Built for owners who want to choose their exit — not have it chosen for them.
We work with owners of mid-market businesses, typically in professional services and similar sectors, preparing for an ownership transition over the coming decade.
The owner we’re built for
You’ve built something real — typically a business in the $5M–$10M-plus revenue range with a loyal client base and a brand that carries your name. You’re starting to think about what’s next, and you want to plan on your timeline, ahead of need, rather than waiting for something to force the decision.
You want to know what the business is worth, what stands between you and your number, and how to make it run without you. That’s the work we do.
| $5M–$10M+ Typical revenue range | Proactive Planning ahead of need |
| Professional services Primary industry focus | One decade Transition horizon |
Facing a triggering event?
Sometimes the timeline isn’t yours to choose — a health scare, an unsolicited offer, a partner dispute, a milestone that suddenly feels urgent. If something has moved your exit from “someday” to “now,” we can move quickly. Start with the diagnostic and we’ll give you a clear read on your options fast.
The 5-D Events
Death
Disability
Divorce
Disagreement
Distress
~50% of exits are triggered by a 5-D event. Planning ahead means you’re never forced into a single outcome.
