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).