Our approach is designed to move aggressively without taking our clients away from the work they already need to do. We spend time working both remotely and in the client's office to keep progress on track, maintain accountability, and ensure that communication remains strong.

Through regular communication via phone, email and in-person meeting, we will work together to build competencies, develop, execute, and evaluate changes, and strengthen your business for generations to come.

Most business activities ranging from annual strategic planning sessions to help with hiring, policy review, and more are included in our flat-fee coaching engagement. Still, sometimes something big comes up and you need help. We're here for you.

Who Are We?


Jaryd P. Kase, CFBA holds degrees from Tulane University and Harvard University. He has received the CFBA credential from the Family Firm Institute and is certified as a CA-AM by the Association of Strategic Alliance Professionals. Jaryd's consulting experience spans multiple industries including hospitality, retail, nonprofit, skilled trades and professional services. He excels in executing strategic growth strategies for businesses of all sizes and understanding and building on the strengths of corporate culture.

Our team extends its reach through a network of trusted advisers who are experts in their respective fields. Whenever it can add value for the client, we involve additional advisers to assist in specific functional areas or on specific projects.


Our Approach


Every company has different needs. There are no one-size-fits-all solutions. We take this into account as we plan and execute solutions to resolve any trouble your company may be experiencing and help it break through to the next level in revenue growth and market-share.

What can you expect at the start of our engagement? We begin by developing a scope of work, or road map, based on our findings and your requirements, that identifies where your company is now, where you would like it to be, and how we get there. Once the client approves of our road map, we get to work.