How We Work
We don't start with capital.
We start with clarity.
Our process is designed to understand the current value of your business, the forces shaping it, and how to systematically increase that value over time.
Create Your Business Profile
Everything starts with clarity.
You create a Business Profile with basic company and contact information so we understand what you own and what stage you're in.
Outcome: We enter the conversation with context, not assumptions.
Intro Call: Understand the Business and Its Value
We start with a short introductory call.
This is a practical conversation about how your business is structured today and the factors that influence its value.
We focus on:
- •Your goals (growth, liquidity, recap, acquisition, etc.)
- •How the business is structured
- •What's working and what's constrained
- •The key drivers, risks, and levers that impact value
- •What an ideal outcome looks like
Outcome: Clear understanding of how the business creates value today—and what limits it.
At the end of the call, we outline the exact data needed to produce an estimated value and a completely private listing report.
Estimated Value & Private Listing Report
Using the information you provide, we prepare a confidential, internal listing report for your business.
This is not marketed, published, or shared. It's built to answer one question clearly:
What is this business worth today, and why?
You receive:
- •An estimated value range
- •A clear view of value drivers and constraints
- •A structured, private business profile you can use for decision-making
Outcome: A realistic, grounded view of your business—without pressure or exposure.
This becomes the foundation for alignment conversations and capital discussions.
Strategy Discussion: Decide What Comes Next
We meet to review the listing report and discuss your goals in context.
This is where decisions get made. We determine:
- •Whether value should be improved before any transaction
- •Whether capital, a partner, or structural changes make sense
- •What next steps are worth taking—and which are not
Outcome: A clear path forward, aligned with your goals and the reality of the business.
We design non-zero-sum structures where incentives are aligned and value compounds for everyone involved.