A private office for business owners.
Senior finance and HR executives who support your business and the priorities around it — with one point of contact and a clear view of how the pieces fit together.
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For most owners, the business, personal finances, family and future plans are closely linked. A decision in one area affects the others. We bring them into one view and help you act on them.
Executive support, organized around the owner.
Each mandate is built from the services below. Most clients begin with one priority and add others as their needs change.
Financial oversight
CFO-level support for your business — cash, forecasting, reporting and major decisions — connected to your personal financial position and long-term plans.
- Fractional CFO
- Forecasting & cash
- Decision support
- Board & lender reporting
People & leadership
CHRO-level support for the people side of the business: organization structure, key hires, the leadership team, compensation, and family members working in the business.
- Fractional CHRO
- Key hires & compensation
- Leadership team
- Family in the business
Transitions
Preparation for a change in ownership or structure — succession, sale readiness, or bringing in partners or investors. We help you understand the options and prepare the business well before a decision is needed.
- Succession planning
- Sale readiness
- Partners & investors
Coordination
One point of contact across your advisers and priorities. We work alongside your lawyer, accountant and wealth manager, keep projects moving and make sure decisions are followed through.
- Adviser coordination
- Personal projects
- Follow-through
We do not manage investments or provide legal or tax opinions. We work with the advisers you already have, or help you find the right ones.
Senior executives who have led the functions we advise on.
Our team has held senior finance and HR leadership roles in public, private and nonprofit organizations, and has advised owner-managed businesses on growth, financing and transactions.
We share a passion for business and entrepreneurship: how organizations grow, how teams perform and how owners turn an opportunity into a lasting enterprise. Clients work directly with senior people, not a delegated team.
What is a private office?
Traditionally, a private office manages the affairs of a wealthy family. Ours is built for owners of operating businesses: senior financial, people and coordination support for both the business and the owner, without replacing the advisers you already trust.
Tell us what you're working on.
Whether it's a growth decision, a leadership issue, a future transition or simply too many moving parts, we would welcome a confidential conversation.