A recent study found that among family-owned businesses anticipating an ownership change within the next five years, only 52% plan to keep the business in the family, down from  (....more)

Most business owners count on the value of their business to improve borrowing power, attract strategic interest or help fund retirement at some point in the future.  (....more)

Our mission is to make a measurable contribution to business value for business owners and professionals. 

Three Ways

More Valuable Than Peers

Hidden Goals

Missing Element

What are your business goals for the year? If you’re like most owners, you have a profit goal you want to hit. You may also have a (....more)

Chelsis Financial

CUSTOMERS

Customer experience is the newest battleground in business. Let us show you how to harness best-technology in your business. If you are not using it, you should be considering it too. (...more)

Business Strategy

Have you ever wondered what determines the value of your business? Perhaps you’ve heard an industry rule of thumb and assumed that your company will be worth about the same as (....more

Hidden Goals Of Smartest Owners

Value

MISSION

Family Succession
Customer Experience