World Class Capabilities

We offer world class services for family and private businesses in contemplated transactions*.  High EQ facilitates the longer view, resolution of dynamics involving owners, families, staff and advisers.   EQ partners with high IQ expert technical skills, be they business related or financial.

We achieve founder end goals by leverage of the right team of aligned advisers and staff.

Advisory roles are more productive, family opportunities are agreed and understood.

The firm who collaborates with us, is differentiated by outcomes and subsequent word of mouth recommendations.

 

* merger, acquisition, sale, transfer.  Includes no transaction; the decision to hold.