Maine Family Business Awards 2015 Program Guide

2015

In partnership with

Verrill Dana, LLP, Attorneys at Law

Presented by

Thank you to our Maine Family Business Awards Sponsors

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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 enterprise 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 20 years and we are fortunate for their ongoing support and guidance as we forge ahead!

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Here’s what’s ahead this evening!

5:30 pm

Reception

6:30 pm

Welcome and Dinner

Catherine Wygant Fossett, Executive Director of the

Institute for Family-Owned Business

7:15 pm

Your host, Gregg Lagerquist

7:25 pm

“The Family Element” An insightful and entertaining discussion on the innovative, effective, and sometimes unconventional ways our panelists have learned to navigate “the family element” in their businesses.

Our panelists:

Lindsay Gifford-Skilling Gifford’s Ice Cream

Alan MacEwan Verrill Dana

Casey Prentice Prentice Hospitality Group

Meredith Strang Burgess Burgess Advertising & Marketing

7:30 pm

Meet the Finalists

8:30 pm

Presenting the 2015 Award Winners

When Gregg Lagerquist looks for the best things in his own life, he heads home. His wife, Leslie, co-owns a small business in Maine. “She’s amazing! Although, don’t tell her I said that. She’ll get a big head,” jokes Gregg. He and Leslie have three children, two sons, Reece and Max, and a daughter, Tess. (“See... I told you Leslie’s amazing!”) Gregg enjoys hitting the beach with his family, basketball, bike riding, ultimate frisbee, road trips, and reading biographies. He’s a graduate of Carleton College in Minnesota and has a Masters degree from the Medill School of Journalism at Northwestern University in Illinois.

Gregg has been someone you can count on at WGME CBS13 for more than a decade. He grew up in Minnesota and came to WGME in 1996 from Vermont. He is an award-winning journalist, earning state and national awards, including one of the first ever “Walter Cronkite Awards for Excellence in Political Coverage” presented by Mr. Cronkite, himself. Gregg also works with a number of non-profit groups and charities in Maine, including “hear ME now!”—a group helping deaf and hard-of-hearing kids in Maine get a great start in life that is especially close to his heart.

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rom our family business to yours, congratulations to all the finalists!

Proud Sponsor of the Customer Service Award

Ed Wolak and Kim Garrett - winner of the 2013 Shep Lee Community Service Award

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Ed Wolak and Kim Garrett holding MAW plaque

The Wolak Group is an independently owned and operated franchisee network of the Dunkin Brands system with over 90 locations in Maine, New Hampshire and New York.

Please visit our website at www.WolakGroup.com.

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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 Spotlight: Business After Hours Series Sponsored by:

PROGRAM SPONSORS We are delighted to offer over 30 programs this year to our members and future members. These programs are not 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.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Family-Owned Businesses are the foundation of Maine’s economy – past, present and future.

WWW.MAINEMEMORY.NET/ITEM/10509 © MAINE HISTORICAL SOCIETY

“M

y father convinced me it would be wiser to work with him for three years and go to New York with some experience… I have always been glad that I stuck to Portland.” – Letter from H.M. Verrill regarding his father (and founding father of Verrill Dana), B.D. Verrill.

When Byron D. (B.D.) Verrill began to practice law in 1862, he began a culture of camaraderie that was rooted in familial ties – both his son and grandson later partnered with him at the firm.

Multiple generations of Verrills, Danas, Phillbricks and Coburns have provided legal service to clients over the years and B.W.’s legacy lives on today in our commitment to professional collegiality. Family-owned businesses are the foundation of Maine’s economy – past, present and future.

Congratulations to tonight’s finalists.

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Know-how is supporting the communities

where we live and work.

People’s United Bank proudly supports the

institute for Family-owned business.

Congratulations to the Maine Family Business Award Recipients! visit or call us in portland or your nearest branch. peoples.com

©2015 people’s united bank | Member FDIC |

Equal Housing Lender

467 Congress Street, portland 207-828-3000

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Judges tested by 32 finalists, 7 Awards categories Choosing winners is a short yet arduous 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, with a record 32 nominees in seven categories, the process was especially challenging yet fascinating to learn about all these amazing companies!

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 supplemental information they send to the Institute.

Facilitator

Colleen McCracken, judging facilitator, is co-chief executive officer at Planet Dog, located in Westbrook and Portland. For 15 years she was CEO of Thos. Moser Cabinetmakers. Colleen holds a Bachelor of Science degree in Accounting from Bentley University and recently received an Executive MBA with High Honors distinction from Boston University. She takes great pride in caring for her diminutive Yorkie, Tasker.

Winners are not revealed until the Awards Gala.

Mike Davis, is owner/ vice president of Industrial Roofing Companies in Lewiston, winner of the 2012 Customer Service Award. Mike co-founded Solar Roof Systems in 2009. He earned a chemical engineering degree from the University of Maine. In his spare time he enjoys skiing with his kids and “trying to catch lobsters.”

Laura Foye is regional vice president at TD Bank, responsible for commercial lending activities in Southern Maine. Laura holds a degree in accounting from the University of Southern Maine, chairs USM’s Board of Visitors and is on the board of CEI and the for-profit CEI Capital Management. She enjoys golf at Purpoodock Club near her Cape Elizabeth home.

Lesa Ouellette, is information technology director at Time Warner Cable and owner of Hannan’s Electric, winner of the Institute’s 2013 Customer Service Award. Lesa, who holds a master’s degree in telecommunications engineering from the Rochester Institute of Technology, owns a copyright for an internet system she developed.

Dean Bingham and wife Kristen founded Dean’sSweets, a Portland chocolatier. An architect, Dean applied his sense of design when first making chocolates for family and friends. A local newspaper called Dean’sSweets, “the best totally-legal, all-ages drug dealer.” The company won the 2012 Maine Family Business Award for Community Service.

Masey Kaplan, inspired by her two children, their school and many artisans, created Close Buy Catalog in 2010 as a response to run-of-the-mill school fundraisers. A Connecticut native, she studied psychology at Fairfield University and graphic design at Colorado State University. In her spare time she is a knitter and a ukulele player.

Steve deCastro, is SVP/Market Manager of KeyBank’s Private Bank group for New England. A graduate of Colby College and Boston University, Steve sits on the boards of directors of Junior Achievement, Piper Shores and Falmouth Youth Soccer, and is involved in fundraising for Maine Medical Center. He lives in Falmouth with his wife and three children.

Denise Cole and husband Dean opened d. cole jewelers on Exchange Street in Portland in 1981 after five years of selling their designs at craft shows. Today, their children Emily and Ryan, along with other family members, are all part of the business that earned the Maddy Corson Award for Small Business in 2013.

Kim Garrett and father, Ed Wolak, own and operate more than 90 Dunkin Donuts locations in Maine, New Hampshire and New York under the banner of the Wolak Group, winner of the 2013 Shep Lee Award for Community Service. Kim is also vice president of operations and a franchise owner who dedicates time to her sons, Tyler (7) and Jaxon (1).

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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!

LeeAuto Malls Family owned and operated since 1936.

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

About the Awards The Large Business Award, won by Lamey Wellehan in 2014, 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.

Messer Truck Equipment received the Maddy Corson Small Business Award in 2014.

The Shep Lee Community Service Award honors one of the founders of the Institute for Family-Owned Businesses and the ideals he embodied in his respect and concern for customers, employees and the community. Will’s Shop ‘n Save received the Shep Lee Community Service Award in 2014.

The Wolak Group Customer Service Award, presented to Chalmers Insurance Group in 2014, honors a company of any size that continues to improve customer service and exceed customer expectations. The judges also consider these 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.

People’s United Bank Innovation/Technology Award: Formerly

two separate awards, the 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 benefit 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 2014, The Meadowmere Resort received the Innovation Award and eco-kids won the Technology Award.

