Advisory Services for Owners Navigating Change
At Peninsula Road, we help business owners navigate high-impact moments, such as raising capital, planning succession, selling a business, or preparing their family for long-term stewardship.
We blend financial insight with personal strategy to help you move forward with clarity, structure, and confidence.
Transaction & Capital Advisory Services
Sell Your Business
Plan and execute a full or partial sale with confidence. We help you understand your business's worth, prepare for the process, and negotiate from a position of strength, all while protecting what you’ve built.
Navigate Shareholder Changes
Ownership transitions don’t have to be messy. Whether it’s a buyout, reorganization, or equity restructuring, we help manage complex shareholder changes discreetly and strategically.
Raise Growth Capital
Need to fund growth without losing control? We structure and secure capital, equity or debt to fit your business goals and guide you through negotiations with investors, lenders, or strategic partners.
Get Targeted Support
Not every engagement is a full sale. We support one-time, high-impact decisions: M&A negotiations, due diligence, second opinions, investor meetings, or just someone to help you pressure test your thinking.
Ownership & Legacy Transitions
Plan Your Succession
Succession isn’t just a family issue; it’s a business one. We work with you to design a practical and personalized plan to pass the business on to family members, key employees, or outside leadership on your terms.
Legacy Planning
For select families preparing for wealth transitions, we offer legacy-focused advisory to support the next generation through structure, timing, and shared values.
Our Approach
We operate like a boutique investment bank. That means we provide both strategic advice and full-process execution.
We lead every stage of the journey. That includes planning, positioning, outreach, negotiation, and closing. Our role is to help you navigate complex transitions with clarity and care.
Most of our work involves business sales or acquisitions, capital raises, or succession events. In every case, we act as your lead advisor and partner from start to finish.
We take on a limited number of clients at a time. Every engagement is tailored to your goals and timeline.
Who We Work With
Founder-led and family-owned businesses.
Typically under $3MM EBITDA.
Owners preparing for a sale, transition, or generational shift within the next 1-3 years.
North American companies across industries.