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Our Belief is that business owners owe it to themselves to harvest the greatest amount of wealth from the physical, mental, emotional, and monetary investments made in their business. This means more than generating income, it means increasing the long-term sustainable value of their enterprise.


Embrace Change



Be Direct & Honest

Follow Through on Commitments

Build Trust

Face Challenges Head On



Dan Welch, CEPA 

Owner, Principal Consultant


Dan has 32 years experience in business. He graduated from St. Bonaventure University with a Bachelor's of Business Administration degree with a concentration in Finance. He has spent his entire career working in, or owning and operating family-owned businesses, and has played multiple C-Level roles.  He has a deep understanding of what it takes to succeed in the C-suite while navigating the delicate balance between business and family relationships.


He co-founded a family-owned software-as-a-service company in 2004 and led and developed numerous teams of people as the company grew from 3 to 93 members.  In November 2017, the assets of his company were acquired by a publicly-traded company on the Canadian Stock Exchange.

Since that time Dan has committed his time and energies working with business owners to help them develop plans that provide REAL options to help them maximize the value of their business.

Contact Dan:


Cell:     585-278-8234



Alan Rich, CPA/ABV, CEPA

Owner, Principal Consultant


Alan has 24 years experience in business as a CPA and business consultant, having worked with two well-known regional firms in Western New York, and most recently as a Partner, Tax and Business Valuation in a specialized firm in Rochester, New York. He is a 1995 graduate of Ithaca College with a Bachelor's of Science degree in Accounting.  

Alan has developed a well-known reputation as an expert in Business Valuation and Litigation support services, Ownership Transition Planning and Execution, Company Transaction Representation, Sales Tax Consulting and Audit Representation, and Federal and State Research & Development Tax Credit studies.

Contact Alan:


Cell:     585-370-3547


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Sally Cappotelli

Business Consultant

Sally attended St. Bonaventure University and graduated in 2017 with a Bachelor's of Business Administration degree with a concentration in Business Management and a Minor in Family Business Management. Growing up and working in multiple family businesses, she spent much of her time learning from those around her.


Today she specializes in the creation and execution of back-office processes and procedures that provide the framework for clients to understand the most important key performance indicators for their business.


Having a background in family business and a deep understanding of the extra work that goes into growing it, maintaining it, and selling it, is what makes Sally well qualified to work with clients' back-office personnel.

Contact Sally:


Meet Dan
Meet Alan
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