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 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

Industries We Serve

We also proudly collaborate with Industry Associations!

Success Stories

C&A Helps Commercial Installation Business Save Over 140K in ERTCs

C&A Helps Commercial Installation Business Save Over 140K in ERTCs

Our client, a commercial installation business, experienced a range of disruptions to their business. A combination of government-ordered shutdowns and supply chain issues significantly reduced gross receipts. Fortunately, the company was able to take advantage of employee retention credits. Here’s how we helped them save over $140K for tax years 2020 and 2021. 

Kayak Rental Business Saves Over $200K in ERTCs with the Help of C&A

Kayak Rental Business Saves Over $200K in ERTCs with the Help of C&A

A kayak rental business came to us for guidance on obtaining employee retention tax credits. The company was highly dependent on tourism and in-person gatherings, and the pandemic travel restrictions and social distancing measures drastically impacted its viability and bottom line.
We helped them obtain over $200,000 in ERTCs for tax years 2020 and 2021.

C&A Helps a Non-Profit Organization Obtain Over 5 Million Dollars in ERTCs

C&A Helps a Non-Profit Organization Obtain Over 5 Million Dollars in ERTCs

Our client, a non-profit organization in Massachusetts with 320 employees on their payroll experienced business disruptions during the Covid-pandemic. They took out an initial Paycheck Protection Program (PPP) loan — later forgiven. The organization reached out to us for help with obtaining Employee Retention Tax Credits. We helped them obtain $5,610,210 in ERTCs for tax years 2020 and 2021. 

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

Contact Us to Discuss How We Can Best Support You

Newsletter Signup