About Us

At The Crossroads. In today's precarious business climate, the leaders are face to face with risk on steroids.

The Anatomy of Failed Succession.

True Stories. Read succession case studies.

West Coast Office
755 Baywood Dr., 2nd Floor
Petaluma, CA 94954

East Coast Office
4775 Linglestown Rd.,
Suite 100
Harrisburg, PA 17112

Ph: (415) 524-8266
Fax: (415) 448-5298


Coordinate Conflict Resolution

Listen To All Sides

The rule in this business is—when you use confrontational tactics to conflict resolution, be prepared to pay the price. In fact, don't rule out bankruptcy. So, we make it a practice to design peaceful, practical and inexpensive plans that get results. We will ask you to listen carefully to professionals with mountains of common sense. We listen and learn from all parties and reach a resolution that keeps us all out of court.

The truth is most conflict arises out of the structure of a deal or a loan. There wouldn't be as much contention if the parties observed proper investment banking practices. For instance, you should resolve control issues and reasonable covenants in advance; employ voting trusts when appropriate; establish loan schedules that provide for minimum fixed earn-out payments instead of high fixed payments. This isn't brain surgery. Third party help can ward off conflict before it starts and the headaches begin.