subtle difference between different spices and their uses. The family is enjoying this venture, and it shows. Anne says, “Many family recipes and taste testing dinners have occurred to perfect our product line. We’re truly having a blast together and customer feedback tells us that they feel that excitement and family focus when they walk into SKORDO. They’ve said it’s like walking into our family home!”

Everyone deserves some exceptional in their life. Visit us and see how we make your banking experience, and much more, exceptional.

www.machiassavings.bank

Member FDIC

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THE SUNRISE GUIDE—PORTLAND The Sunrise Guide started in 2006 with a singular mission: to inspire environmentally sustainable choices and share sustainability information and resources with the residents of Maine. Since then, the company has expanded from one publication to five— including two with a statewide audience—with a combined annual readership of over 100,000 and thousands of subscribers to its e-newsletter and branded Facebook pages. The company’s publications fill a niche not only locally but nationally, as evidenced by the growing number of subscriptions from people across the U.S. and the popularity of the tourism-focused Green & Healthy Maine Summer Guide. Owner/publisher Heather Chandler says, “We believe that business can be a force for positive change. To this end, we follow a triple bottom line approach that considers the impact of business decisions on people, profit and the planet.” For the past five years, the company car has been electric and the company has championed the use of electric vehicles. The business contributes tens of thousands of dollars in community support to local environmental organizations, including cash and in-kind product and promotional services. Annual revenues have increased 157% over the past ten years as the company has expanded its product line to multiple publications across print, mobile and digital formats.

Heather Chandler, President and Founder

Heather says, “Having the assistance of family members has helped our business fill in the gaps when the need is greater than current employees can cover. Beyond the day to day tasks, having a sounding board for managerial decisions has been invaluable.” In addition to Heather, family involvement includes her partner, Daniel, who helps with distribution. In the early days, Heather’s mother, Jayne, — now retired—served on the sales team.

TRIPLE MOUNTAIN, LLC—HIRAM Eleda and Roy Towle spent decades working in a large company before starting Triple Mountain, LLC in 2013. The lessons learned there are the standards around which the business, which sells collectible model horses and accessories, was built. “Although we’re selling horse-themed items, our business is really relationships,” says Eleda, the company’s Collector-in-Charge and only full-time employee. “We have the ability to change our operating procedures on a dime and we can take the time to get to know our customers on a level most businesses only dream of.” One example is the Hold Your Horses program, created to help a Canadian customer save on shipping as she added to her horse collection. Triple Mountain holds a customer’s individual purchases over a specified time period and ships all at once. The program has saved customers more than $8,000 in combined shipping fees since its inception. Triple Mountain has grown to one of the largest retailers in the market, with sales doubling each year from 2014-2017, through very personalized customer service that includes handwritten notes with each order. The company has an international customer base, including collectors in the Channel Islands, Germany, Russia, UK, Japan, Australia and Barbados, among others. The company is among the largest fundraisers for Harvest Hills Animal Shelter. Since 2016, proceeds from the sale of model horses donated specifically for Harvest Hills have grown from $200 to over $2,300 per year. Triple Mountain has also made generous donations to the Texas Equine Veterinary Association following the devastating floods caused by Hurricane Harvey, and supports Starting Point Services for victims of sexual abuse, based in Conway, New Hampshire.

John, Eleda Towle, President, and Roy Towle

Warren's Office Supplies Family owned and operated since 1981

Supporting businesses in Maine for 25 years. Inform. Engage. Connect.

WWW.MAINEBIZ.BIZ

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WARREN’S OFFICE SUPPLIES—SANFORD While big box stores have squelched many small businesses, Warren’s has thrived by being nimble, responsive and adaptable. Customers, prospects and vendors know they can pick up the phone and speak to one of four family members who can instantly resolve a problem, respond to a question and provide solutions in a way no large retailer can match.

Melissa Bors, Warren Roberts, President and Founder, Sue Roberts and Jen Roberts

In 1981, Warren Roberts founded Warren’s Office Supplies with one employee who answered the phone, handled administrative duties and staffed a small retail operation while Warren managed outside sales. Today, the company has 15 full-time and two parttime workers with locations in Sanford and Skowhegan. They service businesses, local governments and schools from Bangor to Nashua.

