/Baton Investments is a community-driven investment firm for the ETA ecosystem. We combine peer groups, M&A advisory, and RIA services to guide searchers, operators, and investors through every stage of their journey—from finding a deal to building long-term wealth. We understand because we’ve lived it: the uncertainty of the search, the pressures of closing, the challenges of operating, and for those who make it, managing wealth.Our role is to be a trusted partner through every stage —
from the initial search to life after an exit.We do this through:Initial Search, Under LOI, & CEO Peer Groups: Connecting with others on the same path, sharing lessons, accountability, and perspective.M&A Advisory: Helping you design and structure deals that make sense for you and your investors.Wealth Management: Turning liquidity events and business ownership into lasting, compounding wealth.At /Baton, we see ETA as a career-defining, lifelong endeavor — with even greater potential, if we work together. Whether you’re just starting your search, learning to be CEO, or figuring out life after an exit, /Baton is here to help.

First step of working with /Baton Investments,
be part of a peer group.

The Power of a Peer Group for ETA professionalsSearching and running a business can feel isolating. Big decisions, unique challenges, and opportunities often fall solely on your shoulders. That’s why we’ve facilitate peer groups—limited to just 12 individuals per group—designed to provide connection, perspective, and accountability.

Why Join a Peer Group?

1. Learn From Other who are at your current stage
Every member brings unique experiences, lessons, and insights. You’ll hear firsthand how other successful owners have navigated challenges similar to yours—and how they’re capitalizing on opportunities today.2. Gain Trusted Perspectives
This group isn’t theory—it’s real-world advice from people who understand what it means to make payroll, scale operations, manage teams, and drive growth. The group becomes a sounding board for your most important decisions.3. Accountability That Drives Results
When you set goals in front of peers, you’re far more likely to achieve them. The group provides accountability, encouragement, and honest feedback—helping you push past plateaus and achieve measurable results.4. Expand Your Network
A curated group of 12 means you’ll forge meaningful relationships—not just surface-level connections. Over time, members often form partnerships, share resources, and even become lifelong friends.5. A Safe Space to Share
Every conversation is confidential. This creates a trusted environment where you can openly discuss sensitive issues—whether it’s growth strategies, leadership challenges, succession planning, or even personal financial goals.6. Fresh Ideas & Best Practices
You’ll gain exposure to proven strategies and innovative approaches that can be directly applied to your business. Members often leave with practical takeaways that create immediate impact.7. Focus on Both Business & Wealth
Unlike traditional networking groups, this community is tied to our broader mission: helping business owners maximize both the value of their companies and their personal wealth.Why Only 12 Members?Exclusivity ensures quality. With a small, committed group, every member has a voice, every discussion has depth, and no one gets lost in the shuffle. You’re not just joining another group—you’re becoming part of a community that grows together.👉 If you’re in ETA, ready to elevate your journey, sharpen your strategy, and surround yourself with like-minded peers, we're building /Baton for you.

The start of the journey.

Requirements
Searching, Operating, or Investor in +$1M EBITDA companies
Desire for self-improvement and better together mentality
Willingness to ask for help
Kindness and curious attitude
View ETA as a lifelong career

Price
$3,500 a year

When it comes to selling or acquiring a business,
most M&A advisors run a process — few design one.

Sell-Side AdvisorySelling your business is more than a transaction—it’s choosing who will carry the work forward. /Baton helps founders and operators find the right buyer, not just the highest bidder.We specialize in values-aligned, ETA-informed buyer selection, ensuring your next leader is prepared to steward your team, culture, and legacy.Why Sellers Choose /BatonETA ExpertiseWe work daily with self-funded searchers, traditional search funds, independent sponsors, and post-acquisition operators.
We know exactly how to identify leaders with the character, maturity, and operational capability to run your business well.Curated Buyer MatchingNo mass marketing. No blasting your business to the world.
We hand-select a small pool of trusted, vetted buyers who fit your culture and vision.Legacy-Focused ProcessYour people, your reputation, and your values stay at the center of the deal.
We manage the process end-to-end—from valuation to closing—so you can stay focused on running the business.A True /Baton HandoffYour successor should feel like the natural next chapter.
We help orchestrate a smooth transition to a buyer who will honor what you built.For Founders Who Care About Their TeamWe work with owners who value:      Stewardship
      Culture
      Long-term relationships
      Thoughtful succession
      A respectful, confidential sale processReady to Explore Your Next Chapter?      Let’s discuss the future of your business—and the right leader to carry the baton forward.Buy-Side AdvisoryBuying a business is one of the most important decisions you’ll ever make. /Baton helps searchers, operators, and investors find the right company—one that fits their values, and long-term vision.We act as your partner in the process, combining ETA expertise, disciplined deal evaluation, and a people-first approach to seller relationships.What this includes:      Custom research and target identification
      Outreach and relationship-building with owners
      Valuation modeling and deal structure design
      LOI and term sheet advisory
      Diligence coordination and closing supportStrategic AdvisoryNot every conversation leads to a transaction right away — and that’s okay.
/Baton often works with owners and investors to plan ahead, understanding the market, and get positioned for when the time is right.What this includes:      Exit readiness planning
      Valuation and market analysis
      Strategic growth or acquisition roadmapsHow We WorkEvery engagement is personal. /Baton isn't running a cookie-cutter process or flipping businesses like listings. /Baton treats each deal like a design project — aligning motivations, financial outcomes, and long-term vision.It’s M&A built around strategy, not just transactions.

Note: Baton Investments, LLC is currently completing its organizational phase and preparing for regulatory registration as an RIA. Our initial launch will include clients able to open accounts with Schwab and Altruist as our custody platforms.

Partnering with ETA searchers, operators, and
investors for the longterm.