Confidentiality

In order to effectively serve our clients, whether it involves business coaching, succession planning, facilitating the sale of their business, or buying a business, we necessarily ask for and receive information that is often sensitive, private, and revealing.  We understand the degree of trust our clients must have in us and the professionalism we must continually demonstrate for us to enjoy this position of confidence.

It is our pledge that any and all information provided to us by our clients that is not intended by them to be shared with others will be held in strictest confidence; and, as a company, we will do all things necessary and appropriate to earn our clients’ continued trust.  As a part of this pledge, each of our employees, in whatever capacity they serve, have signed and agreed to abide by confidentiality agreements as a condition of their continued employment.