Warren’s engages and entertains customers through its monthly e-newsletter featuring the company’s mascots, Pencil Man and Pencil Point. Content includes new products, coupons and offers, and family anecdotes to build a personal connection between customers and the family behind the company. Readership exceeds industry standards, and monthly trivia questions generate hundreds of responses. Four family members are currently involved in the business, with Warren as president. Daughter Melissa Bors manages day to day operations, customer service and bookkeeping. Daughter Jen Roberts is the creative influence in marketing and customer communications. Wife and mother, Susan Roberts, oversees HR and benefits administration. Warren’s shifted its focus from retail to business to business sales in 1996. As the sale of traditional office supplies and paper declines, they will continue to evolve their product offerings in response to clients’ needs.

WILBUR’S OF MAINE CHOCOLATE CONFECTIONS—FREEPORT Tom Wilbur and Catherine Carty-Wilbur have been delighting customers with their chocolate confections since 1983. Starting with one location, they now have three retail locations in Freeport and Brunswick, as well as a strong online presence. In 2016, they transitioned the business to son, Andy Wilbur, and Andy’s wife, Kristin Frazier, who have carried on family traditions of excellence while looking for new opportunities to grow and develop their products. Wilbur’s has grown from one employee to nearly four dozen, and has increased wholesale business, including clients Whole Foods and L.L.Bean, to 55% of total revenues, creating job stability and year-round employment.

ing holidays, as she loves seeing faithful longtime customers and introducing new customers to Wilbur’s. Andy and Kristin’s children, who have already expressed interest in running the business someday, are chief taste testers and tour guides.

Wilbur’s is the only chocolatier in Maine with a panning operation, used to create chocolate covered fruits, nuts and other centers. They are the first company in the U.S. to create flavored and colored panned goods. They have created high demand for their panned line using their high-quality chocolate—customers ask for Wilbur’s by name. As Kristin says, “When a specialty grocery store tried to swap out our products with a cheaper one, customers were not having it!” They have won Down East magazine’s Reader’s Choice Awards for Maine’s Best Chocolate and Candy Shop since 2010. Tom and Catherine continue to contribute to special projects and staff training when needed. Catherine works in the stores dur-

Top: Andy Wilbur and Kristin Frazier, Owners; Bottom: Third generation Wilbur candy makers.

SAVE THE DATE: May 12-15, 2020 www.MaineHRConvention.com

Proud Supporters of Maine Family-Owned Businesses

CONGRATULATIONS 2019 AWARD WINNERS!

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W.S. EMERSON COMPANY, INC.— BREWER W.S. Emerson Company has, over its nearly 100 years, transformed the garment decorating industry on the East Coast, pioneering decorating techniques not previously available in the market. W.S. Emerson operates one of New England’s largest garment decorating shops—an asset in a region that has lost countless manufacturing jobs. Their vast capabilities include screenprinting, full-color waterbased digital printing, embroidery and a state-ofthe-art bridge laser applique machine. The company has continued to innovate over the years. As clients requested more handsoff ordering, W.S. Emerson implemented online stores and streamlined employee uniform programs. Sales representatives work closely with clients to showcase their brand through a custom collection of branded apparel. Over the past year, W.S. Emerson has adopted Lean Manufacturing, which is benefiting both the company’s performance and its employees, improving morale and engagement in decision making. This ability to shift with the market and customer needs has led to growth in staff and sales. Last year, the leadership team grew by five members, and annual sales were up 12%, adding 600 new clients in 2018 alone.

Betsy Vickery, Vice President and John Vickery Jr., President

Two generations currently lead their family’s business. John Vickery, Sr. joined in 1966, leading the company through many changes and stages of growth. While retired, he is nonetheless known to offer his wisdom and guidance regularly. John Sr’s brother, Russ, is seen daily, offering his knowledge and support whenever asked. John Jr., the current President, has tremendous knowledge from growing up in this family business; his wife and Vice President, Betsy, has also grown up in this business. Together, John Jr., and Betsy have molded a talented leadership team that will help navigate the company well into the future.

