The Problems We Solve
Every stage of business, whether GROWING, MATURING or TRANSITIONING is faced with issues that are unique to their situation. Navigating through the details often ends up at the bottom of the "To Do" list, because just starting can seem overwhelming.
We work alongside owners of privately owned corporations to identify the areas of greatest concern in regards to planning and capturing the wealth that is created by the success of the business. We have developed and refined a client centric focused process to assist in identifying those concerns and providing a roadmap with personalized solutions.
Our fee-for-service advanced planning model ensures that everyone involved is committed to discovering the best short and long term solutions. We work with your existing team of trusted advisors, or "connect the dots" and recommend professionals to fill in the gaps.
Want to know what our clients think?
View our testimonials page to learn more about the problems we solve.
Questions? Not sure where to begin?
Most of our clients begin with a 10 minute conversation with Phil to determine if there's a fit between the work we do and the businesses we help.