Small Business & Education Organizations

Our primary focus is guiding business owners through management transitions, partnership restructuring, and exit planning. We support transparent leadership, employee fairness, and community service. Our experience includes emerging entrepreneurs and established small business owners in service, product, and retail sectors. Clients encompass sole proprietors, partnerships, and family-owned businesses from one to 75 employees. Most clients are direct referrals from clients or business class graduates. Below is a partial list of clients served over the last three decades.


Family-Owned  and Managed Businesses

Food Businesses

Health & Education Businesses

Product & Retail Businesses

Education-Related Organizations

Service Businesses