Ownership is seeking a minority growth partner to support the next stage of expansion following a short-term earnings decline. The preferred structure involves raising up to $1.0M in growth capital while retaining majority control, with proceeds focused on accelerating commercial execution—specifically sales leadership, go-to-market refinement, and scaling new offerings. This is a growth partnership rather than a liquidity event.

The founder remains actively involved and views a partner as additive, ideally contributing sales infrastructure, market access, or operational leverage to complement a proven delivery platform. As growth initiatives mature and founder dependence decreases, the structure allows for defined pathways to increased ownership participation over time.

The $3.0M valuation reference reflects normalized earnings potential rather than recent transition-period results.

Business Overview

The company operates as an embedded consulting and professional staffing platform serving large enterprise clients. Roughly half of revenue is generated through embedded professionals supporting finance, marketing, and operational functions inside client organizations. The balance comes from advisory, planning, and execution-focused consulting that often expands into higher-margin follow-on work.

Client relationships are anchored by long-standing master service agreements and deep organizational integration. The largest client has renewed annually for nearly two decades and engaged the firm across multiple departments, underscoring the durability of the model.

Financial Context

Results in 2024–2025 fell below historical levels due to reduced utilization at the largest client during internal restructuring, combined with temporary revenue concentration while new offerings were introduced. Management views this period as transitional rather than indicative of steady-state performance.

Cost actions have been taken, client diversification is underway, and revenue momentum is rebuilding entering the next fiscal cycle.

The platform’s displayed multiple is based on transition-year cash flow of approximately $468K. Management believes normalized cash flow of roughly $846K—achieved prior to the downturn—is a more appropriate benchmark, implying a mid-3x multiple and allowing an incoming partner to invest ahead of the anticipated rebound.

Growth Drivers

Several catalysts are already in motion:

Client diversification: A new enterprise automotive client secured, with additional opportunities in telecom, energy, senior living, and adjacent sectors

Expansion at existing clients: Contractor utilization stabilized with identified upside beginning early 2026

New offerings include:

Return-to-office strategy and planning

Enterprise AI roadmap development addressing fragmented adoption

These services are being commercialized through relationship-driven channels such as executive speaking, podcasts, and leadership media—historically the firm’s strongest source of enterprise wins.

Team & Transition

The founder, formerly with a Big Four firm, leads a lean organization of 40+ employees and contractors, most of whom are revenue-producing. Leadership includes a billable EVP, senior recruiting leadership, and internal operators supporting both core delivery and emerging AI initiatives. Average team tenure exceeds five years.

A phased transition is underway to shift sales and delivery responsibility from the founder to the broader leadership team as growth accelerates.

Transaction Flexibility

Ownership is open to partnership structures that align capital with operating support and long-term value creation. Structures may include minority equity, growth funding, performance-based economics, governance participation, and defined mechanisms for increased ownership over time—allowing both parties to share in upside as earnings normalize and scale.