Why is the “typical” entrepreneur in their 20s and 30s and not their 50s or 60s or 70s?

We challenge this.

Why is the goal of most businesses to sell or go public?

We challenge this.

We feel a business can also be “successful” if it is meaningful to you, works for your schedule or stage of life, and/or leaves a legacy for you, your family, or a cause that is important to you.

We help our clients define what success means to them.

We choose to work with professionals who have the experience, maturity and clarity of what success means to them.

These are the clients we choose to work with.