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

Co-Founder And CEO

Laura Moruzzi

Managing Director

Manny Frangiadakis

Co-Founder And Principal

Phillip C. Thomas

Senior Business Advisor

Scott McDermott

Senior Business Advisor

Twelve Points Resources

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...

You've Built an Amazing Business... Now What?

Complete the questionnaire to get your report as a measure of your personal readiness to exit your business: this includes a summary of unseen factors that could lead to regret.

Complete the Questionnaire

A 5-Step Personal Action Plan for a Happy (and Lucrative) Exit from Your Business

Are you ready to exit? It's an easy question to ask, but can be difficult to answer. That's why we've created a 5-step action plan.

Download the Checklist

Inquire Now

Contact us to learn more about our Business Advisory Services.