Discover the Inside Scope- Why These ARE Challenging!
Click on a link below, learn more and what Founders can do... We Use a 6-Step Approach with Deeper Finance & a Human Capital Focus.... 
Want Out-Sized Results for Your Mid Market Business?

Do you expect to be heard and understood?  

Want results that exceed than your own?

We are holistic in what we do for mid market businesses so a business may endure.
 
Value creation results run 30X to 100X over expense, depending on options selected.

You're not alone in your journey or the events 
that crop up from time to time.
Meet The Stewards Who Execute Your Outcomes


Carl Sheeler, PhD ASA, CBA, CVA
Finance; intangible risk, value creation/outcomes, milestones


Robin Coady Smith
Human Capital; the intangibles- alignments, cohesion, strategy

What People Are Saying 

” Thank you for this; a nice clear accurate piece of a hugely complex and richly human mosaic that is a family business.”     “Your comments just confirmed to me that family businesses are in as safe a space as possible – a very rare thing – in your hands.” 
“Keep up the good work.”
                                                                                        Martin S. – Company Director  
 

 “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
                                                                                       
 





 
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