About
Built for the Businesses That Build Everything Else.
Privia & Co. was founded on a simple observation: the businesses that form the backbone of the American economy — those generating $5M to $100M annually — are systematically underserved by the advisory industry.
Large firms ignore them. Small firms lack the sophistication to help them. Everyone charges for advice nobody actually implements.
We built Privia & Co. to change that.
We live in an age where systems move faster than our ability to understand them. Technology is rewriting economies. Policy lags behind innovation. The pace of change outstrips the frameworks meant to guide it.
Privia & Co. was created for this moment—a time when intelligence must evolve as quickly as the world it seeks to interpret.
Our mission is simple, yet urgent:
to ensure that progress remains guided by values as much as by AI and algorithms.
Our Philosophy & Our Approach
Connective Tissue, Not a Vendor.
We don’t parachute in with a framework and leave you to figure out the execution. We become embedded in your leadership team — the strategic partner who knows your financials, your team dynamics, your market position, and your personal goals as a founder.
We connect you to the capital markets, operational talent, and eventual buyers that are out of reach for most businesses at your stage. We lower the information asymmetry that has always favored institutions over independent business owners.
And we stay with you through the entire journey — from growth strategy to capital raise to exit — because that continuity of context is where the real value lives.
Data-Driven. Relationship-Powered.
Every Privia & Co. engagement begins with a rigorous diagnostic assessment of your business across four dimensions: growth readiness, capital readiness, operational resilience, and exit positioning.
We’ve built proprietary scoring frameworks — the Growth Readiness Index, Capital Readiness Index, Operational Fragility Score, and Exit Readiness Index — that give you an institutional-grade view of your business that most owners have never had access to.
The score is a starting point. What follows is a specific, actionable roadmap to improve it — executed together, not delegated to you.
Our Beliefs
1: Preparation is a Key Priority
The best outcomes go to the founders who prepared. Not the ones with the best businesses. The ones who understood what the next stage actually required — and got ready before they needed to be.
2: Relationships Matter
Access matters as much as advice. Knowing what to do is rarely the problem. Having the relationships to execute it — the right lender, the right buyer, the right specialist at the right moment — is where most founders fall short.
3: Accountability is Not Optional
Accountability changes everything. An advisor who hands over a strategy and disappears has not helped you. The work that matters happens in the implementation. Someone has to stay in the room.
4: Decisions Demand Discernment
This stage deserves better. The $5M+ founder has built something that matters. The decisions ahead — on growth, capital, and exit — will define what it was all worth. Those decisions deserve serious, sustained support.
Privia Advisor Network™
Every engagement begins with a simple question: Who Needs to Be at the Table?
The answer depends entirely on your situation. A business preparing for a debt raise needs different expertise than one navigating an operational challenge or approaching a first exit. A founder in a niche vertical needs someone who has spent twenty years in that market — not a generalist with a borrowed framework.
Great advisory isn’t about having all the answers yourself. It’s about knowing which questions to ask, which experts to deploy, and how to orchestrate the right team around a client’s specific situation. That’s what the Privia Advisor Network™ was built to make possible.
The Network is a carefully selected bench of specialists across eight domains: growth strategy, capital markets, M&A, operations, legal, tax, technology, and industry-specific expertise. Some members were personally invited based on demonstrated track record. Others joined through a structured vetting process. All of them share a commitment to the businesses that build everything else.
We don’t hand you a list. We make the call — deploying the right specialists for your situation and integrating them fully into your advisory strategy. If you’re already working with trusted professionals, we work alongside them and fill the gaps where needed.
One relationship. The right team. Every time.
The Right Expertise. At Every Table.
The Privia Advisor Network™ is a curated bench of specialists across multiple domains — each bringing the depth, perspective, and real-world experience that complex business decisions demand. Membership is selective, purposeful, and open to those who meet our shared standard of excellence.
01 — Specialization
The Network is home to practitioners who are recognized as leaders in their domain — professionals with proven track records, deep specialization, and the kind of perspective that only comes from decades of consequential work. Their presence ensures clients have access to expertise that is not broadly available in the market.
Specialized Skills
Dynamic Perspectives
Depth of Worth
02 — Vetting
Many members join through the endorsement of peers, partners, and professionals who share our commitment to serving clients with excellence. This referral pathway reflects the culture of the Network itself — one where accountability, discretion, and collaborative practice are not aspirational values, but operating standards.
Personal Inviation
Network Referral
Application
03 — Membership
The Network is open to specialists who believe their expertise belongs here. The application process is rigorous and merit-based — evaluating domain knowledge, demonstrated results, and professional character. For those whose work meets the standard, membership is an opportunity to contribute to something larger than any single engagement.
Standards of Excellence
Shared Commitment
Collaborative