Specializing in High-Impact Business Solutions
First Beacon Business Advisory Group is a management consulting firm comprised of a diverse and experienced group of business consultants all of whom are widely recognized in their respective areas of expertise.
The firm was established with the goal of offering a comprehensive solution for all your key advisory related needs.
There are many different firms to choose from to help your business succeed. What makes First Beacon truly unique in the business advisory space is that everyone on our team has been a successful business owner.
Ask yourself, who would you rather work with? Do you want someone who has never demonstrated success as a business owner advising you on your business?
Today’s business environment is incredibly complex, ever-changing and difficult to navigate without the occasional need for a seasoned professional or even an experienced team by your side. The First Beacon team is well-equipped to offer the highest quality services across the diverse spectrum of business needs.
Whether you are actively growing your business, trying to raise funds for a new venture, construct an exit strategy, obtain financing, or simply bring your business to a higher level, the professionals at First Beacon are here to assist you.
First Beacon Founders
Co-Founder & Certified Financial Planner
Bob is a serial entrepreneur and has been involved in the financial services industry for more than 25 years. He began his career in 1991 with a Denver-based investment banking firm, went on to work for a major financial services firm and, subsequently, founded his own independent, fee-based advisory firm in 1995.
Bob holds the certified financial planner (CFP©) designation and works with individuals and business owners in a fiduciary capacity to help them grow and protect wealth.
Past Chairman of the Marlboro Chamber of Commerce board of directors, Bob has also served on the board of directors with the Northern New England chapter of the Financial Planning Association.
Bob graduated from the University of Massachusetts with a degree in general business finance. He is a radio talk show host for the “Financial Focus” show heard on WCRN and is one of the founding members of First Beacon Business Advisors. Some of Bob’s interests and passions include fishing, kayaking, and softball.
Larry has been an entrepreneur for more than 30 years, owning and managing several successful businesses, primarily in the finance Industry. He has been in the equipment leasing industry since 1983, financing commercial equipment for small start-up, privately-owned companies up to Fortune 500 corporations.
Larry has advised, consulted and provided financing for many different businesses who could not get conventional financing or who needed to get alternative financing for privately-owned businesses. Larry’s experience dealing with banks spans 30 years. He has borrowed and loaned millions of dollars over that period of time.
As a business professional, Larry has been on both sides of the table. He understands what a business owner needs and how to prepare a business for the appropriate financing based on their particular situation. Larry is a co-founder of First Beacon Business Advisors.
Steve has more than 20 years of experience in the field of research and development, particularly in the areas of mechanical and electrical engineering, plus software development. In 2001, Steve joined Intrepid Advisors. He spent 14 years as Vice President of Engineering at O.S. Walker Company of Worcester, Massachusetts. He served as the firm’s Managing Director while the company operated as a subsidiary of Carlin Charron & Rosen LP and became President after acquiring the business in early 2009.
Steve holds a B.S. in Mechanical Engineering from the University of Massachusetts at Amherst and an M.B.A. from Anna Maria College. He is a member of Tau Beta Pi Engineering Society, Society of Manufacturing Engineering and the Society of Plastics Engineers. Steve is a co-founder of First Beacon Business Advisors.
Quick Look Business Assessment
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Kudos to Ann, Larry and First Beacon for recently completing a business assessment on CPS Heating and Cooling. I found the process of looking deeply into all areas of my business through an objective set of eyes an enlightening one. Using the SWOT analysis, you identified several areas to concentrate on that will help to… “Valuable Insight Through Business Assessment”