PE InsidersPrivate Equity. On Your Terms.
Every founder's path is different.

PE Insiders Services

Whether you're staying independent, scaling with PE, preparing for liquidity, or just seeking clarity, PE Insiders meets you where you are.

01 — Stay Independent

Chips ON the Table

For founders who want to grow faster, strengthen margins, and scale smarter — while staying fully independent.

What's included

  • Building a custom growth plan for the business
  • Designing KPI dashboards that make performance visible
  • Introducing PE-proven processes without giving up control
  • Ongoing advisory support as the plan plays out
Outcome: A high-performing, independent company that runs with PE-level discipline — but remains entirely founder-led.
02 — Experience PE-Level Growth

Private Equity Incubator (PEI)

For founders who want to experience PE-level growth and rigor without giving up control.

What's included

  • An 18-month engagement that establishes real operating rhythms
  • Assembling an advisor board around the business
  • Evaluating talent against where the business needs to go
  • Implementing strategic planning built to scale
Outcome: The discipline and growth trajectory of a PE-backed company, on the founder's own timeline and terms.
03 — Prepare To Transact

Chips OFF the Table

For founders who plan to sell or recapitalize, this engagement closes performance gaps, strengthens operations, and positions the company for a premium valuation.

What's included

  • Assessing readiness through an investor's perspective
  • Implementing the improvements that perspective surfaces
  • Conducting mock diligence ahead of a real process
  • Reverse diligence — evaluating potential PE partners, not just being evaluated
Outcome: A business, and a founder, ready for a premium valuation and a clear-eyed transaction.
Not Ready For a Full Engagement?

Explore Your Options

One-off consulting sessions for founders at any stage of the decision — from "should I even consider PE" to "I'm mid-process and need a second opinion."

Let's figure out what fits.

Tell me what you're working on — I'll tell you honestly which path makes sense.

Talk to an Insider