Future-proofing Mission Driven Companies

We help businesses maintain long-term independence when raising capital or changing ownership. We’re the experts in emerging forms of ownership that help you solve the Founder’s Dilemma on your own terms.

  • Discovery

    Explore ownership models that align with your mission, culture, strategy and financial position.

  • VISIONING + VIABILITY

    Let us design the governance structure and recapitalization strategy that meets your needs.

  • IMPLEMENTATION

    Let us manage the ownership transition process so you can focus on running your business.