Who We Help
Designed for Established Privately Owned Businesses
Our clients are generally privately owned companies producing between $5 million and $100 million in annual revenue, including family-owned businesses, rapid-growth companies, and firms working through margin, cash-flow, or leadership pressure.
Industries
Where our advisers have operated
- Manufacturing
- Construction
- Industrial services
- Distribution
- Transportation and logistics
- Field-service businesses
- Multi-location service companies
- Family-owned businesses
- Wholesale and supply companies
- Other operationally complex businesses
We are generally best suited for companies with employees, management layers, meaningful operating complexity, and an owner who is serious about implementing change.
Fit
This May Be the Right Fit When…
- The business depends too heavily on the owner
- Managers are not consistently accountable
- Revenue is growing but cash and profit are not
- The company has outgrown its current systems
- Important initiatives repeatedly lose momentum
- The owner lacks a trusted and objective adviser
- Leadership problems are affecting performance
- The company is preparing for growth or succession
- Previous recommendations were never fully implemented