We serve and possess expertise with a diverse client base including:  family-based, private equity-backed, closely-held and corporate businesses.  We typically work directly within the business with one of the following stakeholders:
  • Entrepreneurs
  • Business owners
  • Controlling shareholders
  • Families
  • Executives & High Performing Teams
As discussed in our collaborative team approach, we continually work with other stakeholders or professionals such as attorneys, CPAs, counselors and directors who sit on family boards, etc.