Transforming Privately Held Businesses

Professional services firm helping to transform privately held businesses. Providing Advisory and Interim Executive Leadership, Restructuring, Operational & Strategic Planning, and Financial Management services. Assisting business owners with strategy, leadership, and execution to drive better outcomes.

We strive to be trusted advisors and provide professional advisory services around board and governance, transitional leadership, business restoration, and planning.

Focused on helping clients improve their performance, increase impact, and build value, we are professionals with extensive experience working with privately held and family businesses.

We help clients successfully lead their organization to a common mission/purpose/goal, assisting them develop data-driven strategies with clear measurable outcomes, navigate through organizational complexity, and optimize results.

We frequently work with companies in these situations:

• Current results are not acceptable and what worked in the past is no longer working;
• Financial structure does not support the current or future business needs;
• Business owners can no longer effectively work together;
• Sales and profitability has plateaued or declined;
• Founders are looking to transition to new leadership or to the next owner;
• Exit planning is a priority; and/or
• New leadership is necessary to position the company for the future