High level view of Companies we serve:
Our engagements are with the Company to focus upon the long-term health of the Company; regardless if there are sole owners, equal ownership between two individuals or if there are multiple minority shareholders involved. It is important to understand business ownership and decision-making history to help guide future planning.
Final Comment: Every business has a succession plan. We are focused on helping business owners create a thoughtful plan that can help clients get UNSTUCK. We look to engage clients who understand they have an opportunity to evolve their plan over time while also managing the risks associated with their business ownership.
We bring education and insight to help each client understand the appropriate planning to overcome obstacles and ultimately, reach their opportunities.