About Us
We partner with purpose-driven business and their financial advisors to multiply enterprise value so they can maximize impact.
Big Holy Audacious Goal
10,000
BUSINESS OWNERS
$100B
ADDITIONAL ENTERPRISE VALUE
$10B
NEW CHARITABLE GIVING
Purpose
We want to reverse these trends by multiplying the value of the businesses we serve.
ENGAGING CULTURES
67% of employees are not enthusiastically and actively engaged at work.
Gallup Global Indicator
Engaged employees create value at work, at home, and in the community. Data shows that companies with high employee engagement outperform companies with low engagement. We believe that creating an entrepreneurial culture increases value.
SUCCESSFUL TRANSITIONS
83% of businesses that intend to sell are not able to complete the transaction.
Exit Planning Institute State of Owner Readiness Survey
Every business will change hands at some point. Whether it is in an generational transfer, private equity investment, or employee stock ownership plan, a business that has done the work to maximize value has a much higher chance of succeeding.
GENEROSITY
Small businesses donate 250% more than larger businesses to local nonprofits.
SCORE
There are serious issues in our communities and many are getting worse. We believe that helping a purpose-driven business owners multiply the value of their companies unleashes the resources these nonprofits need to fulfill their missions.
Core Values
These values guide our team as we serve business owners and their teams.
IMPACT
Business exists to create an impact in the lives of employees, their families, the community, and the world. As Buck Jacobs says, "No margin, no mission." We believe that the more we can help a company create value, the more impact will be created.
TEAMWORK
Maximizing business valuation takes a team of skilled advisors. This can feel challenging for an independent business owner. However, we have discovered that when the team works together, wealth can be protected and multiplied in ways that simply were not possible without the team.
ENGAGEMENT
The key to maximizing valuation is reducing owner dependence. This requires employee engagement where teams of employees invest some of their time working ON improving the business. We believe that engagement fosters an entrepreneurial culture while building future leaders, driving value to new levels.
Cause
Help small businesses in emerging markets thrive.
VALUE CREATION FUND
Our goal is to create a $1B fund aimed at providing resources to help businesses thrive in emerging markets.
Value Creation Centers
These centers serve as hubs of innovation and growth, offering resources and training for business leaders to enhance operations, drive value, and foster community development. By connecting entrepreneurs with mentors and industry experts, these centers are designed to spur sustainable growth and long-term success.
Value Creation Workshops
Workshops offer practical, hands-on training sessions tailored to the unique challenges faced by businesses in emerging markets. These workshops equip business owners with proven strategies to improve efficiency, scale operations, and maximize impact. Participants gain insights that empower them to strengthen their business foundations and drive value creation.
Microfinance
Microfinance initiatives within the Value Creation Fund provide crucial financial support for small businesses and startups that lack access to traditional funding. These microloans enable entrepreneurs to invest in their operations, foster innovation, and create job opportunities, contributing to the overall growth and resilience of their local economies.
GET STARTED
Schedule Your 30-minute Enterprise Value Briefing
Discover the four questions every business owner needs to ask to unleash value.
Find out how you can accurate estimation of the market value of your business.
Get answers to your questions.
