WHO WE HELP
Our Client’s Thoughts
CARE TO KNOW PLANNING
The Process
I. The Anatomy of Choice
II. Review and Enhancement Design
>> Forms of Valuations
III. Enhancement Initiatives
>> The Five Transition Goals
>> 90-Day Sprints
>> Stages of Business
IV. The Decision
FAMILY OF RESOURCES
GETTING STARTED
GETTING STARTED
PUBLICATIONS
EDUCATION AND RESOURCES
CONTACT
WHO WE ARE
PARTNERS
Joe Strazzeri
Melisa Silverman
Shelley Lightfoot
Jeffrey Kates
Steve Mancini
CERITIFIED FOUNDERS GROUP ASSOCIATES (CFGA)
Greg Banner
Louis Barajas
George Castrillon
David Chavez
Monica Szakos Cramer
Nick Gardner
Daniel Guillen
Matt Hansen
Akili Johnson
Kevin Kolson
Kip Kolson
Andrew Low
Mo Mahoney
Kurt Rauzi
Skyler Stokes
Maureen Verduyn
PUBLICATIONS
Strictly Business: Planning Strategies for Privately Owned Businesses
