We know founders just starting their companies and others who have built up their businesses over decades. Most everyone thinks about selling. Maybe not today, but one day in the future they’ll be ready to turn their business over to another and start their next chapter.

Perhaps this makes us odd, but we do a great deal of thinking and brainstorming away from the computer. Really away from anything business related.

As stewards of our clients’ wealth, we act as river guides for private opportunities to help clients make sound investment decisions with their capital. In this environment, it's especially important to be discerning.

This is a crazy time, especially for business owners who are having to face tough realities and make hard decisions in an ever changing landscape.

Introducing, the Pilot’s Log.