Corporate Development and Generational Transition Solutions

Our services address the practical reality that for Business Owning Families and Family Offices a significant portion of their wealth is often represented by the equity value of their operating businesses. Our unique expertise, specialized methodologies, and proprietary tools focus on the preservation and growth of our clients’ wealth invested in private companies.  We add value through our demonstrated ability to provide outsourced support and, as necessary, integrate the delivery of Seven Critical PracticesSM to support the long-term growth and development, and generational transition of business owned by enterprising families.

Strategic Perspective Generational Stewardship Shareholder Liquidity Capital Alignment Growth Support Governance Improvement Value Monitoring

Business Owning Families and Family Offices periodically require some integrated utilization of one or more of these Seven Critical PracticesSM to achieve their business or shareholders' goals.