Innovation. Growth. Succession.

ADVISING and COACHING for FAMILY OWNED and PRIVATELY HELD BUSINESSES

Building Family Business Programs for Colleges & Universities

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

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.

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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.

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STAGGERING STATISTICS

STRATEGIC PARTNERS

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