George Raftopoulos spent 25 years growing a registered investment advisory firm that became one of the largest offices by revenue in the country for a national broker/dealer. Having expanded the firm both organically and through acquisitions, he eventually sold the practice to a competitor in December 2009. His passion for helping other business owners grow their enterprise value, plan for their transition, grow thru a merger/acquisition or sell to an ESOP or outside buyer led to forming ROI-Cubed, LLC.
ROI-Cubed practices a unique process and methodology that begins with an assessment audit of the company to identify potential risks, thereby increasing profits and overall enterprise value. Their work then considers the company's owner’s, company's board’s, and the company's overall financial goals in formulating the most strategic exit option for all parties involved. Being industry agnostic has allowed George to work with dozens of privately held and family owned companies in a variety of industries with revenues between $3m and $50m across the country thru numerous transitions.
Prior to forming ROI-Cubed and after having sold his own company, George spent several years consulting another financial firm and in the process, helped quadruple their revenues.
George serves as an adjunct instructor at Bentley University in Waltham, MA for the capstone class for the Master of Science in Financial Planning (MSFP) graduate degree.
Along with the satisfaction he gets helping businesses transform, grow and watching a business owner’s dreams become reality, George’s personal passions include spending life with his wife, basketball, biking, golfing and snowboarding in Vermont.
George is a Corporate Value Growth Advisor (CVGA®) licensee, a Certified Mergers & Acquisitions Advisor® (CM&AA), a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and a Certified Estate Planner™ (CEP®) certificant . He is a 1987 graduate of Tufts University with a BA in economics as well as having earned his MBA with a tax concentration in 1996 from Bentley University.
George is a member of the Alliance of Mergers & Acquisitions Advisors (AMAA) in Chicago, the ESOP Association/New England Chapter, and the National Center for Employee Ownership (NCEO). He also is a member of ProVisors® in Portsmouth, NH, a community of over 4,000 trusted advisors across the country who have the common goal of sharing knowledge and serving as resources to provide exceptional, multi-disciplinary solutions to clients.
David A. Capotosto
David Capotosto is an entrepreneur and seasoned business executive. His extensive experience in business comes from over 30 years of active involvement with start-up, growing, and mature businesses. His experience in design, engineering, manufacturing and operations is wide and deep. David is unique in his ability to drive a project from an idea to a smooth-running operation.
He began his career as a foreman of a third shift injection molding facility. Since then David has held nearly every position in a manufacturing company - Process Engineer, Project Engineer, Engineering Manager, Customer Service Manager, Operations Manager, Engineering Manager, Director of Design and Development, Director of Quality, Director of Business Development, General Manager, Executive VP and President.
He has assisted in the startup of numerous ventures. Since 2000, David has been a design and business consultant. In 2013 he negotiated and successfully secured the rights to certain composite technology and products and founded a new company called DeepWater Buoyancy, Inc to produce these products. He hired a management team and staff, and continues to serve as the Co-President and Director of Business Development.