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 6: The Ultimate Guide to Selling Your Business: Transaction Closure 

As seasoned investment bankers, we recognize that the culmination of a successful merger or acquisition transaction lies in the seamless transition of ownership and the provision of post-acquisition support. Step...

Step 5: The Ultimate Guide to Selling Your Business: Strategic Negotiations and Diligent Due Diligence

As seasoned investment bankers, we recognize the pivotal role that strategic negotiations and meticulous due diligence play in driving successful mergers and acquisitions (M&A) transactions. Step 5 of our comprehensive...