By David M. Desmarais
By Daniel M. Andrea
By Melissa A Sommer, CFA, CPA
By Jessica Ashley, CPA, MBA
Strategic relationships are just one of the many solutions we bring to our clients to grow their businesses. We choose our relationships carefully because we feel our connections will help us deliver the most effective solutions to our clients.
The Association for Corporate Growth (ACG) is a global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions.
CEO Roundtable - CEO Roundtable brings CEOs, presidents and company owners together for an invigorating exchange of information, ideas and insights
Envision Technology Advisors is one of New England’s most comprehensive technology companies with services that range from virtualization, centralized storage, security and network consulting to Web design, development, hosting and online traffic generation.
The Greater Boston Chamber is a broad-based association representing more than 1,500 businesses of all sizes from virtually every industry and profession in our region.
The Leading Edge Global Alliance - Resources of multibillion dollar global professional services organizations, providing additional industry expertise, professional training and education, and peer-to-peer networking opportunities nationally and globally, around the corner and around the world.
Greater Providence Chamber of Commerce strives to improve Rhode Island’s local economy, business climate and quality of life.
The Newport County Chamber of Commerce is one of Rhode Island’s largest business advocacy organizations formed to enhance the business, civic and economic vitality of Newport County and greater Rhode Island.
The Rhode Island Hospitality Association is the official trade group of the foodservice, lodging, restaurant, and tourism industries.
Vistage International provides unparalleled access to new business perspectives, innovative strategies and actionable ideas to chief executives and business leaders.
The Waltham West Suburban Chamber of Commerce is an independent organization that represents the business community in the Waltham area and West Suburban region.
Professional Relationships Include
AICPA - American Institute of CPAs
AICPA- Employee Benefit Plan Audit Quality Center
AICPA- Governmental Audit Quality Center
RISCPA- Rhode Island Society of CPAs
MSCPA- Massachusetts Society of CPAs
PCAOB- Public Company Accounting Oversight Board
Business Incubator and Accelerator Program Affiliates
Cherrystone Angel Group
Hub Angels Investment Group
PJC (Formerly Point Judith Capital)
Slater Technology Fund