Typical Clients & Industries We Serve

Our clients are family owned or closely held companies with $5m to $125m in revenues and 10 to 350 employees.  Over the last 18 years, we have gained our breadth and depth of knowledge through practical experience as a   Business & Executive Coach and Exit & Succession Consultant.  

Industries we have served:

Banking & Financial Services (Retail, Commercial, Trust, Insurance, Mortgage, Wealth Management)
Business, Conference and Trade Associations
Food & Beverage (Wine, Manufacturing, Retail, Wholesale)
Construction & Industrial 

Distribution (Wholesale and Retail)
Employment (Staffing and Executive Search)
Energy Management
Environmental Consulting
Information Technology (Hardware, Software, Services, Web Technologies)
Non-Profit (Education, Community Associations, The Arts)
Oil Services
Professional Services (Accounting, Architecture, Banking, Engineering, Financial Consulting, Legal, Real Estate, Tax, Telecom,  IT, Insurance)
Restaurant & Retail