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Please don’t think we’re presumptuous when we say we know your needs. We do.

Because they were our needs, too. As owners of independent retail stores, we walked millions of miles in your shoes. We understand that you’re raising a family and running the company and paying the bills. Today, we only offer you services that we already spent our own money on as we take a fresh look at your business with perspective, insight and objectivity.

Our passion is helping family businesses transfer ownership, authority and responsibility between generations while holding onto your reputation and relationships. A tidal shift is about to rock our nation as Boomers retire and a new generation takes the helm. Lawyers, accountants and brokers can manage your current affairs. We’re here to ensure your company’s future so you can leave a legacy and keep your sanity.