Find an Advisor

Call Me When... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Call Me When... Anytime

Call Me When... you need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.

Call Me When... You meet a business owner who wants to improve business performance, grow, increase enterprise value, and reclaim balance in their life. We create optionality for business owners to execute the exit they want, on their own terms.

Call Me When... Necessary

Call Me When... Business owners are frustrated with their people, profits, growth or control

Call Me When... You are ready to sell your business. We maximize multiples and minimize stress.

Call Me When... You have corporate/business legal needs. We are a business transaction law firm with a focus on mergers and acquisitions, supply chain contracts, commercial real estate and business succession planning.

Call Me When... When You Know of A Business Owner That Wants To Retire or Relocate and Wants To Sell Their Business

Call Me When... a business owner wants to sell or would like to strategize for an exit in the future.

Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.

Call Me When... TAB provides executive coaching and peer advisory boards for growing, M&A oriented established small and lower mid market firms. We build strategic plans and provide accountability. We provide 4 levels of Next Generation Leadership development.

Call Me When... Versatile, multi-faceted sales executive of diverse experience in retail and commercial banking. I bring a unique skillset that address change management along with banking services.

Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner

Call Me When... Transactional assistance (QofE, Due Diligence, Tax Planning) that may be needed.

Call Me When... Business consultant and fractional CFO to businesses in transition

Call Me When... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.

Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.

Call Me When... You have a buy or sell transaction you're considering.

Call Me When... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

Call Me When... When your client with EBITDA between $1M and $4M is looking to sell. We focus on the transition from Built for Lifestyle to Built for Sale. Our 2 prong engagement consists of a performance based value creation fee and a discounted M&A fee upon sale.

Call Me When... Exit or Succession Planning, Advisory Board

Call Me When... you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

Call Me When... Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.