Barboza & Co LLC

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Supporting Strategies has provided efficient and effective bookkeeping and operational services to growing businesses since 2004.At Supporting Strategies, we charge no minimums for our services and bill only for the actual time spent addressing client needs.

Sansiveri, Kimball & Co., L.L.P. is an accounting and business consulting firm providing strategic planning and counsel to help our clients compete, grow and prosper. With offices in Providence and Newport, our staff of CPAs, financial planners, and other professionals work together toward your s...