Our Story
As twins, we grew up watching our parents build and run a boat-building business from the ground up. We saw the wins, the mistakes, and the lessons that only come from learning the hard way. That experience taught us what actually works — and what doesn’t — in the real world of small business.We work with the “little guys” — blue-collar business owners who built their companies with their hands, not a slide deck.We understand why many owners don’t trust corporate consultants. Too often they bring buzzwords, keep their distance, and leave behind reports instead of results.That’s not how we operate.We roll up our sleeves and work side by side with you. We dig into the numbers, the operations, the people, and the real problems — doing the unglamorous work that actually moves the needle. When needed, we bring in seasoned experts, but we translate their experience into practical, actionable steps that make sense on the ground.No ivory towers. No corporate fluff. Just honest work, clear guidance, and partners who respect what it took to build your business.
Which section would you like to learn more about?
Succession Planning
We help business owners plan for a smooth and intentional transition of ownership and leadership. Our succession planning services address management continuity, ownership transfer options, tax considerations, and long-term legacy—so the business remains strong whether it’s passed to family, management, or a third party.
Business Valuation
We help owners not only understand what their business is worth today, but why it’s worth that amount and how to increase its value. Our valuations provide clear insight into key value drivers, risk factors, and opportunities—so owners can make informed decisions around growth, succession, or exit.
Tax Strategies
Let our experienced team design a simple but effective tax strategy tailored to your business. This may include entity restructuring, owner compensation optimization, depreciation and cost-segregation strategies, and exit-related tax planning—built to reduce tax exposure today and protect wealth long-term.
Bookkeeping
We provide accurate, timely bookkeeping that gives business owners clear financial visibility and confidence in their numbers. Our services include monthly reconciliations, financial statement preparation, cash flow tracking, expense categorization, and coordination with your CPA.
Marketing
We design and oversee marketing strategies that build awareness, clarify positioning, and consistently attract qualified demand. Our services include brand and messaging refinement, ideal customer definition, SEO, paid media oversight, and KPI-driven performance measurement.
Sales
We help businesses convert demand into revenue through disciplined, repeatable sales systems. Our services include sales process design, CRM optimization, pipeline management, sales team structure, and performance tracking.
Tech Stack
How are you leveraging software and technology to streamline your workflow inefficiencies? We will provide a deep analysis on how you're leveraging technology and AI to make you more profitable.
Operations
We assess your end-to-end operations—from sales processes to employee management—to identify inefficiencies, bottlenecks, and breakdowns. We then design and implement streamlined workflows that improve execution, accountability, and scalability.