Operating team

Graham Ellis

Owner Transition Intelligence Lead

Identifies aging-owner, succession, sale-readiness, and buyer-confidence signals in founder-led businesses.

Portrait of Graham Ellis
Owns

The owner-transition intelligence lane.

  • Baby boomer owner-transition research
  • Succession and sale-readiness signal review
  • Industry fit scoring for owner-led firms
  • Comparable business and buyer-confidence notes
How this role works with the team

Built for sale, succession, and step-back questions.

Graham works with Elise on legacy and transferability, Celine on signal scoring, Julian on revenue and value logic, and Nadia on the right relationship path for each owner.

Client deliverables

What this role can produce for clients.

  • Owner-transition signal brief
  • Succession and sale-readiness fit score
  • Industry opportunity notes for specialty trades, manufacturing, distribution, and service firms
  • Buyer-confidence gap summary