Scenarios We Serve

Leadership teams come to Daybreak when the stakes are high and the path isn’t clear.

Below are common trigger points:

Leadership Transitions

  • New CEO or other executive stepping into expanded role

  • Founder stepping back while remaining involved

  • CEO → Chair transitions

  • Leadership team needing to define a coherent future direction

Ownership Transitions

  • Founder or shareholder buyout

  • Ownership realignment

  • Multi-owner dynamics or governance evolution

  • Preparing for buyout with outside capital

Sale Exploration

  • Board exploring a sale in the next 12–36 months

  • Founder or CEO planning for succession

  • Internal debate about timing

  • Need for clarity before engaging bankers

Responding to an Unsolicited Offer

  • Inbound strategic interest

  • Initial LOI discussion without internal alignment

  • Tension between “this is an opportunity” and “are we ready?”

  • Need for a neutral guide before responding

  • Leadership unsure whether to pursue, decline, or formalize a process

ESOP vs. Sale vs. Strategic Partner

  • Early-stage ESOP exploration

  • Comparing ESOP to sale or partner options

  • Leadership unsure which route fits their goals, culture, and economics

  • Prior stalled or failed ESOP attempts

Failed or Stalled Prior Attempts

  • A previous sale, recap, or ESOP process didn’t go forward

  • Leadership exhausted or misaligned

  • Need for a reset, recalibration, and structured clarity

  • Board needing a neutral perspective

Multiple Competing Paths

  • Full sale vs. recap vs. ESOP vs. hold & grow

  • Internal disagreement

  • Timing uncertainties

  • Board and management not aligned on the “why” or “when”

Why These Scenarios Fit Daybreak

The throughline is not company size, ownership structure, or industry.

The throughline is:

  • complex stakeholders

  • multiple viable paths

  • unclear timing

  • leadership bandwidth constraints

  • internal misalignment

  • no neutral integrator

And the need for:

Clarity. Structure. Alignment.

Before action.

Talk Through Your Scenario.

If you recognize your company in any of these scenarios, you don’t have to sort through it alone. A brief conversation can help you clarify the decision in front of you, what options are realistic, and whether it’s the right time to move.

Share a few details about your situation below, and we’ll to schedule a time to talk it through.