Privacy Policy

Protecting the confidentiality of your personal and business information is of paramount importance.

With your authorization and consent, we collect nonpublic information about your business and family that is essential to providing professional service. We do not disclose information about current or former clients, except with their express consent.


What clients tell us:

Helped our board and senior leaders keep a sharp focus on the needs of the business, and at same time kept an essential level of sensitive awareness and patience in the process. Not an easy transition for the family at the time, but all of us are pleased with the results produced by our first non-family CEO.”