Transaction Services

Transaction Services

Our Approach

A highly experienced CPA firm must be an integral member of your management team. Succession planning, mergers and acquisitions, business financing and due diligence require professionals having not only valuable insight but local connections to lending institutions, private equity groups and other financial investors. Our professionals bring those qualities into play throughout the transaction.

Transaction Services

  • Business Consulting
  • Acquisition Finance Sourcing
  • Valuation Services
  • Family Business Succession Planning
  • Deal Negotiation
  • Compensation and Benefit Plan Design
  • Small Business Accounting Software
  • Installation and Support (QuickBooks ProAdvisors )

Transaction Services Contact:


Timothy F. Hagan
Lead Partner – Audit
(978) 887-2220 x212

QuickBooks ProAdvisor:


Darlene S. Clement
Staff Accountant – Emerging Business
(978) 887-2220 x222