Whether you are undergoing significant growing pains, transitioning leadership, or encountering strategic hardship, our succession planning services team has the depth of industry-specific experience (including investment advisory services, business valuation & business succession plan, wealth advisory services, risk management, business ownership & asset protection) to identify the problem, develop a targeted solution, and execute on the delivery of hard results.
Will it be a family member, key employees, or a new owner? Our certified exit planning advisor team is ready to help for a successful transition. Contact our business succession planning experts today!
- Result-Oriented
- Easy To Work With
- Fixed Fee
Consulting Services
- Traditional Financial Planning
- Succession Planning
- Estate Planning
- Sales & Acquisition
- Debt Workout
- Tax Resolution Services
- Quick Cashflow Planning
- Recruiting and Retention
- Content Marketing
- Transition Executive Services
Success Stories
Tax Resolution: IRS Pays Client in Trucking Industry After C&A Steps In
Our Tax Resolution Services are designed to reduce and even eliminate back taxes, penalties, and fees. Here’s how we helped a client in the trucking industry.
Plumbing and Heating Contractor Saves Over $120,000 with R&D Tax Credits
A plumbing and heating contractor from the greater Boston area with $3M annual revenue came to us for help with a specific tax strategy — R&D Tax Credits for design-build companies. We were more than happy to help our new client save on their taxes and use that money toward growing their business.
Cunningham & Associates Saves Manufacturing Client Over 100,000 in Tax Credits
C&A specializes in providing methodical tax strategies for clients from various industries. Here is an example of how we’ve worked with a dental products manufacturer to develop a more prosperous tax plan suitable to their unique needs. The Client’s Requirements...