What can we do for you?
Our expertise, experience and credentials uniquely qualify Breakwater to take on one or more roles for each of our clients. We fill these roles based upon each client's individual needs, not based upon those services we wish to sell. Click below to see how we can best serve you in the following capacities:

Advocate
Business Counselor
Chief Financial Officer
Guardian
Comprehensive Financial Planner
Valuation Analyst
If you are thinking about buying or selling a business, or entering into a merger or a partnership, or if you are preparing a succession plan for your family-owned business, one of your main concerns should be "What is my business worth?"

As Valuation Analysts, with years of experience in corporate finance, we are well-equipped to help in this regard, whether it be for estate planning, succession planning, gift planning, bankruptcy proceedings, economic damage assessments, professional practices and licenses, or business formation transactions, as well as high-net worth divorce and pre-nuptial agreements.

Risk Consultant

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