Strategy. Growth. Legacy.

For those who
build to last.

We advise owners, investors, and family enterprises on the decisions that compound over decades.

Who we advise

Counsel shaped to the seat you hold.

The Firm

Senior partners only.

No juniors, no handoffs. The people you meet in the first conversation are the people who do the work, and they stay until it holds.

The Craft

Engineering for complex ideas.

Behind the counsel sits a build capability most advisories lack: intelligent systems designed in-house and held to the same discretion as everything else we do.

Portfolio

Selected work

A closer look at engagements we can share. Details beyond this are held in confidence, in keeping with how we work.

View selected work

The Engagement

How an engagement unfolds

01

The conversation

Where you are, where you intend to be, and what stands between the two. Held in confidence from the first word.

02

The assessment

A clear reading of the opportunity, the risks, and the order in which to move.

03

The engagement

One partner, one relationship, with the right specialists and systems working behind it.

04

The long term

We stay involved as plans become holdings, and holdings become legacy.

From Copenhagen

Vermont Advisory Group was founded by three partners who kept meeting the same problem in different rooms: good businesses making generational decisions on quarterly advice. The firm exists to sit on the owner's side of the table, and to stay there.

CB

Christian Bloch

Founding Partner

Strategy and the direction of each engagement.

TD

Thomas Dodd

Founding Partner

Relationships and the first conversation.

LK

Lezan Khídir

Founding Partner & Technical Architect

The systems behind every engagement.

Patience is a strategy.

Your next chapter is built to last.

One conversation, with a partner, in confidence.