What can we help you with?

Business Transitions

We provide guidance, advice and resources.

  • Leadership & ownership successions

  • Worker co-op conversions

  • Valuations and preparation for business sale

  • Ownership culture-building

Finance

Expert assistance to get your finances in order and keep them that way.

  • Financial literacy

  • Tax Planning

  • Retirement design

  • Finance for elders

  • Quickbooks support and scrubs

Coaching

As long-time small business owners, we have experienced the challenges you face.  We can help. 

  • Leadership development

  • Sales and marketing strategies

  • Hiring and onboarding

  • Employee evaluations

  • Conflict resolution

Planning

Bringing your ideas to fruition.

  • Visioning and strategic planning

  • New business concepts assessment

  • Real estate development & affordable housing feasibility

Process

Effective communication, meetings, and decision-making are essential (and often under-valued) aspects of business success.

  • Meeting facilitation practices

  • Consensus decision-making

  • Internal and external communication

Activism & Education

Community activism has been one of our passions for decades.

  • Campaign organization

  • Fundraising for social change

  • Speaking

  • Writing

Our work together

The Scope

You come to us with needs you believe we can fulfill. We help you figure out the nature of your expectations and which one of us (it may be both) can aid you best — our purpose: setting achievable goals and finding long-term solutions to meet them. 

The Money

All work is hourly and billed monthly.  When we begin, we assess the scope of the work and roughly quantify what it will cost.  We like to talk about money and want to be certain that the costs incurred always feel right to you.

Ready? Let’s connect