From processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
Morgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
In this podcast, we talked to Jim Lewis, retired Vice President of Specialty Pharmacy and Health Management Information Technology at CVS Health and now a certified volunteer for SCORE who mentors business owners. He has extensive experience in business and IT, having started two small companies before the turn of the century and acquired many small businesses. He explained his five rules for mergers and acquisitions.
Meet Our Guest
Jim Lewis
Past Chapter Chair at SCORE
Area of Specialization
IT Strategy Development,
Business Plans
Implementation & Management
Business Applications
Implementation & Management for Continuous Improvement