About Us

We take a holistic, collaborative approach to helping you achieve your goals. We help clarify your plan and then help execute your plan. We understand the challenges of what lies ahead and look forward to being your trusted advisor.

Our Mission

Our mission is to protect your legacy. This is our purpose, our calling. We are humbled by the many opportunities we have had to help businesses thrive with new direction, new leadership, and new ownership.

Our Values

We believe that every person was created in the image of God, every person is valuable, and life is precious. As such, we have an obligation to provide for our successors in a proactive, responsible manner. 

The Tamarisk Tree

The tamarisk is a desert tree, providing shelter in the midst of an arid landscape. The tamarisk gives off cooler air than the surrounding air like a natural air-conditioner. However, the tamarisk is a slow-growing tree, not reaching maturity for approximately 80 years. A person planting a tamarisk tree will not enjoy its benefits in their lifetime.

The tamarisk tree is mentioned in The Bible. In Genesis 13, God promises Abraham that the Canaanite land would be given to him and his offspring forever. God also promises Abraham that his offspring would be so numerous they would be unable to be counted. Genesis 21:33 says, “Abraham planted a tamarisk tree in Beersheba, and there he called on the name of the Lord, the Eternal God.” Abraham planted the tree as a legacy for future generations.

Just like Abraham, your legacy will be planted when your succession plan is well-prepared and in place.


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