Clients are typically small to mid-sized, privately-held companies planning for a liquidity event, preparing for a leadership transition, facing a crisis, or simply looking to maximize value. Using a series of proprietary tools and processes, including the Sustainable Value Wheel, we optimize advisory board performance and create alignment between all stakeholders.
The firm's founders help owners of privately-held companies build value in their companies and have worked with more than 100 companies to build sustainable value and create more than $3 Billion in sale proceeds.
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