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FREE INITIAL CONSULTATION

We are keen to talk with owners about business transition issues - there is no cost or obligation to call.
Key Things to Get Right
Free Initial Consultation 

We work with all kinds of established small to mid-level companies (we don’t work with start-ups). We crave variety, but are most experienced and best equipped to work with owners of B2B companies, typically with 30 or more employees and in the $1 million(ish) to $30 million (ish) annual revenues. We will listen to understand your situation, goals, interests, and explore possibilities for a productive collaboration. If we agree there's a fit or to explore more, great. If not, we'll say so and try to point you in a helpful direction.

  1. We can briefly discuss your situation and interests and see if we are a good fit. We love to talk to business owners. Here are three questions we would like to explore: Do you know what your business is worth?
  2. Have you built a business that has transferable value and owner independence?
  3. What can you do today to ensure your business has value in the future?
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