Next Opportunity Helps You Grow Your Profits, Equity and Wealth
Doubled Revenues
$72 MillionDelivered Accounts
$5+ MillionTransformed an Organization
Savings
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Trusted Advisors
Our clients include some of the most successful privately held companies, many with international operations, with sales between $10 million and $1 billion dollars.
For our clients who run family-owned businesses, we are honored to serve as their trusted adviser for their near and longer-term strategic planning, intergenerational leadership, succession planning, family council, and family governance needs.
Total Client Experiences
Our Values
Relationships over transactions. We strive to earn the long-term trust of CEO owner clients with every meeting. We always prioritize the relationship over the transaction.
Above and beyond results. Our goal is to accomplish victories early on that you can measure.
Broad expertise. Our offering is far more comprehensive than traditional consulting firms. Where it is needed, we surround our clients with 360 degrees of service.
We bring this broad expertise to each client by:
- utilizing our wide networks of outside partners
- leveraging over 20 years of experience advising leading clients
Unique to the middle market. We are passionate about bringing best practices from Fortune 500 companies into the middle market. But we recognize your needs are very different. We take the best from the biggest and make it work for your culture.
Action-oriented. We don’t believe in plans that sit on shelves. After the strategy is developed, we work with you each step of the way to implement the plan, and constantly update it. You will see results through disciplined action steps, metrics, and follow through.
Where you require a specialized skill set to implement the plan, we will bring in one of our senior outside partners with extensive relevant experience to make it happen.
Testimonials
“The Strategic alliance building we learned increased my ability to grow projects’ revenue growth over 40%.”
“We had the opportunity to meet with two important corporate clients. One led to a submitted bid in the range of $200,000, which for us would be a medium to large sized opportunity. The other involves a joint venture with one of the MBEs in the Fast Track program. It would be in the $500,000, which is a large opportunity and a very important one for us.”
“My business now does approximately $6 million in business a year. We are on the verge of picking up a $7 million Verizon contract which if we got would last up to 7 years and bring our company up to $13 million.”
“Of all advisers I have had, you are in a class by yourself! You deliver concrete, near term results and their work is helping to drive higher equity for my business in the long term.”
“Their emotionally intelligent team quickly built a strong relationship with my senior team and I. They astutely analyzed my company’s challenges, culture, and potential. Then effectively implemented improvements along every main area of our business.”
“You helped us with our Human Resources needs and restructured our organization to meet the increased demands of our clients through proper staffing, training, and the development of a performance based culture.”
“Their Sales & Marketing work has helped us to target and acquire larger and more profitable clients. As my company strives to more than double our revenues over the next two years – in the face of today’s difficult economy- they are my indispensable outside partner who I trust to help turn my vision into a reality.”