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  • Investment Approach
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  • Beacon Program
  • News
  • Contact

Beacon Program

We are your beacon to light a sage path to sustainable value creation

   Beacon is a program designed for business owners and CEOs that provides an insider’s perspective on investing in privately owned 

companies. This is an opportunity to learn about what investors look for when evaluating companies for investment as well as how to optimally position them when realizing value from business ownership. 


The first-of-its-kind Beacon program was created by and is led by the SagePath investment team. The program combines live, synchronous, cohort-based learning and individualized Board-level sessions. This is an opportunity to interact directly with private equity investors in a safe and confidential space to learn about how to maximize value in your company.

Could Beacon Be Right for You?

You want a safe, intimate, and confidential environment to learn about M&A and capital options for growth and successful exit planning

You want a safe, intimate, and confidential environment to learn about M&A and capital options for growth and successful exit planning

You want a safe, intimate, and confidential environment to learn about M&A and capital options for growth and successful exit planning

You want to understand what increases company value

You want a safe, intimate, and confidential environment to learn about M&A and capital options for growth and successful exit planning

You want a safe, intimate, and confidential environment to learn about M&A and capital options for growth and successful exit planning

You have succession planning sometime on the horizon

You want a confidential Board-level advisory hotline to evaluate important business decisions objectively

You want a confidential Board-level advisory hotline to evaluate important business decisions objectively

You want a confidential Board-level advisory hotline to evaluate important business decisions objectively

You want a confidential Board-level advisory hotline to evaluate important business decisions objectively

You want a confidential Board-level advisory hotline to evaluate important business decisions objectively

Contact Us to see if beacon is right for you
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