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Capital Analysts of New England, Inc.

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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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Business Succession

Transition planning helps clients prepare for the time when they will redefine their relationship to their business. Our approach emphasizes the use of financial modeling to determine what the owner needs, before determining the transition method. Our advisors can assist clients in the following situations:

  • Retention of the business for family members;
  • Planned sale of the business to employees, co-stockholders or external buyers;
  • Emergency planning for either the sale or retention of the business in the event of the client’s premature death or disability; and
  • Coordination of business and estate planning-especially when there are children both working and not working in the business.  Family harmony is typically an important goal above and beyond the nuts and bolts of a sound business succession plan;

At Capital Analysts of New England our technical skill is matched only by our ability to listen to what our clients are telling us they want.  While many of the tools and techniques used to help transfer a business from one generation to another are straightforward, every family business is different and how our advisors use these tools is entirely dependent upon each client’s unique family dynamic.

Wealth Management Services

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  • Financial Modeling
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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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