Our Values

Our Values

We are committed to:

  • Sweating the details, but distilling our advice to the summarized analysis you need for informed decision-making.
  • Your success: Uncertainty can be counter-productive. We’re here to help.
  • 100% confidentiality: Your private information is safe with us. Don’t ask us for information about our clients (even if it’s your spouse!)


Our business model:

  • Maximizes the value we can provide to you while earning a fair return on our time.
  • Includes us getting to know you by touring your business site, and we will bring the coffee.
  • Leverages technology to ensure maximum service for the value.
  • Means no suits, no ties, and no filler.


We strive to reduce our carbon footprint:

  • ‘Paperless’
  • We encourage telecommuting.
  • All documents we receive are either returned or shredded and recycled.
  • We also strive to maintain a healthy & balanced lifestyle.


What our clients are saying