Our Comprehensive Approach to Advising Business Owners

We have over 230 years of experience working with business owners and entrepreneurs. We have built an online enhancement for business owner - access the digital experience here.

This tailored online experience allows you to access some ideas and approaches that we share with business owners and entrepreneurs around ensuring their hard work lasts generations.

Protect Your Business With a Shareholder Agreement

Putting important provisions in your shareholder agreement can ensure that you and your shareholders are working from the same set of expectations when making decisions.

The Most Important Questions Business Owners Should Ask Before They Sell

By asking themselves these questions, business owners can vet their expectations against reality, identify potential pitfalls and recognize any gaps that need to be addressed before a potential sale.

Designing the Right Sale Process for Your Business

Selling your business is a complex undertaking, and designing a sale process is just one of the many steps in a larger planning discussion that will help you and your advisors obtain the best outcome for your business and your family. 

Podcasts sparking dialogue with business owners and entrepreneurs:

Books that business owners are talking about:


Podcast and Book Links

NPR: How I Built This

The Pitch

HBR Ideacast

Business Wars

Masters of Scale

Outside In with Charles Trevail

Entrepreneurial Thought Leaders

TedTalks Business

Creative Quest

The Art of the Gathering

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