MFBA THROUGH THE YEARS

Congratulations to the 2019 Maine Family Business Awards Finalists

20 th A N N I VE R S A RY

2 0 1 8

MAINE FAMILY BUSINESS AWARDS www.sbsavings.bank

In partnership with MEMIC

MAINE FAMILY BUSINESS AWARDS In partnership with MEMIC

Institute for Family-Owned Business presents 2019 MAINE FAMILY BUSINESS AWARDS

Your commitment

matters.

Congratulations to all of the 2019 Maine Family Business Award honorees and recipients!

Member FDIC

At Bangor Savings Bank, we know what hard work and dedication looks like. We would like to congratulate the Maine Family Business Award winners and all of the other 2019 nominees. Bangor Savings Bank is proud to share in your commitment to helping make all of our communities so strong.

Is there an elephant in the room holding your business back from success? Sometimes you are just too close to see the issues keeping your business from working smoothly. An organizational psychologist can help you uncover the root causes, collaborate with your team to find solutions, and improve your company culture. Call Sharon Dorsett for a complimentary consultation and find out how she can help you work as a team, gain confidence, and get your strategy in line with your vision for the future.

Let’s talk about it.

Sharon Dorsett, PhD • (2O7) 831-69O1 SCDorsett@gmail.com • www.DorsettOD.com

Family Business Advising • Leadership & Team Development • Executive Coaching • Organization Development

Congratulations to all of the nominees and winners of the Maine Family Business Awards!

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More than a magazine.

The Magazine of Maine since 1954

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Gorham Savings Bank is proud to support the Institute for Family-Owned Business and Thanks For Making the 2019 Maine Family Business Awards.

life in maine THAT MUCH BETTER.

Gorham Savings Bank is proud to support the Institute for Family-Owned Business Gorham Savings Bank is proud to support and the 2019 Maine Family Business Awards. the Institute for Family-Owned Business and the 2019 Maine Family Business Awards. SM

Member FDIC |

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Congrats to all the finalists and winners!! Partners Anne Hussey Colleen McCracken Maureen Costello Wedge Elizabeth Fagan www.quadgrp.com

207.401.2020

Strategies and Solutions for Family Businesses

“ONLY THOSE WHO WILL RISK going too far can possibly find out how far one can go.” – T.S. Eliot, author

We are happy to support family-owned businesses across our statewide network.

Dottie Chalmers-Cutter, VP Operations Jim Chalmers, VP Sales

From our family business to yours, congratulations to those honored! Chalmers Insurance Group is proud to sponsor an award presented to a deserving Maine business that exemplifies outstanding Customer Service, a value that we share.

Fourth Generation Family Owned, 1857

800-360-3000 | ChalmersInsuranceGroup.com

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UNDERGRADUATE & GRADUATE PROGRAMS Flexible full-time, part-time and on-line courses in: • Business • Entrepreneurship • Technology • Education • Criminal justice • Psychology

WHY THOMAS? • GUARANTEED JOB PROGRAM 1st in the nation • 23rd in the nation in VALUE Money Magazine 2017

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• Top 15% in upward mobility NY Times data 2017

PROFESSIONAL DEVELOPMENT Productivity, Engagement and Retention are the names of the game today in the workplace. It’s no secret that training and education are the best ways to ensure that your employees are the most productive and engaged as possible. Companies that have their workforce involved in comprehensive training programs enjoy a 24% higher profit margin than companies that don’t. Want better results for your company and employees? Check out the Institute’s available Professional Development courses. For more information, or to sign up for a course, visit thomas.edu/training.

For more information, visit Thomas.edu.

Congratulations to the 2019 Maine Family Business Awards Finalists!

