Business Succession Planning Services & Company Exit Consulting

Most, if not all, businesses will meet the qualification criteria, so don’t leave this money on the table.
Book a Free Consultation

Whether you are undergoing significant growing pains, transitioning leadership, or encountering strategic hardship, our consulting team has the depth of industry-specific experience to identify the problem, develop a targeted solution, and execute on the delivery of hard results. 

  • 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

Industries We Serve

We also proudly collaborate with Industry Associations!

Success Stories

Plumbing and Heating Contractor Saves Over $120,000 with R&D Tax Credits

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.

Attend an upcoming event and see what you're missing

Is your company maximizing its potential value?

 

5 Things to Consider When Choosing a Business Consultant

Book a Free Consultation

Get started...

Newsletter Signup

  • This field is for validation purposes and should be left unchanged.