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

Keep an eye out for more webinars from the Twelve Points Business Advisors team!
 

Our Team

Dave Clayman

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

Manny Frangiadakis

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

Phillip C. Thomas

Senior Business Advisor

Scott McDermott

Senior Business Advisor

Recent Blog Posts

Leadership Is the Long Game: Why Endurance Begins on Day One

When we think about long-term success in business, it’s easy to point to profitability or impressive growth metrics. But real endurance—the kind that lasts decades, through cycles and setbacks—is rooted...

Boston Business Journal names Twelve Points a 2025 Best Places to Work company

April 18, 2025 — The Boston Business Journal has named Twelve Points to its 2025 Best Places to Work — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work...