We Serve Business Owners

We provide strategic planning for Business Owners, with our typical clients being Owners of privately held mid-size enterprises.

While our client’s range from manufacturing to farming to family offices, there are common issues they all share. However, we may further categorize them as either…

Family Business

Succession, integration of family into the business are the long-term structure from both a growth and risk management perspective and are some of the critical areas we assist our clients in addressing.

Professional Partnerships

Independent Owners who work together towards a common purpose may include private equity, accountants, attorneys and others. We frequently help address ownership changes, compensation, taxation and risk management in these entities.

Family Business

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Private Equity

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Charitable Planning

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Family Businesses

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Private Equity

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Charitable Planning

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Family Businesses

A short description of this service and how it helps clients.

Private Equity

A short description of this service and how it helps clients.

Charitable Planning

A short description of this service and how it helps clients.