Business Owner Advisory ServicesOffering continuous guidance and support to business owners.Rockland Trust, Where Each Relationship Matters. Mike as a Certified Exit Planning Advisor (CEPA) specializes in guiding business owners through strategic planning, including internal or external succession planning, while de-risking the outcome and exploring strategies to increase the enterprise value of your business. From valuation to negotiations, Mike is committed to exploring optimal returns while protecting the business owner's legacy. Our business owner advisory services are designed to help business owners navigate this complex process by examining their business and providing a personalized approach. Your Legacy, Our Commitment.One of the most important decisions a business owner must face is when and how to step out of the business – in other words, business succession planning. This event is likely to represent the most important and largest financial event in the life of the business owner. Our Business Owner Advisory Strategist is available to guide you, the business owner, through the process of establishing a thorough, well-conceived plan and develop strategies as you confront key questions. We start by listening to you and your goals and will provide you with an initial guidance assessment for you to review and consider. This would include guidance on both your personal and professional considerations that factor into the decisions about your business plans, the financial impacts and needs for retirement.Secure the future of your business today with our comprehensive Business Owner Advisory Services.

GT Securities is a modern, tech-driven investment bank and broker-dealer platform. GT Securities has 100+ investment bankers geographically distributed across USA and Europe, and completed over 300 transactions, representing an aggregate deal value of greater than $4.5 billion. GT Securities is a member of FINRA and SIPC.

Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies.

Adventum Group is a full-service Merger and Acquisition (M&A) transaction and advisory firm with a 10-year history and a time-proven, phased approach to providing business intermediary services. Through our innovative Compass M&A Service, we offer a guided approach through the complex M&A process to help owners realize maximum value for their businesses through our Business Model Consulting, Exit Planning and Dealmaking services.