Let me tell you a story about family, loss, and, ultimately, building something truly meaningful.

My name is Rick McDonald, and it all started with my dad's printing company. I worked for the company during college, that is, until he died my sophomore / junior year when I was in Boston College. His loss turned my world upside down. I went from studying for exams to trying to help my mom hold things together. Worse yet, his partner essentially stole the business from my mother and our family.

I learned the hard way: having your plans intact involves more than just running and operating a successful business.  Having a succession plan matters… eventually.

That experience taught me a harsh lesson, but it also sparked a fire in me. I knew I wanted to build something of my own, something I could control.

After leaving Fidelity in the 80s, I became a serial entrepreneur in the financial sector. Built several companies.  I gave a wealth management company I founded to two of my three sons.  Sold several others over the years.   Some were mine, some meaningful clients of mine. And learned best practices in the process. 

My talented business partner, Steve Vesey, has his own uniquely impressive story. He not only built and sold one of the top New England CPA firms, but he’s been creating valuations and helping his business owner clients with their exit planning for more than 4 decades. And most importantly, he is a mastermind when it comes to the financial engineering that is needed to maximize a businesses EBITDA and exit valuations. 

Today, together with Steve and our team, we run the best Mergers and Acquisition company I know of. 

Why do I know this to be true?

Because we take the time to understand what makes your business truly unique, and we also understand what a buyer is looking for in buying your business.  We put you through our proprietary diagnostic AI-driven process to identify and then work on the low-hanging fruit that drives a higher multiple in the sale of your business.  This makes your business stronger and more valuable, and we are consistently able to sell you at premium prices. Something we are very proud of.

Our process includes developing a teaser and running it through our database of over  4,200 active buyers and curating an outstanding CIM report that showcases your story and answers the key concerns the Ideal Target Buyer is looking to understand as to why you are an excellent opportunity for them.

Then, we vet them. Because our job is not just selling you. It's finding the best buyer for your company for the next 10 years, in the right deal structure, for the right price. 

However, we're not just looking for a high bid; we're looking for someone who shares your values and will treat your team right. Someone who will carry the torch forward with integrity for the next decade. Because we know, in the end, people matter.

At the end of the day, it's about more than just transactions. It's about helping people achieve their dreams and protect what they've built. That's why I'm so proud of our work. It's in our DNA.  And our success speaks for itself.  Our client’s testimony is something we value.

We aren't huge by design. We selectively choose our clients who are best suited for us, and where we are, we know we are an excellent fit for them. 

Chemistry matters.  Commitment matters.  Integrity matters.  Our clients matter.