Meaningfully Different

Compensation Advisory - As a leader in the design, implementation and administration of executive benefit plans we currently serve three Fortune 100 clients. Our experience and resources are available to help middle market privately held businesses align their strategic plan with their long term executive compensation plan through our SMILE TM (Strategic Management Incentives for Longterm Employees) process.

Business Exit Planning - The Principals of the firm have firsthand experience buying and selling a business to a Fortune 500 company in addition to our interests in M&A Advisory and private equity. We understand how long term value is created and realized in privately held businesses. We can advise on the steps necessary to prepare for a successful business transition or exit.

Wealth Transfer - As part of a family office we understand the complexities of family dynamics and multigenerational planning. We have had the privilege of working with some of the most affluent families in the South and along the East Coast of the U.S.

Process Driven - Our innovative business processes enable us to receive a high number of referrals from the professional advisors community on a regular basis. The way we handle our business gives us a competitive advantage when advisors are referring their clients. Examples include proprietary intellectual capital like SMILE TM, MAP TM (Medical Auction Process) and the life insurance portfolio review process that we have developed.

National Resources - Our affiliation with the M Financial Group provides a suite of resources, ideas, and solutions typically only available to large national firms.

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