WELCOME!
WE ARE A UNIQUE PATH FOR A FOUNDER
who’s not ready, is unaware of their options,
is consumed by the day to day of the business, defers the decisions, their plan for the business is in their will.
Yet if this founder sounds like you and you are racing toward
An acquisition, a merger, a transaction or leadership change,
Are you really ready?
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YOU CAN BE. WE SERVE AS YOUR ADVOCATE AT ANY POINT OF ENTRY
Involving Matters
of the Value of the Business. Relationships. Advice.
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Discover how an experienced team with the expertise and insight helps you to succeed.
How We Serve
Call or schedule a complimentary time, below.
“I was impressed with your credentials and being a CFO in a single family business for a high net worth family,
there is always something that requires someone with your expertise….”
– CFO, Construction Company
“Your comments just confirmed to me that family businesses are in as safe a space as possible – a very rare thing – in your hands.”
“Keep up the good work.”
Martin S. – Company Director
For more information, schedule a complimentary time to discuss your wants and expectations
Privatus = Private. CI3O = Chief Implementation ( Knowledge and Resources).
