Baystate Financial

About Us

I work with business owners and operators, and private clients, in a fractional CFO service to help business owners and operators, and private clients, better understand how to scale, exit, and enjoy financial freedom.

Areas of expertise for business owners:
- Value acceleration
- Valuation services
- P&L and Balance Sheet review and analysis
- Succession planning
- Buy-Sell Agreements
- Key person insurance
- Exit planning
- Tax strategy
- Charitable giving
- Lifestyle planning
- Employee benefits planning
- Owner/Executive compensation planning

Areas of expertise for private clients:
- Lifestyle planning
- Retirement planning
- Financial planning
- Tax-smart income creation
- Wealth creation
- Wealth preservation
- Long-term Care Planning
- Estate planning
- Charitable giving