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VettedPath is an advisory firm that utilizes Private Equity operational playbooks to address foundational issues in companies, whether they aim to stabilize, streamline operations, achieve sustainable growth, or prepare for an exit.
Private Equity playbooks have a proven track record, a VETTED PATH of driving strong results, enabling companies to generate sustainable double-digit growth even under tight resale timelines. These methodologies are effective across all stages of a company’s life cycle and economic environments.
Our Process
VettedPath employs the Value-Growth Acceleration Methodology (VGAM™), a unique strategy designed to optimize growth and value in lower middle market businesses. This approach focuses on Value-Growth Acceleration, Strategic Growth Capacity, and Exit Value Optimization. Our methodology emphasizes a Strategic Framework that institutionalizes best practices across eight pivotal business areas, all centered around a clear vision, culture, and priorities.
The Growth Opportunity Profile™ sets the baseline on company valuation and strategic growth capacity by analyzing eight primary functional areas: Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal. Depending on the company's size and complexity, this assessment takes 1 to 4 hours. The output is a detailed report that compares each category to a best-in-class company, outlines specific tasks required for growth, and provides the ROI for each initiative. The valuation and output are endorsed by the National Association of Certified Valuators and Analysts (NACVA).
We draw up an ROI-based executable plan tailored to your needs, goals, and current situation. This plan includes:
Strategic Framework: Institutionalizing best practices across eight key business areas aligned around a clear vision, culture, and priorities.
EBITDA Growth: Developing the company’s cash flow levers and using a modified Nichols pricing pyramid to accelerate EBITDA and cash flow growth, thereby improving business quality and reducing costs.
Intangible Asset Development: Using technology to digitize, interface, automate, and democratize the company’s products and services, building a strong Intellectual Property portfolio.
VettedPath supports plan implementation by providing access to experienced industry-specific operating partners, networked fractional executives, and capital resources as needed.
VettedPath Guarantee
VettedPath is so confident in our process and your success, we offer a 100% guarantee with our compensation almost exclusively performance-based. In summary, VettedPath's Growth Opportunity Profile™ and Private Equity playbooks, combined with an ROI-based advisory service, empower business owners to become Visionary Leaders and achieve double-digit growth, all backed by our advisory performance guarantee.
Founder, Principal Advisor
Joseph is a serial entrepreneur with direct experience in multiple startups and exits. His passion is empowering business owners to unlock the inherent value in their business thereby giving them control of their company and life. Joseph's unique combination of personal experience, expertise in operational excellence, value building, and exit planning make him uniquely qualified in guiding business owners and helping them architect their ideal work-life balance, ultimately harvesting business value at a time of their choosing. Joseph is a graduate of the Wharton Private Equity program and currently holds multiple industry designations including the Certified Value Growth Advisor (CVGA), and Certified Exit Planning Advisor (CEPA). He lives in New York and enjoys spending time with his wife, children, and many grandchildren.
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