Leading the Way in Business Transitions

Founded by three visionary women entrepreneurs, our company was born from a shared understanding that business transitions are about more than just transactions – they're about preserving legacies while fostering new growth.

Watch our story below!

Our Story

In 2024, our founders came together with a common vision: to transform how business transitions happen. Having experienced both sides of entrepreneurship – building companies from scratch and taking over existing businesses – they recognized the need for a more human-centered approach to business succession.  One that focuses on the intrinsic value of company formation and creation, but also longevity and growth.

Our Mission

Our mission is to connect experienced business owners with aspiring entrepreneurs, facilitating seamless transitions that honor and preserve established legacies. We are dedicated to fostering authentic connections, providing tailored support, and nurturing the growth of both owners who are exiting, and incoming leaders as they embark on their new journey of entrepreneurship.

Meet The Team

Andrea Jenson

CEO & Co-Founder


Andrea Jenson is an entrepreneur and investor who is dedicated to transforming business transitions with a people-first approach.

As a seasoned entrepreneur and investor with ownership in five other businesses, she has firsthand experience in both building companies from the ground up and acquiring established enterprises.

This unique perspective fuels her commitment to creating seamless ownership transitions that honor business legacies while fostering future growth.

Andrea was celebrated as one of the Top 5 Business Strategists for Scaling a Company in 2023 by both Forbes and Success Magazines13. She also created the Profit Growth Method, a comprehensive strategy designed to enhance business profitability in a sustainable way.

Beyond leading and being a strategic advisor to her business interests, Andrea remains actively involved in her diverse business portfolio, continuously fostering innovation and long-term success.

Outside of her professional achievements, Andrea is a wife and mother, an enthusiastic soccer player, and a passionate volunteer with a deep love for animals.

Her multifaceted life enriches her role as an entrepreneur, investor, and visionary, making her insights and leadership uniquely impactful in the business world.

Expertise:

  • Financial Management & Strategy

  • M&A

  • Exit Planning

  • Insert Expertise Bullet Here

Dori Tattrie

COO & Co-Founder

With a background in business management & operations, Dori has spent the last 15 years helping companies across a variety of industries grow, scale and prepare for a profitable exit acquisition(?). Her people focused approach to building high-performing teams and implementing scalable business systems has been the key to her success leading dozens of businesses.

As the Chief Operating Officer at The Cash Flow CFO, Dori drove/drives(?) operational excellence and strategic expansion, helping The Cash Flow CFO achieve exponential growth year over year.

Dori’s professional passion has always been to help entrepreneurs do good in the world, create financial abundance, and preserve the legacies they have worked so hard to build. 

Personally, Dori’s passions are travel, fitness and fashion. She is a dedicated volunteer, spouse, step-mom, daughter, sister & auntie who values family & friends above all else.

Expertise:

  • Strategic Planning and Execution

  • Operations Management

  • Leadership Development

  • Team & Culture Development

Traci Shirachi

Chief Strategy Officer & Co-Founder

Since 1997, Traci has studied, advised, and managed different companies and their performance. 

As a MBA graduate of Owen Graduate School of Management at Vanderbilt University and former corporate Director in Transfer Pricing at PricewaterhouseCoopers Traci has been responsible for global strategic tax savings initiatives, and as CEO/COO of a few prior companies, Traci has been responsible for creating and driving key strategic business initiatives. 

All of her combined experience has led to global company expansion and exits.  As the existing CEO of Aplomb Security Group, Traci is disrupting the security industry as a female business leader focused on key preventative security solutions rather than the reactive type security measures that are known by the industry.

Traci is passionate about helping individuals follow their dreams of having their own company to lead.  As a former Corporate employee and working mom turned entrepreneur she knows there is a path for everyone, and she is inspired to help others the way she was able to create this path for herself.  

Expertise:

  • Global strategy and growth

  • Strategic tax planning

  • Innovation and disruption

  • Mentorship development

Learn More About Us

Join Our Mission

Whether you're a business owner looking to preserve your legacy or an entrepreneur ready to take the helm of an established enterprise, we're here to guide you through the journey with expertise, empathy, and excellence.

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