Navigate from scalable to saleable

Braving a company sale or capital raise? Now or years in the future? We’ll guide you from business optimization and transaction preparation through the go-to-market process and beyond.

Check out the latest Success Story

FOR THE DEAL YOU DREAM OF
(NOT THE ONE YOU SETTLE FOR)

Every entrepreneur eventually transitions away from the business. The difference in securing a life-making exit comes down to two things: preparation and experience 

In over 100 transactions, Class VI has delivered more than $3 billion in value to entrepreneurs. We’ve mapped the treacherous rapids of M&A. The result is a proven, disciplined process to get you from advance planning and business optimization, all the way to the next adventure.  

Assess

Grow

Sell

Charting your journey

Thrive

Give

Assess

Grow

Map the way to market-ready

Evaluate your business from an investor's perspective. Find out the critical factors affecting what your company is worth today. Most importantly, identify the highest impact actions you can take to maximize your valuation, whenever you plan to go to market.

LEARN ABOUT OUR BUSINESS HEALTH ASSESSMENT

Give

Grow

Find the easiest path to your chosen destination

The journey is different for every entrepreneur. What do you really want to achieve, in business and in life? What obstacles stand between you and a rewarding exit? How can you navigate around the rocks to the future you envision? Let us be your guides.

LEARN ABOUT THE CLASS VI PATHFINDER PROGRAM

Assess

Sell

Sell

Go to market, confidently

Once your business is market-ready, it’s go time. An M&A transaction is the most treacherous stage of the business lifecycle—akin to shooting Class VI rapids only an Olympic paddler should attempt. Rely on our experienced investment banking team to get you through to the deal you desire.

MEET THE CLASS VI PARTNERS TEAM

Grow

Thrive

Thrive

Embrace your future, beyond the sale

You call it wealth management, we call it the good stuff! The Class VI Family Office has helped hundreds of business owners transition into their new life of financial freedom.

DEFINE WHAT FREEDOM MEANS FOR YOU

Give

Sell

Give

Seize your chance to improve the world

Your skill and success empower you to effect positive change. Helping entrepreneurs give back is our defining “why.”

LET’S PARTNER IN GIVING BACK

Thrive

Assess

ASSESS YOUR VALUE

View your business through investors’ eyes

- Patented Business Health Assessment
- Based on hundreds of mid-market transactions
- Compiled against thousands of data points
- Proprietary algorithm evaluates your market readiness and value

Receive a free business health assessment today.

Guiding entrepreneurs like you to a rewarding destination

62 %
Post-LOI close rate
1
Net Promotor Score
70 %
Client referral record

HEAR FROM OUR Investment banking CLIENTS

A lucrative exit and lasting legacy—that’s only part of it

Hear what our clients have to say about their Class VI Partners experience.

Like traversing Class VI rapids

Class VI rapids are the most dangerous category of whitewater on earth, safely traversable only by Olympic-level paddlers. Likewise, a company sale or capital raise transaction is the most treacherous stage of the business lifecycle. We specialize in helping entrepreneurs prepare for and achieve their personal best in this most challenging part of their journeys.

A MUST READ FOR EVERY ENTREPRENUER

The Definitive Guide to Selling Your Company

By Christopher J. Younger and David C. Tolson

The time you spend today thinking about the ultimate sale or transition of your business will yield some of the greatest rewards you will ever experience, both financially and personally.

Resources and guides

CLASS VI BLOG

Market Trends. Education. Expert Wisdom.

PLANNING GUIDES

Step-by-step guides for the successful entrepreneur

The WHY Project

The greatest reward lies in contributing to something larger than yourself 

It starts where you are right now.

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