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Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Paul Edelman, PhD, PCC

Edelman & Associates

Lakeville, Massachusetts
About
Company name
Edelman & Associates
Business title
Coach | Facilitator | Family Wealth Advisor
Contact
Email
paul@edelmancoaching.com
Phone
(508) 947-5300
How to contact
paul@edelmancoaching.com
Company profile
Paul Edelman, PhD, PCC
Edelman & Associates
Professional Profile

Call Me When

you have a transitioning owner who has mixed feelings or concerns about selling their business and whatever comes next. Transition coaching can ensure a smoother path to exit and reduce the chances of last-minute surprises at closing.

Professions

Coach
Consultant
Wealth Manager

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Business management
Change Management
Culture
Employee engagement/ retention
Entrepreneurship
ESOPs
Estate planning
Executive placement
Facilitation
Family business
Human Resources
Leadership Development
Management succession
Organizational development
Strategic planning
Training
Life Coaching
Exit/Transition Planning

Business Focus

Coaching/Advising Entrepreneurial Owner-Managers and their Families

Professional Certification

Certified Executive Coach, Master Facilitator, Board Advisor, and Qualified Family Office Professional

Client Industries

Business Services
Computer/Electronics
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Retail
Software/Internet
Telecommunications
Travel/Recreation/Leisure

Client Results

smoother transitions, family cohesion, lasting legacy
Chapter information

Membership

Greater Boston Individual

Why I'm a Member of XPX

To collaborate with other professionals in helping owners, their families, and their employees benefit from smoothly executed ownership transitions.

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