Founder & Growth Advisory

Strategic Advisory for Growth-Minded Entrepreneurs Preparing for the Public Markets, or a Successful Exit


Helping CEOs of small to mid-size companies make smarter decisions, install scalable structure, and build the investor credibility required for major opportunities, from acquisitions and capital access to an eventual public listing or strategic exit.


The Founder’s Reality


Most founders reach a stage where hustle alone stops working. Revenue plateaus, decisions get heavier, and mistakes become more expensive. At this point, it’s not about working harder, it’s about structuring your company to withstand investor scrutiny, attract capital, and create options: scaling independently, raising funds, going public, or selling.

That’s exactly what our Founder & Growth Advisory was built for: giving you strategic clarity, operational discipline, and market credibility so your business is always positioned for the best outcome.

Why Work With Us


Most advisors talk theory. We’ve lived the process of building, scaling, and taking companies public.

  • 17 public listings advised — IPOs, direct listings, and reverse mergers
  • Four of our own companies taken public — first-hand founder experience
  • Institutional perspective — buy-side analyst at two multi-billion-dollar asset managers, trained to evaluate what makes a company investable or acquirable
  • Capital markets execution — sell-side analyst, investment banker, and partner at a 700-person Wall Street firm


What this means for you: you get an advisor who’s been an operator, investor, and banker, helping you scale smarter, avoid costly mistakes, and prepare for credibility in the eyes of investors, buyers, and exchanges.

The Growth Ladder: Stages of Readiness for Public Markets or Exit

Think of these packages as a growth ladder. Each stage is designed to align your company with what investors, lenders, exchanges, or buyers expect. Start where you are today, and move up as your business expands, your team scales, and your decisions carry bigger stakes.


Step 1: Founder Foundations — $3,500/month

Build clarity, discipline, and accountability.


For founders in the $2M–$5M revenue range who want structured guidance and early-stage investor or buyer readiness. At this level, the goal is to professionalize operations and begin building credibility with outside stakeholders.

What You Get:

  • Up to 6 hours per month of advisory
  • Slack + email access for day-to-day input
  • Roadmap check-ins to keep execution aligned
  • Preparation for financial and governance credibility so investors/buyers see stability


Step 2: Growth Builder — $7,500/month

Install systems, structure, and repeatable growth strategies.


For scaling companies in the $5M–$15M revenue range building credibility for acquisitions, investors, lenders, or potential buyers. At this stage, we help you formalize financial discipline, strategy, and governance so you’re positioned for growth capital or strategic opportunities.

What You Get:

  • Up to 12 hours per month of advisory
  • Priority Slack + email access
  • Financial model and forecast review with investor/buyer expectations in mind
  • Growth playbook: pricing, channels, acquisitions, partnerships
  • Governance and capital structure aligned with investor and acquirer standards


Step 3: Founder Growth Partner — $15,000/month

Board-level strategic partnership for transformative growth.


For $15M+ companies preparing for acquisitions, capital positioning, or the option of going public or exiting. This is where enterprise value is maximized, and credibility with the market is non-negotiable.

What You Get:

  • Up to 20 hours per month of strategic partnership
  • Daily access via Slack for urgent support
  • Hands-on guidance for acquisitions, governance, and capital positioning
  • Customized initiatives for scaling, restructuring, or investor/buyer negotiations
  • Preparation for a listing or exit, reducing time, cost, and risk when you move forward


How We’re Different (vs. Alternatives)


Coaches focus on motivation, consultants on reports, and fractional executives on one function. None provide the holistic, investor-oriented view you need.

Our Founder & Growth Advisory combines:

  • The strategic clarity of a consultant
  • The accountability of a coach
  • The investor-level discipline of a Wall Street operator


The result is structure, scale, and market credibility. designed for $2M–$50M founder-led companies.

How We Work With You


We design engagements around consistent access and accountability so you’re never making high-stakes decisions in isolation:

  • Zoom calls for strategy sessions and working meetings
  • Slack channel for quick, day-to-day input
  • Email access for document reviews and deal feedback


This cadence ensures you stay aligned with investors, buyers, and your board while scaling or preparing for a public listing.


