Petee Ventures

Investing in the Next Generation

We're enabling business owners with succession planning and investments.

Get in touch

Your Bridge to Tomorrow

Small businesses make up the backbone of the US economy, with many of them built from the ground up by our boomer generation. As these small business owners retire, they struggle with succession planning and necessary investments to hand off to the next generation.

Why We Started Petee

We recognize it takes a village to build a business, and to have it last for generations. 

Our purpose is to support you on the succession planning journey with skills and capital that complement your own, ensuring lasting impact.

Senior, woman or business people in meeting with talking in teamwork for creative decision making. Collaboration, manager or professional employees with paperwork for project brainstorming in office

What We Offer

We enable business owners to transition their legacy to the next generation through succession planning and minority investments.

Slide 1 of 3

Petee Ventures advised on the build out of our business models and margins, to make it more sustainable and attractive for investors. Truly a game-changer for our growth!

- CPG business owner

Petee Ventures guided us with our AI strategy and supported the implementation of practical tools for our day-to-day, significantly increasing operational efficiency.

- Non For Profit organization

Petee Ventures provided exceptional guidance in the potential sale of our business and related succession planning. Highly recommended!

- E-commerce business owner

Petee Ventures advised on the build out of our business models and margins, to make it more sustainable and attractive for investors. Truly a game-changer for our growth!

- CPG business owner

Petee Ventures guided us with our AI strategy and supported the implementation of practical tools for our day-to-day, significantly increasing operational efficiency.

- Non For Profit organization

Petee Ventures provided exceptional guidance in the potential sale of our business and related succession planning. Highly recommended!

- E-commerce business owner

Petee Ventures advised on the build out of our business models and margins, to make it more sustainable and attractive for investors. Truly a game-changer for our growth!

- CPG business owner

Petee Ventures guided us with our AI strategy and supported the implementation of practical tools for our day-to-day, significantly increasing operational efficiency.

- Non For Profit organization

Petee Ventures provided exceptional guidance in the potential sale of our business and related succession planning. Highly recommended!

- E-commerce business owner

Pioneering Progress: Your Next Steps

What services does Petee Ventures offer?

Petee Ventures specializes in business succession planning and targeted investments to ensure seamless transitions and innovative growth for your company.

How can Petee Ventures help with business succession?

We provide comprehensive strategies for leadership transition, ensuring your business continues to thrive during and after the changeover.

Why choose Petee Ventures for succession planning?

Petee Ventures offers expert guidance, tailored solutions, and a deep understanding of the unique challenges facing businesses in the United States.

What is the process for starting a project with Petee Ventures?

Begin by contacting us for a consultation where we'll assess your needs and design a customized plan for your business goals.

Get in touch

Send us a message and we'll get back to you as soon as we can.