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Business Conference

Making your plan

 
Not all companies are the same.  We pride ourselves in our "people first" approach to management and focus on growth and efficiency.  Economies of scale, greater buying power, and compelling software combine to improve profitability and market share growth.
Tall Buildings

Twenty Year History

 
Our firm believes in inspiring growth throughout our team. Through technology, training and pursuing best business practices, we have consistently been able to retain great people, grow businesses, and excel at improving the businesses we engage with.  

A Different Approach

 

We do not rebrand your company.

We do not take over and reinvent.

We do not eliminate employees or disrupt structure.

Instead we target sectors we understand:

- We improve, train, and build

- We increase buying efficiencies

- We decrease new customer acquisition costs (30%+)

- We streamline and help with hiring practices

- We have a robust back office for help in many key areas

- We take off your plate items you shouldn't be doing

- We provide succession plans to fit your exact goals

We are experts in seamless transition and the proof

is in our long-term success with hundreds of companies nationwide.​  We currently have over $11 billion under management and are growing every year.

 

Awards

Certified as "A Great Place to Work"

     - 5 years

Inc.'s list of "Founder Friendly Investors"

     - 4 years

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