As a midsized, owner-operated consulting firm, we understand very well the individual needs of private shareholders. Fully half of our consulting clients are themselves heads of small to medium-sized enterprises. Our extensive references tell the story of our successful track record in our M&A business segments: Full Divestiture, Partial Divestiture, Equity Financing and Management Buyout.
Our solid secession planning advice rests upon decades of experience working with SME entrepreneurs. Private shareholders also come to us for our real-world know-how in performing accurate, company valuations in line with the market.




