Rooted in the Midwest. Ready for Wherever You Are.

We’re based in Madison, Wisconsin — proudly grounded in the Midwest. While we love working with local leaders, we partner with ambitious businesses across North America who are ready to sharpen their financial strategy and build lasting value.

Our work is guided by a set of values that keep us grounded, focused, and aligned with the outcomes that matter most.

Win-Win

We believe the best outcomes serve both sides. Whether it’s clients, partners, or team members, we aim for solutions where everyone gains — or we walk away. Mutual success isn’t ideal — it’s essential.

Results Over Activity

We don’t confuse movement with progress. We focus on measurable outcomes — not just staying busy.

Trusted to Act

Our clients trust us because we deliver. We respond with integrity, accountability, and a bias for what’s right — not what’s easy.

Lean into Healthy Conflict

We welcome tension when it moves us forward. Disagreement rooted in shared goals leads to sharper thinking and better outcomes.

Courage Over Perfection

We don’t wait for perfect data or certainty. Progress requires action — even when the path is imperfect.