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

Understanding How the 5 Stages of Value Can Transform Your Company

2/29 @ 8:00 AM

The value of a business goes far beyond the P&L and balance sheets. In this 45-minute webinar, Dave Clayman explains the 5 stages of maximizing your company’s value. This process allows a business owner to do a deep dive into how their own values and goals align with those of their businesses in order to live a life of true legacy.

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

Redefining Trust in the Financial Services Industry: A Journey of Empowerment and Liberation

Written by: Maya Keenan-Gallagher The prevailing narrative surrounding the financial services industry often revolves around mistrust and skepticism. According to surveys conducted by reputable institutions, trust in the industry remains...

Twelve Points Named #198 on the 2024 Inc. Regionals: Northeast list

February 27, 2024 – Today, Inc. Magazine released its fourth annual Inc. Regionals: Northeastlist, the most prestigious ranking of the fastest-growing Northeast private companies. This year, demonstrating a steady growth...