Helping Multi-Generational Families
“Todd’s work has helped us plan for a seamless transition from one generation of our family’s business to the next, while educating us about opportunities for estate tax minimization.”
Don Fane
Troy, NY
The testimonials on this website relate only to the insurance services provided by the producer.
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: road and bridge contractors, concrete and asphalt manufacturers, 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.
