Our Core Values
Collaboration
Partnering with business owners and founders to create a mutually beneficial plan, working together with clear communication, approachability, and a commitment to collaborating with existing teams to support each other, achieve shared goals, and to enhance strengths.
Stewardship
Responsible management and care of each business including its legacy, finances, team, and customers, acknowledging the sacrifice and hard work of the people who went before us and working with excellence to steward it into the future.
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Empathy
Walking in the other person’s shoes, understanding the different perspectives and feelings of the entire team, including the founder who is transitioning, the remaining staff, and the customers, working together with kindness and compassion.
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Integrity
Conducting all matters of business, from transition of ownership to daily operations, with transparency and honesty, staying true to our word, respecting others, and making decisions that adhere to strong moral principles.