The 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 overall excellence among all the categories above. The Chebeague Island Inn received this award in 2014.

r The Green Environment Award honors a company that demonstrates exceptional w fo e N 1 5 efforts to reduce its carbon footprint, demonstrate environmental stewardship, engage 20 others in conservation efforts, and championing sustainability.

You’ll find Awards winners through the years on page 13.

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Institute for Family-Owned Business presents 2015 2011 MAINE FAMILY BUSINESS AWARDS FINALISTS

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2014 Maine Family Business Awards Winners

Kathy and Jim Wellehan, Lamey Wellehan, winner of the Agren Large Business Award

Terri Messer, Messer Truck Equipment, winner of the Maddy Corson Small Business Award

Jim and Dottie Chalmers, Chalmers Insurance Group, winners of The Wolak Group Customer Service Award

2014

Lamey Wellehan (Agren Large Business Award) Messer Truck Equipment (Maddy Corson Small Business Award) Will’s Shop ‘N Save (Shep Lee Community Service Award) Chalmers Insurance Group (The Wolak Group Customer Service Award) Chebeague Island Inn (First Generation) Eco-kids (Technology)

Meadowmere Resort (Innovation)

2013

Melissa and Will Wedge, Will’s Shop ‘N Save, winner of the Shep Lee Community Service Award

Gerri, Casey and Caitlin Prentice, Chebeague Island Inn, winners of the First Generation Award

Cammie Weeks and Jan Porter, Eco-kids, winners of the Technology Award

2010

Outstanding Community Service Awards:

Marden’s Surplus & Salvage (Large) Sweetser’s Apple Barrel & Orchards (Small) GHM Agency (Community Service)

Oakhurst Dairy (Large) Apollo Salon Spa & Bistro (Small) Honorable Mention: GHM Insurance

Honorable Mention:

2005

Mancini Electric (large)

2009

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

Agren Appliance (Morong Falmouth Award) D. Cole Jewelers (Maddy Corson Award) The Wolak Group (Shep Lee Award) Central Street Farmhouse (First Generation) Hannan’s Electric (Customer Service) Close Buy Catalog (Innovation)

2008

2012

Honorable Mention:

Gifford’s Ice Cream (Large) Saddleback Mountain (Small) Outstanding Community Service Awards:

Maine Machine Products (Large) Couleur Collection (Small)

Hurley Travel Experts (First Generation) Morong Falmouth (Large) S.L. Wadsworth & Son (Small) Industrial Roofing Companies (Customer Service) Dean’s Sweets (Community Service) Honorable Mention: D. Cole Jewelers

Down East Enterprise (Large) Seaside Vacation Rentals (Small)

2011

AlliedCook Construction (Large) LT’s inc. (Small) Halcyon Yarn (Community Service) Honorable Mention: Day’s Jewelers

Allyson and Phil Cavaretta, Meadowmere Resort , winner of the Innovation Award

2007

Geiger Bros. (Large) Morrison’s Maine Course (Small)

Thos. Moser Cabinetmakers (Large) Jordan-Fernald Funeral Homes (Small)

2004

White Rock Distilleries (Large) Paricon, Inc. (Small) Honorable Mention: Direct Mail of Maine

2003

Hussey Seating (Large) Monhegan Boat Line (Small) Honorable Mention: Shelter Institute

2002

Barber Foods (Large) Coffee By Design (Small) Honorable Mention: Winter People

Outstanding Community Service Awards:

2001

Maine Machine Products (Large) Saddleback Mountain (Small)

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

2006

2000

DownEast Energy (Large) Bedard Healthcare Group (Small)

Sun Journal (Large) Volk Packaging (Small)

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Congratulations to all the 2015 Award Finalists!

Maddy

Maddy Corson

Advisory Board member and Past President Institute for Family-Owned Business

FIRST TO CONGRATULATE Our best wishes to Ames True Value Supply, King Eider’s Pub, The Animal House and all of the 2015 finalists!

Bangor • Bar Harbor • Blue Hill • Boothbay Harbor • Calais • Camden • Damariscotta • Eastport Ellsworth • Northeast Harbor • Rockland • Rockport • Southwest Harbor • Waldoboro • Wiscasset

A Division of The First Bancorp • 800.564.3195 • www.TheFirst.com • Member FDIC

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Acme Body Shop, Inc., South Portland

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he father-daughter team behind Acme Body Shop, Peter Bolduc and Bernadette Bolduc Papi, cite their shared values, sense of humor, and deep mutual respect and trust as key attributes that have helped make Acme Body Shop, Inc. thrive for more than 25 years.

Bernadette, who holds degrees in business and law, joined the company in 2003 and manages many administrative functions, including legal, IT, human resources and marketing, while Peter Bernadette Bolduc Papi and Peter Bolduc Sr. maintains an eye on the big picture as it relates to all aspects of the business and the auto repair industry.

Both Peter and Bernadette emphasize integrity in all their business dealings. Knowing their family name is on the line helps keep a sharp focus on dealing fairly and respectfully with everyone, an approach that is evident to customers and employees. One customer noted, “From the first call and visit, I knew I was dealing with people of integrity who sincerely cared about making my process as easy and as timely as possible.”

Despite the changing landscape in the collision repair business due to stagnant reimbursement rates, small shops being swallowed up by larger competitors, and other challenges, Acme is doing more work with fewer employees than when Peter Bolduc purchased the company in 1989, with sales up six to ten percent during that time.

Ames True Value Supply, Wiscasset

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roprietors of Ames Supply, Dan and Dot Ames, began selling grain from a small building near the railroad tracks in Wiscasset. A building fire in 1969 forced them to relocate just outside of town on Route One where they began to expand beyond grain into hardware; at that time their grandsons Jeff, Steve and Wayne Averill, who now co-own the business, began working with them.

Today, Dan and Dot’s daughter Arlene (80) still continues to work at the store two days a week alongside her three sons and five grandchildren. The store employs 28 full and part time staff. Ames Supply is three generations strong and proud of that fact.

While the business has expanded steadily, outgrowing their first Route One location a decade ago, the family works hard to preserve the small-store experience that has made them a vital part of the community for decades. Customers are greeted by name as they enter the store, and are personally assisted with their shopping if needed. If a customer needs an item the store doesn’t carry, they will make every effort to special order it or direct them to another place that has it. During a power outage, it’s not unusual to see employees walking the aisles with a flashlight and processing transactions with paper and pen to help their customers get what they need.

Wayne, Jeff and Stephen know their grandparents would be proud of how the family has kept their dream thriving.

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Johnny's Selected Seeds is Proud to Support the Maine Institute for Family-Owned Business

Helping family, friends, and communities to feed one another by providing superior seeds, tools, information, and service.

Stop by and visit our Retail Store at 955 Benton Ave., Winslow, ME Johnnyseeds.com 1-877-564-6697

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Blue Elephant Events and Catering, Saco

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very couple deserves to feel like a million dollars on their wedding day, no matter what their budget is. It’s this philosophy that guides the vision of Reuben Bell and Fausto Pifferer, who founded Saco-based Blue Elephant Events and Catering in 2007.

The couple was among the first in Maine to bring event planning and catering services together under one umbrella, offering competitive pricing, innovative menus, unique décor and staffing for parties and events of all sizes. Their goal is to work with each client individually to bring ideas and budgets together, creating special events that will make a lasting impression on all who attend.

Blue Elephant has grown steadily, now employing three full-time and ten part-time staff as well as more than 40 independent contractors. While their market area ranges from Portsmouth to Belfast, their clients come from all over the U.S. and beyond. Sales have grown from 60 events in 2007 to more than 215 in 2014.

Reuben and Fausto give their designers, chefs and planners as much independence as possible to demonstrate their creativity while maintaining a strong central team that includes several family members. Reuben’s sister, Chloe Scott, is an event producer for the company and mother, Jill, is the office administrator. Chloe’s husband, Bryan, a successful chef in his own right, also cooks with Blue Elephant from time to time. Reuben and Fausto’s eight year-old daughter, Sophia, has recently expressed interest in learning to cook so she can be the company chef.

