Business transition + exit advisory · Est. 2008

For owners imagining what's next.

A business transition and exit advisory firm. We design the structure that fits your next chapter — across ESOPs, independent buyouts, valuations, and succession planning.

MBO Ventures designs the right structure for your exit — whether that's an ESOP, an independent buyout, a generational transfer, or something built between them. We bring an investment banking mindset to every transaction, including the first cannabis ESOP in the country.

What makes MBO
Ventures different.

Not a traditional exit advisor. Half exit architect, half investment banker, all operator at heart.

MBO Ventures is not a traditional ESOP consultant.

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 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.

Capabilities

What we advise on.

  • ESOP design + valuation
  • Sell-side investment banking
  • Section 1042 capital gains deferral
  • Cannabis ESOP architecture (280E)
  • Succession + governance design
  • Post-transaction transition

Modern exit
advisory, explained.

Three pillars — design, dealmaking, and operator counsel — woven into every engagement.

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 designs the right structure for your financial goals, control preferences, and long-term plans — preserving optionality around timing, involvement, and legacy.

02 / Hybrid Approach

Advisory +
investment banking.

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.

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 structure works, why it's legal, and how operators can use it to make IRC 280E irrelevant.

DG
Darren Gleeman
Managing Partner · MBO Ventures
Read the cannabis playbook
New
Cannabis · Operator-led ESOP design
For the operator who is imagining what's next — and wants their advisor to feel like that, too.

Industries we
advise across.

Mid-market companies whose owners are thinking about liquidity, succession, and the people they leave behind.

Featured in
CNN Forbes Benzinga Green Market Report The Dales Report

Owners, in their
own words.

Things owners tell us, after — about the conversations we had at the start, the math we worked through, and the team they got to leave it with.

MBO understood we wanted a transition that didn't break the company we'd spent thirty years building.

Owner Automotive Manufacturer

The 280E conversation was the one no one would have with us. Darren walked us through it. The math was actually defensible.

CEO Cannabis Dispensary

We talked to three banks before MBO. They were the only ones who showed up with both halves of the deal.

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

Let's design what's next.

A 30-minute conversation about what you want the next ten years to look like — and the structure that gets you there. No deck. No commitment.

Begin a conversation
Direct line
+1 (212) 555 — 0188
Email
info@mboventures.com
Office
New York · Florida