ADVISORY GROUP MEMBERS
Owners, CEOs and Presidents managing enterprises with gross annual revenue between $3M and $30M.
Decision Makers. USA & Canada
Considering a high-value exit within a five-year window. Value the experience and ideas of non-competing peers.
Advisory Group Offering
Why an Advisory Group Could Be A Fit For You
Take Time To Plan
Move from uncertainty to a practical exit roadmap. Understand valuation drivers; prioritize risk reduction; develop a stronger, less owner-dependent leadership team; improve business transferability; evaluate timing with greater confidence; and pressure-test decisions with trusted peers. Outcomes are objectives, not guarantees.
The Friction Points to a High-Value Exit
Valuation Uncertainty
Business owners often operate without a clinical understanding of their current market valuations, leading to unrealistic expectations and failed negotiations.
Dependencies
A business that relies heavily on the Owner/Seller's daily involvement is viewed as a high-risk asset by acquirers, significantly depressing potential exit value.
Exit Isolation
Navigating the complex five-year roadmap to a liquidity event alone often results in missed synergies and structural weaknesses in the final capital structure.
“ Preparation isn’t just about the exit—it’s about the legacy you leave behind and the value you secure for the future.”
Breakwater Advisory Groups
ABOUT BREAKWATER
Breakwater Advisory Groups is affiliated with Breakwater Ventures Group, a strategic advisory firm established in 2016. The company offers peer advisory groups and leverages the two decades of experience gained from leading, building and advising businesses. Peer groups are delivered with strict confidentiality.
Al's background includes business leadership, entrepreneurship, strategic planning, financial analysis, marketing, business development and corporate advisory. The group is founded on the belief that owners should prepare years before they sell—combining disciplined valuation thinking, practical execution and candid peer intelligence. Steele is a former President, CEO, and Managing Director with a track record of industry ‑leading net new sales, multi‑million‑dollar revenue expansion, and $100M+ M&A execution.