Client Stories

Lucky's Coffee Garage
Good Things are Percolating at Lucky's Coffee Garage in Lebanon
Just two years ago, Deb Shinnlinger was on track to open a coffee shop—a longtime dream of hers—in an entirely different town than the one she finds h... Learn More
Michelline Dufort
Partner Profile: Center for Family Enterprise and CEO Excellence
The Center for Family Enterprise and CEO Excellence was started over 25 years ago as a way to create a place where family business owners and operator... Learn More