For Advisors & Referral Partners
CPAs, attorneys, recruiters, consultants and wealth advisors often see a family business drifting long before anyone inside it will say so. When your client needs operational and financial leadership — temporarily — we can step in and work alongside you.
What You May Be Seeing
You work with the numbers, the documents, the hiring, or the family. You see the signs well before the owner is ready to name them.
Margins tightening, cash surprises at month-end, a owner who has stopped taking a salary, or a books-and-records situation that keeps getting harder to clean up. Sometimes the accounting is correct and the business still needs help running.
A buy-sell agreement nobody funded, a family that can't agree, a will that names a successor who isn't ready. The legal work is done; the company still has to operate while the family decides.
You've been asked to hire into a seat no one wants to take on short notice, or the person holding it can no longer carry it. Interim leadership can hold the role while a permanent answer is found properly.
You've recommended the same fix for a year and nothing has changed. Sometimes the issue isn't the recommendation but that no one inside the company has the time or authority to execute it.
Someone accountable who can report clearly on a regular cadence, so your client's obligations are met while the underlying problems are worked.
When parent, sibling, owner and manager are the same people, an unaffiliated operator can carry the day-to-day decisions the family can't make together.
How It Works
We're not trying to replace your role with this client. We're the party that runs the business while you continue yours.
A short conversation with you first, so we understand the client and the situation before anyone is contacted. Nothing moves forward without your client's agreement, and you stay in the loop on what we're seeing.
A focused review of operations, financial performance, cash and risk — usually within a few weeks. You get the plain version, including the conclusion that interim leadership isn't the right answer.
We take direction from the client, not around you. Your engagement, your advice, and your relationship stay exactly where they are; we operate the business in the meantime.
Systems, reporting, trained managers, and documentation, so the improvement stays after the engagement ends and your client isn't dependent on anyone indefinitely.
Confidentiality
We won't contact a client you've told us about until you and the client say that's fine. Introductions are made with the professional relationship intact and clearly credited.
We're glad to talk through how referral arrangements work with you directly, before anything begins. Nothing on this page commits either side to anything, and we'd rather be clear now than awkward later.
If we're not the right fit for a client, we'll tell you plainly and point you toward someone who is — including permanent search firms, restructuring counsel, or a lender-facing advisor.
The measure we'd like to be judged on is whether your client was better off after we were involved.
Good Fit
Not a Fit
What We Can Take Off Your Desk
Some clients need someone to run the business for a while. Some need an owner who will hold it for years. Sometimes it's both, in that order.
Next Step
Tell us the shape of the situation — no names needed at first. We'll tell you whether interim leadership is likely to help, and what a first conversation with your client would look like.