Ever wondered how private equity investors grow their portfolio companies? Their goal is simple yet ambitious: triple the value of a small business in 3–5 years before selling it to a strategic buyer or another private equity fund.

Why the rush? Their investors expect a hefty 15–20% annual return on their money.

So, what do these suits with MBAs do to make it happen? Here’s the playbook:

• Engage in strategic planning
• Crystallize the business vision
• Make the business self-managing
• Document and streamline processes
• Pursue product and/or geographic expansion
• Create and track a dashboard
• Build and scale recurring revenue

Surprised? Probably not. You already know these are steps you should take to grow your company’s value, profit, and marketability.

But here’s the kicker: why give up 25–75% equity to do the things you already know need to be done? And why hire a boss to tell you what you clearly understand?

Enter Summit OS^®: Private Equity Without the Private Equity

Summit OS Architects™ are your answer to growing your business without sacrificing ownership. Our goal? Triple your business value in just three years.

Here’s how we do it:

1. Execution Momentum™ in 45 Days
   • We create unstoppable momentum that kickstarts the change your business needs. The Vision & Strategy Map™ helps business owners crystallize their long-term vision and align their execution plan with growth priorities.
2. 50% Growth in 12 Months
   • This momentum drives measurable growth, improving your top line and profit margins through team empowerment, differentiation, and operational improvements. But growth without structure can backfire—the Function Ownership Chart™ ensures every critical role has a clear owner, creating accountability across the organization.
3. Sustainable Business Growth
   • We implement Summit OS, a cutting-edge business operating system that empowers your team, executes like hell, and digs a moat around your business. Tracking progress is key—the Scoreboard Sketcher™ helps measure success weekly, keeping teams focused and ensuring execution stays on track.

Summit OS distills the best business growth strategies from 40 of the most impactful business books of the last 50 years. We’ve removed overlaps, streamlined the elements, and created a common language—because simplicity and the 80/20 rule always win.

Why settle for losing equity when you can grow your business your way?

P.S. Want to help small businesses grow as a Summit OS Architect? Join our upcoming webinar to learn more!