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Leather Briefcase

Our Clients

For each new engagement, we appreciate clients who share our core values, appetite for growth, and desire for improvement. To be most effective, we generally require that you have reached certain milestones from which we can advance your goals.

STARTUPS

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Established
companies

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EXITS & TRANSITIONs planning

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Your Company

Accountant

Minimum of $500,000+ in annual revenue

Zero Waste Store

Have a clear product-market fit (goods or services)

Business People Applauding

Have a team in place (or seeking to grow your team)

Stacks of Coins

Have a clear product-market fit (goods or services)

Your Mindset

We work with teams and business owners who:

Are seeking a thought-partner, business mentor, and advisory-board style relationship.

Value intentional, methodical

Growth

Recognize that Enterprise Value Creation is a journey, not a destination

Are committed to a culture of Integrity and Respect

Appreciate discipline, structure, and consistency

Recognize the ROI of investing in their own professional development

Can and will commit to an agreed upon plan of action

Strive to make data-driven management decisions

Seek objective, constructive performance feedback

Prioritize clear communication & collaboration

Appreciate business process improvement & standardization

Are receptive to exploring new approaches to old problems

Recognize value in creating an accountability culture among leadership

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