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We have a great team that is prepared to help!

Are you a family-owned or closely-held business that is looking for specific help as you begin to tackle succession, transition or strategy issues? If so, we have a great team that is prepared to help! Our experts’ bios are listed below and we are happy to help you to find someone whose skill set and experience can meet your needs.

It is simple – just fill out the short form below and we will match you with several different experts. You’ll have the option of calling and interviewing our suggested experts and deciding who might be the best fit. Then, we’ll arrange for you to receive 10 hours of professional coaching with your chosen experts and we’ll monitor the results. If you are happy, you are free to continue the relationship. If you decide you can now manage on your own, there is no obligation to continue. Just let us know you are curious and we’ll send you the details – again with no obligation on your part.

About the Core Advisor Team

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