About Us

We bring an extensive background in HR Management, Mergers & Acquisitions, Risk Management, and Financial & Tax Planning. Relying on our passion for people and planning, we offer personalized, customized service and take a dynamic, partnered approach to both strategy and tactical operations. Our unique combination of skills and experience, coupled with broad exposure to business, positions us well to work for our clients. We aim to provide strategic, purposeful advice and guidance to help manage risk, people, and finance - the trifecta of succession.

THE COMPANY WE KEEP: Small and medium sized business owners (privately owned sole proprietors, partnerships, and corporations) advancing their business to the next level. Often, these relationships start with us helping to answer a disturbing question or identifying a solution to front of mind problem.

HOW CAN I:
>Take care of my employees?
>Maximize the legacy that I create for my family or charity?
>Implement a system to identify and keep both current and future top level talent, while still attracting new ones?
>Build a long term advisory relationship to help me through the turbulence of business ups and downs?

NEED HELP DEVELOPING AND IMPLEMENTING STRATEGY OR PLANS TO:
>Attract and retain top level talent for the organization.
>Taking the art of People Management to the next level.

PLAN TO RETIRE IN THE NEXT 5-15 YEARS AND WANT ASSISTANCE:
>Maximizing the value of the business (for sale) or transfer to next generation.
>Transitioning business assets to next generation (sons & daughters) family owners.