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Ask BOLD — The Business Owner's Longevity Dividend

BOLD — the Business Owner's Longevity Dividend — is a "first bite" of liquidity for owners who've already proven they can build and run a profitable company. It's built for founders who want options, not an exit.

  • Partial liquidity: Take some chips off the table without selling the whole business.
  • Lower concentration risk: Most of a founder's net worth sits in one asset — this diversifies it.
  • Keep control: No hand-off, no forced timeline — capital that respects what you built.

The BOLD framework: P.R.E.P.

P.R.E.P. is how BOLD sizes an opportunity — always Profits, Revenues, Exit Prices. Approach the capital markets at your pace, on your terms, and never alone.

BOLD vs. conventional private equity

  • Conventional PE: fixed exit window, hand over control, terms favor the fund.
  • BOLD: owner sets the pace, founder keeps control, terms respect what you built.

Learn more about BOLD

  • Founders Overview
  • How It Works
  • BOLD vs. Private Equity
  • Is My Business a Fit?
  • The P.R.E.P. Framework
  • Seven Outcome Scenarios

Ask BOLD a question

Ask BOLD for straight answers on structure, terms, and fit — before you talk to anyone with a financial interest in the answer. Try: "How does the Longevity Dividend work?", "Is my business a fit for BOLD?", or "How is BOLD different from private equity?"

Explore Birthing of Giants

  • Home
  • About
  • When & Where Is The Next Cohort?
  • Already a Giant?
  • Schedule a Call
  • One Year From Today — Letter from the Chairman
  • Swimming Lessons for Clayton — the book
  • The Hero's Journey
  • Contact Us
  • Request Second Brain Access
  • BOGi — Business Owners Generative Intelligence
  • BOLD — Business Owners Long-term Dividend Fund
  • PDTi — Private Deal Team intelligence

BOLD Fund Guides

  • Founders Overview
  • How It Works
  • BOLD vs. Private Equity
  • Is My Business a Fit?
  • The P.R.E.P. Framework
  • Seven Outcome Scenarios

Private Deal Points

  • Growth Assistance
  • No Retrade
  • Long-Term Capital
  • No Earn Out
  • Minority Investments
  • Preferred Debt
  • Buy Backs
  • No Board Seat
  • Bonus Negotiation