The modern Rolodex for owners figuring out what's next.

When you've spent 30 years building something real, you deserve straight answers and the right people. Not salespeople in suits.

8

Specialist categories

60

Free articles

No

Jargon or sales pitch

The place where owners like you find the right people.

The Owner's Shortlist is a hand-picked list of specialists who work with owners like you: people who've built real businesses over decades and are starting to think about what happens next.

Whether it's figuring out what the business is worth, keeping more of what you made when you sell, passing it to your kids without blowing up the family, or just getting the right legal structure in place. There are people who do this work well.

Finding them used to mean asking around, sitting through pitches, and hoping you picked the right one. That's what the Shortlist solves.

"You won't find a thousand names here. That's the point."

Built for owners, not investors.

No M&A jargon. No pitch decks. Plain talk about real decisions.

A short list you can actually use.

Not a thousand names to sort through. A focused list of specialists who know this work.

You reach out directly.

No forms. No middleman. No one selling your information.

Simple as it sounds

How it works

Pick what you need figured out

You know the question on your mind. Start there: what the business is worth, what the tax hit looks like, or what happens to your family.

Browse the short list

Each category has a small number of specialists who do this work day in, day out. Read what they do and who they work with.

Get matched and talk

Tell us your situation. We'll connect you with the right specialist. One conversation, no pressure.

What owners say

"I'd talked to three different advisors before finding someone on the Shortlist who actually understood what I'd built over 28 years. Took one conversation."
D

Dave R.

HVAC company owner, Florida. 28 years in business.

8 specialist categories

Every major thing an owner eventually needs to sort out.

A short list, not a long one

Curated, not crowdsourced. Quality over quantity.

Specialists, not salespeople

People who do this work every day, not generalists with a brochure.

You contact them directly

No forms to fill out. No one selling your information.