ROI Cubed, LLC stands in solidarity with all races, creeds, genders and supports the eradication of all racism and discrimination in the world.
Transforming Good Companies into Great Enterprises®
We are a boutique consulting firm helping business owners like you attain maximum value thru operational excellence, value growth and strategic planning as you plan towards a transition or succession. We help business owners with internal transitions to family or sale to employees through an employee stock ownership plan (ESOP). If a sale to an outside buyer is the most appropriate solution, we help identify potential outside buyer(s) and manage all phases of the transaction.
Business & Growth Value Strategies
Growth & Value Strategies form a foundation for your business, delivering strategic insight you, management & your board can utilize to make vital decisions to lower risk, sustain growth, increase profits & enterprise value, no matter the industry.
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Transition & Succession Planning
Designing a formal transition & succession plan while creating a transferable business that best meets your, your family’s and your company’s goals & needs. We work with internal transitions such as ESOP implementation, family transitions, external sales.
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Merger & Acquisition Consulting
Guiding you through the world of M&A, taking you and your company through the intricate transfer process. We identify potential buyers that meet all your objectives, create your CIM, prepare your LOI, go thru due diligence and successfully close the deal for you.
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With millions of business owners facing retirement in the next 10 years:
An overwhelming majority plans to fund their entire retirement from ONLY the sale of their business;
An overwhelming majority may not know their business’s true worth OR have a predetermined, unrealistic value;
An alarming majority don’t have a true succession plan in place!
We Will Work with You and Your Company Before, During and After your Transition
All Inquiries are Kept Strictly Confidential!
Check with your state to see if they offer grants to support training needs of businesses. A grant may help pay for part of any business assessments ROI Cubed, LLC performs. For MA businesses, check out Workforce Training Fund at
