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.

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.