Bruce Werner is the Managing Director of Kona Advisors, LLC, which provides governance and advisory services to middle-market businesses. His range of assignments has included board formation, strategy, finance, M&A, succession planning and all facets of family business consulting.
Bruce works with private company owners, in the $10M - $100M revenue range to solve the problems that keep them awake at night. It starts by defining an ownership strategy, and from there, he develops a business strategy to help owners achieve their life goals. From there, he helps to source the capital and talent to fuel growth, leads M&A mandates, provides suitable governance structures and provides conflict resolution. In the latter stages, he helps owners implement succession and exit plans, so that his clients WIN THE GAME OF LIFE.
Bruce is an experienced outside director, having served on numerous boards during periods of growth, restructuring and crisis management.
Bruce recently published his new book Your Ownership Journal – 12 Secrets for Personal and Business Success, which I’m excited to dig into.
Bruce is a Forbes.com columnist, and he writes and speaks on ownership and governance issues impacting the middle market.
You can reach Bruce at (847) 910-2025 or at Bruce@KonaAdvisors.com
You can learn more about Bruce at the following:
LinkedIn: https://linkedin.com/in/brucedwerner/@bdwerner
Website (personal): https://BruceWerner.com
Website (business): https://KonaAdvisors.com
Forbes.com Website: https://forbes.com/sites/forbesbusinesscouncil/people/brucewerner1/?sh=3a290ec946cc
Other: https://www.financialpoise.com/financial-poise-faculty/bruce-werner/
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