Crane Services • Millwright • Rigging Machinery Moving • Trucking • Warehousing Cranes up to 240 Ton Capacity • Tip Height 328’

DEDICATED TO EXCELLENCE www.cotecrane.com • 800-696-6282 2980 Hotel Road, P.O. Box 1418 Auburn, Maine 04211-1418

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Bill and Peter Sowles Congratulate the 2019 Finalists of the Maine Family Business Awards ALWAYS RIGHT AT MORONG! U.S. ROUTE 1, FALMOUTH, ME • 781-4020 • 800-356-4020

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It’s your life—live it! Just know that even though we’re only a small part of your life, Norway Savings Bank is with you every step of the way, doing our best to help you be you.

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2019 MAINE FAMILY BUSINESS AWARD WINNERS.

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Beside you every step of the way. to grow, protect, and transition their wealth or providing support for organizations that improve lives and communities,

the right path forward. Key Private Bank is proud to support the 2019 Maine Family Business Awards. the 2018 Contact Michael Walp at 207-874-7146 or go to key.com/kpb today.

Bank and trust products from KeyBank National Association, Member FDIC and Equal Housing Lender. Investment products are: NOT FDIC INSURED • NOT BANK GUARANTEED MAY LOSE VALUE • NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY Key.com is a federally registered service mark of KeyCorp. ©2018 KeyCorp. KeyBank is Member FDIC. ADL8136 151023-4855745

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Business formation and succession Commercial transactions and litigation

Innovative players on a global stage Trusted advisors to our local community

Estate planning and probate Labor and employment Municipal and school Online and multi-channel marketing Real estate Trademark and copyright protection

184 Main Street Lewiston, Maine (207) 786-3566 www.brannlaw.com

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Whether your team is your family, your business, or your employees, you can depend on Cross Insurance to provide the best insurance coverage solutions. Visit www.crossagency.com today.

Congratulations to all of the Maine Family Business Award Winners for 2019 from Cross Insurance and Cross Employee Benefits!

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SURETY

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OUR FAMILY WELCOMES YOURS Holiday Inn By the Bay is proudly part of Lafayette Hotels, a Maine-owned family company. Sit back, relax, and let us take care of all your needs.

Carla and Danny Lafayette, a couple from Hampden, Maine established their family-owned hotel group in 1982. It now comprises of 22 locations in Maine, and 4 in New Hampshire. Lafayette Hotels currently has 25 family members working in the business!

HOLIDAY INN BY THE BAY 88 SPRING STREET PORTLAND, MAINE

innbythebay.com

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Lee Auto Malls is proud to support the MAINE FAMILY BUSINESS AWARDS From one family business to another, congratulations to all the Award Finalists and the Institute for Family-Owned Business!

Family owned and operated since 1936.

HaPiness is having a partner along for the ride Harvard Pilgrim is proud to support the 20th Maine Family Business Awards!

harvardpilgrim.org

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In partnership with the IFOB and Colby College in honor of outstanding IFOB leader, Timothy B. Hussey. Congratulations to these Colby students who have learned from these familyowned businesses in their summer internships in Maine.

1st Recipient 2018 Caitlin Rogers

Announcing 2019 Justin Laughlin

From our family to yours: Congratulations 2019 IFOB Nominees! Our specialty is listening to a customer’s vision and collaborating with them every step of the way. We create seating solutions that provide more flexibility, use, and value in any facility – from small local schools to the world’s biggest professional sports venues.

www.husseyseating.com

perspective

GAINED Are you planning for retirement, considering an employee stock ownership plan, or seeking ﬁnancial guidance that will help grow your business? BerryDunn can help. Our expert advisors specialize in guiding family businesses through complex ﬁnancial and operational challenges. We’ll provide tailored guidance that can help your business adapt quickly to challenges and take advantage of the opportunities that drive value. Gain perspective. Visit berrydunn.com or call 800.432.7202.

EST 1984

207.967.2100 • kennebunkport, maine since 1984 • spangbuilders.com

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Member FDIC | TD Bank, N.A.

Family Businesses top comparable non-family firms in both profitability and ROI. Those with Boards of Directors are even better performers. It is amazing how an outside director (or two) will offer valuable insights and savvy. Let us show you how the winners do it. We are a bit manic about the great potential of family enterprise, And have gained much experience with it.

