Our capabilities.

Knowledge earned - from years of working alongside chief executives during times of transition and complexity.
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They gave us the courage, capabilities and the tools to break through.

Tim Wallace, CEO, Benziger Family Vineyards

Strategic Growth

  • Situation assessments
  • Alternative scenario and financial planning
  • Growth strategy and planning
  • Product innovation and positioning
  • Brand, sales and market strategies
  • Operations planning
  • Merger and acquisition due diligence
  • Pre and post transaction strategic advisory

Exit Planning

  • Ownership and organization assessments
  • Generational continuity planning
  • Change management
  • Board structuring, launch and recruiting
  • Succession skills development

Organization & Governance

  • Leadership and organization assessments
  • Process facilitation and team alignment
  • Performance management practieces
  • Change management and team development
  • Board structuring, launch and recruiting
  • Succession practices

Client case studies: Learn about recent projects.

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