In family companies, business often becomes personal - for shareholders and leadership, alike. We've been there. Whether you are a member of the family or a non-family leader, we will help you face your business challenges head-on and create value across your organization.
GREG ROMERO, FOUNDER & PRINCIPAL
When We Can Help
Common Business Situations
Planning & Goal Setting
How do I improve our strategic and/or operational planning process?
How do I improve our revenue profile or create cost efficiencies?
How do I create a more efficient and resilient business operating model beyond my own stewardship or a specific product lifecycle?
How do I develop new products or competitive strategies, and a business model that can support our expansion?
Exit or Transition Preparation
How do I formalize the planning process to maximize the chances of a viable exit or smooth generational transition?
Tactical Problem Solving
I need help addressing specific issues or inefficiencies related to processes, operations, specific P&L drivers, resources, capital and governance?
Your team's time is better spent on
existing operating rhythms
You want a fresh expert perspective on how best to adapt your organization
The Right Tools
You seek the right tools to efficiently identify and execute upon your change needs
Our Value Proposition
A Powerful Combination