By David M. Desmarais
By Daniel M. Andrea
By Peri Ann Aptaker, Esq., CPA, CFP®
Guiding and assisting business owners through every phase of their company’s journey.
of proudly serving clients
Armed with a wealth of experience, market expertise, and in-depth understanding of the economic landscape, our Growth and Transition Advisors take pride in guiding and assisting business owners throughout every phase of their company’s journey and as they confront significant life changes.
Our team understands the unique needs and challenges that business owners face at each stage, tailoring our services to address their specific needs. We can help you:
Laura H. Yalanis
Paul Nadeau, Jr.