Francis J.

O'Shea

Principal | CPA●ABV, CVA

p.207.541.2342

f.207.541.2342

"We have two ears and one mouth so that we can listen twice as much as we speak."

- Epictetus

Business valuation and tax consulting for individuals and business entities


Formerly a Principal with Cloudhawk Management Consultants LLC and a tax partner with Coopers & Lybrand LLP, Frank offers a broad perspective to his clients, developing and implementing tax savings strategies and plans for the transition of their businesses.


Frank has spent more than 30 years meeting the business and individual tax needs for clients in a variety of industries, including manufacturing, construction and real estate development, and distribution. He helps hundreds of business and individual clients gain control of the technical and non-technical issues related to income and estate tax planning as well as business transition and valuation. Frank provides clients with a proven process and a custom plan to gauge their readiness to exit or transition their business. He was recognized as Pinnacle Equity Solutions' 2013 Excellence in Exit Planning Achievement Award winner for his execution of exit planning solutions. 

Experience Highlights:

Frank helps clients with a variety of issues including:

  • Corporate and individual tax
  • Income and estate tax planning
  • Business valuation
  • Merger and acquisitions consulting
  • Business transition planning

Memberships and Committees:

  • American Institute of Certified Public Accountants
  • Construction Financial Management Association
  • National Association of Certified Valuation Analysts
  • Maine Estate Planning Council
  • Pinnacle Equity Solutions, Platinum Committee

Publication:

Crisis Averted: Six Steps to Take if Your CEO Leaves Abruptly

Community Service:

Maine Institute for Family Owned Business, Board of Directors, Treasurer

Watch Frank O'Shea give his take on exit planning in this brief video.

Coaching business owners on successful exit planning is both art and science. It’s a complex process and most business owners have one chance to do it right. Listen to Frank O’Shea’s take on why he does what he does and the advice he’d impart to business owners.  

Certification

  • CPA●ABV

    CVA

d:207.541.2342