Offering continuous guidance and support to business owners.
We specialize 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, our experts are dedicated to exploring optimal returns while protecting your legacy. Our 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 developing strategies as you confront key questions.
Secure the future of your business today with our comprehensive Business Owner Advisory Services:
Initial Guidance
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. There is no charge for your first consultation with our team.
Business Assessment and Strategy Development
We conduct a thorough analysis of your business with one goal in mind—to assess and strengthen the business’s ability to produce sustainable revenues and earnings. The objective is to ensure the business is properly positioned to achieve your personal financial objectives and to suggest ways to improve the value before a transaction. Our business assessment and strategy development written plan will emphasize value enhancement and de-risking strategies to position your company for success. After delivering the plan, we will provide ongoing advice to guide the owner towards implementing its recommendations and achieving its strategic objectives.
The goal is to provide business owners with access to a seasoned and experienced Business Owner Advisory Strategist. We know that business owners have more strategic options when a business can validate its human capital, structural capital, customer relationships, and culture that are less dependent on the owner, which collectively establishes durable revenues and earnings post owner transition. Our Business Owner Advisory Strategist works with you, the business owner, to develop and adhere to a unique plan for your business to enhance its value in the marketplace.
Transaction Execution
Once we have assessed the readiness of your business model, identified your drivers of strategic value, and helped you optimize the attractiveness of your business, we continue to help you explore enhanced value by facilitating your selection of transaction advisors and building a complete team to run an efficient and competitive transaction process. Your team of advisors would consist of both Rockland Trust and outside experts to ensure the success of your business transaction.
Click here to watch Mike's webinar series.
About Our Business Owner Advisory Strategist:
Meet Michael Cassata
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, Mike 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.
Michael Cassata
FVP, Business Owner Advisory Strategist
765 Main Street
Hyannis, MA 02601
Office: 508.957.1180