Bruno’s Restaurant and Tavern, Portland

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runo’s Restaurant and Tavern has been a fixture in Portland’s North Deering neighborhood of Portland since 1999—a place customers keep coming back to week after week for delicious, homemade meals and service that makes them feel like family. The Napolitano family wouldn’t have it any other way.

Since opening a small bar on India Street in the early 1980s that sold only hot dogs and bottled beer, Bob Napolitano went into business with his brothers, relocating a few times before landing on Allen Avenue. While the menu has expanded to hundreds of items and more than a dozen beers on tap, and the staff from five employees to more than 50, Bob has remained engaged in every aspect of the business including the menu, which includes many family recipes that have become customer favorites.

Today Dan Napolitano works alongside his father. One of the two is at the restaurant every day, ensuring both customers and staff are happy and well taken care of. Dan’s mom, Vicki, the “rock” of Bruno’s, manages the floor on weekends, and eight other close family members are involved in various aspects of the restaurant.

Employee turnover at Bruno’s is unusually low for the industry, because employees are treated as an extension of the family. Bob and Vicki strive to be fair and honest in resolving issues, and provide generous bonuses, a savings plan and other benefits, and opportunities for advancement. It’s a recipe for success that shows no signs of slowing down.

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CONGRATULATIONS

2015 Maine Family Business Award Finalists

It’s the news you want.

Wherever you are. In print and online.

Building on strong family business traditions for more than four generations.

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Buoy Sports, South Berwick

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walk on the beach with his children inspired Bill Page to turn a cast-off lobster buoy into a unique recreational product and launch a business with wife, Susan, out of their home.

The “Original Buoy Bat,” a ball and bat set made in the family’s South Berwick home, is now sold in stores and at festivals throughout New England and as far away as California. The Buoy Sports product line has grown to include other fun and unique items made from authentic lobster buoys. Sales have more than tripled since 2011, their first year in business, when they sold 1,500 Buoy Bats with total sales of $53,000. In 2014, they brought on three part-time employees to help with manufacturing and office tasks while Bill develops new product ideas. They recently landed an order for a large Japanese retail chain with 70 stores.

With strong ties to the community of South Berwick, the Pages have participated in many events to support other local organizations such as SoBo Central by setting up a Buoy Bat batting area for kids at Kids Day, Lanternfest, and South Berwick’s anniversary celebration.

Susan and Bill were warned by many about the perils of going into business as a married couple. While they acknowledge there are challenges – especially balancing work and family life when their home is their office – they support each other and are committed to having fun while also setting a positive example for their children.

Caverly Farms LLC, Clinton

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ringing wholesome milk to families throughout New England has been a Caverly family tradition since 1955, when young brothers Francis (Frank), Brainard III (Pudge) and Edgar (E.C.) began selling milk from their 4H project cows to HP Hood, encouraged by their parents, Brainard Jr. and Evelyn, and guided by their uncle, Evelyn’s brother Edgar.

Today, Caverly Farms, LLC maintains a herd of over 1,200 head of cattle and still sells their milk to Hood through the farm-owned cooperative, Agri-Mark. The family also sells its purebred livestock nationally and internationally, and exhibits its animals at state and national competitions.

They are proud of the National Champion titles their beef and dairy cattle have earned over the years.

Three generations of the Caverly family are involved in operations of the farm.

Frank, the last of the founding brothers, provides guidance and experience, but encourages new ideas and input from the younger generations of family who have shown interest in maintaining the family tradition. Caverly Farms participates in Maine Open Farm Day, helping connect consumers more closely to the producers of the food they eat and providing a glimpse into the hard but rewarding way of life on the farm that their family has enjoyed for 60 years and counting.

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CONGRATULATIONS

Maine Family Business Award Nominees

From Maine’s FASTEST GROWING Mattress Retailer TOPSHAM 78 MALLETT DR. 725.0644

AUBURN 40 MINOT AVE. 784.0235 AgrenAppliance.com

NORWAY 313 MAIN ST. 743.0601

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Central Distributors, Lewiston

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lbert Barriault founded Central Distributors in 1934 with seven employees, serving a limited area around Lewiston.

Through measured growth and a series of strategic acquisitions over the years, Central is one of Maine’s largest distributors of beer, wine and other beverages, with more than 100 employees serving the entire state.

Throughout its history, the company has introduced many innovations to streamline its operations and meet customers’ needs. Central was among the first Maine distributors to computerize operations in the 1970s; today, its salespeople use tablets and handheld devices to transmit orders. Central was also one of the first companies to modernize its delivery trucks, now using an array of truck bodies and styles among its fleet of over 20 vehicles.

Three generations of the Barriault family had been actively involved in business operations until his recent passing in March, Albert’s son, Fernand, served on the board of directors and as treasurer. Family members meet frequently to discuss relevant topics and provide feedback; to avoid potential family conflict, fourth generation family members must have a consensus opinion to vote or act on board matters.

The family is actively engaged in many industry, civic and charitable organizations, including the Maine Beer & Wine Distributors Association; United Way of Androscoggin County; Lewiston-Auburn Rotary; Lewiston-Auburn Economic Growth Council; Big Brothers/Big Sisters; Androscoggin County Chamber of Commerce; and Young Professionals of Lewiston/Auburn.

Cousins Maine Lobster, Saco

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oyalty, love, family…and lobster. These were at the heart of cousins Sabin Lomac & Jim Tselikis’s vision, hatched over a game of Nintendo video hockey, to bring the seafood they grew up on in Maine to the streets of Southern California. Using their grandmothers’ recipes, the pair started with one food truck and a dream.

Today, they are introducing people across the country to Maine lobster rolls, tacos, and lobster tails through their fleet of 14 trucks, as well as their e-commerce site, based in Saco, offering lobster mac and cheese, lobster cakes, crab cakes and, of course, their now-famous lobster rolls.

An appearance on ABC’s “Shark Tank” in 2012 netted an investment by one of the show’s stars, and catapulted the company to the national stage. Sales have grown from $150,000 in 2012 to more than $6.5 million in 2014, with projections of $10 million or more in 2015. The company has grown from five to 100 employees and expanded from Los Angeles to ten additional cities during that time.

Nothing is stronger to Sabin and Jim than family, so it is not surprising that several family members are also involved in the business, including Jim’s father, Steve, sister, Annie, and cousin Aaron. This passion for family also prompted the team to develop Cousins for a Cause, a partnership with Big Brothers Big Sisters to give back and inspire younger generations.

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From our family to yours, congratulations!

Cross Insurance is honored to be a finalist for the Maine Family Business Awards alongside so many other great family businesses.

WWW.CROSSAGENCY.COM

800.999.7345

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Crocketts Cove LLC, Vinalhaven

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haring a deep love for Maine, a desire to help local artists and artisans market their products, and a passion for social responsibility the Lane and Williams families of Vinalhaven launched Crocketts Cove in 2014. The e-commerce marketplace showcases hand-crafted items all made by Maine-based craftspeople, artists, chefs and specialty food producers. For every purchase, 2% of the sale goes to two designated Maine nonprofits of the year.

This year’s non-profits are the Audubon Puffin Project and SailMaine.

Crocketts Cove LLC may be a start-up venture, but family owned businesses are not new to the Lanes and Williams. The Lane family owned the local clothing and dry goods company on Vinalhaven, L.R. Smith & Co., for over 80 years and has lived on Vinalhaven since the late 1700s, figuring prominently in local trade and commerce. The Williams, a family of artists, architects and entrepreneurs, first came to Vinalhaven 30 years ago and have owned several companies as a family, including a fountain design company and an architecture firm.

