We Improve Profitability with Custom Solutions that Reduce Risk


Knowledge, Experience, Wisdom

We get to know you

We offer a free consultation to get to know more about you and your family business needs.

We are different than other business consulting firms. Our aim is to identify the non-insurable risks that represent a challenge to your long-term goals for profit and legacy. Our free family business interview process helps us better understand those goals and areas of concern. You provide the clues to better assess your current situation. The result is clarity on where to focus to close the gap between where you are and where you want to be.

This process might focus on high level issues such as strategic planning, analysis of languishing profits, succession planning, exiting the business or development of an independent board. The conversation might also go to the operational issues you face.  Are your processes efficient? How do your operations compare to competitors? You might be embarking on a capital project but recognize it isn’t your core competency. Having an owner’s representative (Owner’s Rep) can ensure trades are held accountable to the agreed on timelines and budgets.

You may in fact have all this squared away but want to better understand how to shore up the company culture to ensure a long term competitive advantage or discuss family dynamics affecting the business,

We believe that a face-to-face meeting is best. This can be done in person or with any of the online conferencing platforms such as ZOOM, Google Hangout or Skype. It is usually preceded by a short questionnaire that helps us prepare for the meeting.

Schedule a Free Consultation.


We Propose an approach

Once we’ve met and discussed your circumstances you will have the opportunity to confirm our assessment. At that point we will propose recommendations for your consideration.

Business planning is complex. Family business planning even more so.  It would be inappropriate to suggest there is a “one size fits all” solution to your unique circumstances. There are, however, lessons we’ve learned elsewhere that can be applied.  

We have a variety of methods and tools we can use to customize a solution based on your unique business needs.

Learn about our capabilities.


WE Honor OUR Commitments.

We understand that trust and reliability are essential attributes to an effective working relationship. Actions speak louder than words. Our team of professionals, with expertise in each of the areas of service we offer, are available to lead or oversee implementation of each of our recommendations. We will not provide you a solution without the means for seeing it through. No matter how complex the problem, we find a way to fix it. This is where the rubber meets the road.

Some of our clients