Moss Waters, LLC

Moss Waters, LLC, a newly established advisory consulting firm, specializes in succession and market growth strategies for middle-market professional services firms and multi-generational family-owned businesses across the U.S. With over 30 years of experience, the company understands the complications of business transitions including maintaining cohesiveness within partnerships and family-owned companies and aligning owners’ desires to vision, goals, priorities, and outcomes to the business. We provide results-oriented leadership that is passionate about guiding business owners through various economic cycles, from external sale to a family transition, management buyout, or passive ownership arrangement. We collaborate with leadership to assess Operations, including strategic alignment, roles and responsibilities, and performance management; Equity, including capital strategy, transition options, and value drivers; and Governance, including decision-making and conflict resolution, accountability and oversight and business continuity. By crafting plans that are unique to your needs and circumstances, we can help maximize transition effectiveness. We serve professional services firms, such as wealth management firms, law firms and entertainment agencies, and family-owned businesses.