George Raftopoulos
President
After having spent 24 years building a business from the ground up, having to hire and fire employees, sweating it out to make payroll at times, dealing with generating new customers, keeping up with changing technology and trends, we eventually found the right formula to succeed and turn what originally was a college internship into a successful, thriving and valuable enterprise. In December of 2009 and at age 44, I decided to follow the American dream, find a buyer and sell what we had built.
My passion for building successful businesses and experiences going through my own acquisitions and then eventual sale of the business led to forming ROI Cubed, LLC in 2012.
At ROI Cubed, we practice a unique and disciplined process of initially working with business owners to maximize their enterprise value which is not only geared to maximizing profits, but also preparing the owner and business for an eventual transition. Given our background and experiences, we help guide the business owner to formulate the most strategic exit option that benefits them as owner while balancing the overall needs of their family and estate as well as the ongoing concern of the business and employees. Our belief is that any M&A we’re engaged in is not just a transaction; it’s a process that takes time and must consider many factors beyond just obtaining the proverbial “best possible price”.
Along with the privilege of working with business owners, I have the honor and pleasure guiding and teaching financial planning to young minds at both the graduate and undergraduate levels at Bentley University in Waltham, MA as an adjunct lecturer. In addition, diversity and inclusion are important social issues and am on the Bentley University Provost-initiated diversity and inclusion task force as well as the Board of Director’s-appointed FPA (Financial Planning Association) Diversity & Inclusion Committee.
Designations and Academic Background:
Corporate Value Growth Advisor (CVGA®) licensee
Certified Mergers & Acquisitions Advisor® (CM&AA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Certified Estate Planner™ (CEP®) certificant
1987 graduate, Tufts University, BA in economics
1996 MBA graduate, Bentley University, tax concentration
Professional Memberships:
Alliance of Mergers & Acquisitions Advisors (AMAA)
ESOP Association/New England Chapter
National Center for Employee Ownership (NCEO)
Financial Planning Association (FPA)
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David A. Capotosto
Senior Consultant
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.
