"The Charter retreat you led us through in 2000, as well as the Partnership Charter that was established through that process, has been a valuable component in our successful 1G to 2G transition and the ongoing success of our family enterprise since then. Thank you again for the guidance and wisdom provided by you and your team."
Nevue Family
Owners, Notch Mechanical ConstructorsClaire Russo & Liza Serratore
Co-Owners, LuRu Home
"The Partnership Charter process left our partnership and LuRu Home in a resoundingly stronger position. Our most valuable takeaway was facing our differences eye to eye and discovering how they could be strengths, which served us well in our journey as partners.
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David Bomba, Shalom Stark & Hillel Cohen
Partners, Invoice Ninja
"I am writing to express my sincere appreciation for the exceptional assistance we received that allowed us to develop a Partnership Charter. We were three entrepreneurs who jumped into business together even though we lived over 8,000 miles apart. We knew we had a terrific idea and the right complement of skills and experience to have a very successful company, but we didn't know what we didn't know about being partners."
Jim & Janet Iverson
Partners, Iverson's Market
"My (Jim’s) parents were told by their estate planning attorney they needed to figure out the ownership of their fourth-generation retail company before she could create an estate plan that would make sense. She referred them to advisors who suggested using the Partnership Charter as the lynchpin in their estate planning process. It helped all of us get clear about who was going to work in our business and who was going to own it. There were some surprises along the way."
Nina Weissberg
CEO, Weissberg Corporation
"I recommend The Partnership Charter for any group forming, transitioning or even dissolving a partnership. Engage in conversations about decision making, leadership style, responsibility, and even future separation to develop partnership agreements that augment the legal document so the policies are in place before the conversations become personal. "
Ro Kolakowski
Owner, 6th Street Consulting
"Developing a Partnership Charter was a pivotal point in our journey to build a successful company. We wanted to thank you for getting us to this point!
"
Karen Kirby
President & CEO, Kirby Bates Associates, Inc.
"The Partnership Charter has helped me avoid countless problems and the possible failure of my business – not once but twice. It was like divine intervention! "
Amy Su & Muriel Wilkins
Managing Partners, Paravis Partners
"Our Partnership Charter clearly laid out the structures we needed for our firm and gave us a roadmap and milestones to track our progress as we became more successful. "