Business Transition + Exit Advisory · Est. 2008

An exit advisor
for owners who deserve more than
a broker.

MBO Ventures is a business transition and exit advisory firm. We design and execute the structure that gets you the outcome you actually want — across ESOPs, independent buyouts, valuations, and succession planning. We completed the first cannabis ESOP in the country.

17y
Advising owner-led mid-market companies on ESOP strategy.
$1.2B+
In closed ESOP transaction value across the firm's lifetime.
1st
Fully ESOP-owned cannabis company architected by Managing Partner.
Featured in
CNN Forbes Benzinga Green Market Report The Dales Report
01 — What we are

What makes MBO
Ventures different.

MBO Ventures is not a traditional exit advisor.

We are a business transition and exit advisory firm built for today's ownership landscape. Our team brings together former CEOs, founders, deal professionals, and ESOP architects — we understand both the mechanics of every exit structure and the realities of building and selling a business.

We approach each engagement as part of a broader capital and exit strategy. That means thinking beyond compliance and into valuation, financing, timing, and optionality.

Services

What we advise on

  • 01Independent buyout design
  • 02ESOP structuring + valuation
  • 03Sell-side investment banking
  • 04Cannabis ESOP architecture (280E)
  • 05Family succession planning
  • 06Section 1042 capital gains deferral
02 — How we work

Modern exit
advisory, explained.

01 / Strategic Exit Design

Structures designed
around your exit.

ESOPs, independent buyouts, succession plans, and valuation work — flexible structures that can support partial liquidity, full exits, generational transfers, or long-term ownership transitions. Rather than forcing a single outcome, MBO Ventures helps owners design the right structure for their financial goals, control preferences, and long-term plans. We treat every transaction as part of a broader exit strategy — preserving optionality around timing, involvement, and legacy.

02 / Hybrid Approach

A hybrid advisory
and investment banking approach.

Our advisory approach combines deep ESOP expertise with an investment banking mindset. Valuation, financing structure, and deal dynamics are considered from the start, not bolted on later. By integrating these elements directly into ESOP planning, we help owners make informed decisions that reflect real-world economics, not just technical compliance.

03 / Operator-Led

An operator-led
perspective.

Our team brings firsthand experience as founders, executives, and operators who have built and scaled businesses. We understand the personal and operational weight behind ownership and exit decisions. That perspective allows us to advise with practicality and empathy, helping owners navigate complex transitions with clarity and confidence.

03 — The library

The ESOP playbook,
essay by essay.

New
04 — The Cannabis ESOP Architect

The first proven blueprint for selling a cannabis business tax-free.

In The Cannabis ESOP Architect, MBO Ventures Managing Partner Darren Gleeman breaks down the strategy behind every successful cannabis ESOP to date — including how to structure ownership, maximize valuation, and eliminate federal and state income taxes entirely.

Drawing on his experience leading the first fully ESOP-owned cannabis company, Darren explains exactly how this powerful structure works, why it's legal, and how operators can use it to make IRC 280E irrelevant.

Darren Gleeman
Managing Partner · MBO Ventures
Read the cannabis playbook →
05 — Where we work

Industries we
advise across.

01

Cannabis

First-of-kind ESOP structures that make IRC 280E irrelevant.

View →
02

Architecture & Engineering

Owner exits with retained governance and engineering culture.

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03

Construction

Succession structures for owner-led builders and trades.

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04

Government Contracts

Set-aside-aware ESOP design for federal contractors.

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05

Staffing & HR

Founder transition strategies for relationship-led firms.

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06

Trucking

Liquidity for asset-heavy operators preserving driver continuity.

View →
06 — What our clients say

Owners, in their
own words.

MBO understood we wanted a transition that didn't break the company we'd spent thirty years building. They architected the ESOP around that, not around the close date.

Owner Automotive Manufacturer

The 280E conversation was the one no one would have with us. Darren walked us through the structure in two meetings — and the math was actually defensible.

CEO Cannabis Dispensary

We talked to three banks and an ESOP advisor before MBO. They were the only ones who showed up with both halves of the deal — valuation and structure.

Founder Cannabis Cultivation & Manufacturing
Quote text illustrative · swap in real client testimonials at launch · industries are real MBO Ventures clients
07 — Get in touch

Let's design the
exit you actually want.

Most exit conversations start with a price and end with a regret. Ours start with what you want the next ten years to look like, and back into the structure from there — ESOP, independent buyout, generational transfer, or something built between them. A 30-minute call. No deck. No commitment.

Book a 30-minute call
Direct line
+1 (212) 555 — 0188
Email
info@mboventures.com
Office
New York · Florida