Call Tom Caldwell608 345-3050
Call Terry Phinney617 462-0223

Our Advantages

We distinguish ourselves from other advisors with our balance of first-hand leadership, ownership and consulting experience. We know the issues from the inside and we have the objectivity to help as effective outside advisors.

  • Successful as advisors and line executives, able to switch gears, build teams, and execute
  • Deep family and owner operated business experience
  • Results driven, multi-function and multi-industry backgrounds
  • A valuation conscious approach for exit and succession resolution
  • Willing to “say no” and work through the interpersonal issues in combustible situations

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Our Articles

Choices and Consequences

Background Many years ago, a CEO inherited a major New England distribution company from his father. The company had a good location and capitalized on emerging industry trends. The father also created several other companies in diverse industries as he was the entrepreneur of the family. When he died, through a series of family deaths […]

Loss or Reinvention

This past Thanksgiving was at my childhood home in Connecticut. My father lives there. He built the house over 60 years ago and he is not leaving anytime soon. He is in his 90’s and he knows every part of the house, by heart. Nothing has changed over the years. It doesn’t need to. Things […]




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