D.R. McCarthy & Associates, Inc.
About Us
Our Principles
Building Value in Middle Market Companies
Assisting Owners in Transition
Family Business
Industry Experience
Team
Contact Us
Transition Through Analysis, Alignment and Execution
Assisting Owners in Transition
Transition: you can control it…or it can control you.

No matter how successful they have been in growing their businesses, many owner/entrepreneurs are overwhelmed by the challenges they face when they try to “move on”. And yet, the need to transition the business to family, business partners or a prospective acquirer is inevitable.

The solution to this business problem is an application of the same principles that it took to grow the business. Just like building the business, it takes a clear assessment and consistent execution on a plan. 

It's not always easy to get through this phase, and it's hard to get independent, unbiased and un-conflicted assistance.

This is the problem we solve.

We bring skills and experience of founders and operators in the middle market. Committed to you, and not driven by a transaction fee:

  •      We help our clients understand and maximize the value of their businesses in transition.
  •      We appreciate and address the complex issues of family and partner involvement.
  •      We help our clients define and implement action plans getting them to an endpoint on their terms, and on their schedule.

The solution to this business problem is an application of the same
principles that it took to grow the business.  Just like building
the business, it takes a clear assessment and consistent
execution on a plan.

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About UsOur PrinciplesBuilding Value in Middle Market CompaniesAssisting Owners in TransitionFamily BusinessIndustry ExperienceTeamContact Us