For Founders

    We help founder-led businesses professionalize operations, install accountability systems, and navigate growth or transition—without taking the wheel.

    How We Show Up

    The specifics of working with us — the cadence, the deliverables, and where we step in. This is what we actually do on live engagements, not generic advisory boilerplate.

    Weekly operating reviews for the first 90 days

    We install close discipline, KPI cadence, and a 13-week cash forecast — then move to a monthly rhythm once it sticks.

    Monthly financial package, delivered the week books close

    P&L, balance sheet, cash flow, and a KPI dashboard with QBO/ERP access — no more 30-day waits for numbers leadership can act on.

    We sit in the seat when needed

    Interim CFO, COO, or Head of Finance coverage during a transition, a stretch quarter, or a lender package — so you never have to choose between running the business and building the function.

    Direct intros from our operator + capital network

    Warm introductions to CFOs, CROs, fractional operators, lenders, family offices, and strategic acquirers from relationships built over 15+ years in the lower middle market.

    Board observer when capital is on the table

    Non-voting observer seat for financing, distribution scale-up, and major commercial decisions — in the room when it matters, out of it when it doesn't.

    Built alongside your team, not slide-decked at it

    Investor deck, 3-statement model, data room, channel/SKU margin bridge, diligence Q&A pack — we build them with you, then leave the templates behind.

    Two founder paths. One parent-level ownership model.

    In both paths, continuing ownership sits at 2-Squared Holdings, providing exposure to the broader platform rather than a retained minority interest in one operating company. Founders retain continuing ownership through rollover into 2-Squared Holdings, the parent platform.

    Platform Partner

    A founder receives meaningful liquidity, rolls a negotiated portion of proceeds into 2-Squared Holdings and continues leading as an anchor operator. The operating role and transition plan are defined for the transaction.

    Growth Partner

    A founder joins an existing operating platform, receives meaningful liquidity and rolls a negotiated portion of proceeds into the same parent-level ownership model. Role, brand treatment and transition timing are defined for the transaction.

    Start the Conversation

    Ready to explore a partnership? Submit your opportunity and we'll respond within 2 business days with honest feedback.

    Submit an Opportunity →

    What to Expect

    • Response within 48 hours
    • Initial conversations are exploratory—no prep required
    • All inquiries are confidential—NDA available upon request

    What to Include

    To help us understand your opportunity and provide meaningful feedback, please include the following:

    • Last 2 Years Monthly Financials

      Income statement and balance sheet

    • Executive Summary

      Brief overview of your business and what makes it unique

    • Website

      Link to your company website

    • Potential Challenge

      What problem or obstacle are you currently facing?

    • Market Opportunity

      What opportunity do you see in your market?

    • Your Bio & Contact Information

      Your background and best way to reach you

    All inquiries confidential

    NDA available upon request

    Response within 48 hours

    Honest feedback, fast

    No prep required

    Just a conversation