Let’s work together.

We engage with privately-owned and family-led businesses in the lower middle market with revenues between $1M and $50M.

About
Laurie Barkman

Let’s work together.

We engage with privately-owned and family-led businesses in the lower middle market with revenues between $1M and $50M.

Family-Led Companies

We work with Owners and CEOs of closely-held companies with mature businesses looking to innovate and strengthen the long-term legacy of the business. Your company may be facing disruption and you want to move from “defense” to “offense.” You want to be more innovative, leverage technology to support your goals, or evaluate strategic acquisitions. You take a long-view of sustainability to preserve your company’s ownership, make an impact, and transition the company successfully to the next generation.

Position your company for sustainable growth and value creation for the next generation.

Learn more about our Services:
Strategic Planning | Innovative Growth and Value Creation
Exit Value and Transition Planning | Buy a Business

Privately-Held Company
Founders, Entrepreneurs
& Owners

We work with Owners of closely-held companies looking to position their business for sale in 3-5 years and want to maximize their options. You’ve worked hard on your business and you want to be rewarded for your hard work. You might be facing market disruptions and regaining value is a key first step for business owners aiming to sell. Next is proving to buyers that the value will be sustained.

Position your company for growth by rebuilding value in your business and reducing risk.

Learn more about our Services:
Strategic Planning | Innovative Growth and Value Creation
Exit Value and Transition Planning | Sell a Business

Business Acquirers

Buying a business on your own can be overwhelming. With our partner, Stony Hill Advisors, we provide you with the guidance and expertise you need. As your Advisor, we will find the business you have been searching for, help you understand the importance of having all the right paperwork, records, and information you need to proceed with your purchase. Let us do the legwork to give you a unique, stress-free search.

Learn more about our Services:
Buy a Business

Private Equity Firms

Private equity firms and other institutional investors focused on operational improvements and growing newly acquired businesses. Our Innovative Growth and Value Creation services provide solutions for analytics, frontier and sophisticated data technologies, like AI and machine learning, to drive higher valuations of the portfolio by streamlining operations, adding revenue streams, and improving profitability.

Position your portfolio for higher returns for your investors.

Learn more about our Services:
Strategic Planning | Innovative Growth and Value Creation | Buy a Business

Experience

During our careers, we’ve helped companies capture more value and transition with success including fast-growing and mature organizations in the Services, Software, Retail, eCommerce, and Logistics sectors: