NaviTrust is an executive recruiting and HR support firm that helps exit planning advisors and their clients reduce owner dependency by recruiting the leaders a business needs before a sale.
We partner with exit planning advisors, consultants and their business owner clients to build the leadership teams required to maximize enterprise value and ensure successful transitions.
We focus on businesses with $500K+ in EBITDA in manufacturing, distribution, industrial and blue-collar services, professional services, and healthcare. Executive recruiting since 1991, powered by identifyd's AI recruiting platform.
| The risk | What we do | The outcome |
|---|---|---|
| The owner is still the primary operator | Recruit general managers, integrators and COOs | Reduced owner dependency and key-person risk |
| Leadership gaps buyers expect to see filled | Identify critical gaps early and assess hiring feasibility | Management gaps closed before going to market |
| No formal HR: policies and processes live in the owner's head | Our HR team builds handbooks, HR policies and progression frameworks | Documented operations buyers can verify |
| Missing leaders push back the exit timeline | Align talent strategy with valuation and exit timeline | Faster deal timelines and smoother transitions |
Leadership and operational structures that align with target valuation.
Address buyer concerns around management gaps before going to market.
Teams that demonstrate scalability and reduce key-person risk.
Eliminate delays caused by missing or underdeveloped leadership.
It assesses talent gaps, hiring difficulty, market availability, pay benchmarks and scalability early enough to shape the exit plan. The structured evaluation shows which leadership gaps buyers will expect filled and how feasible each hire is. There is no obligation to engage NaviTrust afterward.
Early in the exit plan, well before the business goes to market. That gives new leaders time to show they can run the business and gives buyers a team they can verify. Missing leaders found late can push back the exit timeline.
A general manager, integrator or COO takes over the day-to-day operating role the owner has been filling. When the owner is no longer the primary operator, key-person risk falls, buyers see a business that can run after the sale, and the team demonstrates the scalability that supports valuation.
Our HR team documents the policies, handbooks and progression frameworks buyers look for in diligence. In many owner-run businesses, policies and processes live in the owner's head; writing them down gives buyers documented operations they can verify. After a sale, recapitalization or succession, our HR team also supports integration.
Both. We partner with exit planning advisors, consultants and their business owner clients. We align the talent strategy with the advisor's exit plan, valuation goals and timeline, and work with the owner to recruit the leaders and build the HR foundation the business needs.
Since 1991, NaviTrust has recruited executive talent for investors, M&A advisors, exit planning professionals, SBA lenders, and regional and community banks. Powered by identifyd's AI recruiting platform, we find the leaders who carry businesses through acquisitions, ownership transitions, and long-term growth.
