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William J. OBrien, CPA, CVA
(413) 530-1112

William J. O’Brien is a financial advisor to the owners and managers of small to mid-sized businesses.  In addition to financial administration, his focus is in the areas of business planning, financial modeling and business valuation.

During the past ten years, Bill has worked with the management of businesses in a number of industries, including distribution, investment banking, food service, childcare, transportation, manufacturing and event management. He was involved with the initial planning, funding and early development of numerous companies, including Boston Chicken and Mulberry Child Care Centers. Boston Chicken subsequently was taken public through an IPO, while Mulberry is currently positioned to go public, in the near future.

In 1998, Mr. O’Brien completed the program of the National Association of Certified Valuation Analysts (NACVA), and obtained the designation of Certified Valuation Analyst (CVA).   Bill performs valuations of closely held businesses and of other financial interests, for various purposes. 

During nearly twenty years in the financial services industry, though working in the corporate offices of a publicly traded company, Bill worked predominately with startup, closely held, and growth-oriented businesses. During this time, Bill planned and organized Liberty Real Estate Corporation, which subsequently became a billion dollar subsidiary of Liberty Mutual Insurance Company.

Mr. O’Brien is a licensed Certified Public Accountant and a Certified Valuation Analyst. He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of CPA’s and the National Association of Certified Valuation Analysts. He holds a Bachelor’s degree from the University of Massachusetts, Amherst. 



Allison M. Touchette
(413) 533-6011

Allison M. Touchette works with the owners and financial managers of small to mid-sized businesses. Her focus is in the areas of contract accounting, budgeting, and Web site development.

During the past ten years, Allison has worked predominately in the radio broadcast and transportation industries. Her responsibilities included operating the controller's department, coordinating the budgeting process and managing computer operations while directing staffs of up  to five professionals.

Special areas of expertise include: computerized systems, procedures and software; accounting policies and procedures manual; general accounting; consolidated financial statements, financial reporting and analysis; cash management; credit and collections; and recruiting and training.

Allison is experienced in Web site development.  She works with clients in building effective, affordable sites that present their businesses and their products and services in attractive and creative ways.

Allison holds a Bachelor’s degree from the University of Massachusetts, Amherst.


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Business Planning  |  Web Site Development  |  Accounting  |  Budgeting  |  Financial Modeling  |  Valuation

(413) 533-6011          (413) 530-07350