Ephor Celebrates its 25th Year of Service to Founder/CEO Entrepreneurs
Ephor Newsletter Q3
September 2026
First, we hope each of you has prioritized taking some time away from the business to spend time with our families, this summer. Family and our Health should always take precedence over our business demands.
Next in this Summer 2026 Newsletter, we are going to take a break from our 8-month series and curriculum on what a Founder/CEO really needs to know to consider and know in preparation of the process of exiting your business through either wealth transfer initiatives or selling/exiting the business outright
As a refresher, the following links are available for you to review the Exit/Selling your business learning we have provided over the last nine months:
Newsletter Q2 2026 - CEO/Entrepreneur Exit & Liquidity Options Pt 1
Newsletter Q1 2026 - Exit Opportunities: Financial Buyer Types and Attributes
Newsletter Q4 2025 - Exit Planning & Wealth Transfer Fundamentals
As a point of reference, 181 of our peers have downloaded and/or viewed this “knowledge library”, to date, 12 of you have engaged in executing on at least 2 of these exiting links provided.
On September 7th 2026, we celebrate the end of our 25th year of service to you.
At Ephor, our Mission Statement for 25 years now has been and will always be:
"Making Your Vision A Reality"
We have fulfilled our mission by adhering to the daily practice of our stated value and principles:
Always Doing What is Best for the Company Above All Else
By Ensuring that the Company Has All the Resources Necessary to Succeed
Our Advice to the Founder/CEO is: What They Need to Hear, versus What They Want to Hear
Many of you over these 25 years have asked what does “Ephor Group” mean? Well, the name describes precisely our philosophy of who we are and what we do. The word “Ephor” is deeply rooted in ancient Sparta and Greek methodology.
This methodology of Ephor states: the kings should not always hold absolute power over "the state". A group called the Ephor's were missioned to oversee the overall good of the "state". The Ephor's job was/is to be the guiding principle of the King, check his decisions, and act in the best interest of the “State” at all times. Even when that meant standing against the throne. Ephor's loyalty was/is to the "state", not to the king.
Ephor Group took on that purpose because what we do is exactly what most Founder/CEO led businesses need, to create exponential wealth.
Most advisors work for the Founder/CEO. They protect their relationship and fee income, by keeping things comfortable. Studies have proven that when business have empowered outside influence more wealth is created.
As our principles state: at Ephor we work for the business. Sometimes that means telling a Founder/CEO for example, the pricing model is broken, or the organizational chart routes every decision back through them, or the thing they're proudest of is the exact thing capping their company valuation. It's rarely a comfortable conversation, however, at Ephor we are ordained to have those difficult conversations, for the overall good of the business, and all of its stakeholders.
A Founder/CEO who wants the business to be worth 3 to 5 times more in 2-3 years needs someone loyal to the business first. If you desire the “honest input” the Ephor Group is the best potential advisory and investment partner for the overall good you and your business.
Finally, we would be remiss if we did not provide an “executive summary” of what we have accomplished in our 25 years on behalf of you and your peers: Those accomplishments include:
18 of you and your peers have received institutional capital to grow, wealth transfer, or exit your business.
Resulting in the deployment of nearly $600M in debt or equity financing, generating returns of ~$1.9 Billion in shareholder wealth
21 of our clients or Investments have been recognized by either INC or Forbes Magazines as “Fast Growth Companies"
The Creation of ~8,000 jobs
We thank you for your patronage and the honor of serving you for 25 Years!