The family team has high level networks, connections and experience working with Maine government, art communities and non-profit organizations. All principals have shared in the funding of the start up operations and all donate their time and considerable skills and experience to the company’s success; there is currently one paid employee who manages data entry and website maintenance, though the company hopes to grow this to two paid positions in 2015.

Cross Insurance, Bangor

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ross Insurance was founded in 1954 by Woodrow W. Cross from his kitchen in Bangor and has grown to the largest insurance agency in New England. Cross Insurance has acquired more than 100 other insurance agencies, growing by almost 40% annually for the past several years, now employing 750 people across New England.

Three generations of the Cross family actively run the day-to-day operation of the company today.

Woodrow is 98 years old and still comes to work every day. Royce Cross is President and CEO, overseeing the entire company with the help of his brother, Brent Cross, Executive Vice President and his son, Jonathan Cross, Executive Vice President. Brent’s son Woodrow Cross II is a lead account manager in the company’s Bangor headquarters.

The family considers itself fortunate to have avoided the conflict that can challenge many family businesses. They credit their success in this area to Woodrow’s example of putting the business and employees first, ahead of personal agendas. Employees are supported in their continuing education and professional growth, with many opportunities for advancement offered.

The company has increased the visibility of its brand through many strategic partnerships with New England sports teams, including being the Official Insurance Provider of the Boston Red Sox, New England Patriots, Boston Bruins and New England Revolution, Portland Sea Dogs and New Hampshire Fisher Cats, as well as naming partnerships at the Cross Insurance Center in Bangor and the Cross Insurance Arena in Portland.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

DeLorme, Yarmouth

T

he company that created Eartha, the world’s largest rotating and revolving globe, has been leading the way in mapping and navigation technologies since 1976, when founder David DeLorme set out to revolutionize the development of backcountry maps.

From its headquarters in Yarmouth, DeLorme has been directly responsible for many of the major technological advances made in the mapping and navigation industry over the past 40 years, and most recently the satellite communications industry. Today, David DeLorme officially serves only as a board member, but he continues to be a guiding force and visionary in new product development. His daughter, Brook, also serves on the board and occasionally acts as a company spokesperson; son, Noah, works full time for the company in a web development capacity on the engineering team. He is an integral part of the success of the inReach product and a key developer of the product’s backend functionality.

In May 2014, the company launched its third generation satellite communicator, the inReach Explorer with built-in navigation capabilities, which is the only consumeraffordable device of its kind in the world. DeLorme pioneered the first inReach device in 2011 and over the last four years, countless lives have been saved around the world thanks to the inReach system’s revolutionary two-way SOS feature. The company has earned awards from National Geographic, the American Alpine Institute, Backpacker magazine and more for inReach. More than 700,000 units have been sold since inReach was introduced, with more than 40,000 monthly subscribers sending more than 40 million text and tracking messages so far.

Downeast Toyota-Scion & Downeast Auto Body, Brewer

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d Darling’s daughters, Kate Fraser and Francie Kelly, and son-in-law, Kevin Kelly, aren’t afraid to disagree with one another, but they know the best way to maintain the success their dealership has enjoyed for decades is to communicate frequently, honestly and respectfully.

The three represent the second generation to own and operate Downeast Toyota-Scion, which Ed founded in 1971 and continues to serve as a consultant. Over the years, the business has expanded to include Downeast Auto Body, as well as two state of the art car washes and a fueling station.

Downeast has a long tradition as a family business that extends to its 150 employees, as the company hires and retains not only employees but their families as well. Nearly one third of their employees have been with the company more than 10 years; ten percent have worked at Downeast for 20 years or more. The sense of family, the culture of mutual commitment and loyalty lend confidence and trust between employees and management, and in turn helps build lasting relationships with satisfied customers, enabling the business to continue to grow.

As one of the area’s larger employers, Downeast is committed to supporting the community, both through employee engagement and financial support. The company has been involved in Eastern Maine Medical Center’s Champion the Cure Challenge fundraiser. Ed has served on numerous boards, including St. Joseph Hospital and Husson University, and has generously supported many local causes.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

F.O. Bailey Real Estate, Falmouth

S

tarting a family business can be challenging under any circumstances. When that family starts its business under a name Mainers have known and trusted for nearly two centuries, new challenges and expectations emerge.

The Jones family has risen to the challenge. They opened F.O. Bailey Real Estate in Falmouth in 2014, taking over the company that started in 1819 in Portland, selling general merchandise before diversifying to real estate, antiques and manufacturing of business goods. David and Nancy Jones and daughters Christina and Lauren revived the real estate division, merging it with their existing antiques business.

The family’s shared goals and approach have helped drive their success. In just its first year of ownership, the Jones family has grown the real estate business from two principals to 23 full-time employees. In the same way that David and Nancy are mentoring their daughters in the business, the family is working to expand opportunities for employee growth, including the development of a training program for agents.

They pride themselves on the high quality of client service they provide, often going well beyond expectations to help with client needs that fall outside the traditional real estate umbrella. In a business driven by referrals, this approach has paid off handsomely.

The family is involved in numerous civic and charitable pursuits. David, Christina and Lauren are members of Rotary International—David is past president of the Falmouth club—and Christina has been actively involved with Safe Passage, Maine Medical Center and Long Creek Youth Facility.

Grand Central Café, Waterville

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ost teenagers view a high school job as a way to make money for college, to buy a car or other needs. For Elise Rich-Colton, however, a summer job of baking pizzas in downtown Waterville turned into a lifestyle when her boss invited her to buy the business after her high school graduation.

After culinary school and work with CEI to develop a business plan and entrepreneurship skills, Elise purchased Grand Central Café in 2008. The business caters to local college students, moviegoers, and those who appreciate affordable, quality food made with passion, including delicious and unique pizzas baked in the café’s wood-fired oven.

Three generations are involved in the café. Elise’s aunt, Jody Rich, is business manager; sister, Elizabeth, waits tables and nephew, Jaden, who has recently expressed interest in learning how to bake pizzas, washes the dishes.

Elise’s mom, Deb, has been dubbed “Chief Cohesion Officer” for keeping everyone together. Everyone pitches in to keep things running—there is no job too big or too small for anyone, including Elise, who stacks wood, waits tables, washes dishes and does whatever needs to be done.

The family respects Elise’s position as owner and primary decision-maker, and admires the hands-on approach she has taken to making the business successful. The business had not turned a profit in the three years prior to Elise’s taking ownership; after one year, they broke even, and at the end of 2014, were able to prove Elise with health insurance and a retirement account.

Grand Central Café

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—Meredith Strang Burgess, President

2015 MAINE FAMILY BUSINESS AWARDS FINALIST

“As a small business owner myself, I salute all the finalists and winners of this year’s awards, as well as our many clients over the years who have remained personally responsible for the quality of their service and products!”

1290 Congress Street • Portland, ME 04102 207.775.5227 • burgessadv.com

2014 MAINE FAMILY BUSINESS AWARDS WINNERS

Congratulations to Hebert Construction, nominated for the 2015 Maine Family Business Award.

Mechanics Savings Bank is proud to honor Maine’s family-owned companies who adopt strategies and practices that have a positive impact on the business community.

a i n e ’s f a m

ud

sin

e s s e s . Pro Standing, left to right: Simon Hebert and Tim Hebert Seated, left to right: Mike Hebert and Dan Hebert

-owned b u

to suppo

ily

r

tM

AUBURN

•

www.mechanicssavings.com

BRUNSWICK

•

LEWISTON

•

WINDHAM

207.786.5700 or Toll-Free 1.800.325.7553

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Haven’s Candies, Westbrook

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uying an established business sometimes tempts the new owner to implement sweeping changes right away in order to make their mark, even at the risk of alienating long-time customers and employees during the transition.

