Building Your Business and Your Future

Identify growth strategies to maximize value and find freedom to successfully exit your business

Achieve Owner Independence

Gain financial confidence, work fewer hours, and develop a team of next generation leaders.

Define Your Legacy

Leave a lasting legacy through an exit plan that integrates your goals for family, stewardship, and philanthropy


Assisting closely-held businesses with value building and transitioning stewardship to the next generation of leadership.



Discover the health of your business! Whether it’s an annual business valuation or assessing your personal financial situation we can help you create a prioritized action plan that will help you accomplish your future goals


We help you prepare for the future. From personal and financial planning to business improvements, we help you prepare a master plan that will take the guess work out of deciding your future.


Deciding on the future can be worrisome, but with our expertise we can help simplify your options and lead you to one of two outcomes, grow or sell. After going through our process, you will have the information necessary to be confident in your decision.


of M&A professionals believe a business owners unrealistic expectations of company value are the biggest obstacle to sale or transfer. (AM&AA)


of business owners report being profoundly disappointed a year after exiting their business. (Price Waterhouse)


of businesses put on the market don’t sell. (Business Reference Guide, T. West)

What We Do

Financial Assessments

Provide you with insights into your business’s value, opportunities to build value, determine personal financial readiness, and much more.

Business Coaching

Build value through strategic planning, inspiring participation from your team, and developing the next generation of leadership.

Legacy Planning

Clarify holistically what success looks like for your family and estate, including philanthropic planning.

It’s not the years in your life that count,
it’s the life in your years.

Abraham Lincoln