Our team consists of highly seasoned professionals with decades of professional experience in various disciplines including finance, business management, consulting, commercial lending and senior bank management, marketing, business start-ups, and, most importantly, successfully managing business sales from start to finish. Their cross-industry experience and varied professional backgrounds, trusted professional contacts, and results-focused orientation, allow them to achieve high levels of performance and customer satisfaction.
Caswell Advisory Group
In addition to the core team, CAG has a network of outside associates with strong skills in specific areas, including market research and industry analysis, that are called upon on an as-needed basis.
When it comes time to sell a business, including the development of creative transaction solutions, the Caswell Advisory Group provides business owners with a resource that is fully committed to bringing about a successful sale while navigating as smoothly as possible through the business sale process.
The Caswell Advisory Group maintains membership and affiliations in business organizations that enhance its ability to provide exceptional services to its clients. Our affiliations and access to the following organizations link us to industry information and data, business transaction advisors across a wide spectrum of disciplines, a full range of potential buyer types, and web-based databases worldwide. These affiliations have also aided CAG’s development of strong relationships with highly respected professionals throughout New England. In addition, confidential listings on the Internet-based platforms associated with some of these organizations create national and international exposure for our clients.
Advisors and Allied Professionals
A properly managed sale process does not happen without a team of dedicated people working toward a common goal. CAG works with leading accountants, attorneys, consultants, lenders, financial advisors, and other professionals, and values these relationships.
Selling or acquiring a business may have complex legal issues, estate ramifications, and significant tax implications. CAG works hand-in-hand with our client’s advisory team to create a win-win transaction scenario.