Understanding Founder’s Legacy

We listen, learn, and honor what has made the business successful and get insight on current transition plans and timeframe

Succession Readiness

We analyze the current state of the business, recordkeeping, and highlight risks

Strategy Development

We develop a strategy to resolve any gaps identified and detail out a strategy that fits both the founder and the business

Smooth Transition

We work side by side with the owner through the transition of the business

Long-Term Stewardship

We continue to support the business post transition, ensuring proper investment in people, operations, and strategy aligned with founder’s legacy

Community Focused

We keep Wisconsin jobs, skills, and pride right here at home