Luckily for fans of Haven’s Candies, the newest owners recognized a good thing when they saw it. The 100-year-old company, founded by Herbert Haven in 1915, still used many of the time-honored techniques of a bygone century when Erin and Scott Collins purchased the company in September 2014.

Rather than seeing this approach as outdated Erin, Haven’s president, saw “tradition” and “timelessness.” Her main focus right now is listening to the employees who have made Haven’s such a success, including Master Candy Maker, Art Dillon and Director of Retail, Terry Works, who have been with the company more than 20 years. Erin also listens to customers—both retail and corporate—to understand what Haven’s means to them.

Haven’s received the 2014 Governor’s Award for Business Excellence; its Sea Salt Butter Toffee won Best New Product at the 2013 New England-Made Trade Show. For the past six years, Haven’s has partnered with the Dream Factory, raising $20,000 each year to help children with chronic illnesses.

Erin and Scott know Haven’s is an important part of many families’ traditions, and they look forward to creating family traditions of their own when their young sons are old enough to join in the business of keeping Maine sweet.

Hebert Construction, Lewiston

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new home is only as sturdy as the foundation on which it is built. The same could be said for a family business—without a solid base, its future is uncertain.

For Hebert Construction, strong family values and ethics are the foundation on which this fourth generation company was built back in 1943, when Edward Hebert formed his residential construction company in Lewiston. In the more than 70 years since, Edward’s sons, Richard and Daniel, and grandsons, Michael, Timothy and great grandson Simon, have helped expand the company into commercial, industrial and institutional construction and built a reputation for quality, skilled craftsmanship in all they do.

The Heberts view their employees as an extension of the family and treat them with respect, allowing flexibility in company policy when people have to deal with family emergencies and other family matters during work. They expect everyone to work hard and be committed but also understand family comes first.

Throughout its history, transfer of leadership has occurred naturally at Hebert Construction. All family members, regardless of position or age, are involved in major decisions, as they recognize that decisions made today will affect the company for the next generation.

The Heberts are very engaged in the Lewiston/Auburn community, both as a company and individually, with local organizations and initiatives including St. Mary’s Regional Medical Center, Holy Cross School, Franco-American Heritage Center, St. Dominic’s Regional High School, L-A Chamber of Commerce, as well as industry leadership in Associated General Contractors and Associated Builders & Contractors.

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Thank you.

We all benefit from your commitment to family and community.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

The Higgins Corporation, South Portland

A

company’s true nature becomes evident when a client has a serious problem or complaint. A recent example at the Higgins Corporation shines a light on this threegeneration company’s integrity.

One of their largest clients made a very large purchase with them recently for equipment that only carried a 90-day factory warranty. As luck would have it, they began to experience trouble shortly after the warranty’s expiration. While the manufacturer refused to budge, Higgins never left them exposed.

“We do the right thing,” says David Higgins III, CEO. “It’s a great product, but even Mercedes break down. What’s important is that we stepped up and got the equipment working as intended.”

Not surprisingly, Higgins has grown into a regional leader in identification and tracking solutions. The company, founded in 1960 by David Higgins, Jr., is headquartered in South Portland, with an office in Braintree, MA and technicians and sales representatives located throughout New England and Florida. The company describes itself as an integration company, helping to create solutions that improve their customers’ operations.

For example, Higgins is designing systems that are helping hospital networks integrated their disparate medical record platforms.

The company is run by CEO David R. Higgins III, who succeeded his father, David Higgins Jr. Since 2013, sons David Higgins IV and Chris Higgins have joined the team, working in accounts receivable and sales, respectively.

The company experienced its best year to date in terms of revenue and staff growth last year, adding seven new employees.

Kate’s Creamery, Arundel

D

aniel Patry learned the art of handchurning butter from his Uncle Roland, who had learned the craft from his father, Alphonse. Carrying on the family tradition by making delicious sweet cream butter for family and friends did not turn into a full-time business until 1981, when Dan and his wife started selling the butter they were producing, one batch at a time in their home, commercially through local markets.

Today, Kate’s Homemade Butter is available in grocery stores, Whole Foods Markets, and other retailers as far away as Florida and Colorado. They have expanded from a small family business in their basement in Old Orchard Beach to a state of the art production facility in Arundel, which was custom built with their employees’ needs in mind. Wall to wall windows invite in natural light all year long, and equipment that lessens the physical demands on employees was added to all production lines, giving employees a welcoming workspace that does not feel confining or industrial.

The company continues to expand its facility, adding a new post and beam dairy barn where they hope to be milking cows by summer, and thanks to Dan’s son, Lucas, joining the business and bringing fresh ideas and enthusiasm, the company has many new products in development that they will bring to market later this year.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

King Eider’s Pub/ Stone Cove Catering, Bristol

“T

ogether we are stronger than any one of us individually.”

This philosophy guides King Eider’s Pub and Stone Cove Catering, owned and managed by sisters Sarah Maurer and Cynthia Weiss and their husbands, Todd Maurer and Jed Weiss, and operated with the help of three generations including Sarah and Cynthia’s sister, Melissa Organ, parents Jon and Celeste Prime, and Melissa and Cynthia’s children.

It is also the guiding principle that has led the company to invest deeply in the community it calls home through extensive donations of time, energy, money and product.

The family’s generosity has touched dozens of organizations and events throughout Lincoln County, including: Lincoln Theater, Lincoln Academy, Damariscotta Region Chamber of Commerce, Twin Villages Alliance, Damariscotta Pumpkinfest and Regatta, Lincoln County Animal Shelter, Big Brothers/Big Sisters, March of Dimes, Coastal Kids Preschool, Damariscotta River Association, Waldoboro Public Library, YMCA Camp Fund, and many others.

Ten years ago, Todd Maurer and two other local businessmen started the Community Energy Fund of Lincoln County to provide fuel assistance to neighbors in need. Since its inception, the fund has provided $1 million in assistance. Local businesses cover all administrative expenses associated with the effort. For its part in the fund, King Eider’s Pub received the 2012 Restaurant Neighbor Award by the National Restaurant Association and American Express.

Opening Stone Cove Catering in Bristol allowed the family to give back in another way, by providing year-round employment to many staff who had previously been employed seasonally.

Kingsley Pines Camp, Inc., Raymond

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ttending camp as a child was life-changing for Pat Coughlan, giving him self-confidence, determination, and balance.

This experience inspired Pat and wife Joyce to open Kingsley Pines Camp, a coed residential summer camp on Panther Lake in Raymond.

Established in 1984, Kingsley Pines welcomes hundreds of young campers from across the U.S. and abroad each summer.

Sons Drew, Carter and Devon Coughlan co-own the business their parents started, living on site during the summer, and are collectively involved in decisionmaking. This family-oriented approach puts many parents at ease when entrusting the camp with their children, often very far from home.

Since 2000, they have offered a Family Camp in late August to give adults and children of all ages the opportunity to experience a variety of activities, try something new, and relax in a warm and friendly environment. Several multi-generational families come back to KP each summer, including 15-20 members of the extended Coughlan family.

Recently, Pat and Joyce established the Aspirations Fund to support bright, motivated yet underserved youth who would benefit from the camp experience. During 2014, in cooperation with several nonprofit organizations, the Aspirations Program gave scholarships totaling $58,640 to support 14 children’s camp experience.

During the shoulder season, the company manages an active Wedding and Event business, working with local vendors and consultants to create memorable events.

In the last decade, the number of summer campers has grown from 446 campers to well over 600, leading to an increase of 76% in annual gross revenue.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Lucy’s Granola, East Blue Hill

S

erendipity turned Lucy Benjamin from home baker to an entrepreneur whose handmade granola is sold throughout Maine and across the country.

Back in 2009, Lucy had forgotten to bake a cake for the village bake sale. When someone stopped by to pick up her donation, she quickly poured the huge pickle jar of granola, freshly made for her husband, into mason jars and sent him on his way. The granola was a huge hit, and soon friends and neighbors began requesting it for their events. Lucy started selling granola at local farmer’s markets and shops before expanding to 150 stores, including L.L.Bean and, soon, Whole Foods Market.

