What we do

70%
of founder-led businesses sell for less than they're worth — or don't sell at all.
80%
of second-generation heirs lose the wealth created by the first.
95%
of third-generation heirs lose it entirely.
Lighthouse Value Partners optimizes legacies for closely-held business owners, equipping them for the most important transition of their business journey – the exit.

Our proprietary Optimization Framework includes:

Leadership transition planning
Operational readiness assessments
Financial clarity & analysis
Scalable growth engine design
Governance through transition

Why Lighthouse?

A guiding presence in high-stakes moments.

We don’t replace your team. We amplify it. Our name reflects our role: a steady, values-driven guide who helps owners navigate complex waters without taking the wheel.

Your business is deeply personal, so is the plan to optimize it.

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Who we work with

If you’re ready to shift from hands-on to high-impact, we will get you there.
Family-owned businesses building generational wealth
Workers shaking hands
Workers pointing towards a module in a factory
Owner-operators seeking to step back without stepping away
Founders preparing for their next chapter
Workers pointing to a board
Workers in an office using a clear workboard
Strategic investors looking to optimize resource allocation

Our difference

Legacy-driven. Results-focused. Integrity-led.

Owners devote their life to building a successful company.
Eventually, a transition becomes inevitable. But it’s not an ending — it’s the beginning of your legacy. The decisions you make around a transaction shape what endures beyond you — your values, your business, and your wealth. At Lighthouse, we design a custom and thoughtful exit that preserves your life’s work and ensures that the value you’ve created endures for generations to come.

Start the conversation

Is your business
ready for what’s next?

Let's move forward without looking back.