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 strategic 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.

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FAZ Strategic Advisors Boston, New York, and the Northeast

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