Partnering
We’re focused on one thing: helping private business owners and leaders create lasting value. That happens through growth and change in all its forms—and we love being part of that journey.
We don’t love the word “consultant”—we aim to be more like an extension of your leadership team. But we get it: from your perspective that’s probably what it feels like, at first. That’s why we like to start with either our ACCELERATE System or our INTEGRATE Process—whichever is best for you where you’re at.
Each of these lets you see what we bring to the table in a focused, relatively short timeframe. That’s a win for you—and for us. But the bigger win is figuring out how we can drive meaningful long-term value, together.
If we both agree that we should keep working together, our goal is simple: true partnership. And by partnership, we mean exploring ownership or ownership-like structures that align our interests with yours. We believe that when incentives are aligned, effort and results follow—and that should drive great outcomes for both of us.
Every business is different, and partnership looks different from company to company. Generally, we think about it in two ways:As a co-pilot, in a fully-aligned support role. Or as a pilot, in a coordinated transition of ownership.
The links below explain a little more about how each approach could work in the right circumstances.
PARTNERING
Co-pilot
The Right Seat: Your Strategic Co-Pilot for Accelerated Results
One form of partnering is the way a co-pilot supports a pilot. You’re in command — setting the destination, making the decisions, and leading the business forward. Our role, through a minority ownership position, is to serve as your strategic co-pilot: fully aligned with your success, deeply engaged, and focused on helping you unlock value faster, more efficiently, and with greater confidence.
Unlike passive investors, we’re not just along for the ride. We provide hands-on, results-driven support through advisory roles, board participation, or targeted operating partnerships. Our experience is leveraged to identify opportunities, mitigate risks, and accelerate performance — all without taking the wheel.
How we deliver results:
- Sharper Strategy: Helping refine growth strategies, prioritize investments, and focus leadership on the most valuable outcomes.
- Operational Excellence: Providing actionable insights and proven frameworks to drive efficiency, scalability, and profitability.
- Financial Performance: Identifying and unlocking value drivers that improve revenue, margins, and long-term enterprise value.
- Leadership Confidence: Acting as a sounding board to challenge assumptions, pressure-test decisions, and help you navigate complexity with clarity.
You gain a co-pilot in the cockpit:
- Helping chart the optimal course for value creation.
- Providing early warning on risks or turbulence ahead.
- Offering course corrections based on experience and data, not guesswork.
- Ready to take action when needed — always aligned with your long-term objectives.
The outcome? A relationship built on trust, alignment, and accountability, where you retain control while gaining a partner relentlessly focused on helping you reach your full potential — faster and with fewer missteps.
Next Steps
Next steps for Co-Pilot
PARTNERING
Pilot
A Responsible Transition:
Moving to the Pilot Seat to Drive Results
In this partnership model, we’re not just joining your journey — we’re preparing to take the controls so your business can reach new heights. Think of it as a thoughtful transition of leadership, where you shift from the pilot’s seat to the co-pilot’s position, and we step in to actively fly the plane.
You’ve built something remarkable. Now, whether you’re looking to step back, reduce day-to-day involvement, or ensure your business continues to grow and thrive beyond your tenure, our role is to take the lead — with your experience, insights, and history guiding us from the co-pilot’s seat.
This isn’t about replacing your vision. It’s about stewarding it forward, together.
How We Drive Results Moving Forward:
- Leadership Transition with Confidence: We assume operational control with clarity, capability, and a commitment to protecting and expanding on your legacy.
- Continuity with a Fresh Perspective: Your involvement remains valuable. We leverage your insights while bringing fresh energy, resources, and expertise to drive performance.
- Aligned Incentives, Shared Outcomes: As partners, our success is tied to the business’s future — growth, profitability, and enterprise value creation.
- Accelerated Value Creation: We focus on scaling operations, optimizing performance, and unlocking new opportunities to achieve tangible results faster.
The Role Shift — Clear and Collaborative:
- You (the Founder/Owner): Move to the co-pilot seat — still engaged, still influential, but freed from the daily demands of running the business.
- Us (Your New Partner): Step into the pilot seat — actively steering the company toward ambitious growth goals, while drawing on your guidance to make smarter decisions.
Together, we ensure the business stays on course, avoids unnecessary risks, and reaches new destinations of performance, value, and success.
Next Steps
Next steps for Pilot