Clarity before action.

Senior advisory for leadership teams navigating high-stakes ownership and strategic transitions.

Sale. Recapitalization. Leadership succession. Strategic partner. ESOP. Unsolicited offer.

When the future of the company is on the table, leaders need clarity — not pressure, guesswork, or fragmented advice.

Daybreak helps leadership teams choose the right path and move through it with structure, confidence, and alignment.

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Most transitions stall or lose traction before they even begin — not because the path is necessarily wrong, but because leadership teams are making decisions without alignment, readiness, or the full picture.

Daybreak Advisory helps founders, CEOs, CFOs, and boards make clear, grounded decisions about major strategic and ownership transitions: whether to sell, recapitalize, pursue an ESOP, evaluate an unsolicited offer, buy out a shareholder, or chart a longer-term path.

We specialize in helping leadership teams in scenarios where the dynamics are complex, the stakes are high, and the organization needs a clear plan and structure before taking action.

How We Work

A straightforward structure for moments that feel anything but.

  • 1. Assess

    Feasibility & Readiness Assessment (3–5 weeks)

    Clarity on viable paths, timing, readiness, and alignment.

    Every engagement begins here.

  • 2. Architect

    Pre-Transition Architecture & Internal Readiness

    Once the team chooses a direction, Daybreak helps close readiness gaps, select external advisors, and build the sequencing plan.

  • 3. Advise

    External Process Execution Support & Ongoing Advisory

    Daybreak serves as a neutral guide through the processes — maintaining clarity, reducing drift, and supporting leadership through complex decisions.

Who We Serve

Daybreak works with leadership teams facing high-stakes strategic or ownership questions, including:

  • Businesses from ~$30 - $500+ MM revenue

  • Founder-led companies

  • Post-founder or newly elevated leadership teams (CEO transitions, CFO/COO → CEO, etc.)

  • Organizations preparing for a future sale or recap

  • Companies responding to an unsolicited offer

  • Teams planning a founder or shareholder buyout

  • Boards evaluating strategic direction

  • Companies weighing multiple possible paths (sale, ESOP, partner, hold)

  • Organizations that experienced a failed or stalled prior attempt

Whether the company is privately-held, family-owned, founder-built, or scaling under new executive leadership — the common denominator is complexity, not company type.

Why Daybreak

  • Neutrality. We bring structure without pushing a deal or agenda.

    Strategic clarity. Full-picture analysis across timing, readiness, and stakeholder perspectives.

    Alignment. We help founders, CEOs, CFOs, and boards move together.

    Human intelligence. We navigate the emotional, relational, and governance realities others overlook.

    Experience. Decades advising organizations through growth, transitions, and transactions.

    Calm direction. A grounded guide when decisions are weighty and moments matter.

  • I have high standards for consultants and collaborators, and can recommend Daybreak without reservation.

    Daybreak was invaluable in helping me see the bigger picture of my business. Natalie helped me chart clear action steps that were aligned with my goals and values, not just growth for the sake of growth.

    Natalie was highly organized, easy to work with, and timely with deliverables.

    Nancy, Daybreak Client

  • Working with Natalie at Daybreak has been a game changer for me.

    As a psychotherapist and practice owner, I had been so focused on the therapy side that I didn’t realize how much I didn’t know about building a business that could truly grow and be profitable — all while staying aligned with the warmth and values that matter most to me.

    From the start, Natalie stood out. I’d met with other business coaches, but most focused on soft skills — and I was looking for something more grounded and strategic. She helped me see my business with fresh eyes and made the confusing parts feel clear and doable.

    I’m so proud of what we’ve built together, and I’m genuinely excited for what’s ahead.

    Stephanie, Daybreak Client

  • Natalie was instrumental in helping me create my business.

    She listened intently to understand my vision and then helped me to transform abstract ideas into concrete business plans. She helped me create a logical path at each stage of business development so that I was ready to hit the ground running.

    Valana, Daybreak Client

If you’re at a strategic inflection point, we should talk.

Request an Intro Conversation