Twelve Points Business Advisors

Welcome To Twelve Points Business Advisors

Welcome to Twelve Points Business Advisors

A Personal Approach to Business Transactions

With the help of Twelve Points Business Advisors, business owners will be provided with a personal approach to their proposed business transactions. Whether it is going through a merger or selling to another business, the Twelve Points Business Advisor team will help evaluate and assess the feasibility of a transaction. They will work with business owners to develop a personal financial plan and represent them in the negotiation and closing process. Finally, business owners will be able to lean on their Twelve Points Business Advisor team to assist them with a successful transition.

Upcoming Webinar

Don't Let the 5 D's Destroy Your Business

3/28 @ 2:00 PM

In order to make sure that your business is valuable, transferrable, and attractive at any given moment, be sure to protect your business from the 5 D’s that could destroy your business.

Our Team

Dave Clayman

AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
Co-Founder And CEO

Laura Moruzzi

Managing Director

Manny Frangiadakis

AIF®, CPFA®, CEPA®
Co-Founder And Principal

Phillip C. Thomas

Senior Business Advisor

Scott McDermott

Senior Business Advisor

Recent Blog Posts

Step 3: The Ultimate Guide to Selling Your Business: Material Preparation

In the previous steps of our series on selling your business, we covered strategy development and research, and analysis. Now, let’s move on to Step 3: Material Preparation. Material Preparation...

Step 2: The Ultimate Guide to Selling Your Business: Research and Analysis

Welcome back to our series on the ultimate guide to selling business. In Step 1, we discussed the importance of developing a clear strategy. Now, let’s dive into Step 2:...