CAPABILITIES

Business Strategy

Your commitment and hard work is the engine that drives your business, but strategy is the part that steers your direction and pathway into the future.

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

  • Transaction facilitation and consultation, including due diligence for acquisitions and divestitures
  • Assistance with debt placement, evaluation of appropriate debt structure, and assistance in bank negotiations
  • Profit center and cost analysis models
  • Exit strategies and succession planning, including estate tax planning
  • Information system software support
  • Risk assessment and the design of internal audit plans
  • 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 DaPonte
Jason M. DaPonte, Managing Partner
Business Strategy Expert
  • Over 15 years of experience including private industry
  • Counsels clients ranging from start-ups and mature businesses to family-owned businesses
  • In-depth expertise with exit strategies, succession plans, business transitions, selling to  strategic buyers, and obtaining outside investments
  • Vast experience in assisting businesses with due diligence, structuring, and negotiating financing agreements
Email | LinkedIn | Direct: 401-752-0558
Craig Bilodeau, Partner
Business Strategy Expert
  • Over 30 years of experience as a trusted business advisor
  • Has worked with start-ups, early growth, and mature companies
  • Applies unique perspective as a CPA and highly credentialed business advisor for over 25 years
  • Has helped businesses with acquisitions, divestiture strategy, due diligence, estate and succession planning, as well as traditional and complex financing arrangements
Email | LinkedIn | Direct: 401-752-0514
Susan B. Windle, Partner
Business Strategy Expert
  • Over 30 years of experience advising entrepreneurs and business owners
  • Advises healthcare, professional services, and closely-held business clients
  • Has extensive experience with negotiating bank financing arrangements, buying and selling businesses, and executing succession plans
Email | LinkedIn | Direct: 401-752-0561
David A. Gobeille, Partner
Business Strategy Expert
  • Over 30 years of tax and consulting experience
  • Provides tax planning advice to family owned and closely held businesses
  • He has been instrumental in planning for and assessing the tax ramifications of major business transactions
Email | LinkedIn | Direct: 401-752-0577
Catherine M. Parente, Partner
Business Strategy Expert
  • Over 35 years of experience
  • Expert in financial, accounting, and tax-related matters
  • Has advised nonprofits, startups, and mature businesses across numerous industries
Email | LinkedIn | Direct: 401-752-0566
Anne M. Pisaturo, Partner
Business Strategy Expert
  • Over 30 years of experience
  • Advises clients across numerous industries including manufacturing & distribution, construction and related services, and professional services
  • 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
Email | LinkedIn | Direct: 401-752-0576
David H. Lichtenstein
David H. Lichtenstein, Partner
Business Strategy Expert
  • Tax Consulting & Compliance, Business Strategy
  • CPA Certified public accountant
  • Specializing in manufacturing, distribution, retail, high-net worth individuals, construction, and real estate industries
Linda M. Pearson, Partner
Business Strategy Expert
  • Over 20 years of experience
  • Former controller for publicly-traded company
  • Has advised nonprofits, startups, and mature businesses with revenues in excess of $150M
Email | LinkedIn | Direct: 401-752-0566
Andrew de Labry, Partner
Business Strategy Expert
  • Specialized in employee benefit plan audits
  • Experience across industries with a focus in Manufacturing, Distribution, Retail, & Nonprofits
  • CPA-Certified Public Accountant
Michael J. Raftery, Partner
Business Strategy Expert
  • Tax Consulting & Compliance, Business Strategy
  • CPA Certified public accountant
  • Specializing in construction, real estate, high-net worth individuals, manufacturing, distribution, nonprofits, and retail industries

45+

Years in Business

Locally owned, controlled, and managed. Since day one.

MORE WAYS WE CAN HELP YOU DEFINE THE FUTURE

Audit & Accounting

Results-driven ideas focusing on strategic and operational issues, in addition to strengthening internal controls to protect assets

Business Valuation

A holistic, integrated, and calculated approach to handle stockholder disputes, estate planning, marital dissolutions, in addition to mergers and acquisitions

Employee Benefit Plan Audits

Rigorous analysis ensuring that employers meet reporting requirements, have viable internal controls in place, and are informed of any new financial reporting changes

Forensic Services

A wide array of tools and methods to uncover fraud, reduce risk, and safeguard against any activity jeopardizing your operation

High Net-Worth Individuals & Family Groups

An integrated and calculated approach to help high net-worth individuals and their families optimize and secure their personal wealth

Tax Consulting & Compliance

Thorough understanding of tax law changes, regulations, pronouncements, and court decisions put into practice to ensure good standing and minimized liability
Industries

No matter your area of work, chances are good that we'll be ready for the challenge

See our focus areas
Our Story

Rooted in tradition & locally owned, controlled, and managed — since 1975

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How can we help you define the future?

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Bold ideas, expert analysis, and impacts-driven advice on business strategy-related topics, trends, and issues.

Strengthening Your Foundation

Construction & Real Estate

In Business for Your Business

Professional Services

Helping You Make It

Manufacturing, Distribution, & Retail

Here to Serve You

Nonprofits

Capabilities

Versatile and ready to help support & elevate individuals and organizations of all types

See our capabilities