As co-founders of a privately owned firm, our principals understand the challenges small businesses face when it comes to budgeting, cash flow analysis and planning, cash management, making a payroll and managing employee benefits.

As a Shorepoint client, you’ll work directly with our principals Tim Vanech and Luis Raposo, CFA, both of whom have extensive experience helping small business owners rationalize their cash flow and manage their company’s financial health. They can also tap into their network of trusted professionals and arrange introductions to sources of financing, CPAs, attorneys, valuation firms and investment bankers, and commercial insurance providers.