The Family Enterprise


We are the go-to firm for family enterprises who are planning to

1) transition to the next generation of management/ownership, or
2) sell the company.


Our Process:

Strategic Alternative Analysis

  • Company’s Current SituationStrengths and Weaknesses
  • Discussion of Management’s Desired Direction
  • High Level Discussion of Various Alternatives Available to the Company
  • Gap Analysis of Current State and Desired Outcome State - What needs to be done?


We specialize in companies with revenues between $2 million and $50 million.


We are experienced, and we only collect a fee if the plan is successful.


Contact us for an introductory meeting.

©2016 3D Economics & Finance, LLC
500 West C St, Ste 1500, San Diego, CA 92101