Resources

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July 13, 2015
Case Study

Growth for a Local Company Doesnt Mean an Increase in Their Interest Rates

The Client Since its humble beginnings, this Boston-based middle market food producer has become a...

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July 13, 2015
Case Study

Navigating the Intricacies of Software Development & Cost

Background A consulting company working with Fortune 500 companies decided to develop and market software...

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July 13, 2015
Case Study

Public Company Board Members Receive Personalized Education

Opportunity A manufacturing client listed on the NASDAQ and registered with the U.S. Securities and...

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July 13, 2015
Case Study

Structuring an Advisor Buyout of Seed Investors

Opportunity Entrepreneurial enthusiasm and strong investment performance helped an investment advisory business grow from an...

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July 13, 2015
Case Study

The Beginning of a Succession Plan – Rewarding Key Employees

Opportunity An investment advisor wanted to reward and retain key employees. These employees were thought...

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