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).