Our industry focus is in the financial services sector with an emphasis on payroll and workforce management companies. Our domain expertise is in advising private family businesses in that industry. We have assisted owners and managers evaluate their company, re-imagine their future to prepare for what is next, optimize their organization, review and assist in changing key technology, planning better ways to monitor outcomes and analyzing results.
Private family businesses are complex. The owners often need to make important decisions on their own, with no one to share their hopes, fears, and, questions. We bring experience, an informed industry perceptive, and an independent point of view to help them. We ask the questions that need to be asked. We help define the issues and develop focused solutions.
We build long-term client relationships by listening, by helping to solve client problems, and by building trust with Owners, Managers, and Families. We help owners define their vision. We use that vision to build a workable set of business plans: Finance, Operations, Sales and Marketing, and Capital Plans. We then help the owners monitor their progress.