Positive Impact Special Section - Views From The Experts

Carl L. Sheeler, PHD
Founder, Ranch Kahuna
Two Bears Ranch, Durango Co.

Two Bears Ranch—Profits With A Higher Purpose

Following a military, corporate and advisory career, Carl L. Sheeler, PhD had a vision of doing well by doing good. This is a common challenge for many UHNW entrepreneurial families balancing liquidity, leverage, learning and legacy issues. While still a Managing Director and the Global Group Leader of Family Office and Business Strategies of the 1,000 staff Berkeley Research Group, where Carl applies his human and financial capital wisdom to assist families and advisors in getting from “here to there” he wanted something equally as meaningful for those in need regardless the number of commas following their dollar signs. The vision of Two Bears Ranch was born—Profits with a higher purpose. The result of a quarter-century of working with hundreds of Family Offices and Businesses as well as his third liquidity event (second in real estate), Carl co-founded Two Bears Ranch to be an intentional and purposeful destination where half-ton animals weren’t impressed by retreat guests’ balance sheets or bona fides. All would need to have the humility to use finesse to move wild horses, bison and cattle as well as the deeper reflection of what affluence and influence means—while having fun and camaraderie in the great outdoors. These activities would assist retreat attendees in taking a holistic approach in deciding and executing on the recommendations of their most trusted advisors as well as ensuring alignment was achieved so founders might spend more time and resources on doing what mattered most to them.

Two Bears Ranch believes 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 1,000’s of acres of public land. In addition to myriad small group discussions and outdoor activities (including getting muck on boots), attendees move half-ton, rescued Mustangs and livestock alongside veterans overcoming Post Traumatic Stress Disorder. Donors and investors can visit Two Bears Ranch and Learn about Retreat, Investment and Donation options at www.twobearsranch.com. My BRG Profile is: www.thinkbrg.com/professionals-carl-sheeler.

Carl L. Sheeler, PhD:Carl has had a long career as USMC combat officer, financial expert and a serial entrepreneur. His Brooklyn-born moxie and working with 1,200+ family offices, businesses and their advisors for 25+ years has provided some wisdom. This is evidenced as author of the #1 Amazon best-selling Wiley book: Equity Value Enhancement and Middle Market Thought-Leader of the Year . His “secret” to creating value and unique differentiation is leveraging BOTH human AND financial capital. Has this theory been tested? Yes. Carl has successfully provided expert testimony on fiduciary duty and shareholder value disputes on 180 occasions.