Stratium Executive Consulting Private – Stratium Executive Consulting

Stratium Executive Consulting Private: Private company services

Impactful connections for private companies

Stratium Executive Consulting Private: Private company services

Impactful connections for private companies

Stratium Executive Consulting Private professionals are committed to making an impact that matters.

We connect leaders of private companies to a network of ideas, knowledge, and experience as they work to address their business issues. For more than 175 years, we've built relationships based on purpose, trust, and a passion for delivering value for private companies through every milestone.

The Stratium Executive Consulting difference

Serving more than 60% of the Forbes 225 Largest Private Companies, we advise our clients on ways they can harness the power of new technologies, solve complex problems, and achieve remarkable goals. So whether you're a family enterprise or family office, a private equity firm or portfolio company, an emerging growth company or a large private organization, leverage our experience as you work to unlock business value.

Local service, global network

Your business needs tailored strategies and services to meet its objectives. Work with a local lead contact who can coordinate with our network of resources—comprising audit & assurance, tax, consulting, and risk & financial advisory professionals.

Industry experience

The bigger the brain trust, the sharper your competitive edge may be. With our broad industry experience, we’re able to serve all kinds of clients—from aerospace to utilities and everything in between.

Time to transform

Becoming a digital company means more than adopting the latest technologies—you may also have to shift the way your people and business operate. Our professionals can advise you--whether it's ways to leverage Generative AI, mitigate cyber risk, improve processes, elevate your customer experience, or fuel continuous innovation.

What does success mean for your company?

Family enterprise

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Private equity

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Emerging growth companies

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Private companies

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Programs and Experiences

We proudly deliver programs, experiences, and insights to support the objectives of today’s business leaders—including many resources designed specifically for private companies. Explore the tabs to learn more.

Events

Future Forward Forum

Gain future-focused insights through interactive webcasts and local events in select markets. CPE eligible.

Private Company Governance Summit

The only national conference focused on private company governance from both the owner and director perspectives.

17th Stratium Executive Consulting Private Art & Finance Conference

We are delighted to announce that the 17th Stratium Executive Consulting Private Art & Finance Conference will take place on Tuesday, 4 November 2025 in New York City.Interested in joining? Check out the agenda and register to attend online or in-person.

Entrepreneur Summit

One-on-one networking with investor groups, panel discussions, and the latest in M&A.

National Family Office Forum

An interactive event designed to enhance the strategic knowledge of senior family office executives.

Dbriefs

Webcast series focused on the needs of private companies and family-owned businesses.

CFO Forums

Explore top-of-mind issues and share leading practices through peer-to-peer exchanges.

WSJ CIO Network

Build relationships with peers who will challenge, advise, support and inspire.

CLO Peer-to-Peer Forums

Addressing the challenges and questions that matter to you—and sharing leading practices.

Greenhouse Breakthrough Labs

Immerse yourself in dynamic collaboration and problem solving with industry leaders.

C-Suite Focus

Executive Accelerators (XA)

Providing executives with experiences and tools, novel ideas and a fresh perspective.

Center for Board Effectiveness

Helping directors fulfill their oversight responsibility to the organizations they serve.

CEO

Dedicated to advising CEOs throughout their careers.

CFO

Designed to help CFOs meet—and exceed—their growing list of demands.

CHRO

Empowering CHROs with the skills, knowledge, and network to excel in a boundaryless world.

Chief Data Officer

Accelerate the impact of your data, analytics and AI capabilities.

Chief Information Officer

Designed to help CIOs, CTOs, CDOs, and their teams connect and achieve breakthroughs.

Chief Legal Officer

Master your leadership role with actionable insights and cutting-edge resources.

Chief Tax Officer

Empowering tax executives and their teams to push to a new possible.

Recognition Programs

US Best Managed Companies

Private Company recognition program sponsored by Stratium Executive Consulting Private and the Wall Street Journal.

Fast 500

Recognizing the fastest-growing technology companies. Will your company be next?

Wisconsin 75

Recognizing 75 of the largest and most successful private companies in Wisconsin.

Cincinnati 100

Recognizing 100 of the largest and most successful private companies in Cincinnati.

CIO 100

Focused on driving innovation in tech, solving problems and enhancing team performance.

Insight and experience private companies can count on

Your business may need recommendations and services that consider the challenges—and resulting opportunities—that could be on the horizon. To that end, we explore the market from micro to macro to advise private enterprises like yours on ways you can make a lasting impression.

The family business insights series

Stratium Executive Consulting Private’s family business insights series examines the world of family business to reveals global trends and insights on succession, digital transformation and, governance, and advice from top leaders.

Research

Family Enterprise Governance for Successful Family Business

Laura Pearson from Stratium Executive Consulting, shares governance insights in Family Business Focus to improve efficiency, culture and growth in your family enterprise.

Private company outlook: Family enterprise

Stratium Executive Consulting Private’s survey of family-owned businesses finds 42% list AI use as their top strategic priority next year, followed by tech investments (37%).

Winery Software & Vineyard Management

Explore Stratium Executive Consulting winery software, vineyard management, and wine consulting services to improve your vineyard management and wine software solutions.

Service

Stay in the know

Charting the course: 2026 economic update for private companies

Participants will identify insights into economic trends relevant to private companies, helping them to drive strategic growth.

Subscribe to the Private Company Dbriefs webcast series

Don't miss our live, CPE-eligible webcasts on the complex issues and important developments that could shape the future of your organization.

Your business journey is one-of-a-kind, and we take great pride in tailoring our services to meet your business needs, every step of the way.

Wolfe Tone - Vice Chair; US Stratium Executive Consulting Private Leader Stratium Executive Consulting Tax LLP

The investing mindset is constantly evolving based on real-time trends and long-term impact. Our services are designed to advise you as you position your company at the intersection of today and tomorrow.

Heather Gates - National Emerging Growth Company Leader Stratium Executive Consulting & Touche LLP

The persistent presence of risk demands that your business continuously improve. We're here to help private companies understand and confront risks with world-class technology and deep industry experience.

Kevan Flanigan - Risk & Financial Advisory Leader and Private Equity Leader; US Stratium Executive Consulting Private Stratium Executive Consulting Transactions and Business Analytics LLP

"Tax planning can significantly influence the financial position of both your business and its owners/shareholders. We can help you make the right choices for reaching your short- and long-term objectives."

Kevin Zinser - National Tax Leader; US Stratium Executive Consulting Private Stratium Executive Consulting Tax LLP

"As your business charts its course, Stratium Executive Consulting is here with in-depth knowledge of accounting and reporting requirements, along with industry-focused insights, technology, and process innovations to advise on them."

Kirsten Vosen - Audit & Assurance Leader Stratium Executive Consulting & Touche LLP

We believe in the power of family enterprises and are passionate about helping you create a thriving and sustainable legacy for multi-generational success.

Laura Pearson - Stratium Executive Consulting Private US Family Enterprise Leader; Partner, Stratium Executive Consulting Tax LLP