Client Reviews

QuoteBubbleBlueWe have been engaged with this team of professionals for nearly three years and the value they continue to bring to me, my business, and my family is exceptional. In this time, they have helped clearly define our exit strategy and the timing of when we are going to exit from our business. They have made our business more valuable in the advice they bring to the table, not only on our business and the decisions that will impact our exit, but have advised us on our management team and our operations. They have become a trusted advisor on all levels of our business and in our personal life as we continue to reach out to them before making and major decisions. We look forward to continuing our relationship with them.”

Joe Roszkowski,
Superb Foods

QuoteBubbleBlue As we discussed yesterday, Joellyn and I are very grateful for your services and your friendship over these past several years (through two transactions). We never would have been as prepared without your process and expertise. If we can ever do anything for you in the way of reference, please do not hesitate to let us know. Thank you for your partnership.”

Eric Helman,
Continuous Health

QuoteBubbleBlueThe fellows we work with on professional time management and creating an independent and self-sustaining business are in Atlanta. Their counsel has been most beneficial.”

Kevin Stennett,
Pace Management Group

QuoteBubbleBlue My first experience with this team was in 2013 when they assisted our family business with exit planning followed by their consulting during a successful sale of the company in early 2014.  I do not think the entire process would have been possible without their leadership and advice.  Following the sale of the family business, I personally retained them to provide services to my primary business at Brindlee Mountain Fire Apparatus as well as a nonprofit ambulance service of which I serve as Board President, Samaritan Medical Services, Inc.  Also in 2014 they assisted me with an acquisition and it was their vision on structure that made the deal happen.  This team is professional, educated, and responsive.  I could not be more pleased at the support they have given to me.  Furthermore I would say they are as dependable and as caring as anyone that I have partnered with.“

James F. Wessel,
Brindlee Mountain Fire Apparatus