Owner Resource Center

    Practical guides for founder-led companies navigating growth, debt, capital, operations, and exit — built for $3M–$15M businesses at an inflection point.

    Not every owner should sell now. Sometimes the right move is to professionalize first. These resources help you tell the difference.

    Browse by topic

    Five focused tracks for the questions $3M–$15M owners actually ask.

    Diagnostics, templates, and confidential reviews

    The same tools and conversations we use with portfolio companies and advisory clients. No newsletter — request what's actually useful.

    Recent articles

    New writing for owners weighing growth, capital, and exit.

    8 min read

    Route Density: Why Fire & Life Safety Roll-Ups Actually Compound

    Two fire & life safety operators with identical recurring revenue can trade at very different multiples. The variable that matters is route density — and it is buildable.

    7 min read

    Industrial Dry-Ice Cleaning: Our Acquisition Thesis

    Chemical-free, non-abrasive, and increasingly the specified method where sanitation and compliance both matter. Here's why dry-ice cleaning sits adjacent to our fire & life safety flagship.

    8 min read

    Interior & Exterior Finishes: Our Acquisition Thesis

    Interior and exterior finishes is a fragmented $350B market. Local GC and homebuilder relationships are the moat — a smart consolidator keeps them intact.

    8 min read

    Executive Risk & Protection: Our Acquisition Thesis

    Executive protection sounds glamorous. The real economics are much more industrial — recurring corporate contracts, professionalized procurement, and personnel retention as the moat.

    7 min read

    Surface Infrastructure: Our Acquisition Thesis

    Surface infrastructure — sealcoat, striping, crack repair, ADA — is one of the quietest good businesses in essential services. Here's why it's a core vertical for us.

    8 min read

    Fire & Life Safety: Our Acquisition Thesis

    Fire & life safety is our flagship vertical for a reason. Legally required service, recurring revenue, deeply fragmented ownership, and AI can't inspect a suppression panel.