Touchstone Advisors LLC

Touchstone Advisors LLC is a Financial Planner in Enfield, CT. The firm serves the lower middle market, providing merger and acquisition advisory services, buy-side services, and investment banking services through Ceiba Financial, LLC. With more than two decades of experience, the firm assists business owners in navigating critical financial and personal decisions, including preparing businesses for sale and executing complex mergers and acquisitions. Their service area includes Connecticut, Massachusetts, New York, New Jersey, Pennsylvania, Delaware, New Hampshire, Maine, Rhode Island, and nationwide.

The firm utilizes a proprietary Exit AdvantageSM program, which is an exclusive ten-step process designed for business owners planning to exit within two to five years. This program focuses on preparing a business for a future sale to maximize shareholder value through assessments of business readiness, financial recasting, and tax optimization. Additionally, the firm offers an Estimate of Value (EOV) to provide owners with a realistic understanding of their company's marketplace value by evaluating financials and value propositions. The advisory team provides senior-level involvement and specialized expertise across various industries, including manufacturing, distribution, healthcare, food and beverages, engineering, technology, and construction.

The business is located on Enfield Street, a short drive from the North Thompsonville Fire Department and near the Town Open Space at the end of Colony Road.

The firm maintains well-documented business information available online and features a website that search engines read cleanly.

Touchstone Advisors LLC provides dedicated exit strategy partnership and M&A expertise to business owners in Enfield.