You’ll find these Best Practices on our website • • • •

CONFLICT RESOLUTION IN THE FAMILY FIRM FAMILY PARTICIPATION GUIDELINES BUILDING A CULTURE THAT MOTIVATES TRUST: THE CRITICAL HINGE

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A PROUD IFOB MEMBER DEDICATED TO WORKING WITH FAMILY-OWNED BUSINESSES

John LeMieux, Cindy LeMieux, Peg McGovern, Eric Anton

ASSET MANAGEMENT

CONSULTING

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THE SOURCE FOR INDEPENDENT THINKING Foreside Place • 202 US Route 1 • Falmouth, ME 04105 T 207-899-4248 • F 207-899-0314 | www.antonlemieux.com Securities offered through Commonwealth Financial Network® , Member FINRA/SIPC. Investment advisory services may be offered through Commonwealth Financial Network®, a Registered Investment Adviser, and/or Anton LeMieux Financial Group, a Registered Investment Adviser.

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When our community thrives, When our community thrives, we all prosper. we all prosper. Prosperity is about so much more than money. It’s about

Prosperity is about so much more than money. It's The Breakwater Group living in a community that is healthy and stable. The about living well in Stanley a community thatwell is healthy and at Morgan Breakwater at Morgan we feel fortunate The Breakwater Group at stable. We feel fortunate to live in a placeGroup supported by Stanley, 100 Middle Street Morgan Stanley to livefamilies. in a place thatgood is supported by so many successful so many successful businesses and Their Portland, ME 04101 Gary Bergeronlife CRPS®, www.morganstanleyfa.com/ deeds make everyone's life richer. Congratulations to deeds the make businesses. Their good everyone’s richer.CPFA Portfolio Management Director winners ofthebreakwatergroup the 2019 Maine Family Business Awards! Senior Vice President Gary Bergeron

The Breakwater Group at MorganFinancial Stanley–proudly Advisor

The Breakwater Group at Morgan Stanley–proudly serving private businesses, successful families and 100 Middle Street Senior Portfolio Manager serving successful families, private businesses and Portland, ME 04101 local organizations. Vice President 207-871-7315 local organizations. Financial Advisor 207-871-7315 gary.bergeron@ morganstanley.com

gary.bergeron@ morganstanley.com fa.morganstanley.com/ thebreakwatergroup

CRC1497210 05/16 CS 7338778 SUP031 CRC2479670 04/19 04/13

transformational growth ideas transformation from growth Maine’sideas business leadersfrom

Maine’s business leaders

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SPARK

SPARK CAlling All BOSSES! (and those who want to learn from them)

transformational growth transformational ideas growth from ideas Maine’s from business leaders Maine’s

CAlling All BOSSES!

Join the Institute for Family-Owned Business, the Portland Regional Chamber (and those who want to learn from them) the Institute for Family-Owned Business, of Commerce, and Mainebiz for the inaugural SPARK Competition. 49

Join the Institute Chamber for Family-Ownedof Business, the Portland Regional Chamber the PortlandJoin Regional Commerce, and Mainebiz of Commerce, and Mainebiz for the inaugural SPARK Competition. looking for four business from different for the We’re second annual SPARKleaders Competition.

SPARK

CAlling All BOSSES!

