Twelve Points Business Advisors

Welcome To Twelve Points Business Advisors

Welcome to Twelve Points Business Advisors

A Personal Approach to Business Transactions

With the help of Twelve Points Business Advisors, business owners will be provided with a personal approach to their proposed business transactions. Whether it is going through a merger or selling to another business, the Twelve Points Business Advisor team will help evaluate and assess the feasibility of a transaction. They will work with business owners to develop a personal financial plan and represent them in the negotiation and closing process. Finally, business owners will be able to lean on their Twelve Points Business Advisor team to assist them with a successful transition.

Upcoming Webinar

Focusing on Value First

Tuesday, Aug 27th 11:30am – 12:30pm EST

In this webinar, learn how to develop value in your business, which should be a business owner’s #1 goal. The webinar will focus on areas that add value, and those that detract it.

Our Team

Dave Clayman

AIF®, CPFA®, CMT®, C(K)P®, CPWA®, CEPA®
Co-Founder And CEO

Laura Moruzzi

Managing Director

Manny Frangiadakis

AIF®, CPFA®, CEPA®
Co-Founder And Principal

Phillip C. Thomas

Senior Business Advisor

Scott McDermott

Senior Business Advisor

Recent Blog Posts

Be Prepared for Anything: Two Essential Tools for Business Owners During the Season of Giving

As we wrap up this month’s theme of the season of giving, we’d like to shift the focus inward and explore how you can give back to the things that...

Part 4: Business Owner Insights – How to Adopt a 360-Degree Approach to Your Business

At Twelve Points, we believe in 360-degree guidance for business owners. Here’s a cautionary tale with a crucial lesson: Mark, a tech startup founder, was laser-focused on rapid growth. His company...