Center for Family & Privately-Held Business
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Contact Us
Dean's Office
5017 Stranahan Hall - South
419.530.2558
419.530.7744 (Fax)
CoBusiness@UToledo.edu
Student Services
3130 Stranahan Hall - North
419.530.2087
419.530.5353 (Fax)
COBIAdvising@UToledo.edu
Sponsors
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The Center is proud to present our sponsors and links to their Web sites. Their individual and collective expertise and funding continue to play a vital role in the Center's success. We appreciate their time and efforts and acknowledge their experience in fostering and working with family businesses. An alphabetical list of our sponsors follows:
Fifth Third Bank (Northwestern Ohio) is an affiliate of Fifth Third Bank which is an indirect, wholly owned subsidiary of Fifth Third Bancorp, a 151 year old diversified financial services company headquartered in Cincinnati, Ohio. As of March 31, 2009, the Company operates in 12 states with 1,311 full-service Banking Centers, including 95 Bank Mart® locations open seven days a week inside select grocery stores, and 2,354 ATMs. Fifth Third operates five main businesses: Small Business and Commercial Banking, Branch Banking, Consumer Lending, Investment Advisors and Fifth Third Processing Solutions. Fifth Third is among the largest money managers in the Midwest. Locally, Fifth Third works hard to deliver convenient, customer service to the northwestern
Ohio and southeastern Michigan areas, through its 50 banking centers, including nine
Bank Mart® locations. With Fifth Third’s Online and Mobile BankingSM at 53.com and 53.mobi, customers have access to their accounts 24 hours a day for
information, transfers and bill payment. For more information, contact Alex Gerken,
Vice President, Business Banking, at 419-259-6936. Member FDIC. Equal Housing Lender Gilmore, Jasion & Mahler, LTD was founded in order to give area businesses a top quality alternative to the national accounting firms, and to provide every client with a high level of partner involvement and technical excellence. We offer a full range of accounting, auditing, tax, and consulting services. GJM is affiliated with the RSM McGladrey Network, the fifth largest provider of audit, accounting, tax and consulting services in the U.S., to provide access to an unmatched professional knowledge base. Today, our company is one of the largest CPA firms in the area with over 60 associates providing personal attention, flexibility and innovative thinking. Contact Kevin Gilmore, CPA, CVA at 419.794.2000 for more information or visit gjmltd.com Huntington - NW Ohio Region is a local bank with national resources, providing innovative retail and commercial financial products and services. Huntington also offers retail and commercial financial services online at huntington.com; through its technologically advanced, 24-hour telephone bank; and through its network of almost 1,400 ATMs. Huntington has more than 141 years of serving the financial needs of its customers with over 700 regional banking offices in Indiana, Kentucky, Michigan, Ohio, Pennsylvania, and West Virginia. For more information, contact Chuck Parcher at 419-249-4994 or visit www.Huntington.com . For more than 155 years, Massachusetts Mutual Life Insurance Company (MassMutual) has been in business to help customers achieve success. At year-end 2006, there were over $456 billion total assets under management1. MassMutual has strong commitment to helping family businesses succeed for generations; sponsoring more than 50 family business centers located on major university and college campuses across the county. To help educate business owners, advisors use an interactive program, which refers to common mistakes that can destroy a business. No matter what your business or personal financial goals may be, we’ll help you get there! Contact Dale J. Seymour, MSM, CLU, ChFC, Certified Family Business Specialist at 419-893-9759. www.seymouragency.com 1Assets under management includes assets and certain external investment funds managed
by our subsidiaries.
In 1977, Plante Moran was one of the first accounting and business service firms to begin offering personal financial planning services, recognizing the connection between personal finance and corporate finance for its business owner clientele. With thousands of family owned business clients, Plante Moran Financial Advisors (PMFA) was created to serve as a trusted advisor to those family business owners, helping them build, manage and preserve their wealth. Our integrated service offering includes business succession, financial planning, estate planning, investment consulting, trust, insurance consulting, and tax planning. PMFA ranks as the 7th largest asset management firm in the country based on recent ranking by Bloomberg’s Wealth Manager magazine. PMFA was recently named top financial planning firm by CPA Wealth Provider in the magazine’s second annual Financial Planning Awards. The award recognizes firms and companies that have taken the lead in the financial planning industry through innovation, efficiency, initiative, or growth. Plante Moran Financial Advisors is an entity of Plante & Moran, PLLC, the nation’s 10th largest accounting and management-consulting firm with locations throughout the Great Lakes region. For more information contact Fred Treuhaft at 419-842-6116 or Fred.Treuhaft@PlanteMoran.com. www.plantemoran.com Shumaker, Loop & Kendrick is a full-service law firm of approximately 215 lawyers practicing in Ohio, Florida and North Carolina. Our attorneys represent a broad spectrum of domestic and international business clients, as well as governmental and individual clients. Established in 1925 in Toledo, we are the largest firm in Northwest Ohio. For more information about the firm, contact David Waterman, Chairman of our Management Committee, at 419-321-1212. www.slk-law.com
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