Our Team

We are most known for identifying and creating strategies to help realize your business value. We are Certified Value Builders, Sales Leaders, and Exit Planners.

Our business advisors possess extensive experience and deep knowledge in fostering growth, driving value, and positioning your business for scalability and significant financial events. We understand precisely which foundational elements are necessary to achieve your aspirations. Our team will guide you in defining the optimal path and taking the right steps to ensure you realize the best outcomes.

Stephen L. Cummings

Managing General Partner
B.Sc. (Econ), CPA, CA, FCA (UK), CVB ™, CEPA®

Bob Cariglia

Associate Partner, Sales Expert
B.Comm, MBA, CSL, CEPA®

Donna Takacs

Marketing & Communications Specialist
B.Comm (Marketing, Finance), CVB™, CEPA®, EMBA (Honors)

Raghu Ram

Valuation Specialist
CMA, CPA, CVA, CWA

Ronald H. Stokker

Executive Advisor
BSc, MBA, PLog

Michael Cossar

Finance Specialist
B.A. (Commerce), CPA, CA

Sue Cummings

Partner, Human Resources Expert
LLB

Martin Vallejo

Senior Client Specialist
BBA (Finance)

Dylan Burd

Data Analytics Specialist
B.Journ, Python Data Scientist

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