Business planning and services

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Business planning and services

Our clients include closely held and family owned companies of all sizes and we provide them with the expertise necessary to execute their business plan and establish the relationships needed to achieve their growth objectives.

Since 1990, our firm has provided specialized services for the unique business and legacy planning needs of franchise owners and currently works with more than 90% of Dunkin' Donuts franchisees.

This is critical to the success of any organization. We work with our clients to establish a plan that is achievable and aligned with its owner's vision, and assess the business environment and types of resources needed to achieve that vision. For business transactions, we practice a holistic approach and bring all parties together buyer, seller, attorneys, franchisees and lenders bringing immeasurable value to our clients.

We provide our clients with an entire suite of business planning services including:
  • Employee risk benefits
  • Business valuation analysis
  • Mergers and acquisitions consulting
  • Franchise development services
  • Subordinated debt funding
  • Asset based lending
  • Cash flow lending
  • Leveraged buyouts
  • Succession planning
  • Buy/Sell planning
  • Corporate tax analysis
  • Corporate tax returns
  • Family dynamic consulting