Built from Real World Expertise

This isn't theory. It's operational reality.

Our advisory is rooted in over 40 years having led:

Multiple service-based businesses
Operational Turnarounds
Leadership Transitions
Post-sale Integrations
Post-acquisition Organizational Change

Working with:

Founders, Owners, Sellers
Operators, Managers, Teams
Private and Publicly owned
Private equity-backed businesses
Acquired Leadership teams

What others simply can't tell you.

I've worked in person, on site with dozens of companies after acquisition by larger organizations from the public and private equity sectors. I've worked on the buy side and the sell side. I've been in the executive and closed door meetings and private discussions that are never made public.

A unique perspective most advisors and brokers simply don't have.

The questions I ask myself:

Why do 30-60% of acquired business fail to meet expectations?
Why do these companies consistently go through unnecessary turmoil and emotional stress?
What's missing in the process?

Over these years, I've found the common problems with most acquisitions:

Misunderstanding or Misalignment of intentions from the beginning.
Misunderstanding or Underestimating what's really going to happen after the deal closes.
Not having a plan to formally transition Leadership.
Discounting the emotoinal impact on the employees of the business

And it simply doesn't have to be this way.

Focusing on the business purely as a financial investment, without understanding the business, you'll churn through people creating a lot of unnecessary and painful disruption - you're creating risk.

By focusing on the Leadership and people who make the business work, openly preparing them for the coming changes, before they happen - we reduce risk.

We don't prepare your business for the Transaction.

We prepare your people for Transition.