Transaction Advisory

AAFCPAs’ David Consigli Earns Patent Valuation Credential
AAFCPAs’ Director of Business Valuation Services, David Consigli, Jr., CPA, ABV, CPVA, CDFA has been awarded the Certified Patent Valuation Analyst (CPVA) credential issued by the Business Development Academy (BDA). Dave was awarded the CPVA credential in recognition of his earned expertise in valuation of emerging technologies, negotiating licensing agreements for maximum returns, advanced patent […]

AAFCPAs’ Jack Finning to Moderate Panel for Private Company Business Owners
The New England Chapter of the Exit Planning Exchange (XPX New England), in collaboration with the world renowned Northeastern University Center for Family Business, is presenting an educational workshop on March 27th for the benefit of private company business owners moderated by AAFCPAs Partner Jack Finning, CPA, CGMA. Jack will lead this interactive discussion on […]

AAFCPAs Presents: How the Tax Act Will Impact Business Owners, an Educational Workshop for XPX New England
AAFCPAs’ Partner Richard Weiner, CPA, MST will present an educational workshop on February 27th for Exit Planning Exchange (XPX New England) members on how the Tax Cuts and Jobs Act (H.R. 1) will impact business owners. The biggest tax overhaul in more than two decades has officially been signed into law, and businesses are scrambling […]

Why Manufacturers May Need to Change their Management Style
ChiefExecutive | Some experts, including AAFCPAs’ Jack Finning, say the future successes and competitive advantages of manufacturers will hinge on how they manage their incoming talent…

The Massive Retiree Wave Demands Manufacturers Embrace Planning
Industry Week | AAFCPAs’ partner Jack Finning offers guidance for company owners preparing for a sale or transfer of leadership. “They must be able to clearly and effectively communicate with the next generation about how to best steer the organization through these choppy waters.”
Strategies to Increase the Value of Your Business In Advance of Selling
The most successful business transfers are the ones that are properly planned in advance. AAFCPAs encourages clients to think proactively in order to get the most out of what is likely your largest and most important asset. The following strategies may better position your business for a higher price when selling. Have your financial statements […]
AAFCPAs David Consigli to Present at Massachusetts Collaborative Law Council Forum
David Consigli, Jr., CPA, ABV, AAFCPAs’ Director of Business Valuations, will serve on a collaborative law panel discussing “Growing the Pie: Introducing Experts Who Create Value for Clients.” This session is part of the Massachusetts Collaborative Law Council’s (MCLC) Networking & Educational Forum on Cultivating Collaboration: The Changing Faces of Collaborative Law (CL), scheduled for […]

The Benefits of an Employee Stock Ownership Plan in Succession Planning
The Professional Contractor | AAFCPAs’ David Consigli, Director of Business Valuations, offers guidance on The Benefits of an Employee Stock Ownership Plan in Succession Planning (ref. p22)

You’ve named a successor for MP. Now what?
AccountingToday | Jack Finning, CPA, CGMA comments on Succession Planning trends, saying: “it is critical for [organizations] to develop a plan that allows the business to continue in an efficient way and one that appeals to young leaders…”