CHECK AVAILABILITY
IN WEALTH
CREATION
EXITS OF MID-
MARKET COMPANIES
YEARS IS THE
TYPICAL LENGTH
OF ENGAGEMENT
IN WEALTH
CREATION
EXITS OF MID-
MARKET COMPANIES
YEARS IS THE
TYPICAL LENGTH
OF ENGAGEMENT

OVER $1B OF FOUNDER WEALTH
CREATED IN THE LAST 8 YEARS
WITH 33 REFERENCEABLE FOUNDERS

As founders gear up for a merger, acquisition, or exit, the final ascent can feel more like a treacherous climb into uncharted territory. Steven Pivnik has trekked this path firsthand, securing a successful exit to a 4-billion-dollar competitor, Quest Software. As an advisor, Steven guides founders through their own wealth-generating exits, equipping them to bring their hard-earned creations to a thrilling, valuable finish.

WORK WITH STEVEN

ADVISORY SERVICES

TRAIN LIKE THE DEAL DEPENDS ON IT

Steven’s founder-to-founder advisory support is a multi-year engagement training leaders for market readiness, valuation, and successful transition. Much like the preparation needed for an expedition of serious proportion, Steven will ready you for the journey (and deal) ahead. You can expect comprehensive guidance on:

FOUNDER ADVISORY

  • Assessment & Business Modeling
  • Growth & Scale Initiatives
  • 3-Year Path to Value
  • Exit & Liquidity Options
  • Leadership Development &
  • Succession Planning
  • Wealth Creation Plans

INQUIRE

CAPITAL STRATEGIES

  • Funding Approach & Strategy
  • Investor & Lender Evaluation
  • Sourcing & Origination
  • Capital Planning: Debt vs. Equity
  • Investor Materials
  • Data Room & Materials

INQUIRE

M&A ADVISORY

  • Sell-Side: Trade, Strategic and Financials
  • Buy-Side: Acquisition Support
  • Valuation Assessment
  • Offer & Negotiation Management
  • Purchase Agreements & Terms
  • Equity & Proceeds

INQUIRE

CONSULTING

  • Sales Strategy & Execution
  • Channel & Partner Strategy
  • Integrated Operations Support
  • Systems & Process Evaluation
  • Fractionalized SMEs
  • International Expansion

INQUIRE

PRIVATE EQUITY

  • PE Investors: Minority and Majority
  • Size of Raise
  • Use of Proceeds
  • Due Diligence
  • Letter of Intent / MoU
  • Negotiate & Close

INQUIRE

WEALTH MANAGEMENT

  • High Net Worth Advisory
  • Legacy Planning
  • Asset Protection
  • Financial Planning
  • Investment Planning
  • Retirement Planning

INQUIRE

THE COURSE AHEAD

WORK WITH STEVEN

FOUNDER ADVISORY

We begin by clarifying your exit goals and growth priorities, ensuring that every ambition is matched with a strategic plan. No goal is too audacious. With the right strategy and execution, you’ll reach the summit.

ENDURANCE TRAINING
& VALUE BUILDING

The real work begins. Over a typical 3-year engagement, we focus on implementing key growth initiatives, strengthening corporate governance, enhancing organizational readiness, and driving profitability for maximum valuation.

THE ULTIMATE FINISH LINE

Primed for a seamless go-to-market transition, we equip you to execute the sale, M&A, or equity event for optimal wealth creation. With strategic guidance at every corner, you’ll confidently become the champion of your own epic finish.

TESTIMONIALS

THE VIEW FROM THE SUMMIT:

“Steven’s past experience and insights for formalizing our growth plans have proved invaluable as we scale our business.”

Tim Duggan
Co-Founder and CEO, ClipTraining

“We had plans of expanding internationally and Steven’s in-depth experience and vast network in Europe was extremely helpful to our leadership team.“

Michael Kriss
Co-Founder and COO, OYOBox

“Steven has been a great resource to me personally and certainly to Avenue7Media by bringing his SaaS and Tech-Enabled Services knowledge to us.”

Jason Boyce
Founder & CEO, Avenue7Media

“Steven’s connections helped get my company the necessary exposure it needed when we prepared for our capital raise.”

Vadim Kern
Co-Founder and CTO, Zingnage

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