Solutions for the toughest challenges CEOs and family
business owners face


We offer a variety of assessments: strategic valuation, team/leadership, financial/operational.

Prosperity Accelerator

A 12-month structured program to increase profitability and grow the value of your business

Strategic Planning

Facilitation to help you develop your mission, vision and strategic intents. Align your senior leadership.

Executive Coaching

A sounding board & honest perspective from a former executive who understands what you're facing.

Leadership Training

Improve communication, accountability and decision making. Run better meetings and develop better systems.


Experienced guidance to help you plan for the future business while balancing the family's needs.


We offer advisory and fiduciary board set up, board facilitation, independent board member

M&A Intermediary

Have an offer you're not sure you should take? Looking for someone to do the negotiating for you?

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