Business Advisory – BOD, Interim CEO and CFO Services

Business Advisory – BOD, Interim CEO and CFO Services

Guidance through fiduciary responsibilities

We have extensive experience in working with long-term and multi-generational family business clients; and as a “Trusted Advisor” we have fulfilled many of our clients’ high level operational needs. Does your Board of Directors need guidance in understanding, meeting and exceeding their fiduciary responsibilities. Is the leadership of your company in transition and you need an interim Chief Executive Office and/or Chief Financial Officer while your Board of Directors performs a national search. Ultimately, we serve at the direction and authorization of the Board of Directors as owner advocates and trusted advisors; adding value by facilitating and assisting the owners, BOD, and management in monitoring performance, challenging the plan, progress, and process with the best interest of the owners in mind.