Who we are

We are proud to be a Franklin-based advisory firm dedicated to helping small businesses plan, grow, and transition with confidence. Our specialty lies in guiding owners through exit strategies—ensuring their hard work translates into long-term value and a smooth handover. Founded as a partnership between a seasoned local finance expert and a European business strategist, we bring together diverse perspectives with a shared commitment to practical, results-driven solutions. Grounded in experience, yet forward-looking, we combine global insights with a deep understanding of the local business landscape. Our mission is simple: to provide small business owners with the clarity, strategies, and support they need to succeed at every stage of their journey.