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.

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

Twelve Points Resources

Recurring Revenue Bump

Last month, Darden, the owner of the Olive Garden restaurant chain, announced it was acquiring Ruth’s Chris, the legendary American steakhouse, for $715 million, implying a valuation of around one...

How to Maximize the Value of Your Business

Picture a magic slot machine. Each time you pull the arm, you make back a multiple of whatever you wagered. How much time would you devote to cranking that arm?...

Maximizing Value by being The Industry Guru in your Industry

Specializing in one product or service allows you to focus on delivering that thing better than everyone else. It enables you to hire (or train) specialists in your field, improving...

Inquire Now

Contact us to learn more about our Business Advisory Services.