Ownership Path Diagnostic

What Kind of
Owner Are You?

7 questions. Personalized results. Discover your ownership path — Lead Acquirer, Strategic Partner, or Capital Catalyst — and get a custom action plan.

The Ownership Path Diagnostic
This isn't a generic form — it's a bespoke consulting session. Based on your first answer, you'll be placed into a specific track with questions tailored to your exact ambitions. At the end, you'll receive a personalized readiness profile and your next steps.
🏗️
Path A — The Lead
You want to own and run a business full-time.
🤝
Path B — The Partner
You bring expertise to support a lead operator.
💎
Path C — The Catalyst
You deploy capital into vetted acquisitions.
Section 1 — The Root
Question 1 of 7
How do you envision your "Day 1" after the acquisition?
Path A — Lead Acquirer
Question 2 of 7
What is your current search status?
Path A — Lead Acquirer
Question 3 of 7
How much "Dry Powder" do you have for a down payment?
Path A — Lead Acquirer
Question 4 of 7
Are you comfortable with a Personal Guarantee (PG) on a 10-year SBA loan?
Path A — Lead Acquirer
Question 5 of 7
What is your "Zone of Genius" in operations?
Path B — Strategic Partner
Question 2 of 7
What is your ideal equity stake in a partnership?
Path B — Strategic Partner
Question 3 of 7
What is your "Superpower" that you bring to a Lead Acquirer?
Path B — Strategic Partner
Question 4 of 7
Are you looking to leave your W-2 job for this partnership?
Path C — Capital Catalyst
Question 2 of 7
What is your typical check size per deal?
Path C — Capital Catalyst
Question 3 of 7
What is your primary objective for your capital?
Path C — Capital Catalyst
Question 4 of 7
How involved do you want to be in the "Boardroom"?
Section 3 — The Closing
Question 6 of 7
What is your biggest "Roadblock" right now?
Section 3 — The Closing
Question 7 of 7
Would you like to be included in our internal Matchmaking database?
Optional — skip to results anytime
Path A — Lead Acquirer
You're in the Driver's Seat.

You've spent your career managing someone else's assets. Based on your assessment, you are ready to be the Lead Sponsor. You have the operational grit to lead a transition and the mindset to handle the risk of ownership. The W-2 chapter is closing — the Acquisition chapter has begun.

Your Readiness Profile
Search Intensity
Capital Readiness
Primary Gap
Your Next Steps
1
Download your M&A War Room Starter Pack
We've prepared the 50-Point Diligence Checklist for your deal process. Request it on your strategy call.
2
Join the Lead Acquirers Channel
This is where we vet brokers, share off-market leads, and review active LOIs together.
3
Schedule a Deal Desk Call
Let's review your "Buy Box" to ensure you're targeting the right industries, deal sizes, and debt structures.
Schedule a Deal Desk Call → Explore M&A Playbook
Path B — Strategic Partner
The Power of the Multiplier.

You recognize that the best deals aren't done alone. Your assessment identifies you as a Strategic Partner — the "force multiplier" who brings specialized executive expertise to a partnership. You are looking to diversify your risk while maximizing your equity through synergy.

Your Readiness Profile
Partnership Style
Superpower
Primary Gap
Your Next Steps
1
Complete Your Partner Profile
This goes into our internal REV Global Matchmaking database to connect you with compatible lead operators.
2
Browse the Operator Gallery
See who in the cohort is currently searching for a business in your area of expertise and open to co-acquisition.
3
Join the Co-Pilot Lounge
Connect with other partners to discuss deal-splitting strategies, equity structuring, and operating agreements.
Create Your Partner Profile → Meet the REV Principals
Path C — Capital Catalyst
Leverage Your Capital, Own the Future.

You've reached a stage where your capital should be doing the heavy lifting. Your assessment classifies you as a Capital Catalyst — someone who stays in their Zone of Genius while fueling the next generation of EMBA-led acquisitions. You aren't just an investor; you are the fuel for the movement.

Your Readiness Profile
Investment Thesis
Check Size Capacity
Primary Gap
Your Next Steps
1
Access the Deal Gallery
View a curated list of acquisitions currently being scouted by the REV Global cohort — pre-vetted for accredited investors.
2
Review the Investor Rights Framework
A guide on how to structure your equity in small-business acquisitions — protections, board rights, and distribution waterfalls.
3
Join the Catalyst Circle
A private channel for high-net-worth alumni to discuss portfolio diversification and co-invest in EMBA-led acquisitions.
Access the Deal Gallery → View Capital Strategy