business leaders

industries and backgrounds to present a from transformational idea We’re looking for four business leaders different thatand ledbackgrounds to meaningful growth in their respective industries to present a transformational idea company. that led to November meaningful growth in their respective company. On Tuesday, 19th four business owners from different On Tuesday,and October 30th each contestant have 10 minutesidea to showcase their industries background will each presentwill a transformational that On Tuesday, October 30th each contestant will have 10 minutes to showcase their idea. The format will be similar to “TedEx” or “Battle of the Bosses”; at the end of the led to meaningful growth in their respective company. Each contestant (and those to learn from them) or “Battle of the Bosses”; at the end of the idea. The format willwho be want similar to “TedEx” presentations, the audience willfor vote for their favorite transformational growth idea. will have ten towillshowcase their idea transformational in a format similar “TEDx” presentations, theminutes audience vote their favorite growthtoidea. Join the Institute for Family-Owned Business, the Portland Regional Chamber or “Battle of the Bosses.” of Commerce, Event and Mainebiz forTuesday, the inaugural SPARK Competition. Event Date: October 30, 2018 Date: Tuesday, October 30, 2018 (and those who want to learn from them) Time: 4-5 p.m. VIP Reception – 5-8 p.m. Program Contest /members Time: 4-5 p.m. Reception –to5-8 p.m./Program Contest After each contestant hasVIP had a chance present, audience We’re looking for fourAura, business leadersStreet, from different Location: 121 Center Portland Location: Aura, 121 Center Street, Portland will vote for their favoritea transformational growth idea.Regional As the votes are Join the Institute for Family-Owned Business, Future the Portland Chamber industries and backgrounds to present transformational Cost: IFOB & Chamber Members $20 –idea Members $25 Cost: IFOB & Chamber Members $20 – Future Members $25 tabulated, the four business leaders will gather on Competition. stage for a 30-minute Commerce, andgrowth Mainebiz forrespective the inaugural SPARK thatofled to meaningful in their company. Register: www.portlandregion.com/events.html Register: Q&A moderated bywww.portlandregion.com/events.html Steve Tenney of Great Diamond Partners. On Tuesday, October each contestant willprize have to the showcase their The Bosses willlooking be30th competing for abusiness $1,000 to10 be minutes donated business We’re for four leaders from different owner’s charity of choice. Thetorunners receive $500 their idea. TheBosses format will be “TedEx” “Battle of the Bosses”; at thecharity. end of the The will besimilar competing forupaorwill $1,000 prize to be for donated to the business industries and backgrounds to present aeach transformational idea presentations, the audience will vote for their favorite transformational growth idea. owner’s of choice. The runners up will each receive $500 for their charity. thatcharity led to meaningful growth in their respective company.

CAlling All BOSSES!

As theTuesday, votes are tabulated, the four will Event Date: November 19,gather 2019 on stage forTuesday, a 30-minute Q&A moderated by Steve Tenney, Event Date: October 30, 2018 Time: 4:30 –As 5:00 p.m. 5:00 – 7:00 p.m.gather Program/ Contest theeach votesNetworking, are tabulated, the four will On Tuesday, 30th contestant will have 10 minutes to showcase their Family Wealth Partners, UBS. Time:October 4-5 p.m. VIP Reception –Management 5-8 p.m. Program / Contest on stage for a 30-minute Q&A moderated by Steve Tenney, Location: Aura, 121 Center Street, Portland idea. TheLocation: format will be similar toStreet, “TedEx” or “Battle of the Bosses”; at the end of the Aura, 121 Center Portland Deadline: Wednesday, August 1st, Family Wealth Management Partners, UBS. $25 presentations, the audience will vote for their favorite transformational growth idea. Cost: IFOB & Chamber Members $20 – Future Members $252018 Cost: IFOB & Chamber Members $20 –competing Future Members If you are interested in or if you know someone Register: www.portlandregion.com/events.html who should,Chamber please contact Catherine Wygant Fossett, Register: Portland Regional of Commerce Website Deadline: August 1st, 2018 Tuesday, October 30,Wednesday, 2018 for Family-Owned CALLEvent FORDate: EnTRIES: Executive Director, Institute Business, The Bosses will be Time: competing for a $1,000 prize to be donated to the business If you –are in competing 4-5 p.m. VIP Reception 5-8interested p.m. Program / Contestor if you know someone catherine@fambusiness.org. owner’s charity of choice. The runners up will each receive $500 for their charity. who should, please contact Catherine Wygant Fossett,

Aura, 121 Center Street, Portland CALLLocation: FOR EnTRIES: Executive $20 Director, Institute for Family-Owned Business, Cost: IFOB & Chamber Members – Future Members $25