ABOUT
We exist to be a catalyst, connecting clients and pioneers, to effective and measurable results, as we act as servant leaders, with the heart to manifest your dreams into reality and your elusive goals into realized projects completed.
You do have a unique and specific personal purpose and destiny that only you can fulfill. We are here to help you realize, recalculate and deploy your undeniable and developing gift clusters towards that end goal.
Stuart T Long
Founder and Principal
Dr. Robert Needham
JD, PHD, Business Advisor
Stuart Long has navigated the past 20 years as a financial advisor and entrepreneur and life coach. His foundations in advising on finances, trusts, endowments, business entity structuring, debt refinancing, debt consolidation, pension setup, income-gap planning and estate planning solutions led him, naturally, into consulting.
From solving Estate Planning issues to detailed Retirement Planning, from sourcing teams for Capital Raises to Entity Structuring to Franchise Purchase Consulting, his ability to solve or source the key players to accomplish your goals, efficiently and within your time horizon are his part of his value.
Beginning with the end in mind is key for Business Growth, Business Acquisition, Estate Planning Solutions and Business Exit Planning strategies.
Business Mergers and Acquisitions can catapult an existing business or even an individual from one level of earning into the next. Sourcing successful business ideas with a C-Suite of successful team members make the dream work. Saving time by purchasing a proven business and/or Franchise versus, 'reinventing the wheel' of your own startup business, can be a more sure way to, 'Own your life' versus 'renting it', and at a much faster path to not only a break even point, but profitability.
Franchises and bolt on companies offer an established brand, an existing proven system, and one that you can become trained in. Add to that a corporate mentor or business advisor, and you have key consultation at your fingertips for questions one often does not foresee when scaling a business past their existing abilities. Buying a founder's successful business and requiring them to stay on for transition of ownership ensures continuity and stability over time. Hiring team members to consult on areas you need to navigate is wisdom.
Alex Radin
Further Design Group, Webmaster
Life is art. We believe in making amazing things for incredible companies, individuals, and organizations that have real people they want to reach. Beauty and functionality at this very moment are having a cup of coffee together in our design studio. Our clients stand out instead of following the pack. Effective communication in a simple, confident, effortless way drives our design aesthetic. You are destined to do extraordinary things. Let's do them together!
With nearly 4,000 franchises from about 90 industries there is so much information that it is hard to choose.
For over 30 years Dr. Needham has helped thousands of franchise buyers just like you Solve The Puzzle Of Buying A Franchise.
If you hired him as a Franchise Advisor, it can cost you $5,000 or more, but he has found a way to save you thousands!
Dr. Needham has created an online course where for less than Dr. Needham charges per hour ($500) you can join with other buyers and clear that clutter so you can make an informed decision.
Kevin Marshal,
Boss Financial Group, CEO
Kevin Marshall, CPA
Entrepreneur | Tax Strategist | Transforming the Game
Kevin Marshall, CPA is a dynamic and results-driven entrepreneur who blends an entrepreneurial mindset with the financial expertise of a seasoned CPA. His ability to craft innovative solutions—while ensuring strong financial returns—has made him a trusted advisor for businesses nationwide.
With over 35 years of experience as a practicing CPA, Kevin owns and operates a virtual consulting and CPA firm that specializes in tackling complex financial challenges. His firm excels in business turnarounds, unique financing strategies, tax mitigation, and comprehensive business planning. Kevin is also a leading expert in tax credits, helping entrepreneurs put more money in their pockets through cost-saving strategies, income tax reduction, payroll tax savings, grants, tax credits, and loans.
An accomplished entrepreneur, Kevin has successfully launched and sold multiple businesses. He founded a Bed & Breakfast in Connecticut that became one of the highest-grossing B&Bs in New England. His foresight in taking his CPA business virtual 20 years ago has allowed him to serve clients across the country from Scottsdale, AZ.
Kevin is widely recognized as one of the foremost tax credit experts in the U.S. He is the author of Tax Credits Are Sexy, a sought-after speaker, and the developer of Employee Retention Credit (ERC) software and an ERC app. His expertise spans accounting and control troubleshooting, rapid closes, problem resolution, profitability and financial analysis, process simplification, financial audits, database and spreadsheet development, and system conversions.
A true outside-the-box problem solver, Kevin is passionate about uncovering hidden financial opportunities for business owners. His work has earned him numerous accolades, including Money Magazine's "People to Watch" and Hartford Business Journal's "40 Under 40."