Scale beyond the Founder

Led by a 3x SMB Business Operator…

We are experts in transitioning Founder-dependent operations & building marketable companies. We clear the bottlenecks, dependencies and gaps that hold back growth and exit options.

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Search, Partner
& Advise

Led by a 3x Business Operator…

Experienced in unlocking business potential with proven expertise in professionalizing and transitioning Founder-dependent operations for scale-up growth with exit marketability.

43%

of the companies believe that the need to professionalize the business is a key priority over the next 5 years

32%

Business Owners that spend their time working ON vs IN their business

60%

of business owners said they would like to have more time back in their family life.

2.5x

Likelihood of outperforming your peers with well-structured management practices, according to a McKinsey study

2x

De-risking your company from dependencies can increase your market value by 50-100%

70%

Business Owners that want to spend more time working ON vs IN their business.

60%

of business owners said they would like to have more time back in their family life.

2.5x

Likelihood of outperforming your peers with well-structured management practices, according to a McKinsey study

We advise, coach & teach…

Most small businesses hit a ceiling—not because of lack of potential, but because the success blueprint to building a startup is now working against you.

owner dependence program
professionalize- your-business

What we do differently.

We teach you how to rewire the way you run the business through our framework.

We teach you how to build an exit-optimized business.

No heavy lifting or more projects to added to your plate.

Future-proof ONE decision & delegated task at a time.


Advisory & Coaching Services

Simple monthly retainers customizable to your needs & budget ($1,500-$3,000/month).

Owner Dependence Program

  • Build a sustainable operational model that is flexible, scalable and redundant.
  • Elevate Founder from daily operations to focus on the big picture.
  • Free up headspace & scale-up without more sacrifices

Exit Planning &
Readiness

  • Build the business in the direction of an exit.
  • Attract investors that add real value to your business.
  • Unlock trapped value in your business
  • Provide masterclasses & workshops to remove blind spots

Management Buyout Advisory

  • Facilitate & structure Owner transfers to management teams
  • Advise Owner on sale process, blind spots and selection of service providers
  • Provide coaching to post-close management team to facilitate smooth transfer

Client Profile


EBITDA

SMB 15-100 Employees

Founder-led Sole Proprietorships

Founder-led Sole Proprietorships

3-5 Year Partial or Full Succession Horizon

5-20 Years in Business

Notable Highlights

Business Operator Mindset


  • Joe Graci led multiple business exits with strong ROI for shareholders
  • Spearheaded pivots & rebuilds across industries
  • Scaled up several distribution businesses to $100M in revenue
  • US-centric business operations with Canadian leadership
  • Built patent-pending AI technology to digitize mature industries

Industry Focus


Technology-and- SaaS

Technology & SaaS

B2B Distribution

B2B Distribution

Healthcare Services

Professional Services

Financial Services

Financial & Healthcare Services

Build an 8-figure, marketable business…


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