We enjoy introducing our clients to sponsors that we trust.
We serve owners of privately held companies. Our B2B CFO® solutions include companies with sales up to $100MM. Our B2B EXIT® solutions include companies with sales up to $350MM. We are usually the trusted business advisor to our clients. Our latest survey showed that our professionals average more than four clients but it’s not unusual for many of them to have 10 or more clients.
We look for sponsors that share our Why Statement:
In everything we do, we believe in improving the lives of business owners. We believe each owner is unique and important to our society. We improve their lives by understanding their goals and removing barriers that get in their way.
