Meet Our Team

MAKE MORE MONEY IN LESS TIME WITH FEWER HEADACHES AND A HIGHER QUALITY OF LIFE

Our Team

Our team of consultants are trained to meet the needs of your business and family. Each one has extensive experience in family business operations to help you find the answers to your most difficult questions.

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Qualified Advice

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Long-Term Planning

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Trusted & Trained

It’s a Wonderful Life

by Wayne Rivers | Dec 20, 2022

"It's a Wonderful Life" If you haven't seen the classic Jimmy Stewart movie, please do! SPOILER ALERT: we give away the ending in this blog! What REALLY makes for a successful life? How do we get what George Bailey had in the movie; how do we achieve a wonderful life?...

It’s All About Experience

by Dennis Engelbrecht | Dec 14, 2022

In today's cutthroat competitive environment, how your customer experiences the services you deliver is the ultimate differentiator. Leaders who can think creatively about delivering new, high-touch customer service systems and experiences will carve a new pathway in...

Be Mindful of Your Words

by Wayne Rivers | Dec 13, 2022

A member in Texas didn't quite understand from where the confusion was coming. He had turned over management to his son and very capable management team, but his casual, even offhand comments created quite a stir. People jumped to take action on the founder's comments...