Proof in Practice


Founders often face critical decisions that can change their company’s trajectory. With experience across banking, investing, and founding, we help navigate them with confidence:

  • Leadership & Governance
    Choosing the right CFO, board members, and advisors isn’t just about filling seats, it’s about signaling maturity and credibility to the market. We guide you through selecting leaders who not only support operations but also meet the standards investors and buyers expect. Strong governance structures can reduce perceived risk, accelerate timelines, and improve valuation during a listing or exit.
  • Acquisitions & Partnerships
    Growth by acquisition or strategic partnership can quickly expand market presence, but poorly structured deals often destroy value. We help identify targets, evaluate synergies, and negotiate terms that strengthen your company’s balance sheet, growth profile, and attractiveness to public investors or strategic acquirers. Each deal is measured not only by short-term revenue, but by its contribution to long-term optionality.
  • Capital Strategy
    Whether reviewing term sheets, structuring equity or debt financing, or balancing dilution versus control, every capital decision signals something to the market. We bring institutional rigor to these choices, ensuring your company maintains flexibility and positions itself for the best cost of capital when it’s time to raise further funds, list publicly, or negotiate an exit.
  • Equity Incentives & Talent Retention
    Public investors and acquirers both scrutinize your ability to attract and retain talent. We design stock option and warrant programs that incentivize growth partners and employees without overextending cash reserves. Well-structured equity plans not only accelerate growth, they demonstrate the maturity and alignment that institutional investors and buyers reward.
  • Board & Investor Relations
    Effective reporting rhythms, transparent communications, and well-run board meetings build trust and reduce risk perception. We help you craft an investor communication cadence that ensures stakeholders, whether current lenders, future public investors, or potential buyers, see discipline and alignment with long-term value creation.
  • Problem Resolution
    When challenges arise, covenant breaches, investor disputes, operational disruptions, founders risk losing credibility at the exact moment they need it most. We act as a steady hand, guiding you through resolutions that preserve confidence with stakeholders and protect enterprise value, ensuring bumps in the road don’t derail your path to listing or exit.
  • Strategic Positioning
    From pricing changes to entering new markets, every strategic move tells a story to investors and acquirers. We ensure these moves enhance, rather than undermine, the company’s perceived value. This helps buyers and markets view your company as disciplined, scalable, and investable.
  • Pathway to Public Markets or Exit
    For founders considering their endgame, we provide early-stage preparation on compliance, governance, and positioning. This reduces the time and cost of going public or selling later. By building optionality into your structure, you remain free to pursue the best outcome, IPO, direct listing, reverse merger, or strategic sale, on your terms.


In practice, this means you’re not just getting a sounding board, you’re gaining an advisor who has sat on every side of the table: as a banker negotiating deals, an analyst evaluating investments, a founder scaling business, and an operator guiding companies into the public markets or through successful exits.

Our Methodology: The Founder Growth Method


Our advisory follows a structured but flexible approach, designed not just for operational excellence, but for building credibility with investors, buyers, and exchanges.

  • Clarity — Define strategy, KPIs, and governance structure so that internal priorities are aligned and external stakeholders see discipline and focus.
  • Structure — Build repeatable systems for growth, reporting, and accountability that withstand due diligence from investors, acquirers, and regulators.
  • Positioning — Ensure your financials, reporting, and operations present a compelling, trustworthy story to the market — whether that market is a buyer, a lender, or the public exchanges.
  • Optionality — Keep every door open: scaling independently, raising capital, pursuing acquisitions, or preparing for a public listing or strategic exit. By designing for flexibility, we reduce risk and increase long-term enterprise value.


This approach ensures you’re not just reacting to challenges, you’re deliberately building a company that’s scalable, credible, and attractive to both investors and acquirers, with the option of going public when the timing is right.

