Our Team

  • A smiling older woman with gray hair leaning against a wall in a black sweater.

    Rochelle Lierz

    As Managing Partner, Rochelle brings small business owners the senior-level stewardship larger companies take for granted.

    Her work spans the full business — people, operations, direction — helping owners make grounded decisions and build something durable, whether they're growing, steadying, or preparing to exit.

    A Gallup Strengths Coach, she also brings mindset coaching to the table, helping owners navigate the emotional weight of transition with the same clarity she brings to the how the business operate since how you lead through change matters as much as the plan itself.

  • A woman with shoulder-length brown hair and bangs, wearing a teal long-sleeve shirt, smiling and leaning against a white wall.

    Crystal Wilson

    As Transition Advisor, Crystal helps owners build the leadership and people structure a business needs to grow beyond them which may mean scaling a team to meet growth, or preparing the business to run without the owner entirely.

    She guides the people side of transition: clarifying roles, reducing owner dependency, and building the leadership depth to carry the business through its next stage, whatever that stage looks like.

    SHRM-certified and a Gallup Strengths Coach with deep roots in HR and talent, she brings both technical rigor and a people-first lens to the work.

How We Work with Clients

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