Innovation. Growth. Succession.


Resilience Quotient (Rq) – how resilient is your company

re·sil·ience, /rəˈzilyəns/ the capacity to recover quickly from difficulties; toughness.

Businesses that can respond to changes in markets, customers, and internal changes can survive and thrive for decades. How resilient is your company?

Resiliency Quotient

COVID-19 Resources for your Business!

SBA Funding

Visit the SBA (Small Business Administration) website for information on how to apply for relief funding.  CLICK HERE

Unemployment Options

See what Matt Carbray of Ridgeline Financial has to say about maneuvering the unemployment process during the pandemic.  Watch the VIDEO HERE

Paycheck Protection Program

You should immediately contact the bank you do business with to apply.  For detailed information on eligibility  CLICK HERE

Services and Programs

How we can help!

Family Business Advising

Most family owned businesses are in a constant period of transition. Melding generational people and ideas, succession planning, growth and family drama.

We will evaluate your company using proven business assessment tools, create a strategic plan that works for all parties involved and if needed help you through the implementation of the plan.


CEO Coaching

Are you a CEO in transition?  Ready to retire yet are concerned about your company, your team and even what is next for you?

With over 30 years of experience working with privately held business owners, we can help you map out an exit strategy that works for everyone involved.


Strategic Planning

If things aren’t running smoothly – there’s a reason.  Let us do a deep dive into your Business Operations, Marketing Processes and Sales Procedures to uncover the roadblocks and gaps and create a strategic roadmap to get you back on track



Family Owned Businesses are the Backbone of the U.S. Economy

  • In the US, family firms generate 64% of GDP or $5.9 trillion and 82 million jobs or 62% of domestic employment
  • 78% of new job creation stems from family owned firms
  • 35% of Fortune 500 companies are family-owned or controlled
  • Family firms have higher employee retention rates than non-family firm

Source:Family Enterprise USA (FEUSA)


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