The Crux of What We Do
Is a relationship, not a transaction.
Delivering Exceptional Results
Founder A pays $250,000 for annual necessity services.
Founder B reallocates to include uncommon knowledge & value creation services.
His risks are lower, profits are greater, his advisers are aligned and business value increased by $5 million in the first year.
How many advisers can readily offer a 20-1 return on the relationship?
Very, very few.
In everything we do, we are committed to adding value and making sure the components
of this are crystal clear and repeatable.
When we use multiples; 2X, 5X etc these are multiples of quantifiable value contributed to your bottom line through
better practices, aligned views, strategic thinking, purpose etc.
We also refer to value creation in terms of multiples of value enhancement over cost. For examples
if a founder reconfigures $250,000 for annual necessity services, in the above to necessity AND value creation and
$5 million is created in the first year.
This is the 20-1 return over cost.
“Your expertise and clout in Family Business & Family Office & family transitions,
strategic planning & governance in these spaces is amazing. Your niche areas of services is fascinating…..”
-Director, Management Consulting