We  Serve the Interests & Expectations of The Entrepreneur, Family & Trusted Advisor on an Interim Basis

 We Listen.

We provide independent, strategic guidance or find answers

We offer a unique blend of tangible product AND intangible services


 The Longer View


Transactions, Transitions & Transformations

  1) options for business growth, retention, sales, divestitures, M&A activities or business acquisitions

2) opportunities for owner and family and

3) strategic navigation to remain dynamic

So you know your options & opportunities & how to get from “Here to There”


 Proven results.  Likability.  Trust.  Turning concepts into timelines of action.


    Let’s Discuss Your Path & Future, Today

 Privatus = Private.   CI3O = Chief Implementation ( Knowledge and Resources).