Serving the Human Capital in Family Business & Family Offices 

from Business Success to Family Significance

 


 Would You Like to Have a Framework

That starts with your desired end result and works backward to the present?

Would you expect a specific emphasis on engaging your business, you and your trusted advisor

to identify and achieve accelerated results by working with a team

that focuses on effectiveness and financial impact?

 

It’s Time for Action

Both Businesses & Families are Dynamic

 

 

 

“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

” Thank you for this; a nice clear accurate piece of a hugely complex and richly human mosaic that is a family business.”

   “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

 

Carl Sheeler, PhD, ASA, Berkeley Research Group and Privatus CI3O received the Alliance of Merger & Acquisition Advisors (AM&AA),  2016 Thought Leader of the Year Award in his role as a Strategic Value Architect who influences value and harnesses trusted advisor wisdom.   Both deliver premium value.

AM&AA are two of the largest middle market M&A associations in the US. – Say congrats to Carl on our contact page!

 

 

 

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