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Quality advice and execution.

3D Holographic Glass Torus


3D Holographic Glass Cone

We are a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds, business owners and their families. We champion our clients’ success each day by tackling the most complex decisions and opportunities, and do our part to generate shareholder value.

We originally started the firm in 2019 as a manager of private investment funds and expanded into advisory services: Tax, Transaction Advisory & CFO Services.

Our Business

Tax Compliance & Advisory

Full-suite of tax compliance and advisory services for privately-held companies and their owners.

Transaction Advisory

We provide independent, unconflicted advice on mergers, acquisitions, divestitures, spin-offs, and other transactions, including a general evaluation of strategic alternatives.

CFO Services

Hands-on executive operation services to help privately-held companies run smoothly and efficiently.

Ready to work with us?

Send us a message and let's talk about it.

3D Holographic Glass Half Circle


Boston | New York


(617) 958-3300