“Deciding to realise one’s business is an extremely emotional and daunting task. Eric and his team very quickly understood the complexities of our business model as well as the sector both locally and internationally, instilling further confidence. His intimate knowledge of the financial services sector and key players enabled him to present qualified options when exploring our strategy. Eric, Carol and the team proved that they were the correct partners for me in this process and not only are they capable from a business perspective but are genuinely warm compassionate people who I believe will always play a part in my life”.

Shaun Leveton

Chairman PetSure

"The professional advise offered by both Eric and Carol was immediately evident. Their personable approach and attention to detail was both assuring and refreshing. They took the time to fully explain all the options available in listing a Company, highlighting both the pros and cons of the process. "

Jonathan Kahn

Founder Pro-Pac Packaging (retired)



The process commences with a detailed fact find so as to build an in-depth understanding of your business, its culture and its workings. This enables us to work alongside you to formulate strategies that will assist you to optimise and maximise your business.


Clients are mentored along the journey to assist them to critically evaluate risk/reward outcomes and build competencies as part of their professional development.


The process is iterative: