You Built Something Worth Owning. We Built a Model Around That.
You sell a share. You gain a stake. Here’s what that looks like.
See If You're
a Fit
Not every firm is the right match for the Meraki model. We start with a conversation to understand where your business is today, where you want it to go, and whether this structure makes sense for both sides.
Sell a Share,
Keep the Keys
You sell a minority stake in your firm to Meraki and receive cash at close, liquidity you can use however you choose. But you’re not stepping back. You’re still running your business.
You Get a
Piece of Meraki
In exchange, you receive an ownership stake in Meraki itself. That means you’re not just a client or a seller. You’re a partner. When Meraki grows, so does your stake.
The Partnership
Begins
As a Meraki partner, you gain access to infrastructure, resources, and support across marketing, technology, compliance, finance, and operations without giving up the autonomy you’ve built. We’re not here to run your business. We’re here to build something bigger together.
The question is no longer:
"What is my business worth?"
It’s: "What is the right path forward?"
Revenue
Value
Short-Term
Long-Term
Dependency
Scalability
Frequently Asked Questions
Do I have to give up control of my business?
No. The Meraki model is built around a minority stake, which means you stay in the driver’s seat. You’re still running your business, making day-to-day decisions, and leading your team.
What changes is that you have a partner with real skin in the game behind you, not a board telling you what to do.
Is there a timeline or exit requirement?
No defined exit timeline is part of the Meraki structure. Traditional private equity is often built around a five to seven year exit window. Meraki is built around long-term value creation.
The goal is to build a stronger business over time, not to position it for a quick sale.
What does Meraki own?
Meraki takes a minority ownership stake in your firm. In return, you receive equity in Meraki.
It’s a mutual structure: both sides own a piece of each other, which is what keeps incentives aligned over the long term.
What happens to my team and culture?
They stay. That’s the point. Meraki partners with firms because of what they’ve built: the people, the relationships, the way they operate.
Imposing a new culture or replacing leadership is the opposite of what this model is designed to do. The infrastructure we provide supports your team. It doesn’t replace them.
Does my firm have to be a certain size to qualify?
There’s no hard revenue threshold, but Meraki partners with firms that have moved beyond individual production: meaning more than one revenue-producing advisor and a business that generates value independent of a single person.
If you’re not sure where your firm stands, that’s exactly the kind of conversation Tactical Coaching is built for.
What if I'm not ready to sell or partner right now?
You don’t have to be. Most of the firm owners we work with aren’t ready when they first reach out. That’s usually the best time to have this conversation: when you still have options and time to build toward the right outcome.
Whether that’s Tactical Coaching, the Meraki Member track, or just a conversation to understand what your firm is worth today, there’s no pressure and no commitment required to start.
