Work Smarter. Grow Faster. BUILD VALUE.

We team with entrepreneurs to maximize their business value

OUR clientS DRAMATICALLY OUT-PERFORM THEIR PEERs...

49.3

ROI on Boldmore fees

(increase in equity value divided by the total fees paid to Boldmore in the same time period over the life of the client relationship)

4.2

Higher annual earnings growth

(Boldmore clients grew their LTM EBITDA 34.9% vs the average small business earnings growth of 8.4%)

3.1

Higher annual revenue growth

(Boldmore clients grew their LTM revenue 22.9% vs the average small business revenue growth of 7.3%)

2.1

Average annual valuation growth

(Boldmore clients grew their Equity value an average of $2.9m each over the last twelve months (LTM))

What We Do

We help entrepreneurs understand where they are

  • Competitive benchmark analysis
  • Financial analysis
  • Operational analysis
  • Strategic analysis

We help entrepreneurs decide where they want to go

  • Determine exit timing and after-tax proceeds goals
  • Current valuation analysis
  • Deal structure analysis

We help entrepreneurs produce profitable and rapid growth

  • Growth strategy
  • Growth methodology
  • Growth enablers
  • Growth execution

We help entrepreneurs exit at the maximum value

  • Prepare to sell
  • Manage the sale process as M&A advisor
  • Exit at or above goal

WHO WE SERVE

Entrepreneurs

Our typical client is a Baby Boomer generation entrepreneur/business owner that is looking to dramatically grow their revenue, earnings, and equity value prior to an exit/transition within the next five years

Business Size

Our most common client businesses range from $5m to $100m+ in Revenue and $500k to $20m+ in Earnings

Business Model

We serve all business types across all industries

Role

We serve clients as thought partners, investors, and members of the management team (full or part-time, permanent or temporary) and rapidly improve and grow our clients with a combination of our advisory services and a proprietary toolkit that includes software applications, consulting frameworks, databases, benchmarking data, and valuation data

Location

We serve clients across the U.S.