Nearly 40% of business owners have no identified successor. Having no obvious succession path doesn't mean having no exit options—it just requires more creativity and...
Read MoreInsights and Resources
Strategic insights and practical resources for business owners seeking growth capital or planning their exit
Latest Insights
Perspectives from our partners on growth, exits, and building enduring businesses
Business Valuation Reality
Most business owners overvalue their companies by 200-300%. Understanding valuation reality helps you make better decisions about exit timing and value enhancement opportunities.
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Management Buyouts
Management buyouts can deliver excellent outcomes when structured properly. They preserve culture, maintain relationships, and reward the team you've developed. Here's how to make the...
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Due Diligence Preparation
Due diligence doesn't have to be painful. Well-prepared business owners use it to demonstrate their professionalism and build stronger investor partnerships. Here's your complete preparation...
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Growth Capital Demystified
The most common question from business owners considering growth capital isn't about valuation—it's about process. What actually happens after you say yes? Here's the complete...
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Family Business Succession
The technical aspects of family business succession are often the easy part. The hard part is having conversations that families have been avoiding for years....
Read MorePortfolio Success Stories
Real partnerships, real results. How we’ve helped businesses grow and overcome challenges
Kiki Milk Launches in Target
Building on nationwide Sprouts success, the Target launch delivered three major wins: huge national retailer, refrigerated placement, and mainstream positioning as an everyday family beverage.
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Lydia’s Kitchen Opens in Phoenix
Matt had always said he would never invest in a restaurant. But after years as a Berdena's customer, watching Jonathan treat employees and customers exceptionally...
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Kiki Milk Launches in Sprouts
When Sprouts invited Kiki Milk to launch nationwide across 400+ stores, PlantBaby faced their biggest opportunity - and biggest challenge. National retail requires massive upfront...
Read MoreResources for Founders and Business Owners
Practical tools and frameworks to help you evaluate growth opportunities and plan for the future
Exit Planning Readiness Quick Start Guide
A focused assessment to evaluate your exit readiness and develop a strategic timeline based on your business situation and personal goals.
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Business Valuation Self-Assessment Worksheet
A practical tool to help business owners understand how professional buyers evaluate company value and identify areas that drive premium valuations.
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Growth Capital Readiness Assessment
This assessment helps business owners at different stages evaluate their readiness for growth capital and identify the most important areas to focus on based on...
Read MoreReady to Explore Your Options?
Whether you’re considering growth capital or planning your exit, we’re here to help you achieve your objectives