About

Our mission is to help business leaders create profitable companies that can be sold or transitioned to the next generation.

We are passionate about working with family businesses, business partners and high performing entrepreneurs to develop their highest potential. We educate and advise leaders in order to find clarity, direction and profitability. Our clients trust us to be a confidential sounding board, help them get results and to guide them through critical transitions.

Our typical family business clients have been in business for more than 20 years with 10 or more employees. We become the liaison between the older generation and the younger generation to help them get ready to transition the leadership of the company. We love it when we can encourage daughters to run their fathers' business.

Specialties
family business, succession planning, business partner alignment, profit strategies, high-performing entrepreneurs, exit strategies, women in business, strategic planning