That simple phrase frames a philosophy - a mindset - born of the of experience growing up in a family that owned a lower-mid-market business founded in 1914, and operated by that family for over 60 years.
Our mission is to collaborate with our entrepreneur clients, promoting the nurture and culture of their families through the businesses they grow and operate. We understand family businesses and how to strengthen them as assets - more than that - as platforms to enhance family well-being.
Whether you are struggling with not being present with your family while trying to keep your business moving forward, transitioning your enterprise to children or grandchildren, or planning how to exit your company into retirement, we're here to guide you toward a great result - one that enhances family bonds and quality of life, where it's -
Family before business - always.™