Growth Planning

Professional Growth Planning

A “professional investor” approach
to working “ON” your business

Our growth planning process brings the strategic growth activities of professional investors to the middle market. Professional investors, such as private equity groups, have a proven track record of creating strong, profitable and valuable companies.

We initiate growth planning through a focused, consistent and disciplined approach around 18 company value drivers:

  • Company Overview
  • Financial
  • Sales and Marketing
  • Operations
  • Customer Satisfaction
  • Senior Management
  • Human Resources
  • Legal
  • Innovation
  • Growth
  • Large Market Potential
  • Dominant Market Share
  • Recurring Revenue
  • Barriers to Entry
  • Product Differentiation
  • Brand
  • % Margin Advantage
  • Customer Diversification

CoreValue, our patented methodology, employs algorithms that are based on research at the Massachusetts Institute of Technology (MIT) and proven in the market for over 30 years. The algorithms focus on operational performance, and a company’s ability to prove it will produce and increase revenues and profits into the future, just as due diligence does.

The research includes the development of a set of private business standards (think GAAP for Operations) that are recognized as “best practices” for each of the 18 areas measured. Our methodology has been used with over twenty thousand companies to capture and grow nearly $10 billion in Enterprise Value.


Let’s get Started

Our free Growth Planning Index Survey is designed to measure your overall commitment to growing your business. The twenty (20) survey questions are intended to inform and guide so that you can prioritize growth-oriented tasks / drivers in your business to suit your overall goals. Click below to take the 10 minute survey and get your personalized report instantly.

Our Growth Planning Partner

How Can We Help?

Read Our Reviews

FAZ CPAs is rated 4.93 out of 5.0 stars based on 15 review(s).


FAZ was very professional, knowledgeable and very fair priced. The work performed was prompt, accurate and reliable. I would absolutely hire them again if in need for additional accounting work.

- Arrow Financial Corporation


Excellent to work with. Professional and personable.

- Cambridge Central School District


Awesome team! They were a pleasure to work with. I would definitely recommend.

- Cambridge Central School District


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- Martin lambis alcazar


FAZ was extremely thorough and professional in doing our business valuation. We are very pleased with the results

- Anne Choppy


Steve and GeNet were great at the valuation we needed. Very satisfied. Thanks,Vince and Anne

- Vincent M. Choppy



- Zalazar anelardo


Gen'et and Paul were extremely responsive to our needs. They listened and responded to any concerns that we had. I would highly recommend them for any forensic engagement needs.

- Jennifer Mulligan


Thank-you for asking. Our experience was excellent. The people at FAZ showed a depth of knowledge and experience that was very helpful with the undertaking before us. Well done.

- Guy Tombs


The CPAs and staff at FAZ are truly amazing. They explain their process very well and always answered my questions right away. I highly recommend them for all your forensic accounting and evaluation services.

- Ashley Hart


Excellent and responsible.

- Peter Lee


Steve Ferraro did an excellent job and worked tirelessly as our expert forensic accountant witness. Based on Steve's hard work, the jury awarded every penny that Steve showed our client to be entitled to and completely rejected the conclusions of the opposing side's expert.

- Dave Paliotti


Great firm!

- John Harwick


The people at FAZ are amazing. They are true professionals. The staff is knowledgeable & kind. You feel like you matter. Anytime I have questions they take the time to go through everything in detail so I completely understand everything. I would definitely recommend FAZ.

- Dan Dagostino