VOLOPARTNERS
OPERATING PARTNERS FOR CLOSELY HELD BUSINESSES

We make your operations as strong as your reputation.

When decisions, key customer relationships, and know-how sit with the owner and a few key people, the business is harder to manage, harder to grow, and harder to pass on. We help your people turn what they know into documented processes and modern systems, and grow into the roles the business needs next. The business is easier to run today and more valuable to those you choose to carry it forward.

Schedule a conversation

30 minutes. No cost. No pitch.

Take the 10-minute assessment

See what buyers and lenders see.

01 – WHO WE WORK WITH

When owners call us

Most of our conversations start at one of three moments. The business has grown past what the owner and a few key people can manage. A transition is on the way: a sale, a family succession, or a move to employee ownership. A transition has just happened, and the operation needs to catch up with the new owners.

Employee ownership is an area we know well, from getting ready for the move to making it work afterward.

02 – The Problem

The Hidden Ceiling

What holds a business back rarely shows up on a financial statement. That’s what makes the ceiling hard to see, and it usually sits in three places.

01

It’s in their heads.

Key processes are manual and only partly written down. A few people know how they really work, and the business depends on them being there.

02

It’s in a spreadsheet.

Core systems have aged past their usefulness, and the gaps are filled by spreadsheets and workarounds that only their creators understand.

03

It’s in the blind spots.

The measures that drive success or failure, and warn of trouble early, go untracked. By the time a problem shows up in the numbers, it has been growing for months.

The cost is margins below what the business should earn, your team spending their days on workarounds instead of growth, and a valuation that undersells what’s been built. Buyers, lenders, and trustees all look at how a business runs, and well-run businesses get better terms.

Each of these gaps is fixable, and the business that comes out the other side is worth more than the one that went in.

03 – WHAT WE DO

How we raise the ceiling

01

Out of their heads.

We work alongside your people to turn what they know into documented, trainable processes. The business stops depending on any one person being there, and your team grows into larger roles.

02

Out of the spreadsheet.

We replace workarounds with systems that fit the business, and put automation and AI-enabled tools to work on approvals, reporting, and data entry. Your team gets its time back for work that needs judgment.

03

Into view.

We identify the measures that drive your results and build reporting around them, so leadership sees trouble, and opportunity, while there’s still time to act.

04

Through the ceiling.

With the operation running well, we turn to growth. We look for margin in the customers you already have, for new ways to serve them, and for adjacent markets and partnerships that extend your reach without building everything from scratch.

And when a transition is underway, including a move to employee ownership, we help coordinate the advisors, lenders, and trustee involved, so you can stay focused on the business.

04 – ABOUT US

Why we built Volo

Jay DeVivo, Founder of Volo Partners
Jay DeVivo
FOUNDER
B.A. Economics, Boston College
MBA, UCLA Anderson

Jay DeVivo spent fifteen years inside one of the world’s largest insurers, where he drove more than $200 million in operational efficiencies and led a $2.2 billion transaction with Berkshire Hathaway. He then spent six years as a fractional COO and strategy consultant to early-stage companies, building operations from the ground up and helping founders raise more than $100 million.

Volo brings both sides of that experience, the discipline of a large enterprise and the speed of a startup, to closely held businesses. It grew out of a pattern Jay kept seeing: profitable, long-established companies whose operations hadn’t kept pace with their reputation.

Employee ownership holds a particular interest for him. When the people doing the work also own the business, everyone has a reason to want the changes to succeed.

05 – HOW IT STARTS

A conversation, not a commitment

01

Book 30 minutes

Pick a time that works.

02

Answer a few questions

Right after you book, you’ll get a short questionnaire about where the business stands, what you’re weighing, and what’s prompting the thinking. It takes about ten minutes and lets us spend our time on your situation instead of background. Every answer stays confidential.

03

We talk

Thirty minutes on how the business runs today, where you want it to go, and what’s sitting between the two. You’ll leave with a straight read on what we’d look at first.

04

We decide whether to go deeper

If we both see value in continuing, we’ll set up a longer working session, about an hour, to get into specifics.

There’s no cost or obligation for our first two sessions. If we’re not the right fit, we’ll tell you, and where we can, point you toward someone who is.

Schedule a conversation

30 minutes. No cost. No pitch.