ROI Cubed

What ROI Cubed does

ROI Cubed is a privately held, founder-led professional consulting firm founded in 2012 by George Raftopoulos after selling his capital management firm. The firm operates from three New England offices (Portsmouth, NH; Kennebunk, ME; Danvers, MA) and serves established business owners seeking to maximize enterprise value, prepare for ownership transitions, or execute mergers and acquisitions. Its services are organized around four integrated pillars: Business Growth and Value Strategies, Transitions and Succession Planning, M&A Consulting, and ESOP advisory.

The firm's core intellectual property is the proprietary 16 Key Business Value Indicators (KVBIs) assessment framework, a diagnostic methodology that maps business operations against sixteen indicators of operational excellence to establish a valuation baseline and identify value-creation levers. The KBVI assessment functions as the foundation of the engagement model, with subsequent succession, M&A, or ESOP work building on the baseline analysis. The firm also offers ISO 9001:2015 process assessment and certification preparation as an ancillary service. Technology stack is conventional consulting tooling — the firm maintains a website, LinkedIn presence, and prospect forms, with no public API, software platform, or AI capabilities disclosed.

ROI Cubed monetizes through project-based and retainer consulting engagements priced individually per client. The firm has 1-10 employees, with one named senior consultant (David A. Capotosto) supporting the founder-led model. Lead generation is driven by direct outreach, professional association memberships (FPA, ESOP Association, NCEO, AMAA), and referrals through the ProVisors network of 4,000+ trusted advisors. The firm is privately held with no disclosed funding, no institutional investors, and no parent or subsidiary entities, operating as a straightforward founder/owner-operated consulting practice with regional focus and no stated national or international expansion intent.

Name

ROI Cubed

Legal name

ROI Cubed, LLC

Website

https://roi-cubed.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

ROI Cubed is a New England-based consulting firm advising business owners on operational optimization, succession planning, mergers and acquisitions, and ESOP transitions using its proprietary 16 Key Business Value Indicators assessment framework. Founded in 2012, the firm serves mid-market owners preparing for sale, transition, or value maximization.

Ownership category

akta.pro rank

Product category

Management Consulting

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Divestitures, Spin-offs & Carve-outs Advisory (BPAHADAJ)

akta.pro secondary industry

Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL)

Keywords

• Business consulting services
• Mergers and acquisitions advisory
• Succession planning consulting
• ESOP advisory services
• Enterprise value optimization

Headquarters

HQ city

Portsmouth

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Consulting Services: ROI Cubed generates revenue through professional consulting engagements focused on business growth strategies, succession planning, mergers and acquisitions advisory, and ESOP implementation. Services are tailored to individual business owner needs and typically involve project-based or retainer arrangements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

ROI Cubed is a privately held consulting firm that helps business owners maximize enterprise value through a proprietary 16 Key Business Value Indicators (KVBI) framework. Beyond the diagnostic, the firm delivers adjacent advisory services covering mergers and acquisitions strategy, transitions and succession planning, and Employee Stock Ownership Plan (ESOP) formation and advisory, primarily for privately owned businesses in the small-to-mid-market segment.

Product overview

ROI Cubed offers a unified consulting platform built around four integrated service pillars: Business Growth and Value Strategies (using the proprietary 16-KBVI assessment framework), Transition and Succession Planning, Merger & Acquisition Consulting, and Employee Stock Ownership Plans. These services are designed to work sequentially or in combination—KBVI assessments establish the operational foundation and valuation baseline, which then inform succession planning decisions or M&A transaction preparation, with ESOPs serving as a specific exit vehicle option. The firm positions itself as a 'disciplined process' rather than discrete advisory engagements, coordinating expertise across business valuation, tax planning, corporate structure, and transaction execution.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Growth and Value Strategies
• Transitions and Succession Planning
• Mergers and Acquisitions Consulting
• Employee Stock Ownership Plans (ESOPs) Advisory

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• ProVisorscoreStrategic or Co-development PartnerProVisors is a community of more than 4,000 trusted advisors across the country with the common goal of sharing knowledge and serving as resources to provide exceptional, multi-disciplinary solutions to clients. President George Raftopoulos is an active member, enabling access to referral network and collaborative professional relationships.
• Alliance of Mergers & Acquisitions Advisors (AMAA)minorOthersProfessional membership organization supporting M&A advisors. George Raftopoulos maintains active membership.
• National Center for Employee Ownership (NCEO)minorOthersProfessional membership organization focused on employee ownership. Supports ESOP advisory services.
• Financial Planning Association (FPA)minorOthersProfessional membership organization for financial planners. George Raftopoulos serves on the FPA Board of Directors-appointed Diversity & Inclusion Committee.
• ESOP Association/New England ChapterminorOthersProfessional membership organization supporting ESOP companies and professionals in the New England region.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• B2B CFO: Fractional CFO and consulting firm serving owner-operated mid-market businesses with financial leadership, M&A support, and value optimization. Overlaps significantly with ROI Cubed on target customer and on operational/value advisory scope.
• Pinnacle Business Guides: M&A and exit advisory firm serving privately-held middle-market businesses. Comparable in customer segment, deal size focus, and advisory services (business valuation, succession, M&A) to ROI Cubed.
• Generational Equity: One of the largest US M&A advisory firms focused exclusively on helping private business owners sell, transition, or recapitalize their companies. Highly comparable target customer (mid-market owner-operators) and service mix (value advisory, M&A, succession) to ROI Cubed, but at significantly greater scale.
• Value Builder System: Exit preparation platform built around a proprietary value-assessment methodology for businesses preparing for sale or transition. Closely parallels ROI Cubed's KBVI-based value diagnostic and is used by many advisors serving the same owner segment.
• CFO Select: Fractional finance executive consulting firm providing part-time CFO services to mid-market companies. Comparable consulting model and target market to ROI Cubed, though narrower on financial leadership than on exit advisory.
• Succession Institute: Specialized succession and exit planning advisory firm serving business owners preparing for ownership transition. Highly comparable niche focus to ROI Cubed's Transitions & Succession pillar.
• Master Plan Exit Advisors: Boutique advisory firm focused on exit planning and business value enhancement for owner-operators considering sale or transition. Closely comparable in target market, service scope (value growth, succession, exit), and firm size profile.
• Chief Outsiders: Fractional executive consulting firm placing former C-level operators into growth-stage and mid-market businesses. Comparable mid-market owner-operator customer and operational consulting model, though tilted more toward growth than exit.
• The Rawls Group: Exit planning advisory firm specializing in preparing business owners for ownership transitions through value enhancement and exit readiness work. Directly comparable in customer segment (established owner-operators) and core advisory approach to ROI Cubed's value/transition pillars.

Others

• AMAA (Alliance of Mergers & Acquisitions Advisors): Professional industry association supporting M&A advisors through education, networking, and deal collaboration. Not a direct competitor; included because it is both a relevant industry body for ROI Cubed's M&A work and an existing partner/organizational affiliation of the firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/roi-cubed-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ROI Cubed