Welcome to Crossroads Advisers

We excel at business transition planning and passenger transportation service solutions designed to achieve your personal, financial, and business goals or objectives.

Over 30 Years of Experience

Crossroads Advisers has field expertise in two separate and unique business disciplines:

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Business Transition Planning

Crossroads Advisers harmonizes the unique objectives, philosophies, values and attributes of Family | Privately owned businesses to design a comprehensive road map to create a positive transitional outcomes for your business.

Public & Private Passenger Transportation

Crossroads Advisers has first hand experience in building a passenger transportation services and management of transportation service systems from the ground up.

Why Choose Crossroads Advisers?

Crossroads Advisers can assist business owners with:

  • Business Transition Planning; includes both Succession Planning and Exit Planning
  • Advisory Boards (Family Councils, Board of Directors)
  • Coaching or Mentoring
  • Passenger Transportation

Advising from a business owner’s perspective.

Crossroads Advisers is a specialized advisory firm serving family-owned or privately held businesses in a collaborative effort with other trusted advisers that recognizes the unique dynamics of business transition, succession and exiting; in addition to passenger transportation services solutions. All designed to provide positive business results and creative outcomes.

Contact Us At: 216.533.4533

Alliances/Advisers


CEPA
Galliard FBA
EPI