Bright Solutions. Profitable Results.

Our mission is to facilitate the journey so business owners and businesses flourish as individuals and enterprises.


Take Your Company To The Next Level

Business Solutions

Succession &Exit Planning

Improve Your Success

When done successfully, it can maximize your company’s worth and it creates a clear path that aims to help protect you, your family, your employees, and your business.

For Businesses Wanting To Grow

Performance Improvement

Socius Business Advisors Is dedicated to Helping Businesses Solve Problems.

Business Coaching

When results matter, there’s no room for error.

Professional Coaches Dedicated to Helping Leaders Grow

Business Advisors

Change Management & Organizational Development

Change Management and Organizational Development  When it comes to implementing strategic and tactical projects, the difference between succeeding and failing often comes down to one thing – effective change management. At Socius Business Advisors we realize people are your greatest asset, but change can be a challenge for everyone and an organizational change starts at the top. Socius Business Advisors help clients assess and align the dynamics at work in their organizations to enhance success. Based on a clear mission, vision,…


Business strategy is the firm’s working plan for achieving its vision, prioritizing objectives, competing successfully, and optimizing financial performance with its business model.

Speaking engagements-workshops-seminars

ocius Business Advisors have been the keynote speakers at conferences, workshops, company meetings and training sessions.


Since 2001 Socius Business Advisors has considered it a special privilege to guide business owners through the incredible complexity they face to grow a profitable business that not only builds wealth…it is sustainable. Using our years of real-world experiences, leadership training, team-building processes, and select affiliated professionals we begin by listening to our clients stories. We then help them step into serious conversations, understand their many options, and consider implications. We passionately collaborate together to build individual and team skills, develop structures and policies that are in alignment with their goals and values, and implement decisions which transform leaders, align shareholder teams, and build sustainable enterprises…We also facilitate the journey of successful succession to future generations, or the process of preparing a business for exit in ways to maximize their rewards.
Let us help you…

  • Know Your Choices.
  • Get Better Results!
  • Take Your Business to a New Level.
  • Make Better Decisions
  • Earn What You Deserve.
  • Prepare for Exit, or
  • Successfully Transition To The Next Generation.

Call us now to schedule a free strategy session. ..866-488-7009


Socius is Latin for partner.

Building Your Business
Deal With Real World Issues
Partnering with Fellow Leaders
Coaching From Experienced Advisors