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We are an independent, integrated financial services company that helps our clients accumulate, preserve, protect and thoughtfully transfer wealth from generation to generation.

With the creation of value and opportunity comes complexity and responsibility. By understanding what matters most to our clients, we are able to craft holistic strategies that fit their unique philosophies and values. Our boutique, relationship-based model provides comprehensive solutions backed by institutional resources.

B&C Blog

Make Your Company More Valuable: 7 Helpful Strategies

A business and its owner(s) maintain an interesting relationship. The interplay between the individual and the organization often represents a tremendous source of pride and accomplishment as well as a wellspring of stress and worry. Setting aside these feelings for the moment, a business more tangibly provides the means by which owners create value for themselves (let’s not forget other shareholders and employees). Generally speaking, value creation comes in the form of providing an earnings stream over the course of a business’s life that allows the bread to be put on the proverbial table. Read more

A Top Ten List: Pitfalls to Avoid When Selling Your Business

Let’s get right to the point. Top 10 lists are fun, especially when you have the wit and studio audience that Dave Letterman had. Well I do not have either, but I will try to run with this well established concept for my blog, this time within the framework of a business sale. I appreciate that it might be rather cavalier for me to volunteer a few succinct bullet points about the prudent steps to take in a sale process, and expect to have encapsulated every aspect that is imperative for a business owner to consider. Read more

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New Hampshire Office

Coldstream Park

116B South River Road

Bedford, NH 03110

(800) 639-2711

 

Visit us

New Hampshire Office

Coldstream Park

116B South River Road

Bedford, NH 03110

(800) 639-2711

 

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