Our Clients
Serving family businesses and offices across the U.S., and beyond, helping them align goals, increase value, and secure long-term success.
Our Clients Share a Common Thread – Lasting Success!
We flourish with families who aim higher.
Our clients extend across the United States and beyond, from individual family businesses and enterprises to portfolio companies and family offices. We have helped 1st generation founders to 10th generation multi-national families with revenues ranging from $10M to well over $Billion across all major industries.
Each of our client’s families and businesses have their own unique story, yet they universally confront shared challenges related to family dynamics, financial sustainability, and ownership transition. We assist our clients in navigating each of these interconnected facets in tailored ways, recognizing they are all part of the journey in building a business poised for transition and a lasting family legacy.
Given the nature of our work, you will likely never hear of it, most is done discreetly as it includes family, financial, and business details that owners don’t want their competitors, peers, or friends knowing.
But, all of our clients share a common thread, whether they approach us with urgent issues like family chaos or financial challenges, they all share a forward-thinking mindset, actively contemplating their inevitable transition, wanting to optimize and maximize the potential of their business before they get there, ensure it is on their timeline, and they are ready in all areas of their life and business..
Case Studies
Real-World Success Stories
From The Accidental Single Family Office to a Well-Oiled Machine
Case Study: From Disorganized Wealth to Strategic Force Industry and Description: Single Family Office, 15+ yrs...
Texas, Building Family Business into Family Asset (with Family Office)
Case Study: No Thanks, Dad" to Thriving Family Enterprise Industry and Description: Manufacturer, 25+ years,...
Colorado, The Everything Founder Into the Relaxed Leader
Case Study: Colorado, The Everything Founder Into the Relaxed Leader Industry and Description: Manufacture,...
Massachusetts, Save the Family and Build a Family Enterprise
Case Study: Massachusetts, Save the Family (and build a family asset) Industry and Description: Manufacture,...
Texas, Turnaround to Succession
Case Study: Texas, Turnaround to Succession Industry and Description: Construction, 70yr old $200M+...
Ohio, From a Heart Attack to 2nd Gen Success
Case Study: From Sudden Loss to Generational Success Industry and Description: Commercial Services, 45yrs old...
California, Scale to Sale
Case Study: Scale to Sale Industry and Description: Professional Services, 18yr old $30M research marketing...
Let’s Connect!
Yes! I am interested setting up a time to chat about my family business.