Helping privately held business owners design, build and perpetuate legacy level success!
Over 30 years of insurance and risk management experience working with businesses in multiple sectors and sizes. From publicly traded, startups, acquirers, "the acquired", private held and family businesses, we have experience from the front line to the C-Suite. We also have deep experience with associations, Chambers of Commerce, community involvement and political advocacy. We engage at a deep level in support of our clients and community.
We worked with select clients to offer bespoke solutions catered specifically to their needs. Whether it is a multi-generaitional transfer of a privately held business or building a focussed and sustainable culture to grow your business, we find your specific needs and focus there. Our service includes a comprehensive assessment to help identify gaps and opportunities, along with a consultation to develop a focussed plan with timelines for execution, measurements, milestones and the executive level coaching that will help you get there quickly and smoothly. That’s how we ensure your success.
Experienced business mentors who have been there and done that are invaluable and can improve your focus and successful execution to grow and perpetuate your business profitably—that’s why when it comes to client selection, we’re choosy. We want to give each client time and guidance that you deserve. Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success.
We didn’t get there alone. And neither will you.
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