On this episode of In Good Company, we explore what it really means to exit a business—and why the best outcomes are almost never just about valuation. Denis Horrigan and Kevin Leahy sit down with Ramsey Goodrich of Carter Morse & Goodrich to unpack the full arc of a business transition, from unsolicited offers and […]
In the second episode of the In Good Company podcast, hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with Michelle Nicholson, founder of The Flour Girl. Listen Now on Spotify or Apple Podcasts. From selling sourdough on her front porch to building a destination business that draws thousands, Michelle’s journey is anything but […]
FARMINGTON, Conn. – Connecticut Wealth Management (CTWM), an experienced wealth management and financial planning firm, is proud to announce the launch of its new podcast, In Good Company, hosted by CTWM co-founders Kevin Leahy and Denis Horrigan. The series is designed for business owners who know the best ideas don’t come from textbooks, they come […]
In the very first episode of In Good Company—a podcast grounded in the belief that the best ideas don’t come from textbooks, they come from real conversations—hosts Denis Horrigan and Kevin Leahy of Connecticut Wealth Management (CTWM) sit down with longtime friend and respected business leader Chris DiPentima, President & CEO of the Connecticut Business […]
Succession planning is one of the most critical, and often misunderstood, aspects of running a successful business. In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore what business owners wish they knew earlier about timing, leadership, and preparing for the future. Kevin shares why succession isn’t just […]
In this candid conversation with Kevin Leahy, President & CEO of Connecticut Wealth Management (CTWM), we explore the pivotal moments and hard-won lessons behind growing a business from a small practice into a thriving one. Kevin shares what many business owners eventually discover: scaling isn’t just about growth. It’s about shifting your mindset, building the […]
The newly signed tax bill brings with it a range of changes that could impact how business owners approach growth, cash flow management, and long-term planning. While most provisions won’t require major adjustments, several updates create opportunities for those who plan ahead. At Connecticut Wealth Management (CTWM), we recognize how closely your business decisions are […]
Shareholder transitions are some of the most pivotal, and most overlooked, moments in the life of a business. Whether a longtime partner is stepping away, a family member is coming into the fold, or a key employee is being granted equity, the impact of these changes is widespread. And yet, many business owners approach these […]
Connecticut Wealth Management (CTWM) recently launched In Good Company, a new series designed to build a community for business owners, providing a safe space for honest conversation, collaborative problem-solving, and mutual support. The goal is not to be a lecture series or just another networking event. In Good Company is built on the belief that […]
For business owners, managing human capital isn’t just a task—it’s a cornerstone of success, directly impacting business value, employee satisfaction, and risk mitigation. Yet the complexities of performance management, legal compliance, and employee relations can be daunting. In a recent discussion, Emily Wood, Partner and Chief Client Officer (CCO) at Connecticut Wealth Management (CTWM) sat […]