Business Advisory Services
Helping owners grow their businesses and achieve their life plans
We leverage our training and personal entrepreneurial and business owner experiences with a people-focused approach to provide the following best-in-class business advisory services:
Growth Planning
Bringing the strategic growth activities of professional investors to middle market companies to maximize value.
Transition Planning
Helping owners prepare for the transfer of ownership of their largest asset, their privately held business.
Mergers & Acquisitions
Coordinated growth and transition planning to ensure the most successful middle market business transactions.
Outsourced CFO Services
Directing outsourced services to ensure owners have the timely financial information they need to make informed decisions.
Recent posts on Business Advisory
Is This a Good Time to Sell My Business?
This is one of the most popular questions I get asked by business owners. They are thinking about it more... read more →
August 4, 2021
Are You Ready to be a Leader of Change?
Most business owners are wishing something could change about their business. Can’t running this business be easier? I work so... read more →
June 30, 2021
How to Make Business Growth Predictable
Does this sound familiar? You want to grow your company, but you’ve hit a wall. Or maybe you are trying... read more →
May 13, 2021
Comparing Growth Planning and Exit Planning
“Creating Successful Transition Series” by Stephen Ferraro, CPA/ABV/CFF, CVA, CEBC, MAFF As the owner of a privately held business,... read more →
March 9, 2021
Business Owner Survey Tells a Steady Story “Mental Readiness for an Exit is LOW”
“Creating Successful Transition Series” by Stephen Ferraro, CPA/ABV/CFF, CVA, CEBC, MAFF This article shares findings from an ongoing research effort... read more →
February 9, 2021
FAZ Partner Wheeler Earns M&A Designation
Saratoga Springs, NY (January 21, 2021) Ferraro, Amodio & Zarecki, CPAs (FAZ) is pleased to announce that FAZ partner, Danny... read more →
January 22, 2021