Our Services

 “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


What’s in our Services for a Founder?

  • Uncommon knowledge creates clarity, value creation, contributes a longer view & reduces noise
  • Validation
  • More cohesive staff, family and advisor team
  • Certainty of the end game; options for the business, opportunities for owner and family


What’s in our Services for a Trusted Adviser to a Founder?

  • Longer term relationship with business AND family, yet the statistics are against this!
  • Trusted Adviser role evolves from one discipline to become a steward not a gate keeper!
  • Founders pay well when they perceive greater value is to be had over cost!