From entrepreneurship to everything else in life

It’s a wild ride. Get ready.

Thrive

Give

Sell

Grow

Assess

Assess

5 Stages of Entrepreneurship

Grow

Understand where you stand today. Then chart a course toward the life, the legacy, and the impact you envision.

Learn More

Give

Grow

Assess

Sell

INCREASE YOUR COMPANY’S VALUE

Introducing Class VI Pathfinder™ Maximize your potential and increase your value at the time it matters most. Set yourself up to exit in a strong position, under your own terms.

Learn More

Sell

Grow

Thrive

GET NOTICED BY INVESTORS

Leverage your growth to get the attention your business deserves. Work with an experienced guide who will help you navigate the complex selling process and yield huge returns.

Learn More

Give

Sell

Create a powerful legacy for you and your family through business and personal financial planning and wealth management.

Learn More

GRAB HOLD OF YOUR FUTURE

Thrive

Thrive

MAKE A LASTING IMPACT

After you've achieved your goals, use your new financial freedom to make meaningful investments in causes that fuel your passion. Use your success as a catalyst for positive change in your community and around the globe.

Learn More

Assess

Give

Assess your progress along the entrepreneurial path

Is your company market-ready? What would it take to get there?
Understand seven core areas affecting your valuation.

Customers

Organization

Team

Strategy

Market

Growth

Finances

Identify strengths and weaknesses   |    Receive customized solutions

YOUR ASSESSMENT,
MADE EASY

More than a valuation tool, a patented assessment 

  • Based on thousands of data points from mid-market transactions 
  • Uses proprietary algorithm to drive actionable insights 
  • Delivers customized report highlighting key risks and opportunities 

Step 1: ANSWER A FEW QUESTIONS

Give us about 30 minutes, we’ll give you a comprehensive assessment of your company.

Step 2: SEE HOW YOU STACK UP

A patented algorithm calculates your relative value and market readiness.

Step 3: IDENTIFY YOUR PRIORITIZED LIST OF CRITICAL RISKS

Mitigate risks and improve your position before connecting with prospective investors or buyers.

Step 4: Create a plan and get to work

Receive customized business solutions to propel you along your journey.

Grow your company,
enhance your life

Growth takes both vision and strategy. You know the destination. We know the way.

Class VI Pathfinder™ offers strategic guidance for entrepreneurs with a sale or capital raise 6 months to 10+ years on the horizon. Improve market position and maximize value, while making your business more enjoyable to lead. 

Brave the Elements

Investors and buyers prioritize two key elements in any business:

A robust and credible growth plan—with a track record of execution

Company, industry, and market factors that could put projected growth at risk

Understand where you stand today. Then chart a course toward the life, the legacy, and the impact you envision.

Sell at peak value.

When it’s time to shoot the dangerous rapids of an M&A transaction, trust an experienced guide.
We’ve helped hundreds of entrepreneurs sell their companies and raise capital for growth.

We’ve successfully navigated thousands of mergers and acquisitions:

Post LOI Close
1 %
Net promotor score
15
Client referral record
70 %

A personalized path to market

Planning for Exit

Prepare for the challenges to avoid snags along the way to a transaction.

Crafting Your Story

Share with investors what makes your business uniquely successful—and uniquely valuable.

Sourcing Buyers

Reach beyond the usual suspects to find the perfect match.

Executing the Transaction

Navigate the obstacles to a deal with expert counsel and 24/7 support

Investment advisory services offered through Class VI Partners’ affiliate Class VI Family Office, LLC, a Registered Investment Adviser with the U.S Securities and Exchange Commission.
Class VI Partners offers investment banking and private securities transactions through its affiliate, Class VI Securities, LLC.

Thrive
like only you can

It’s time for the good stuff! Choose your own adventure.
We’ll collaborate with you to craft a wealth management strategy to make it happen.

Proactive Financial Planning

Work with the Class VI Family Office before, during, and after a transaction to manage tax liabilities and open investment options.

Coordinated
Management

Make sure all advisors—tax, estate, insurance, and others—are in the raft, paddling together toward the best strategies for you and your family.

Whole Family Advisory

Access financial education and wealth management counsel for dependents and adult children, as well as any other family members.

Future
Focus

Align charitable activity with your values and leave the legacy you envision.

We’re with you all the way

Client families
50
Assets under management
*$ 1 B
Client to advisor ratio
2 :1

*As of date: 3/1/23.
Class VI Family Office, LLC is a Registered Investment Adviser with the U.S. Securities and Exchange Commission

Give forward for lasting impact

Class VI helps entrepreneurs pursue their philanthropic passions.

We join in
by donating a percentage of our deal fees to worthy organizations our clients select. 
 

Get inspired by our client stories

ASSESS YOUR VALUE

See your business through investors’ eyes.

Receive a free business health assessment today.

MEET YOUR GUIDES

You’ve come this far. Now join forces with experts who know the M&A territory and can help you through the challenges to come.

Take our co-pilot market readiness assessment

Enter you information below, and a team member will be in touch.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

By entering this page, you are going to Class VI Family Office, LLC (Registered Investment Advisor). Wealth advisory services are provided by Class VI Family Office, LLC.

Take our copilet market readiness assessment

Enter you information below, and a team member will be in touch.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.