More than an advisory firm.
We operate differently.
Whether you are approaching a family transition, committing to growth, or preparing for an exit, we can help. We’re advisors that help privately held businesses improve what matters: operations, financial performance, culture, and ultimately, enterprise value.
More than advisors, we’re also operators at heart. We’re a team of former founders, business builders and operators who work alongside you to create sustainable results.
Facts-based.
Human-centered.
Data and business intelligence are at the core of our work. But, so are the people. We use facts to drive performance and relationships to create trust. Many of our clients have trusted Cosgrove Partners for over a decade, spanning different generations, operational control, and financial outcomes.
Our Process
ASSESS
Our signature 20-point assessment identifies your growth opportunities and readiness.
PLAN
Using our findings, we develop a comprehensive step-by-step plan to fill gaps and meet goals.
EXECUTE
We partner with you and your management team to execute on the plan.
SUCCEED
Your achieve your business goals and are positioned to succeed for years to come.