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Some business owners prefer to manage succession through the transfer of their business to the next generation within the family or through a management buy-out. An orderly transfer of ownership takes time and is dependent on being funded by the business itself. The absence of outside money underscores the need for the business to be healthy and profitable.

Our company provides advisory services in these situations helping owners strengthens their position under any path going forward. Unlike so many consultants whose work is often limited to 'reports' we work directly with owners not just with plan development but implementation phase with a focus on measurable results.

Successful mandates include:

Our work encompasses a variety of industries - consumer products, health care, manufacturing, information technology, third party logistics and telecommunications. Regardless of the industry the objective remains the same - sustainable profitability.

I have worked with Carson as both a colleague and as a client for thirty years. Carson possesses the rare, and refreshing, combination of incisive business acumen with a plain spoken, results oriented approach. I have always found his counsel to be on-point, practical and, ultimately valuable to the courses of action I was considering. Carson's wide range of industry and life experiences, and his earnest commitment to helping his clients to find the right answers, make him a trusted advisor.
Ron Perrotta ICD.D
Management & Advisory Services
Strategy ♦ Marketing ♦ General Management