Practice Areas

Five disciplines, one practice.

01

Management

Fractional executive leadership, operational architecture, and growth strategy for founders navigating scale. We embed within your team to align people, process, and capital.

  • Fractional COO advisory
  • Operational design & SOPs
  • Strategic planning
02

Accounting

Precision financial reporting, tax planning, and CFO-level oversight calibrated to the cadence of Sonoma's wine, hospitality, and creative industries.

  • Tax strategy & compliance
  • Monthly financial close
  • Audit preparation
03

Legal

Pragmatic corporate counsel covering formation, contracts, governance, and risk. We translate complexity into decisions a principal can act on.

  • Entity formation & governance
  • Contract drafting & review
  • Risk and compliance
04

Trademark & IP

End-to-end protection for the marks, designs, and creative assets that distinguish your brand — from clearance through registration and enforcement.

  • Trademark search & filing
  • IP portfolio strategy
  • Enforcement & licensing
05

Branding

Identity systems, naming, and positioning developed with the same rigor we bring to legal and financial work. Brands built to age into landmarks.

  • Naming & verbal identity
  • Visual identity systems
  • Market positioning