JED Insurance & Financial Service Agency

Steps Professional Development & Consulting is a boutique firm based in Beverly, MA, specializing in family business consulting and succession planning. With over 20 years of experience, their team of experts helps enterprising families and families of wealth navigate the complexities of sharing business and other assets, improving decision-making, maximizing potential, and achieving continuity. They offer a range of services including conflict management, family and corporate governance, leadership development, wealth integration, and training facilitation. Their insights and publications provide valuable resources for families looking to overcome challenges and achieve success in their businesses and personal lives.Generated from the website

Menconi Consulting is an accounting firm located in Raynham, MA, dedicated to providing a wide range of services tailored for business owners, executives, and independent professionals. Their offerings include part-time CFO services, tax preparation, bookkeeping, and strategic business planning, all delivered with a commitment to affordability and client satisfaction. The firm values outstanding service, built on principles of dedication and evidence of expertise. Clients can expect exceptional support through various services, including payroll management and IRS audit representation, ensuring comprehensive care for their financial needs. Generated from the website

Neptune Advisors, based in Needham Heights, MA, is a holistic strategic advisory firm specializing in driving profitable growth for privately held middle market companies. Their services include creating actionable business plans, accelerating brands, facilitating accretive acquisitions, optimizing board performance, and enhancing overall company value. Recognized for their innovative approach and thought leadership, Neptune Advisors has been honored with the 2023 Innovation and Excellence Award for Management Advisory Firm of the Year-US. With a focus on fostering success through comprehensive strategies and expert guidance, Neptune Advisors is dedicated to helping middle market CEOs and owners achieve their business goals.Generated from the website