Michael Cassata CEPA®

Michael's main focus is providing strategic guidance and support to business owners, ensuring they are well positioned to sell or transition business ownership when the time is right. As a former business owner turned investment banker, Michael has over 20 years of experience supporting business owner's transition their organization into the next stage and has advised over 100 businesses on growth strategies and business models, in verticals from software to business services.

Key Insights from the Article:

  • Business readiness is an ongoing process, not a transaction.
  • Building transferable value through strong operations, leadership, and financial discipline can help position a business for future success. 
  • Early planning allows owners to explore transition options that align with their financial goals and personal priorities.
Rockland Trust article on how trusted advisors help owners prepare for what's next.

Michael Cassata, CEPA® 

 

 
Michael Cassata, CEPA® First Vice President, Business Owner Advisory Strategist at Rockland Trust.
First Vice President
Business Owner Advisory Strategist
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Not FDIC insured, not bank guaranteed, may lose value, not insured by any federal government agency, not a bank deposit.