CAPABILITIES
Business Strategy
Success in today’s environment demands a good balance of tested and proven strategies. It also requires a mix of creative, fresh, and bold approaches. In order to remain viable, you must act now. Sansiveri brings 45+ years of experience to help you navigate the unpredictable and fiercely competitive business world and achieve optimal performance. It starts with close analysis of the unique challenges facing your operation and it’s through close collaboration — and courage — that we will address these challenges head-on with a comprehensive plan of action.
What we do
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Transaction facilitation and consultation, including due diligence for acquisitions and divestitures
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Assistance with debt placement, evaluation of appropriate debt structure, and assistance in bank negotiations
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Profit center and cost analysis models
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Exit strategies and succession planning, including estate tax planning
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Information system software support
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Risk assessment and the design of internal audit plans
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General business consulting
Frederick K. Uttley
CPA/PFS, MST, CFP®, Partner
Fred brings over 30 years of experience focusing on emerging and closely-held businesses across manufacturing & distribution, healthcare, and professional services. His expertise includes helping family-owned or closely-held businesses with succession plans, obtaining investments, and selling to strategic buyers. Additionally, he also assists businesses looking to strategically expand by offering due diligence, structuring, and negotiating financing agreements. Fred serves as a trusted advisor to his clients — assisting them with structuring transactions and navigating the ever-changing federal and state laws to minimize tax liabilities.
Email | Direct: 401-752-0591
Jason M. DaPonte, Managing Partner
Business Strategy Expert
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Over 15 years of experience including private industry
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Counsels clients ranging from start-ups and mature businesses to family-owned businesses
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In-depth expertise with exit strategies, succession plans, business transitions, selling to strategic buyers, and obtaining outside investments
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Vast experience in assisting businesses with due diligence, structuring, and negotiating financing agreements
Craig Bilodeau, Partner
Business Strategy Expert
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Over 30 years of experience as a trusted business advisor
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Has worked with start-ups, early growth, and mature companies
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Applies unique perspective as a CPA and highly credentialed business advisor for over 25 years
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Has helped businesses with acquisitions, divestiture strategy, due diligence, estate and succession planning, as well as traditional and complex financing arrangements
Susan B. Windle, Partner
Business Strategy Expert
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Over 30 years of experience advising entrepreneurs and business owners
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Advises healthcare, professional services, and closely-held business clients
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Has extensive experience with negotiating bank financing arrangements, buying and selling businesses, and executing succession plans
David A. Gobeille, Partner
Business Strategy Expert
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Over 30 years of tax and consulting experience
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Provides tax planning advice to family owned and closely held businesses
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He has been instrumental in planning for and assessing the tax ramifications of major business transactions
Anne M. Pisaturo, Partner
Business Strategy Expert
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Over 30 years of experience
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Advises clients across numerous industries including manufacturing & distribution, construction and related services, and professional services
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In-depth understanding of complicated accounting standards & tax laws, in addition to strategic income tax, estate tax planning, growth strategies, and formulating tax effective alternatives for structuring transactions
