succession-planning
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The Fifteen-Year Handoff: How SUNNY505 Made Succession a Growth Strategy
An Albuquerque agency spent fifteen years transferring power to a former intern - while mergers, public-sector work and a stubbornly local identity made the business larger than either woman inherited.
Guelph’s small-business help desk has homework for you
Business Centre Guelph-Wellington pairs local entrepreneurs with advice, training and a chance at grant funding. The bargain is straightforward: bring a real problem, then do the work.
The HR Software Company That Won a Customer Back From Oracle
Pilat spent decades making HR software bend to the customer. One enterprise tried the opposite, saw the compromises coming, and brought Pilat back.
3xEquity Turned the Recruiter Cold-Call Into a Silent Auction for Advisors
The Kirkland firm gets financial advisors competing offers from 200-plus broker-dealers in a few days - anonymously, and without paying a dime. In May 2026, Elite Consulting Partners bought it.
The Water Roll-Up That Lets Local Names Stay Local
H2O Care Partners is buying the plumbing behind better tap water - then leaving the trusted name on the truck. Its wager is that national resources and local reputations can occupy the same house.
Ardoor’s Strange Bet: Buy the Business, Keep the Name
The Florida alliance is assembling a nine-brand association-management network while promising owners something buyers rarely do: the capital and back office can change, but the name on the door does not have to.
The Man Who Sold United Capital Is Back to Buy a Piece of Everybody Else's
Joe Duran built United Capital, sold it to Goldman Sachs, and could have retired. Instead he raised $250 million to bet on the advisors most consolidators overlook - the ones who want a partner, not a buyer.
The Anti-Private-Equity Home for Accounting Firms That Refuse to Lose Their Name
Backed by patient family-office money, this Utah firm partners with small CPA shops across the Intermountain West - and stakes its pitch on the one thing private equity usually takes away: the name on the door.
The Private-Equity Firm That Wants the Family Photo to Stay on the Wall
Brightstar Capital Partners sells control without the scorched-earth script. Its pitch to founders is patient capital, an operator’s toolkit and a place at the table after the papers are signed.
The Holding Company That Never Plans to Sell
OwnersEdge buys healthy companies, folds their employees into one diversified ownership plan, and keeps the exit door shut. Its wager is that patient capital, shared services and a stake for the people doing the work can turn succession planning into a durable growth model.
Nestor
Nestor is an AI-powered, skills-based talent management platform - a self-described People Intelligence Platform - that helps HR leaders, managers, and employees map, activate, and deploy the skills inside an organization. Built around a market library of 20,000+ skills and an AI companion, Nestor connects performance management, employee engagement, and career development so companies can spot skill gaps, run an internal talent marketplace, and make workforce decisions based on capability rather than job titles.