Your succession, transition, retooling, ownership, leadership and infrastructure are our top priority.

Typically clients come to our firm due to an immediate or anticipated change in their organization, but we also work with CEOs, boards and firms who are anticipating their needs on a proactive basis in hopes of addressing issues prior to them becoming obstacles to growth.

Some of the scenarios we regularly encounter and help clients address include:

  • Succession planning and transfer
  • Family dynamic assessment and coaching
  • Abrupt or slow moving market downturns or growth opportunities
  • Competitive product replacement or potential obsolescence
  • The need for company product or market innovation for strategic change
  • Preparation for company sale to strategic or financial buyer
  • Internal cultural or employee satisfaction issues

We work in concert with you, and your established team to develop a concrete and board ready solution that you can sustain and apply immediately.