Lucy’s husband, Clifton, and children Cecily, Imogen and Sam, are all part of the business. The “granola elves”—employees who work in the granola kitchen attached to the family’s East Blue Hill home—have become an extension of the family, too.

The community has also become family for the Benjamins, who moved to East Blue Hill eleven years ago from London, where Lucy is from and where the couple met. In return, the company supports as many local charities and donation requests as possible.

Lucy says the secret to her success is respect, honesty, trust and hard work. “If I am not as wholesome as I want my company to appear,” she says, “we are nothing.” This approach appears to be paying off, as company sales have increased approximately 25 percent each year.

M.R. Brewer, Portland

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ride in your work takes on new significance when your family name is at stake. The Brewer family believes their name is their most important asset, and operates accordingly.

M.R. Brewer, a Portland-based residential and commercial millwork and construction company, was founded in 1987 by Malcolm “Rusty” Brewer and Richard “Dick” Beaudoin, two friends with a shared work ethic and love of woodworking and construction.

Dick retired a decade later, but Malcolm continued to grow the business, which now includes wife, Patricia, and sons Jeffrey and Matthew.

A recent example demonstrates how the company stands behind its work. A family had purchased a home built ten years earlier for another customer. The buyers contacted M.R. Brewer regarding some rot damage, which the Brewers determined was due to a minor flashing issue on the portico roof during construction. Without hesitation they repaired the damage, estimated at $15,000 to $20,000, at no cost to the homeowners.

Brewer employees are treated like family, and are never asked to do anything the Brewers are not willing to do. If employees are asked to stay late or work on the weekend, they know Malcolm, Jeffrey or Matthew will be there, too. While the family acknowledges that working together does affect their relationships outside in both positive and negative ways, they work hard to leave business at the office.

Over the last five years, the company’s sales have grown from $1.5 million to over $6 million, and their workforce has doubled, from 12 to 25 employees.

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Congratulations Finalists!

World-class ice cream

from a small town in Maine

Proud supporters of the

Maine Family Business Awards

Co

atio atul r g n

ns to the 2015 Award

Lesa and Dan Ouellette

Serving since 1974 207-767-2471 www.hannanselectric.com

Fina lis t

s

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Minuteman Signs, Augusta

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s many entrepreneurs well know there is no guarantee, no matter how hard they work, that their children or other family members will share their passion for the business when they grow up. Bill McKeen, founder of Minuteman Signs of Augusta, is grateful that his family does.

Bill started the company in 1987, combining his artistic talent and business experience with emerging computer technology to serve the needs of businesses and organizations throughout central Maine. His son, Kevin, joined the company in 1999 and grandson Ted in 2003. In 2009, Kevin and his wife, Jacki, purchased the business from Bill, who continues to serve as a creative consultant.

Bill believes that being a family-owned business adds an extra level of motivation to ensure the company’s success, as the younger generations want to work hard to sustain the success their predecessors have worked so hard to achieve. He compares the family to a basketball team that uses each member’s unique talents to “drive down the floor…and score a new customer.”

The Minuteman team has grown its sales from $35,000 in 1987 to over $500,000 in annual revenue today. The company has often been at the forefront of offering the latest digital technology, enabling them to more rapidly meet their customers’ needs for quality signs.

One Stop Event Rentals, South Portland

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new product line at an established family business sparked a new business opportunity for sisters Lynne Watson Cousins and Kimberly Watson Carter.

Lynne and Kimberly’s parents, Merle and Gloria Watson, started Handyman Equipment Rental in South Portland in 1954. Two decades later, they expanded into wedding and event rentals, a new division they called Party Line, which was run by the sisters’ aunt, Kathleen LaCombe.

As this new side of the business continued to grow, the family purchased the building next door in 1982, and became One Stop Party Shoppe. It was at that time that Lynne and Kimberly became owners of the business, which had one delivery driver and about 3,500 square feet of space; they used two tractor-trailer bodies for additional rental storage.

Over the years, the company has changed its name to One Stop Event Rentals, expanded its footprint to 30,000 square feet and 18 full-time employees, with nearly double that number during their busy season. While they had added retail paper good sales and costume rentals during the business expansion back in the 1980s, they have more recently decided to scale back this part of the business to focus on what they do best, wedding and event rentals.

Kimberly and Lynne believe that being part of a family business fosters a sense of responsibility to the company’s founders—their parents—as well as to the third generation that is starting to get involved in the business during summer vacations and college breaks.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Renys, Newcastle Maine’s Department Store

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enys, one of Maine’s largest retailers with more than 500 employees and 16 locations statewide, has come a long way since R.H. Reny sold goods from the back of his Hudson in 1949.

Old-fashioned values, fair prices and a commitment to customers are keys to this family’s history of success.

In a tough retail environment, Renys has continued to grow and create new jobs by being business savvy and focused on strengthening Maine’s economy. Their mantra of “Quality merchandise, great values, and fair prices,” has transcended the generations of Reny family members involved in the business, and has kept customers coming back for 66 years and counting.

The family recognizes customer service as the heart of their brand, and they are adept at using customer complaints as opportunities to learn. As Mary Kate Reny noted, “Although our staff does an incredible job, we do hear from unhappy customers sometimes.

It is the most genuine reminder that people really care about Renys. There is ownership of a Renys experience by our customers. If we didn’t matter to them, they would simply stay silent and not come back.”

Today, R.H. Reny’s sons, John, Bob and Mike, own and run the company. Bob’s wife, Mary Kate, joined Renys full-time in 2000. The family is actively engaged in professional steps to successfully bring the third generation, R.H.’s grandchildren Faustine Reny and Adam Reny, into the business. Both are working for the company full-time in various capacities as they get to know how the business is run.

Shaw & Tenney, Orono

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s the third family to own 158-year-old Shaw & Tenney, makers of the world’s finest wooden oars and paddles, Steve Holt and Nancy Forster-Holt understand their role as stewards of the brand’s reputation in the marketplace.

They are also careful stewards of natural resources, sourcing nearly all the wood used in their products from Maine and using 100 percent of their raw materials to heat their facility or as sawdust donated to the University of Maine Farm.

They are instilling these values in their teenage sons, teaching them all aspects of the business they may own one day. Steve notes, “We can hold S&T meetings in our kitchen, and the boundaries of where S&T begins and ends can get very blurry. That is how we prefer it.”

The family lives within walking distance of the business. Steve works full-time overseeing operations, while Nancy is involved mainly in strategic decisions while working as a professor and director of the Center for Family Business at Husson University. Even family dog, Zoey, is part of the company, greeting customers and employees.

Since purchasing S&T the Holts have added staff and increased repeat business to over 20 percent of sales. They are growing their custom products line, and designed a 100th anniversary paddle for L.L.Bean using lumber drive wood from the bottom of Squamish Lake. Sales have increased every year, and the company was able to keep all its employees during the recession, when the marine industry took a 50 percent hit.

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Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

Strategic Media, Inc., Portland

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eff Small founded Strategic Media, Inc. before his children, now 11 and 13, were born, but he hopes that someday they will be interested in learning the business. In the meantime, he is working hard to build a company that has a positive impact in the community where he’s raising his family.

Strategic Media employs 24 people, who benefit from excellent benefits, a team-oriented environment, and opportunities for training and advancement. In the last few years, Jeff has made a conscious effort to hire people whose strengths complement and often differ from his, an approach that has helped the company achieve double-digit growth.

Jeff also works hard to acknowledge each member of his team as a whole person, with important roles and responsibilities that are not limited to the workplace but also include those encompassing family, community and personal health. Wherever possible, he offers flexibility for staff to take care of family or personal needs, such as working from home in order to care for a sick child, or incorporating workouts into lunch breaks.

