Helping Founders Realize Enterprise Value.

"With 11 exits, 20+ years of operating experience, a strategic alliance with AZ Crown, and over 30 co-investments, we’ve built our reputation on a founder-first approach to wealth creation."

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Our Story

11 Exits. 20+ Years Operating. One Family Office for It's Founders.

With 20+ years of operating and M&A experience, Jim and Nick Weldon partner with founders facing their biggest moment: the exit. We focus on founder-led, bootstrapped businesses doing $1–5M in ARR—no outside capital, and no Founder or Board-B.S.

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Structuring and executing exit strategies
Preparing for sale to private equity or a strategic acquirer
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Aligning estate, tax, and asset planning ahead of liquidity events
Our Approach

Helping Founders Realize Enterprise Value.

We work with founder-led businesses navigating transition. Our focus lies in helping founders extract the wealth tied up in one of their largest assets - their business.

We are particularly active across:
– Technology & Data Infrastructure
– B2B Services & Workflow Platforms
– Fragmented Markets Ripe for Consolidation

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Founder-Aligned

We’ve operated and exited our own companies. We understand how to support founders without interfering with their execution.

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Structured Growth

We advise on disciplined growth through acquisitions, unit economics, and operational alignment—focused on enterprise value creation.

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Exit Readiness

We work alongside teams to shape the business for sale: timing, structure, internal reporting, and go-to-market positioning.

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Long-Term Planning

Through our network of trusted advisors, we connect founders with trusted advisors in estate planning, asset protection, and tax efficiency to support outcomes beyond the transaction.

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Backed by a Decade-Long Alliance with AZ Crown

Our strategic alliance with AZ Crown Investments brings additional strength, perspective, and capital alignment to every founder relationship we support.

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A Track Record Built on Execution

Over the past decade, we’ve co-invested and advised alongside Tim Crown in more than 30 transactions. Who co-founded a Fortune 500 firm (NASDAQ:NSIT) with his brother.

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Grounded in Operating Experience

Over the past two decades, Jim and Nick Weldon have led, scaled, and exited companies across data, infrastructure, and SaaS firms mainly in the MarTech/AdTech landscape.

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Aligned for Founder-Success

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Over the past decade, we have advised and co-invested across more than 30 transactions, often in partnership with like-minded family offices such as AZ Crown. Our operating history spans SaaS technology, infrastructure, and data services firms.
“I’ve always looked for partners who lead with grit, values, and speed of thought. That’s what I found in the Weldons. Jim and Nick are rare operators who actually get things done. They’ve helped us expand our data innovation portfolio with a grounded, no-nonsense approach that’s hard to find in today’s market.”

Tim Crown
 Chairman, AZ Crown
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Considering your next chapter? Let’s have a conversation.

Helping Founders Turn Enterprise Value into Personal Wealth.
Email
info@weldonfamilyoffice.com
About us
Father-and-son team that’s spent 20+ years building, scaling, and selling founder-led companies.
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Locations
- Austin, Texas
- Tempe, Arizona
- Santa Barbara, California
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