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Business Exit Strategy Planning From All Angles

A significant part of AAFCPAs’ Transaction Advisory Services practice involves convincing business owner clients to plan for an exit well before they are actually ready to leave the business. When asked when they should start planning, we often say “the day you start your business.” Realistically, a meaningful strategy can be put in place 3-5 […]

AAFCPAs Jack Finning Earns Certified Business Exit Consultant Designation

AAFCPAs Jack Finning Earns Certified Business Exit Consultant Designation

AAFCPAs is pleased to announce that Jack Finning, CPA, CGMA, CBEC recently earned the Certified Business Exit Consultant® designation from Pinnacle Equity Solutions, Inc. To receive the CBEC designation, Jack achieved a significant level of distinction, demonstrating mastery of the exit planning process including the delivery of solutions that assist business owners with the largest […]

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs’ Jack Finning to Speak at FENG

AAFCPAs Partner Jack Finning, CPA, CGMA will serve on a CPA & Consulting panel on April 24th, 2019 in Waltham, MA hosted by the Boston Chapter of the Financial Executives Networking Group (FENG) discussing What CEOs and CFOs are expecting of their CPA firms. “Companies turn to AAFCPAs to assist them in all kinds of critical functions beyond […]

AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business

AAFCPAs’ Jack Finning and Janice O’Reilly to Present Educational Workshops on Preparing to Sell a Closely-Held Business

AAFCPAs Partners Jack Finning, CPA, CGMA and Janice O’Reilly, CPA, CGMA will present educational workshops on October 24th, providing guidance and key considerations when selling a closely-held business.  These sessions are part of Beacon Equity Advisors’ annual Elements Conference, organized for the benefit of private company business owners who want to learn about: timing the […]

Grants Available to MA Manufacturers to Achieve Stability and Revenue Growth

Massachusetts offers several grant programs to support growth and innovation in the manufacturing sector in the state. AAFCPAs has outlined, for your convenience, three programs designed to support stability and revenue growth, innovation, workforce training, and capital investments. Manufacturing Matching Grant Program New England Business Association is now accepting applications for the 2018-2019 Manufacturing Matching […]

AAFCPAs’ Jack Finning to Moderate Panel for Private Company Business Owners

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 […]

The Massive Retiree Wave Demands Manufacturers Embrace Planning

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.”

You’ve named a successor for MP. Now what?

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…”

Don’t Let a Generation Gap Derail your Succession Plan

Experience and expertise are two leadership qualities that business owners and CEOs earn after decades of managing through their industry. Baby Boomers who have grown their company and see retirement in the near future may be wary that the next generation – often those of Gen X or the Millennial set – approaches leadership from […]