We are a business advisory firm specializing in assisting business owners to prepare, position and execute a successful ownership transition. Our clients are predominantly small- to middle-market companies located throughout the Midwest.
Our unique, strategic approach identifies initiatives for a value-driven process.
Offering more than 25 years of comprehensive business knowledge which includes CPA, Controller, academic and entrepreneurial experience.
Our financial and operational guidance offers the ability to identify an extensive range of short- and long-term strategies which facilitate a seamless transition.