Peninsula Road
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Peninsula Road Advisory Services

We are Advisors to Owners

 

Sound Advice for Owners at a Crossroads

Peninsula Road is a boutique advisory firm focused on helping founders and family business owners make confident decisions about what comes next.

We advise on business sales, capital raises, succession planning, and shareholder transitions, always with an owner-first perspective. Whether planning a complete exit, raising growth capital, or navigating a generational handoff, we offer clear, independent advice tailored to your goals.

Our work is hands-on, strategic, and grounded in real-world experience. We help you think clearly and act decisively.

What Can We Do For You

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All Services

Explore our full scope — including business sales, capital strategy, shareholder transitions, and succession planning.

All Services
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Raise Growth Capital

Secure the capital you need to grow, without giving up control or flexibility.

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Sell your Business

Plan and execute a full or partial sale, with clarity on valuation, structure, and confident negotiation.

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Plan your Succession

Design a transition plan that protects your legacy and supports the next generation of leadership.

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Thinking Through the Big Stuff

We write about the decisions that shape what comes next: selling, succession, capital, and everything in between. It’s not theory. It’s what we talk about with business owners every day.
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5 Drivers of Business Value (That Owners Can Actually Influence)

What’s your business worth? More importantly, what can you do to make it worth more? This article breaks down five key drivers that influence how buyers view (and value) your company.

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What I Wish I Knew After Selling

Selling your business is a milestone, but leaving it can feel like losing a part of yourself. In this reflection, I share what surprised me most after our sale, what I wish I’d done differently, and why preparing for life after the deal is just as important as the deal itself.

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Preparing Your Children Isn’t the Problem. Avoiding It Is.

A deeply practical guide for business owners and family leaders navigating wealth transitions. Learn how to prepare your children, set expectations, and protect your legacy.

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What Is My Business Really Worth?

Valuation isn’t just about earnings, it’s about how a buyer sees the next five years. In this article, we break down what actually drives value and why comparing your business to someone else’s “multiple” can lead you astray.

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