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Strategic Planning & Growth Execution

Balance near-term and long-term priorities and chart your company’s growth with our actionable Strategic & Growth Services.

CEO 2.0 Services: Transition & Succession

Business transition is an intensely emotional experience. Our services offers a customized progress map that you can initiate at any stage.

Solutions for Financial Advisers

Become a trusted adviser to your business-owner clients. our solutions help you to understand and serve their unique needs.

Merger & Acquisition Advisory

Comprehensive approach to planning and execution of the sale of your enterprise or pursuing strategic acquisitions.

Solutions for Business Owners

Strategic Planning
Effective strategic planning can empower your entire company and management team to determine what will move the needle in your business, define the mission and vision – and then execute against that plan. We are here to help you.
Growth
B.O.S.S helps clients chart a path to growth and execute strategies to get there
CEO 2.0 Road Map
Succession, Transition, Exit, Liquidation to harvest the value of your business. We provide services for 5 stages: exploration of options, preparation, evaluation of best partners, decision and implementation.
Merger & Aquisition
Explore the entire competitive landscape for appropriate acquisitions to maximize your company’s value. There is an untapped universe of companies out there waiting to partner with you, but you lack the resources and network to break in. Our team can help.

The Industry Leader

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Experience the Difference

Experience

With More than 200 companies advised across many industries and stages, we bring unique combination of management consulting and M&A...

Holistic

By aligning your personal financial, life goals with your business’s objectives we assist our clients with turn-around, growth, and...

UNIQUE

B.O.S.S addresses the challenges dictated by our clients and answers them in context of their unique situation.

Featured Clients

About Us

Growth and Strategic Planning: We don’t just provide advice; we actively partner with business owners and CEOs to help them build their businesses and reach the next stage of success.
Statistic & Analytic
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Audit Preparation
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Management Consulting
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