Our typical client is a Baby Boomer generation entrepreneur/business owner that is looking to dramatically grow their revenue, earnings, and equity value prior to an exit/transition within the next five years
Our most common client businesses range from $5m to $100m+ in Revenue and $500k to $20m+ in Earnings
We serve all business types across all industries
We serve clients as thought partners, investors, and members of the management team (full or part-time, permanent or temporary) and rapidly improve and grow our clients with a combination of our advisory services and a proprietary toolkit that includes software applications, consulting frameworks, databases, benchmarking data, and valuation data
We serve clients across the U.S.