About us

We believe business owners should be just as deliberate in planning their transitions as they have been in building their companies.

Relay Strategy Partners is a specialized consulting firm, partnering with middle-market companies in the years before an ownership transition. We provide guidance, education, peer-mentorship, camaraderie, and a wide network of experts so an owner’s first transition can create maximum value for them and everyone involved.

For too many companies, decades of steady, compounding growth terminate abruptly in rushed and reactive transitions. These challenging transitions often destroy business value and harm families, employees, and the companies themselves.

Relay believes a better transition is possible. We work with owners to create an achievable plan, grounded in reality of the market while time is on our side. We rally a team of experienced advisors and other successful owners to educate, coach, and support owners as they progress.

Our firm is outcome-agnostic, which means we don’t earn an incentive by pushing you toward a particular decision. We’ve guided many companies through sales to private equity, ESOP conversions, sales to management, long-term holds, partnership class creation, minority recapitalizations, family buy-ins, family buyouts, and a wide range of strategic alternatives.

No pressure driven outcomes. No foregone conclusions. We sit elbow-to-elbow with owners to understand your definition of success and help you get there. You are free to grapple with questions of the future. We’ll provide guidance along the way until the plan works for everyone.