by Hannah Grant | Nov 13, 2025 | Consulting, Consulting Services, Insights, News
How Owner Independence Separates Those Who Own Their Business from Those Whose Business Owns Them Many business owners share a similar story. The business performs well, clients are loyal, but the owner remains at the center of every key relationship, decision, and...
by Hannah Grant | Oct 21, 2025 | Consulting, Consulting Services, Insights, News
You’ve spent years, maybe decades, building and growing your business. You’ve weathered recessions, built processes and teams, and grown something with lasting value. This article is written to show you that it is possible to make a graceful exit, and that one size...
by Hannah Grant | Sep 10, 2025 | ESOPs, News
For over 150 years, the dominant model of ownership for professional service firms had been the partnership. It had a good run, but its time has passed. For accountants, lawyers, architects, engineers, investment bankers, and countless niche professionals, even...
by Hannah Grant | Aug 7, 2025 | Consulting, Consulting Services, Insights, News
Construction is a cornerstone of America, as are the individuals who devote their careers to this vital profession. In an industry characterized by fragmentation, high turnover, and volatility, the exit options for a business owner are often limited. Proactive...
by Hannah Grant | Jul 18, 2025 | ESOPs, News
Employee stock ownership plans, or “ESOPs”, come in all shapes and sizes. There is no definition of a company or an industry that makes a perfect candidate for an ESOP. However, naturally there are industries where an ESOP makes sense for both the business and the...