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


Sometimes, the “next step” is not well planned or even on the radar screen. Ownership and leadership changes can be very challenging. There may be no internal candidates or their capabilities insufficient for growth. PhinneyCaldwell helps clarify the transition challenge. We’ve been very effective helping clients uncover and address the real issues.

If the client has decided to exit or sell, we can improve operations to achieve a higher valuation. We can step in as interim executives (CEO or COO) to relieve family, ownership or skills pressure. We keep the company on course while working with ownership to craft the right path forward.

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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