Don’t Lose What You’ve Built
Prepare the business to retire, transition, or sell on your terms.
Operators First.
Advisors Second.
Owners Always.
A deliberately assembled team of operators, advisors, and deal professionals who've sat in the chair. The Greatest Risk Isn't Selling
It's waiting too long to prepare.
Advisory Engagements
Monthly retainers for strategic guidance.
Operating Engagements
Hands-on management and leadership.
Ownership Stakes
Equity earned through responsibility and duration.
The Silver Tsunami
More than 10 million privately held businesses are owned by Baby Boomers, with owners stepping back, retiring, or exiting at historic scale. Many owners are at risk of losing the family legacies they've built. Not because their businesses failed — but because they weren't prepared for transition.
<1 in 3
have a formal succession plan
~30%
succeed past the second generation
12M
businesses may sell or shut down
How the Team Engages
03
Operating or Ownership Phase
Full engagement with aligned incentives
02
Advisory Phase
Strategic guidance and hands-on support
01
Evaluation Phase
Assess readiness, identify gaps, and determine fit
Right people. Right time. Right incentives.
OUR CLIENTS
Legacy Isn't One Outcome
Keeping the
business
Passing it
on
Exiting
cleanly
Protecting employees
and value
The common denominator is readiness.