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We provide flexible solutions for business owners in transition, focusing on business strategy, family business dynamics, and M&A assessment. Our expertise encompasses operations, technology, marketing, and real estate investment, all aimed at driving value creation.
We help business owners prepare for retirement by optimizing, positioning, and selling companies that their children don’t want to take over. But your business is worth something — and you’ve worked hard to make it what it is. That's where we come in.
Growth Strategy
We are actively pursuing a business strategy to acquire small businesses in the manufacturing, distribution, retail, and real estate sectors. We are particularly interested in family businesses where owners are looking to exit within the next year or two. Our approach includes a thorough M&A assessment to ensure value creation for all parties involved, particularly in the realm of real estate investment.
Ronii Bartles is a seasoned business strategist and marketing expert with a focus on analytics and consumer behavior research. With over 20 years of experience, she has worked extensively with family businesses to understand the voice of the customer and the customer journey. Ronii specializes in business strategy and market analytics, em
Ronii Bartles is a seasoned business strategist and marketing expert with a focus on analytics and consumer behavior research. With over 20 years of experience, she has worked extensively with family businesses to understand the voice of the customer and the customer journey. Ronii specializes in business strategy and market analytics, employing scientific methods to enhance revenue generation and customer retention. Additionally, her expertise includes M&A assessment and real estate investment, all aimed at driving value creation for her clients.
Operations & Biz Dev
Real Estate & Investor Relations
Strategy & Marketing
James R. Thompson
James has over 30 years of hands-on experience serving Fortune 500 and family-owned businesses in their pursuit of operational excellence. His superpower lies in teaching business leaders and entrepreneurs effective business strategies to find money, reduce risk, and build a lean culture. He also focuses on improving qu
James R. Thompson
James has over 30 years of hands-on experience serving Fortune 500 and family-owned businesses in their pursuit of operational excellence. His superpower lies in teaching business leaders and entrepreneurs effective business strategies to find money, reduce risk, and build a lean culture. He also focuses on improving quality and creating a great place to work while leveraging innovative solutions, including M&A assessments and real estate investments to drive value creation.
Real Estate & Investor Relations
Real Estate & Investor Relations
Real Estate & Investor Relations
Stephanie Moore has over 20 years of experience in commercial real estate, primarily working for the two largest firms across multiple markets. Her expertise lies in evaluating value creation opportunities, negotiating terms, and closing deals in various property classes. Additionally, she utilizes her strong business strategy skills to p
Stephanie Moore has over 20 years of experience in commercial real estate, primarily working for the two largest firms across multiple markets. Her expertise lies in evaluating value creation opportunities, negotiating terms, and closing deals in various property classes. Additionally, she utilizes her strong business strategy skills to position assets for optimal sales and perform M&A assessments. When the deal is right, Stephanie also brings a valuable network of investors to the table, which is particularly beneficial for family business transactions.
Contact US
Send us a message detailing your transition goals, especially if you're looking to enhance your business strategy or navigate family business dynamics. We will respond promptly to schedule a consultation via Zoom or an onsite visit, where we can discuss your M&A assessment and explore opportunities for value creation in real estate investment.
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