About Aegis

Built From the Inside.

Most owners reach a point where the business is working, but something about it feels precarious. Revenue is there. The effort is there. But the infrastructure that makes a business genuinely valuable, one that runs without the owner at the center, holds up under scrutiny, and creates real options for what comes next, rarely gets built on its own. Aegis works alongside owner-led businesses to build exactly that: the leadership depth, operational systems, and financial infrastructure that translate a profitable business into a transferable one.

The Problem We Solve

There Is a Difference Between a Business That Generates Revenue and One That Holds Value.

Revenue depends on activity. Value depends on infrastructure. Most owner-led businesses are built on the first, but the second rarely gets the same attention. Not because owners are not capable, but because no one is focused on it alongside them.

The pattern is consistent across industries: a capable owner builds a profitable company, but every critical function, sales relationships, operational decisions, client delivery, financial judgment, runs through them. The business works. But it only works because they show up.

That is not a character flaw. It is a structural problem. And it has a structural solution.

Aegis Advisors exists to close that gap. We work alongside $2M to $30MM owner-led businesses to build the infrastructure that makes them more valuable, more transferable, and more resilient, whether the goal is growth, succession, or a future transaction.

~50%
Of Exits Are Involuntary
Death, disability, divorce, disagreement, or financial distress. Owners without transferable businesses are most exposed when it matters most.
6
Value Drivers We Evaluate
Financials, Sales, Marketing, Leadership, Recruiting, and Productivity. Most businesses have significant gaps in at least three.
$2M to $30M
Our Focus
The lower middle market is underserved by institutional advisory and overcharged by generalist consultants. We built specifically for this range.
What We Believe

The Principles That Drive How We Work

Every advisory firm has a methodology. Not every firm has a point of view. These are ours.

01
Enterprise Value Is Built Intentionally or Not at All
Value does not accumulate by accident. It is the result of deliberate decisions, made in the right order, over time. Most owners have never had a partner helping them make those decisions.
02
Owner Dependency Is a Risk, Not a Business Model
When a business cannot operate without its owner, it is not a business, it is a job. Reducing that dependency is not about removing the owner. It is about building the infrastructure that protects what they have built.
03
The Right Priority at the Right Time Compounds
Fixing the wrong thing first is expensive. Our diagnostic exists to identify not just what is broken, but what to address first for maximum impact on enterprise value. Sequence matters.
04
Advisory Without Accountability Is Just Advice
A strategy session is valuable. A structured partnership with ongoing accountability is transformational. We show up every two weeks, not quarterly. That is not a preference, it is how the work actually gets done.
05
Build to Own. Be Ready to Sell.
The goal is not to manufacture an exit. It is to build a business worth owning, one that gives the owner genuine options. A business that could sell commands leverage whether it ever sells or not.
06
The Lower Middle Market Deserves Institutional-Grade Work
PE-backed companies get operating partners. $2M to $30MM owner-led businesses get generic coaches and slide decks. We built Aegis to change that equation.
How We Work

An Operating Partner Model. Not a Consulting Engagement.

The difference between advice and impact is presence, accountability, and a shared stake in the outcome. Every Aegis engagement is built around four principles.

◈
Diagnostic Before Prescription
Every engagement starts with a full evaluation across all six value dimensions. We do not recommend a direction until we understand exactly where the business stands and what the gaps are costing.
→
Sequenced for Impact, Not Activity
We prioritize initiatives by their compounding effect on enterprise value, not by what is easiest or most visible. The right thing, done first, creates momentum everything else builds on.
◎
Present and Accountable
Structured sessions every two weeks. Not quarterly check-ins. Not a portal with resources. A real working relationship with a senior advisor who knows your business and holds you to the plan.
↗
Measured in Enterprise Value
Progress is tracked against concrete enterprise value metrics, not activity reports or completed tasks. You see the gap close in terms that matter at a transaction or growth event.
C
Conrad Kozuch
Founder, Aegis Advisors
Background: Equity participant in two successful liquidity events across tech and professional services

Focus: Enterprise value advisory for $2M to $30MM owner-led businesses

Based: Midwest, serving businesses nationally
Our Perspective

The Work Comes From Belief, Not Theory.

Aegis was built on a clear point of view earned from the inside: the businesses that transact well, scale sustainably, and give their owners real options are not always the most profitable ones. They are the ones that were built to run without the owner at the center.

"Most owners are building something far more valuable than they realize, and far more fragile than they want to admit. Closing that gap is the work."

Aegis exists because that work requires more than advice. It requires someone willing to operate alongside you, inside the business, until the infrastructure is real. Not a report. Not a framework. A business that actually functions differently than it did before.

The focus is simple: $2M to $30MM owner-led businesses that have outgrown the owner-as-strategy model and need a structured partner to build what comes next.

Get Started

See Where Your Business Actually Stands.

Take the free Business Health and Value assessment and get a clear picture of your enterprise value, your health score across all six dimensions, and exactly what to address first.

Get Your Free Business Health Report Schedule a Discovery Call

No commitment. No sales pitch. Every first call is handled personally by a senior advisor.