Call Tom Caldwell608 345-3050
Call Terry Phinney617 462-0223


Most will agree that the object of healthy companies is to grow. But the path to growth is not always clear….or easy.
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Sometimes, the “next step” is not well planned or even on the radar screen. Ownership and leadership changes can be very challenging.
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Operations Improvement

Margins may be stagnant or declining. Customers are unhappy with quality or delivery.
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Our Advantages


Equally successful as advisors and line executives, able to switch gears and execute.


Deep family business experience, personally and professionally.


Multi-skilled and multi industry backgrounds, acquired through successful client experience.


Results driven and valuation conscious approach for exit and succession resolution.


Willing to “say no” and also work through the interpersonal issues in combustible situations.


Believing that the future must include successful emerging and operator owned enterprises.

Tom Caldwell


As both an employee and consultant, Tom has helped privately owned firms grow during times of dramatic change in their markets. Having run marketing, sales, purchasing, engineering and operations, and as a division general manager and CEO, Tom’s functional breadth helps his clients create and execute solid, practical plans for growing revenue and earnings…

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Terry Phinney


Terry Phinney has a history of helping privately owned companies become more successful. His deep experience in organizational dynamics has led to a broad management approach that unlocks and improves an organization’s capability to drive growth and profitability. With his assistance and guidance, Terry’s clients become better positioned, competitive and self-reliant…

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Our Articles

Why not take the money and run?

What’s Going On? Liquidity is “top of mind” for many owners. There is an abundance of strategic and investment capital and solicitation calls are constant. If a family owned company has a good earnings record and a clean balance sheet, there is no shortage of opportunities to sell. For these and other reasons, some owners […]

The Entrepreneur’s Question: Can I have it all?

The horns of a dilemma “The business is mine, I created it. It is what I do and who I am. I can’t run it forever and yet, who can replace me? Can I sell it and retire? It may not be saleable without me. I need to retire. I want to get fair value […]




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