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




Not unlike the inbred instinct that drives the Australian working sheep dog to shepherd its flock, Private Capital’s fate is also sealed by its very nature; to protect and guide clients toward the freedom and security of high ground; to help them avoid the pitfalls, dead-ends and perils that invariably appear without warning.


By helping clients build a sound strategic foundation, we leave them in better shape than we found them, prepared and poised for unprecedented success. In this climate of aspiration, we must encourage them to balance and enrich their working lives through inspirational relationships. In doing so, we never fail to awaken the best that lies in all of us.


We have a responsibility, if not an obligation, to put our clients at the center of our competency. If we can not rightly give them our best, or do our best on their behalf, we must respect them and ourselves enough to pass them by. As staunch client advocates, therefore, we fully expect to pledge and exercise our personal and professional integrity.

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