Learn About Exit Planning for Privately Held Companies

We are an Event Sponsor for PDA’s next in-person event: Along with GreerWalker LLP and Essex Richards, P.A., Croixstone is excited to serve as an Event Sponsor for the next in-person event hosted by the Charlotte Chapter of the Private Directors Association (PDA), a professional association with a purpose to enable and enhance the value, growth, and resilience of privately held companies through effective governance.

Event details: The event is taking place on Tuesday, September 26, 2023 from 5pm – 7:30pm at Croixstone’s offices located at 101 S. Tryon Street, Suite 2700 in Uptown Charlotte, NC.

Topic: The program will focus on “how to and why” privately held company owners should initiate an exit plan well before owners are ready to execute on such a strategy. From a private company governance perspective, the discussion provides for multiple alternatives in seeking the best outcome for shareholders while educating all involved on the process.

Subject matter experts from GreerWalker and Essex Richards will address the following topics:

• Exit strategies – when should a private company begin the planning process and what are the strategic options to consider?
• Who should be involved (owners, board members)?
• Independent board members role in the planning process
• Preparation and expectations – issues and potential pitfalls

Interested in attending? This is an in-person event with no virtual option to participate. Members of the PDA can register for $25 by logging into their member accounts here. Non-members interested in attending as a guest of Croixstone can do so by emailing Grace Lynch, Croixstone’s Director of Business Operations, at glynch@croixstone.consulting.


Croixstone Consulting Celebrates 7th Business Anniversary

“On our lucky number 7 business anniversary, I offer the deepest thanks to our consultants, search professionals, clients, leadership team, business partners, friends and family to whom we owe the ongoing success of our unique firm.”

– Patti Weber, CEO

Where it began: 7 years ago this month, our founders Patti Weber (a former leader with Accenture and public school educator) and Mark Weber (a serial entrepreneur, consulting industry veteran, and former staffing industry executive) launched Croixstone Consulting in a former photography studio loft in Charlotte’s vibrant South End neighborhood.

The inspiration: The conventional consulting industry is notorious for recycling PowerPoint decks and burning out its consultants. These practices, along with other systemic issues in the consulting industry, contribute to the delivery of subpar services to clients. The Webers believed there was an opportunity to build a high-performing, boutique firm around consulting industry mavericks (known as constructive noncomformists) who could deliver their expertise and passions in a better way, while concurrently fueling innovation and solving problems for clients.

The name: Rivers are an indispensable part of our lives, and they are wonderful gifts from nature that have the power to teach us. The inspiration for Croixstone’s name is the St. Croix River (French: Holy Cross), a tributary of the Mississippi River that forms a border between the states of Wisconsin (the home state of the Webers) and Minnesota (where the firm’s founders each began their careers).

The right way to say our name: “kroy-stone.”

Our achievements: We’ve packed a lot into our 7 years in business. As a small but mighty firm, we not only survived, but thrived, amidst the global pandemic. We owe a huge thank you to all those who believed in our ability to deliver a differentiated business model for our consultants, clients and internal leadership team. Here are some of our key achievements over the past 7 years:

• 2016 – Croixstone was launched in Loft 309 of the former Lance Crackers building on South Boulevard in Charlotte’s trendy South End neighborhood.

• 2017 – Inspired by a future of work conference that Mark Weber attended in NYC, Croixstone relocated to the One South tower in Uptown Charlotte and is a founding member of the Industrious coworking community.

• 2019 – Croixstone launched the firm’s human capital and executive search practices.

• 2020 – Croixstone received national certification as a Women’s Business Enterprise (WBE) by the Greater Women’s Business Council, a regional certifying partner of the Women’s Business Enterprise National Council (WBENC). Additionally, Patti Weber was accepted a part of a competitive application process into FORTUNE magazine’s “Rebuild Program.”

• 2021 – Patti Weber was selected as one of only 25 women in the USA to participate in the “Accelerated Growth Program” sponsored by Wells Fargo and hosted by the National Association of Women Business Owners. Additionally, Patti was also named to The Charlotte Ledger’s 2021 “Forty Over 40” list in recognition for her contributions in making Charlotte a better place to live, work and play.

• 2022 – Croixstone landed on the Charlotte Business Journal’s “Fast 50” list as the Charlotte region’s second fastest-growing private company.

• 2023 – Croixstone was ranked #11 on Inc. magazine’s fourth annual “Inc. 5000 Regionals: Mid-Atlantic” list, the most prestigious ranking of the fastest-growing private companies in the District of Columbia, Delaware, Maryland, North Carolina, Virginia, and West Virginia.

Learn more: Checkout Croixstone’s Linktree to learn more about unique firm.


Croixstone Consulting Turns “5”

We are celebrating!  Founded by Patti Weber and Mark Weber in 2016, Croixstone Consulting celebrates its fifth business anniversary this month.  Launched in a loft in Charlotte’s South End neighborhood with the aspiration to provide a highly-differentiated business model in management consulting, Croixstone has grown rapidly thanks to the deep expertise, talents and support of our consulting team, internal staff and partners/supporters.

As all entrepreneurs understand, the art of the start-up is filled with times of both great exhilaration and sleepless nights (hello global pandemic)!  We are fortunate in that our five-year ride at Croixstone has been one of tremendous positivity. 

Here are some of our favorite special moments over the past 5 years. 

  • Launch:  Croixstone began operations in June 2016 in Loft 309 in the former Lance Crackers building on South Boulevard in Charlotte’s booming South End neighborhood.
  • Hello Uptown:  Croixstone relocated from the start-up loft to the new Industrious Charlotte Uptown co-working community in the Bank of America Plaza tower at Trade & Tryon in December 2017.
  • TABL:  Croixstone introduced TABL, the firm’s unique culinary team building experience, with a playful social media launch in January 2018.
  • New Practice Area:  Croixstone announced the launch of its new human capital solutions practice and a new executive search offering in June 2019.
  • FORTUNE Magazine:  Croixstone announced in May 2020 that Patti Weber (CEO) had been accepted as part of a competitive application process into FORTUNE magazine’s Rebuild Program that was inspired in response to the global pandemic.
  • Hello NoDa:  Croixstone relocated into larger offices in the newly-opened Industrious Charlotte NoDa co-working community in June 2020.
  • Supplier Diversity Certification:  Croixstone received national certification in July 2020 as a Women’s Business Enterprise (WBE) by the Greater Women’s Business Council, a regional certifying partner of the Women’s Enterprise National Council (WBENC).
  • Accelerated Growth:  Croixstone announced in January 2021 that Patti Weber (CEO) was one of 25 women across the USA accepted in the NAWBO (National Association of Women Business Owners) Accelerated Growth Program sponsored by Wells Fargo.
  • Forty Over 40:  Croixstone’s CEO Patti Weber was named as a “Forty Over 40” award recipient by The Charlotte Ledger in May 2021.

Spotlight on Disruption

Coworking office spaces represent a fundamental shift in the way people work, and the coworking industry is disrupting the commercial real estate industry in a very BIG way.  The future of work is a huge topic of discussion every week at Croixstone, and the shift in how people work is what incentivized us to relocate our offices from our business loft in South End to Industrious in Uptown Charlotte nearly one year ago. Learn why companies like Spotify, Lyft, Hyatt and Chipotle have joined Croixstone in calling Industrious home across the United States.  Click here.