Videos & publications

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GroundSwellSM Overview

Who we are, what we do and why we’re different.

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Business Ownership SchoolSM Overview

An introduction and how it works.

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Inner OptimizationSM Overview

The why and how behind our Inner OptimizationSM interoception offerings.


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Survey options & research

Details on our different surveys and the research behind them.

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Business ownership skills

The integrated skills and content areas of ownership skills.

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Partnership options

Our planning process deliverables and long-term partnership options.

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Valuation Bridge PlanSM

Details behind our Valuation Bridge PlanSM.

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The one question

Looking to transition out of the day to day of your business or sell? Ask yourself this question first.

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Key dimensions of Inner OptimizationSM

Details on our proprietary interoception training and why owner-mangers need these skills.

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Direct ownership partnerships

Looking to lower GP fees and carry? Download our guide.

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Estate legacy planning & heir training

An overview of our legacy planning & heir training.


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The What & Why of GroundSwell ONE℠ Enterprise Project Management Software

GroundSwell's enterprise project management ("EPM") software simultaneously improves both the strategic and tactical (day-to-day) project and task management of your organization. An integrated set of modules, workflows,...
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Thinking, Feeling & Doing, Fast & Slow

We've seen most if not all business owners, ourselves included, struggle with the following: Being fully objective in their short and long-term thinking, Being fully present...
illustration of five business ownership concepts and how they are connected via a web of knowledge

How To Develop Ownership Wisdom

People generally know what wisdom means, but few can clearly define it. They certainly can't teach or measure it. If you're curious what wisdom is and...
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Why You Need to Make Yourself Irrelevant

You've put your life into your business. Business ownership comes with challenges, but you're proud of what you have built and wouldn't change a thing. You...
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A Differentiated Direct Investment Process

Most general partners spend their time responding to investment bank pitch books. Some develop deep industry knowledge and source proprietary deals through personal relationships. But few...
family Legacy Development

Family Legacy Development

We know what it's like to feel like our kids might end up suffering from affluenza. According to Webster's Dictionary, affluenza is the feelings of guilt,...
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A Better Option

Investing in private equity funds is expensive. If you add up the management fees and carry the typical limited partner pays, about 40% of their total...
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The Business Valuation You Deserve

You decided to sell your business or raise some much-needed growth capital. What happened next seems unfair. When you visited your bank to start the process,...
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Do You Respond Or Do You React?

There's lot coming at you when you're running a business. It's impossible to plan for everything, and it's easy to overreact to the crisis of the...
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Do You Have an Exit Plan?

Are you looking to sell your business or transition it to a family member and retire? And are you counting on that asset to fund your...
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How to Quantify Your Brand

You can beat out your competition with a differentiation advantage, a fancy way of saying having a strong brand. To quantify your differentiation or brand, ask...
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Do You Have a Family Foundation℠?

Does your family collectively know who you are, what you stand for, where you're going and how you're different? In other words, have you discussed, documented...

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Want more detail behind what we do? We have a lot more to share if you’re interested.