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.
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.
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.
Give
Sell
Create a powerful legacy for you and your family through business and personal financial planning and wealth management.
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.
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
- DETERMINE IF YOU’RE MARKET-READY
- IDENTIFY AREAS OF RISK
- RECEIVE PERSONALIZED 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:
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
*As of date: 3/1/23.
Class VI Securities, LLC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA).
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.
