Your Equity. Your Vision. Protected.

Full-Cycle Equity Stewardship

Running a Company is Hard.
Protecting Your Equity Shouldn't Be.

Protequity Advisors guides founders and majority shareholders through every stage of equity protection — from capital raises to governance reviews — so you keep your seat at the table and your vision intact.

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Founder-Protective Structures Anti-Dilution Defense On-Call Strategic Counsel

Our Five-Step Process

A structured engagement that delivers a complete picture of your equity health — from financial foundation to a full report of findings.

1
Review Financials

Analyze your P&L and balance sheet, remove anomalies, import data into our proprietary metric calculator, and develop a five-year forecast grounded in your actual numbers.

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2
Ownership Review

Map your current cap table and ownership structure, surface hidden vulnerabilities, and assess whether equity distribution aligns with your long-term strategic intent and control goals.

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3
Quick Look Valuation

Conduct targeted industry research, apply recasting adjustments, select the most appropriate valuation model for your business, and discuss discount rate methodology with your advisory team.

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4
Risk Review

Conduct a thorough risk analysis, determine adequate insurance coverage, review buy-sell agreements, assess key man insurance needs, and evaluate individual estate plan alignment.

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5
Report of Findings

Receive a comprehensive written report covering financial metric trends, corporate governance risk assessment, quick look valuation, and a full insurance gap and equity protection analysis.

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Protequity Advisors — Built to Defend Founders
About Protequity Advisors

Built to Defend Founders at Every Stage

Protequity Advisors was founded on a simple premise: too many business owners lose meaningful equity — and meaningful control — not because their companies failed, but because they lacked the right advisory team at the right moment. We exist to change that. Our advisors combine deep financial, legal, and governance expertise to serve as your trusted equity stewards from early-stage growth through exit.

Equity-First Perspective

Every recommendation we make is filtered through a single question: does this protect and grow your ownership position?

Proven Framework

Our five-step engagement process — from financial review to risk reporting — delivers a complete picture of your equity health.

Relationship-Driven Advisory

We operate as an extension of your leadership team — present at the table for the decisions that shape your company's future.

Getting Started is Simple

Three steps to your first equity protection review.

1
Schedule a Consultation

Book a confidential introductory call. We'll learn about your business, ownership structure, and current concerns.

2
Receive Your Equity Assessment

We run our five-step process and deliver a written report covering financials, ownership, valuation, and risk exposure.

3
Implement & Stay Protected

Execute on the findings with ongoing advisory support — so your equity stays protected as your company grows.

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Confidential  •  No obligation  •  Senior advisors only