What Success Looks Like in 12 Months


If we work together, here’s what you can expect one year from now:

  • A disciplined operating rhythm with weekly and quarterly accountability, giving investors, buyers, and your board confidence that the business is run with transparency and rigor.
  • An investor- and buyer-ready financial structure and governance cadence, so your company can withstand due diligence, whether for a capital raise, strategic sale, or exchange listing.
  • A clear growth playbook for scaling through sales, partnerships, or acquisitions, designed to both accelerate revenue and enhance valuation in the eyes of investors or acquirers.
  • Credibility with stakeholders — lenders, investors, potential acquirers, and exchanges, built on governance, discipline, and consistent reporting.
  • Confidence in decision-making — knowing you’re building a company that’s not only scalable and investable today but also positioned for the option of going public or executing a successful exit tomorrow.


Why Clients Choose Us


Entrepreneurs don’t choose us for generic coaching or consulting, they choose us because we bridge three worlds:

  • Operator’s perspective — Practical, hands-on experience scaling companies from early-stage to public markets.
  • Investor’s perspective — Institutional training as a buy-side analyst, knowing exactly what makes a company attractive to investors, acquirers, and exchanges.
  • Banker’s perspective — Deal structuring, acquisitions, governance, and capital markets experience from Wall Street.


This blend means we don’t just give advice; we help you:

  • Avoid costly mistakes that derail valuations.
  • Build governance and financial credibility that investors and buyers demand.
  • Prepare for optionality, raising capital, executing a merger, going public, or selling.


Our clients value that we act as a strategic partner with investor-level rigor,  not just a consultant or coach.

FAQs


Do you raise capital for clients?
No. We are not a placement agent or broker-dealer. Instead, we prepare companies to raise capital successfully by ensuring your structure, financials, and governance are investor-ready. Many clients find this preparation shortens timelines and improves valuations in their capital raises.

When should a founder hire a growth advisor?
Most founders engage us between startup and $50M in annual revenue, when growth decisions carry high stakes. At this stage, investor or buyer credibility matters, and structuring your business for acquisitions, exits, or public markets becomes critical.

How does founder advisory help me prepare for going public?
We focus on governance, financial discipline, capital strategy, and positioning, the exact areas exchanges and investors scrutinize. By addressing these early, you reduce the time, cost, and risk of a listing process.

What’s the difference between preparing for an IPO vs. preparing for an exit?
The fundamentals are similar, clean financials, strong governance, scalable structure. The difference is in emphasis: IPO prep focuses on compliance and ongoing disclosure, while exit prep prioritizes valuation optics and buyer fit. We guide you on both paths so you remain flexible.

Do you only work with companies that plan to go public?
No. Many of our clients are considering multiple options,  raising capital, acquisitions, going public, or selling. We prepare you for optionality so you can pursue the best path when the timing is right.

Why do investors care about boards and governance?
Strong boards and governance reduce risk and inspire confidence. We help you build lean but credible governance structures that meet investor or buyer expectations without overwhelming your organization.

When should I hire a CFO if I’m thinking about a public listing or exit?
Usually once you cross $5M–$10M in revenue or begin considering capital raises. We advise on CFO recruitment and ensure financial reporting aligns with what investors and exchanges expect.

What results can I expect from working with you?
Within 90 days, most founders see clarity in strategy, governance cadence, and investor readiness. Within 12 months, clients typically have a scalable operating rhythm, credible financials, and optionality for raising capital, going public, or positioning for a sale.

How are you different from a coach, consultant, or CFO?
Coaches provide accountability, consultants provide reports, and CFOs focus on one function. We combine all three perspectives, plus investor-level rigor, to act as a long-term strategic partner. Our focus is always on making your business investable, acquirable, or public-ready.

What industries do you specialize in?
We are sector-agnostic but have depth in tech-enabled services, industrials, logistics, healthcare, and digital platforms, industries where acquisitions and public listings are common growth strategies.

What if my company isn’t ready for a public listing yet?
That’s exactly when advisory is most valuable. We help founders build readiness early, so by the time you pursue a listing or sale, the process is faster, less expensive, and more successful.

Next Step


If you’re ready to scale smarter, gain investor and buyer credibility, and position your company for every major opportunity, from raising capital to going public or executing a successful exit, let’s talk.