Building Your ADVISORY TEAM
In our experience, very few of the most successful Entrepreneur Owner-Managers operate as lone cowboys—alone at the top. They complement their own strengths not only with a top-level management team, but also the right outside advisors. Typically these might include outside corporate accountants, corporate and estate planning attorneys, and wealth management advisors. Many of the best companies we’ve worked with have gone a step further and created an advisory board to add further depth of expertise and perspective.
Putting the Advisory Team in CONTEXT
From our perspective, there is great value in creating a community of experts who can serve in an advisory capacity to owner-managers of privately held companies. There is lasting impact in bringing together these advisors for the purpose of exploring shared experiences and issues.
“I’ve worked with several M&A advisory firms in my career as CEO of Dictaphone Corporation. When I met Bigelow, I said to MacLeod, ‘This is all pretty impressive, but where are the junior people that are actually going to run the deal?’ And he said to me, ‘We don’t have any junior guys. This is it, you’re stuck with us.’ And that was true to form. It was an unbelievable experience.”
— Robert Schwager Founder/CEO Q-Centrix LLC