Sonoma · Napa · Marin · Solano · Lake · Mendocino

Every advisoryour business needs.Finally in one room.

Your CPA, attorney, banker and HR advisor have never spoken to each other. That gap is what we work on.

Fragmented advice is expensive.You just never see the invoice.

The attorney structures the entity one way. The CPA files it another. The insurance never got updated. Nobody is wrong, and the owner still pays for it, usually years later at the worst possible moment.

We put those advisors at the same table, every other month, and work the seams between their advice in front of the people it affects.

How it works

One table

What we go deep on

Five areas. The advisors who live in each.

Every area becomes a full playbook written by the advisor who does that work every day. Not a blog post, an encyclopedia.

Human Capital

HR, benefits, culture, and the people systems that actually retain talent.

Your people are the part of the business a buyer cannot copy, and the part most owners manage by instinct. This is where hiring, benefits, compensation and California employment rules get worked through with the advisors who handle them every day.

Explore Human Capital

Estate & Trust Planning

Protecting what you've built through smart tax strategy and succession planning.

Most owners have a will. Far fewer have a plan for the business inside it. This is where the estate attorney, the CPA and the wealth strategist line up so the business, the family and the tax bill all survive the handoff.

Explore Estate & Trust Planning

Cash Flow & Lending

Making sure you have the capital and banking relationships to fuel growth.

Profitable businesses still run out of cash. This is where owners learn to read their own cash flow, build a banking relationship before they need one, and fund growth without putting the business at risk.

Explore Cash Flow & Lending

Next meetup's focus

Valuation & Exit Strategies

Whether you're five years or fifteen years from exit, understanding your enterprise value changes how you run the business today.

Every owner leaves eventually, by sale, succession or surprise. This is where you find out what the business is really worth, what is dragging the number down, and what to fix while there is still time.

Explore Valuation & Exit Strategies

Business Operations

Everything from entity structure to marketing and sales systems that scale.

A business that runs only when the owner is in the room is worth less and wears the owner out. This is where processes, systems, risk transfer and the numbers buyers check get tightened up.

Explore Business Operations

The leadership