Don't Settle For a Typical Exit—Maximize Your Wealth With Formula

Formula partners with you to optimize financial outcomes by leveraging strategies deployed by the wealthiest investors and private equity fund managers in the world.

The Holy Grail of Private Equity

Here’s the “Secret” that all private equity knows yet few entrepreneurs leverage. It’s called Multiple Arbitrage:

To illustrate how this works, lets pretend your company makes $2 million EBITDA (~profit) per year. The going rate for a buyout at that level of business is a 4x multiple. You’d get $8 million for your company. Pretty sweet, yes? Kind of… but there’s more to this story.

Here’s how Private Equity Does it:

Traditional Private Equity Approach

Seem fair? Not to us. We believe entrepreneurs deserve more.

The Formula Way

Here’s how we partner with you so you can take advantage of this Multiple Arbitrage.

The Formula Way Private Equity Approach

We believe the value of a leader is that everyone in their circle succeeds. Our mission is to connect opportunities to those who deserve it. There are no more deserving people than the hard-working, dependable, entrepreneurs who are fighting for others everyday.

The Formula Offices Photo

The Formula Playbook

Here’s our simple solution: Operate your business TODAY with the same financial, operational, and strategic lens that the market will use to evaluate your business TOMORROW. Know how to increase performance and value through the eyes of your future acquirer NOW!

  1. The Playbook

    We share our playbook (3 statement forecast model, 6pt Operational Scorecard, and our GTM Framework) that we’ve developed going from $0-$5m, $5m-$20m, $20m-$135m in enterprise value. You’re driving your business 180mph, let’s get you looking through the windshield, not your rearview. We’ve been in your shoes and want to share our experience.
  2. Reverse Private Equity Model (Multiple Arbitrage)
    We leverage the same model that the biggest Private Equity firms use, except we share growth with entrepreneurs, not investors. We believe that the arbitrage of money should go back to you and your leaders.
  3. Ecosystem vs Garden
    Traditional top-down approaches stifle your business. At Formula, we leverage the power of the PE model, but with a crucial difference: choice. We believe businesses thrive in a supportive ecosystem, not a controlling hierarchy. That’s why we connect you with like-minded entrepreneurs, fostering growth and scale on your terms.
The Formula Offices Photo
Photo of Paul Kim

Ready to Maximize Your Wealth Creation?

Please enable JavaScript in your browser to complete this form.
Company Size

Don’t like web forms? Reach out via: