Identifying Success with Our Founders.

For founders nearing an exit we provide counsel on how to structure post-transaction life. We help founders: Avoid missteps during handoff, preserve legacy through strategic roles or transitions, coordinate estate and family governance, and reinvest, hold, or build again with intention via our professional partner network.

Wealth is created at the exit. But it’s protected in what happens after.

We advise founders in fragmented sectors looking to scale through acquisition. We support defining the M&A thesis, identifying and evaluating targets, operational planning for integration, preparing for a future PE or strategic exit.

Done right, roll-ups create structural enterprise value. We help you execute with discipline from day one.

We help founder-led businesses scale deliberately, avoiding premature dilution and misaligned capital raises. In selective cases, we assist with: growth strategy mapping, evaluating capital partner fit, preparing investor narratives and transaction materials.

Structuring for optionality: recap, roll-up, or strategic exit.