| We know the financial services business. |
Our consultants and coaches have been or are financial planners, CFP licensees, registered investment advisors or reps. We have years of experience in the financial services industry that can be put to work for you. |
| We’ve been through the ownership transition process ourselves. |
Our founding principal recently sold his successful financial planning business and has personal experience in the business transition process, valuation metrics and human dynamics that are involved. |
| We are trained as professional coaches. |
We are all trained coaches and hold major professional credentials such as CPCC (Certified Professional Co-Active Coach), MCC (Master Certified Coach) or ACC (Associate Certified Coach). |
| We are small business owners. |
We know how small businesses run and what makes them valuable in the open market. Our principals have started, run and sold eight (and counting) small businesses in their careers. We’ve also worked for major corporations and have MBA degrees. We can "walk the walk". |
