Innovative Equity Strategies (IES), headquartered in Danvers, Massachusetts, was founded by Stephen Vesey, CPA, CVA, CBEC and Jane Johnson, CPA, CMA, CBEC, CM&AA.
Innovative Equity Strategies (IES) is a collaborative of professionals who will assist business owners in creating a liquidity event that allows them to exit their business, and maintain the lifestyle they desire. This collaborative of professionals will be known as the “transition team.” The team consists of approximately twenty professionals that include CPA’s, attorneys, bankers, broker/dealers, and consultants with various areas of expertise including the following specialties:
- Accounting and taxation
- Estate and legacy planning
- Business valuation
- Management capability analysis
- Business operation analysis
- Human resources
- Interim Chief Financial Officer services
- Financial services
- Commercial Lending
- Deferred compensation
- Employee Stock Option Plan (ESOP)
- Merger and acquisitions
- Transactional law
- Personal coaching
