Our Mission

At Business Succession Advisers, LLC, our mission is to help business owners maximize enterprise value. We are an experienced team with a proven record of success across a variety of industries. We have extensive knowledge of a diverse range of functions that impact enterprise value, including finance, sales, employee development, and leadership.

Who We Help

We advise founders, executive teams, and corporate stakeholders seeking to maximize enterprise value in preparation for a future sale, recapitalization, or strategic transition. Our clients operate at scale and understand that perceived risk, operational inefficiencies, or gaps in succession can materially impact valuation. We help mitigate these risks, optimize value drivers, and position the business for a high-confidence transaction.

How We Help

We conduct a rigorous assessment of your business across eight key operational drivers. This analysis identifies risk factors, unlocks hidden growth levers, and delivers a clear roadmap to enhance enterprise value. Whether you’re planning an exit or positioning for investment, we align your business with the expectations of sophisticated buyers.

About Business Succession Advisers

At Business Succession Advisers (BSA), we believe that every business should be built with purpose, strengthened with strategy, and positioned to achieve its maximum value. We partner with business owners, founders, and leadership teams to identify opportunities for growth, reduce operational risk, and create long-term enterprise value – whether an exit is years away or simply one of many future possibilities. Our advisors combine expertise in finance, leadership, operations, and strategic planning to help businesses become stronger, more profitable, and more transferable.

Our approach extends beyond traditional succession planning. We work alongside business owners through every stage of the business lifecycle, helping them build companies that are more resilient, more valuable, and better prepared for whatever comes next. From value acceleration and exit planning to leadership development and strategic advisory, BSA provides the insight, experience, and personalized guidance needed to help owners protect what they’ve built while creating new opportunities for future growth.

Our Working Step

Engaging Our Working Process

We work with business owners and leadership teams who understand that valuation isn’t driven by revenue alone. Our process takes a holistic, data-driven approach analyzing your company across all functional areas to identify gaps, reduce risk, and elevate overall quality. The result: a prioritized roadmap designed to increase enterprise value and strengthen your position in the eyes of investors, buyers, and successors.

Time Frame

We work with our clients to improve their business operations for a period of one to two years. This time frame allows for the design of a plan to improve the value of the business, and for implementation and measurement of results against the plan objectives.

Our Team Approach

Our team works collaboratively with business owners and leadership to identify opportunities, address risk factors, and strengthen key areas of the business. We combine diverse expertise with a practical, data-driven approach to help maximize enterprise value and prepare the business for future opportunities.

Meet the Team

Dedicated Team Members

Nick Giacoumakis, CEPA, CVGA

FOUNDER

Robert Schildkraut, CFO, MBA, CEPA

BUSINESS MANAGEMENT ADVISOR

Eileen Valliere, CPA

OPERATIONS/FINANCE

Tamie Maffeo

DIRECTOR OF MARKETING & BUSINESS DEVELOPMENT

Ava Coppeta

MARKETING COORDINATOR