Built for owners and closely held companies.
The companies we know best are the ones where ownership, leadership, and family are woven together — where a scaling decision touches people you love and a succession plan is also a family conversation.
The companies
We work with owner-led and closely held businesses — most often family-owned companies at the point where the business has outgrown the way it's run. We are equally at home with a founder building the first real leadership team and a second-generation owner navigating a transition.
The industries
Our work spans commercial and facilities services, real estate services, professional services, and founder-led consumer and experiential brands — and closely held companies across many other industries. What matters more than the sector is the shape of the company: owner-led, growing, and ready to run on structure rather than on one person.
The size and stage
Typically small to mid-market companies that are past the startup and into the hard part — scaling without breaking, professionalizing without losing what made the business worth building, and moving the founder out of the center so growth is something the business can hold.
Where we work
We are based in Lafayette, Indiana and the Chicago area, and we serve clients across Indiana, Illinois, and the wider Midwest. We work with leaders elsewhere in the country as well, in person and remotely, as the engagement calls for.