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CARL SHEELER, Ph.D. Founder, Two Bears Ranch Managing Director, BRG
Carl Sheeler, Ph.D., (Ranch Kahuna) is an “as needed” family office chief-of-staff and strategic value architect (managing director and global leader of family office and business practice at the global 1,000+ staff advisory firm, BRG LLC). Sheeler is called upon when returns need to be boosted or proposals assessed, and when plans need timely execution or have derailed whether it is to pursue opportunities or manage risks. Such private projects range from optimizing outcomes of family holdings’ liquidity, legacy and leverage events as well as messy disputes when millions of dollars are at risk. While industry agnostic, many such families have real property and/or business holdings ranging from midmarket private to midcap public companies ranging from eight- to 10-figures in revenues. After a quarter-century, working with 1,000+ advisors and families, he has gained the wisdom to be an expert in equity value enhancement (EVE) by leveraging human and financial capital while managing risk. He was honored as the Midmarket Thought Leader of the Year by the Alliance of M&A Advisors and recognized as a best-selling author by Amazon in 2016.
Two Bears Ranch – Profits with a higher purpose. (The result of the third liquidity event of the founder and second in real estate.) The best investment is your legacy. The second is an integrated impact investment and 501(c)3 where affluent founders and families go to master their thoughts, spirit and vision. Revenues are from stewardship retreats, real estate and organic offerings from a sustainable 525-acre ranch abutting thousands of state land. In addition to a myriad of small group discussions and outdoor activities (including getting muck on boots, attendees move half-ton rescued Bureau of Land Management Mustangs and livestock alongside veterans overcoming post traumatic stress disorder. |
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