"As a second generation female co-owner of a construction business, I have benefited from my family's foresight to plan for the continuity of our concern. Todd has been instrumental in helping us reduce our estate tax burden and ensure the business continues to remain within our family."
Marianne Pompa LaRoche
Pompa Bros, Inc.
Saratoga Springs, NY
"The combination of business succession and estate planning that Todd McDonald has provided will help perpetuate our business for future generations of our family as well as for our key executives. He has been simply invaluable."
Jack Rifenburg
The Rifenburg Companies
Troy, NY
"As a member of the management team at JF White, I definitely have a vested interest in the company's success. Todd McDonald and his staff at Broadstone Advisors have collaborated with my other advisors to put into place an estate plan that will provide for the future wellness of my family."
Steve Barlow
JF White Contracting Co.
Framingham, MA
"Working with Todd on insurance planning has helped us plan for a seamless transition from one generation of our family's business to the next."
Don Fane
Warren Fane Inc.
Troy, NY
"Gagliarducci Construction has been a family-owned business since the early 1900s. Working with Broadstone Advisors has helped provide clarity and direction regarding the continuity of our business for the next one hundred years!"
Jerry Gagliarducci
Gagliarducci Construction
Springfield, MA
"Jim Hogan's consistent knowledge of insurance products have instilled confidence in our long-term risk management goals and planning efforts."
Mike & John Munter
Munter Enterprises
Middle Grove, NY
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Helping Multi-Generational Families
We combine our insider’s understanding of the construction industry with our experience helping family-owned and closely-held businesses with business succession, employee retention, and estate tax minimization.
We strive to help our clients define and achieve the independence they seek in their lives. To that end, we bring not only experience, but also sincere and heartfelt care for the wellbeing of our clients.
At The Intersection Of Construction And Business Succession
Founded by Todd J. McDonald, Certified Family Business Specialist, and supported by a dedicated team, Broadstone Advisors LLC represents family-owned and closely-held businesses in the construction industry. Our clients include road and bridge contractors, concrete and asphalt producers, quarry operators, specialty subcontractors such as electrical, HVAC, and mechanical contractors, as well as residential and commercial real estate developers.
We advise our clients on estate planning and business succession strategies, key person retention, tax reduction strategies, investments, retirement planning, insurance products and solutions, as well the specific challenges faced by construction-related businesses.