In addition to providing world-class media buying and creative services for his customers, who are located throughout the U.S., Jeff is driven by the desire to make a significant impact in the life of the community. His company donated over $50,000 to local Maine charities last year alone, with a goal of $1 million by 2025. He has incorporated a matching gifts program to support charities that are important to his employees, and encourages participation in causes such as the Maine Adaptive Ski-a-Thon, Barbara Bush Children’s Hospital, Center for Grieving Children, Toys for Tots, American Lung Association, Alzheimer’s Association, Good Shepherd Food Bank, and many others.

Angelrox and Suger, Biddeford

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elocating a fashion business from Brooklyn to Biddeford may seem unusual, but for designer Roxi Suger and husband and business partner, Julian Schlaver, it’s been a great move.

Roxi launched her women’s clothing line, Angelrox, in 1999. Her pieces, handcrafted using bamboo and organic cotton knits, are sold in over 200 locations across the country, including their flagship boutique, Suger, in downtown Biddeford.

The move to Maine in 2013 was prompted by the need for more space for their growing company and family. Julian’s father had retired to Saco; the couple loves having him involved not only in the business but also in the life of their young son, Cotton.

Roxi and Julian have immersed themselves in the community, building close connections with neighbors and new friends, as well as the 11 employees who have become their extended family. They encourage employees to bring their children to work during school holidays, which not only allows work to flow but gives the children a chance to forge new friendships and be creative.

Julian is vice chair of the City of Biddeford Downtown Development Commission and a director of the Biddeford Mills Museum. Roxi orchestrated the inaugural Biddeford Ball and charity fashion show, which raised nearly $20,000 for the arts and area food banks. The company also donates a portion of sales to a different local charity each month, including the Bicycle Coalition of Maine, Stone Soup Food Pantry, and Heart of Biddeford.

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Bill and Peter Sowles Congratulate the 2015 Finalists of the Maine Family Business Awards MORONG FALMOUTH ALWAYS RIGHT AT MORONG!

U.S. ROUTE 1, FALMOUTH, ME • 781-4020 • 800-356-4020

morongvw.com

U N L O C K I N G S O L U T I O N S F O R F A M I LY B U S I N E S S E S

, LLC congratulates the 2015 Finalis s e c r u o s e ts.

Key R

Key Resources, LLC

Jane Hilburt-Davis, President Specializing in: • Succession Planning • Conflict Management • Board Development • Strategic Planning • Sibling Team Building • Family Council Development

KEY RESOURCES, LLC • Jane Hilburt-Davis • 75 Cambridge Parkway, Cambridge, MA 02142 tel: 617-577-0044 familybusinessconsulting.com

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

The Animal House, Damariscotta

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ntil Aubrey and Dan Martin opened The Animal House in an 18th century home in Damariscotta in 2005, pet owners in the Midcoast were limited to the supermarket, hardware or feed store to purchase pet food and supplies.

Demand grew for high quality specialty pet products, and they quickly built a loyal following of customers who appreciated access to food, supplements and remedies the store’s owners would feed their own dogs and cats, along with beds, toys and accessories.

It wasn’t long before they grew into a new space, adding grooming services, the region’s first self-serve pet wash, and an adoption center that has adopted out over 1,000 cats in partnership with local shelters.

Aubrey and Dan’s skills balance each other’s strengths, and they enjoy staff longevity that is rare in the pet retail business. They feel their customers trust and rely on them more because of the family environment. They have engaged a group of clients as product testers, and implemented an intensive nutrition training program, approved by holistic veterinarians in the area, that allows staff to do consultations.

Last November, they added a second store and four staff positions in Westbrook. In all, the company has grown to a multi-million dollar business with eight staff in a market where competition includes Internet retailers, big box stores, hardware stores and other pet specialty stores. They believe the secret to their success is not trying to be all things to all people, but providing healthy, quality products and unparalleled personal service.

The Portland Regency Hotel & Spa, Portland

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t’s not surprising that The Portland Regency Hotel & Spa feels like a home away from home for discerning business and leisure travelers.

Portland’s first luxury boutique hotel has been a family affair for nearly 30 years.

Eric Cianchette, president and owner, purchased the building—a former paper warehouse—in the early 1980s. After a complete renovation, The Regency opened in 1987. Eric’s wife Peggy serves in an advisory role, given her experience as GM of the Black Point Inn, formerly owned by the Cianchettes. Peggy’s nephew, David Tamulevich, serves as general manager of the Regency, and Eric and Peggy’s son, Michael, is involved with financial, legal, organizational and long-term planning.

The Cianchettes know their business relies on the skill and talent of their dedicated employees, many of whom have been with the company for 10, 15, 20+ years – almost unheard of in the hospitality business. Taking care of employees is the right thing to do, and the hotel ultimately benefits. Their housekeeping personnel, restaurant servers, and bartenders receive family health and dental plans, 401(k)s, and other benefits. With that security, they can focus on taking care of guests.

The family not only takes care of its employees and guests, it contributes to the community in many ways. Peggy is a trustee of Cheverus High School; Michael was the founding President of the Cheverus Alumni Council. The family is actively involved with the Sugarloaf Charity Summit, Easter Seals of Maine, the Center for Grieving Children, and other charitable organizations.

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2012 “Governor’s Award for Excellence”

www.volkboxes.com

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

TideSmart Global, Falmouth

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hile many Maine companies embrace the concept of sustainability, TideSmart Global walks the talk.

Founded in 2003 by Steve Woods, the experiential marketing company has built the first solar-powered, sustainable campus dedicated to marketing and communications. The complex, which houses TideSmart and its collection of agencies that connect audiences to brands for clients around the world, is employee-friendly as well as eco-friendly, offering an onsite employee gym, free electric vehicle charging station, pet-friendly and family-friendly environment.

The Woods family is actively involved in many areas of TideSmart. Steve’s wife, Katie, was the project manager for the design and construction of the newest building on campus, Viridescent House, Maine’s first “net positive,” certified passive building, meaning it produces twice the energy it needs to sustain itself. Katie and Steve’s three children, Emily, Cameron and Zack, have all worked at TideSmart in various roles.

The company believes it is important for their business and their employees to feel and act connected to the community at large. In addition to supporting more than a dozen local charities annually, they host various public events on their campus such as Red Cross blood drives; clean energy conferences; Social Media Day; and National Plug-In Day. Since 2003, the company has doubled in size every year, with revenues of over $40 million projected for 2015. TideSmart employs 73 full-time staff, and more than 2,750 part-time staff for events across North America and around the world.

Volk Packaging, Biddeford

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olk Packaging’s business values—service the customer beyond all expectations and treat associates like family—have not wavered since the cold winter day in 1967 when Benjamin Volk and son, Kenneth, broke ground on a 20,000 square foot manufacturing facility in Biddeford. Today, the company is a leading manufacturer of packaging products and solutions.

Ben was known for saying, “Our customers are our bread and butter,” a statement the Volk family and its associates continue to embrace 48 years later. One of many examples of this came when Mike, a Massachusetts sales rep, received an urgent call for boxes from a customer. The problem? All the Volk trucks had left for the day. Mike said he would come pick up the boxes and deliver them—a common practice among Volk reps. The 10-foot-long boxes were not a problem for Mike, who hooked up his bass boat, drove to Biddeford, loaded the boat with boxes and delivered them to Saugus, MA by noon!

Ben retired in 1986 and Ken in 2007. Ben’s son, Douglas, is currently CEO of the company and grandson Derek is President. Doug and Derek have, over the last decade, brought an increased focus on community service and support to the company. Volk donates to dozens of organizations across the state, including Maine Wood Products Association, the Maine Food Producers Alliance, Scarborough and Biddeford Project Graduation, and many theater, arts, education, service and sports programs. They are also a major sponsor of two organizations supporting veterans in Maine, The Travis Mills Foundation and House in the Woods.

