Clear judgment on succession, management buyouts, compensation, and corporate structure for established operating companies. Separate from our private credit solutions, and built to help owners decide well before capital is on the table.
Beltline Advisory works with owners and leadership teams when the next decision is about people, ownership, incentives, or corporate structure, not only about funding.
Many companies in the $10 million to $50 million revenue range have strong operations and a clear commercial story, yet face questions that do not fit a loan application: how to plan succession, whether a management buyout is viable, how to align compensation with performance and ownership, and how to organise the corporate structure for the next chapter.
We provide focused, owner-facing advisory on those decisions. High-stakes judgment stays with you. Our role is to bring structured analysis, practical options, and ongoing support so you can move with clarity.
This advisory engagement is distinct from Beltline Capital Partners' private credit and capital arranging work. When financing is appropriate, that conversation happens separately.
Four decision areas where ownership, incentives, and structure meet.
Plan leadership and ownership transitions with a clear view of timing, continuity, and what the business needs from the next generation of stewards. We help owners map realistic paths, pressure-test assumptions, and prepare the decisions that protect both the company and the people who built it.
Assess whether a management buyout is the right path, and what it would take to make it durable. We work through economics, structure, governance, and sequencing so management, owners, and the business are aligned before any transaction design hardens.
Design compensation and incentive approaches that fit the stage of the company and the outcomes you need from leadership. The goal is fairness, clarity, and alignment with long-term value, without unnecessary complexity.
Review how entities, ownership, and decision rights are organised, and whether that structure still serves the business. We help owners understand trade-offs and options so structure supports strategy, risk, and future flexibility.
Advisory is built for founder-led and management-owned operating companies, typically in the roughly $10 million to $50 million revenue range, that are profitable and facing a meaningful ownership, leadership, or structural decision.
You may be a fit if you are:
We work across industrial, manufacturing, energy services, agriculture, technology-enabled services, and other operating businesses. The common thread is ownership responsibility and a preference for decisions that preserve control and long-term optionality.
We do not start with a product. We start with the decision in front of you.
We take time to understand the business, ownership context, and the specific question you need answered. The output is a clear framing of options, constraints, and priorities.
We provide structured recommendations on succession, MBO readiness, compensation design, and/or corporate structure, depending on scope. You stay in control of every decision.
Complex ownership and structure work rarely ends in a single meeting. We remain engaged to refine the plan, support conversations with advisors and stakeholders, and adjust as facts change.
Advisory is offered as a monthly retainer engagement, typically for an initial six-month period. You may cancel at any time with 30 days' notice. Scope is agreed up front so the work stays focused on the decisions that matter.
If, during the engagement, non-dilutive capital or private credit becomes relevant, that is handled as a separate conversation under Beltline's capital solutions. Advisory fees are for advice and support. They are not a financing commitment.
Beltline's website and products centre on non-dilutive capital: fast working capital, special situations credit, and scalable facilities and term loans. That work is about structuring and arranging financing.
Advisory is different.
| Advisory | Capital solutions | |
|---|---|---|
| Purpose | Help owners decide and structure succession, MBO, compensation, and corporate organisation | Provide or arrange non-dilutive private credit |
| Primary question | What should we do, and how should we organise people, ownership, and entities? | What capital structure fits this need, and how do we execute it? |
| Engagement | Monthly retainer advisory | Credit assessment, structuring, and capital partners |
| Where to start | Contact us to start a conversation | Apply or explore capital options |
You can work with us on advisory alone. Capital is never assumed. When both are useful, we keep the lines clear so advice stays independent of any financing process.
If you are an owner facing succession, a potential management buyout, compensation design, or a corporate structure question, we would be glad to listen and outline whether advisory is the right fit.
No. Advisory is a separate engagement focused on ownership, people, incentives, and structure. Financing inquiries go through our capital process and Apply flow.
No. Advisory stands on its own. If capital becomes relevant later, that is a distinct discussion.
Operating companies roughly in the $10 million to $50 million revenue range, usually founder-led or management-owned.
We typically begin with a six-month engagement on a monthly retainer. You can cancel anytime with 30 days' notice.
You do. We provide analysis, options, and ongoing support. High-stakes owner judgment remains with the owner.
No. Advisory is commercial and structural guidance for owners. We expect you to work with your legal, tax, and accounting advisors on formal opinions and documentation. We can help you prepare for those conversations.