Exit & Succession Planning

Led by a 3x SMB Business Operator…

We are experts in transitioning Founder-dependent operations & building transferable companies. Build a valuable business that can thrive—and transfer—without you.

For established business owners planning a partial or full exit within the next 2-5 years.

talk to joe

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%

25-40%

Valuation discount for owner-dependent businesses.

20%

of business owners will not receive an offer for their business due to owner dependent operations.

70%

Small businesses that are not transferable…therefore have no exit value (we can change that)

We advise, coach & teach…

You built the business. Now it needs to become less dependent on you.

JOVA Ventures helps Business Owners reduce owner dependence, identify hidden value and build a more transferable company.

Whether you want to grow, step back, transition to family, sell to management or prepare for a future exit, we help you build the business to run beyond you.

download: the five levels of owner dependence

What we do differently.

We teach you how to rewire the business so it becomes transferable.

Delivered by a 3x Operator + Certified Exit Planning Advisor.

We de-risk the company from a Buyer’s perspective.

We identify hidden value that translates into better offers.


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 or Family Transfer

  • 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 <100 Employees

Founder-led Sole Proprietorships

Owner-Operators & Couples-Led Businesses

3-5 Year Partial or Full Succession Horizon

GenX & Boomers

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 & Supply Chain

Healthcare Services

Commercial Services

Financial Services

Financial & Healthcare Services

Build an 8-figure, marketable business…


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