Sonoma · Napa · Marin · Solano · Lake · Mendocino
Every advisor your 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
What we go deep on
Five areas. The advisors who live in each.
Every pillar becomes a full playbook written by the advisor who does that work every day. Not a blog post, an encyclopedia.
- Human CapitalHR, benefits, culture, and the people systems that actually retain talent.
- Estate & Trust PlanningProtecting what you've built through smart tax strategy and succession planning.
- Cash Flow & LendingMaking sure you have the capital and banking relationships to fuel growth.
- Business OperationsEverything from entity structure to marketing and sales systems that scale.
The people across the table
Every one runs a real practice here. Every piece of content carries the name of the expert who stands behind it.
Evening meetups at Jimmy’s Lakeside Grill, Windsor