Both Doug and Derek have served in a leadership position on a number of industry and non-profit boards at the local and state levels. Derek also hosts a weekly local business talk show, “The Derek Volk Show,” which airs on WLOB 1310 AM. Derek recently co-authored a book with his son called, Chasing the Rabbit: A Dad’s Life Raising a Son on the Spectrum. He is a frequent speaker about Autism to parents and educators.

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Congratulations to Cross Insurance from all of us at Patriot Insurance Company!

We’re proud to work with Cross Insurance, 2015 Maine Family Business Awards Finalists!

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Amazing things happen when people work together.

Congratulations to all of the 2015 award recipients!

We thank the Maine Institute for Family-Owned Business for providing the resources and networking opportunities that enable Maine’s business-owning families to achieve their fullest potential.

Harvard Pilgrim is a proud sponsor of the 16th Annual Maine Family Business Awards.

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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

|

FINANCIAL PLANNING

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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What is your legacy?

Family Wealth Management Partners

Our clients rely on our understanding of the unique dynamics in family-owned businesses. As your business changes and your family grows we put our experience and resources to work on your behalf to help build your legacy today and preserve it for tomorrow.

Steven E. Tenney, CPM® Senior Vice President– Wealth Management

Joseph W. Powers, CFP®, CLU® Senior Vice President– Wealth Management

Helen Andreoli Vice President– Wealth Management

Jack Piper Financial Advisor

UBS Financial Services Inc. One City Center, 7th Floor, Portland, ME 04101 866-791-5512 ubs.com/team/fwmp As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified finanCial PlannerTM in the U.S. ©UBS 2015. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. 7.00_Ad_7x4.5_MH0408_TenS

Congratulations to all the finalists from Maine’s business news source

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Congratulations to CROSS INSURANCE for being named a finalist for the

2015 MAINE FAMILY BUSINESS AWARDS WORKING WITH INDEPENDENT AGENTS THROUGHOUT THE NORTHEAST One Acadia Commons | P.O. Box 9010 | Westbrook, Maine 04098-5010 1.800.773.4300 | www.AcadiaInsurance.com

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Business perpetuation?

Ask us about buy/sell agreements, employee benefits and key person coverage

WE KNOW MORE SO YOU CAN WORRY LESS

Maine • New Hampshire • Massachusetts (800) 244-6257 • www.clarkinsurance.com

Congratulations 2015 Maine Family Business Award Finalists 1.888.725.2207 www.norwaysavingsbank.com

MEMBER FDIC

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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 back on track with your vision.

Let’s talk about it.

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

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

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

AUDIT | TAX | VALUATION | CONSULTING

Our team of CPAs and consultants can help make the ride a little smoother. Gain speed by assessing risks, strengthening security, and taking control of valuable opportunities.

BerryDunn — for confidence on the move.

We congratulate the 2015 award recipients.

GAIN COMFORT. GAIN GROUND.

Learn more. berrydunn.com

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We’ve got you covered!

4 Weekly Papers • 4 Monthly Magazines 1 Hyper Local Website: www.keepMEcurrent.com ÃÌ°ÊÓää£Ê

V> ÞÊ Ü i`

Current Publishing delivers local news to more than 200,000 readers (and customers) EVERY WEEK. PLUS, our online community website offers daily news updates with more than 100,000 unique visits per month!

Check out all of our publications & “LIKE US” ON FACEBOOK

To advertise, please call 207-854-2577

840 Main St., Westbrook ME 04092

Congratulations

2015 Maine Family Business Award Finalists & Award Recipients

We are proud to be the official payroll provider of the Institute for Family-Owned Business. www.payrollmgt.com

Where will you find your next customer?

We provide online solutions to help your business grow.

solutions.bdnmaine.com

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l Family Busines 4th Annua s

e f s r t L ua e m m u Su ising event to beneft family-owned business in Ma A fun(d)ra ine

Thursday, August 13th • 5-9pm Yankee Marina and Boatyard, Yarmouth, ME For more information, call Catherine at 798-2667 or catherine@fambusiness.org

Kids games & photo bo oth Food, fun & boats

Live music Elmore Twist Networking Best Hawaiian Shirt Contest

Yankee Marina & BoatYard

Silent Auction

Summerfest is a casual and fun after hours event to celebrate family businesses.

The “I should have bought it when I saw it” store!

MsA R D E N ’ S urplus & salvage The Marden’s Family would like to congratulate all those nominated for the 2015 Maine Family-Owned Business Awards

MADAWASKA

PRESQUE ISLE

BARGAINS ACROSS MAINE!

RUMFORD

HOULTON LINCOLN CALAIS

SCARBOROUGH ELLSWORTH

BIDDEFORD

BREWER WATERVILLE

SANFORD GRAY

LEWISTON

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Congratulations to the 2015 Maine Family Business Awards Winners!

New Name, New Address, Same Great People We’re pleased to announce that Hurley Direct Travel has moved to better serve you in a wonderful, conveniently located new space at 15 Baxter Boulevard in Portland.

Reflective of our strategy for growth, our new offices feature an open floor plan conducive to a highly efficient workflow and a more collaborative environment for our staff, clients and vendors.

We appreciate our partnership and thank you for investing your confidence in our experience and expertise.

15 BAXTER BOULEVARD | PORTLAND, ME 04101 207.874.7400 | 800.874.1743 www.TravelExperts.com

We are pleased to support family-owned businesses in Maine.

Congratulations to all of this year’s award finalists!

gorhamsavingsbank.com

Member FDIC

Equal Housing Lender

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Congratulations to all Maine Family Business Award Recipients

It’s the dedication of businesses like all of yours that make our communities so strong. We’re proud to share your dedication to helping Mainers achieve their dreams.

1.877.Bangor1

www.bangor.com

Member FDIC

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Congratulations to the 2015 Maine Family Business Finalists!

John , Theresa & Mark Cloutier

“There’s a lot of pride and passion that goes into a family business with each generation. Everyone has the opportunity to contribute both to the business and the community.”

TJ Cloutier Founder, DMM, Inc. 1935-2013

thinkdmm.com 800 883-6930

Scarborough, ME 04070-0010

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Thanks

The Maine Family Business Awards thanks these fine people and businesses who have contributed their time and energies, making tonight a success.

Connectworking: Kim Kalicky, RM Davis; Catherine Wygant Fossett, IFOB; Susan Dench, Success & Co; Susan Morris, The NewHeight Group; Melinda Irish, Baker Newman Noyes

Dean Bingham Theresa Cloutier Denise Cole Maddy Corson Mike Davis Steve deCastro Catherine Duranceau Laura Foye Kim Wolak Garrett Lindsay Gifford-Skilling John Isaacson PROGRAM

For news and events! www.facebook.com/InstituteForFamilyOwnedBusiness

Masey Kaplan Gregg Lagerquist Alan MacEwan Colleen McCracken Lesa Ouellette Casey Prentice Meredith Strang Burgess Dan Thornton Jeff Trent Maureen Costello Wedge

Editorial: Angie Helton and Catherine Wygant Fossett Design: Patty Johnson Printing: DMM, Inc. Coordinator: Martha Bradley

Institute for Family-Owned Business presents 2015 MAINE FAMILY BUSINESS AWARDS

A glimpse back: the Awards and Institute programs

Derek Volk, Masey Kaplan, Tim Hussey and Adam Lee

Joe King and Frank O’Shea Adam Lee and John Isaacson Unveiling the 20th Anniversary Logo

Shauna Miller and Sharon Dorsett

Derek Volk, Ed Kane, Reuben Bell, Sophia Bell-Pifferer, Fausto Pifferer, Doug Volk and Catherine Wygant Fossett

Tia and Katie Capozza

WFB Your Professional Look November 2014

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PO Box 3364 Portland, ME 04104-3364 fambusiness.org o: 207-798-2667