Dedicated Strategic Partner Tailored for the Lower Market

Our strategic consulting addresses small business challenges—such as
financial limitations, limited resources, and balancing daily operations with
growth—through a people-first approach that builds lasting relationships by aligning
with your team, values, and vision, to achieve superior outcomes.

Guidance and Resources Built for Small Business

Our strategic consulting and advisory services are rooted in a deep understanding of the unique challenges that comes with owning, leading, and managing a small business, including limited resources, capacity constraints, and the ongoing balance between daily operations and long-term growth.
We work with businesses at every stage, whether in early development, scaling up, or navigating a period of transition. Our experience has shown that, despite the variety among small businesses, many encounter similar obstacles in reaching their full potential.
As a trusted partner with deep knowledge and direct experience with these challenges, we provide practical, tailored strategies to support meaningful and sustainable growth alongside passionate owners, managers, and employees.

A Collaborative Approach

What makes our approach unique is our commitment to building lasting relationships with the businesses we work with. We take a people-first perspective, which means getting to know your team, your values, and your vision.

Hands-On
Collaboration

We work as an extension of your team, helping you implement and refine strategies step by step.

Focus on Small Business Dynamics

Our experience is rooted in operating and supporting small businesses, so we know what makes a difference at this scale.

Commitment to Long-Term Success

We’re not just here for quick
fixes; we’re here to help build a foundation for sustained growth and resilience.

Working with Companies
Across the Entire Business Lifecycle

We bring extensive experience working with companies across all stages of the business lifecycle. From early-stage startups needing foundational strategy and market entry guidance, to established businesses focused on optimizing operations or preparing for expansion, we understand the distinct challenges each phase presents. This lifecycle expertise allows us to tailor our approach to each stage, providing the insights and strategies that support sustainable growth and resilience, no matter where a business currently stands.

Launch:

The initial phase where a business is established, developing its products or services, building brand awareness, and entering the market.

Growth:

The stage where a business begins to expand, increase revenue, and optimize operations, often scaling its offerings to meet rising demand.

Maturity:

A phase of stable, consistent performance with established market presence, where the focus shifts to maintaining market share and maximizing efficiency.

Decline:

A phase where growth slows or reverses, often requiring strategic decisions such as reinvention, restructuring, or planning for an exit.

What we Deliver

Our advisory services focus on practical, customized strategies to support specific needs and goals.

Business
Strategy

Developing a roadmap to align your business goals with
achievable, long-term strategies.

Operations and Efficiency

Finding ways to streamline operations, optimize
processes, and improve productivity.

Financial
Planning

Offering clear financial insights, planning tools, and
guidance to help you manage cash flow and budget for growth.

Marketing
Strategy

Building marketing approaches that fit your brand and effectively reach your audience.

Team
Development

Supporting you in building a team that’s motivated, aligned, and prepared to help the business succeed.

Technology Implementation
and Integration

Enhancing efficiency, professionalization, and customer value chain alignment through a unified technology stack.

Find out more about this broader framework that is not only applied to our investment
strategy, but strategic advisory partnerships as well.

Our Process

Our process is straightforward and adaptable to meet the evolving needs of your business.

Step 1

Discovery:

A 30-day deep dive into the business across all functional areas and departments. We use this understanding as a foundation for any advice or strategy we offer.

Step 2

Strategy Development:

Based on what we learn, we create a detailed strategic roadmap and plan delivered in presentation form that addresses your specific goals and pain points and outlines step-by-step action items, timelines, financial impact, and responsibility.

Step 3

Strategy Rollout:

Given the capacity constraints of small businesses, we work together with all involved parties to lead, manage, and execute the strategic plan, often resembling an extension of the team.

Step 4

Continuous Refinement:

We frequently review outcomes and KPIs and adjust as needed.

Contact Form
Please enable JavaScript in your browser to complete this form.
Name

Luke Prendergast

Co-Founder

Luke Prendergast, a co-founder of AEP, is integral to every facet of our operations—from sourcing and underwriting to active involvement in post-close partnerships and value creation.

With a diverse background, Luke initially led and managed a substantial portfolio for his family office within the realm of commercial real estate. As a Partner in a firm handling an extensive range of real estate transactions, Luke’s expertise in this arena is unparalleled.
 
Yet, at his core, Luke is an entrepreneur and operator, having built and scaled multiple businesses nationwide. His entrepreneurial spirit shines through in the founding of a highly successful, innovative fire service franchise.
 
Luke brings a proven track record of not just founding but successfully developing and scaling small businesses. His deep appreciation for the intricacies involved, coupled with the unique perspective gained from running a second-generation family business, enriches our approach at AEP.

Jackson Rimpas

Co-Founder

Jackson Rimpas, co-founder of AEP, plays a pivotal role in shaping our strategies—from structuring and underwriting to active involvement in post-close partnerships and value creation.

With nearly a decade of experience in M&A, private equity, and small business investment, Jackson is a seasoned professional, having led and advised on numerous successful transactions across various industries and ownership structures. His impressive track record boasts over 30 completed transactions, spanning M&A, debt, and equity.

Jackson’s expertise extends to successfully developing, positioning, and advising lower-middle market companies on strategic growth, operational initiatives, and M&A. Well-versed in all aspects of strategic value creation, M&A, investment execution, and underwriting, he spent the last two years leading and supporting two private equity sector initiatives.

His strategic acumen and wealth of experience make Jackson an invaluable architect of AEP’s vision and success.