Mission, Vision, Values

Mission

Making business transition simpler to navigate above and below the surface.

Vision

To eliminate failed transitions for privately held businesses and those that own them.

Values

1. Responsible Generosity: we choose to apply resources to our clients, teammates, partners, and community in a way that offers the greatest benefit for those we serve, while not hindering their own growth and development, or our sustainability.

• Behavior 1: Go above and beyond to serve others with excellence

• Behavior 2: Avoid helping that hurts

• Behavior 3: Manage expectations

• Behavior 4: Assume the best intentions

2. Transformational Engagements: we believe the change people and organizations seek is realized through positive human interactions rooted in psychologically safe environments.

• Behavior 1: Meet people where they are, not where we want them to be

• Behavior 2: Ask thought provoking questions

• Behavior 3: Help people reach their potential

• Behavior 4: Create space for diverse perspectives

3. Lasting Outcomes: we are committed to equipping and empowering people to sustain the changes long after we leave.

• Behavior 1: Safely guide people beyond the façade to help them discover and remove internal barriers to their success

• Behavior 2: Be authentic and acknowledge limits in capacity or scope of competency

• Behavior 3: Pursue continuous personal development and self-mastery

• Behavior 4: Help people discover their own answers to increase their clarity, confidence and control