Customized Plans for Success

As Business Advisors, Caras & Shulman provides the resources and knowledge to identify the factors that contribute to a client’s success. Our firm has an intimate, up-to-date knowledge of industry trends and the practices necessary to compete successfully in today’s global economy. We help clients thoroughly analyze their industry, then define the key attributes that lead to success in that industry. Using this knowledge, we provide clients with a customized plan to show the exact steps to implement to become a leader in their marketplace.

Integrated Business and Financial Programs

For each business client, Caras & Shulman designs a comprehensive business and financial program. Working closely with management to gain a thorough understanding of a business, we review and analyze daily operations, company strengths and weaknesses, and company resources to help position an organization for financial success.

Maximizing Profitability

From cost structure to organizational design to resource management, every company relies on a different set of factors to monitor prosperity. The goals, however, remain the same – maximize profitability and sustain growth. With over 30 years of providing quality consulting and financial services to closely-held, family-owned businesses throughout New England, Caras & Shulman offers a wealth of management advisory expertise and wisdom to help clients reach and exceed their goals.

Let us provide the following assistance:

  • Business Development
  • Business Valuations
  • Compensation & Benefit Programs
  • Consulting Services
  • Financial Forecasts & Projections
  • Human Resources Consulting
  • Information Systems Support
  • Management Studies
  • Mergers & Acquisition
  • Operational Audits
  • Retirement & Estate Planning
  • Shareholder Agreements
  • Strategic Planning
  • Succession Planning

Take the First Step Toward Success

Talk to a Caras & Shulman principal today about how we can develop a clear vision of profitability and growth for your company.

Contact us at 781.273.3950 or