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Research & Insights

Clear thinking on “boring” companies and quiet deals.

Goldmont’s research is written for owners, LPs, and partners who care more about durable cash flow than hype cycles. We publish practical briefs, deal memos, and frameworks you can actually use in real conversations with real businesses.

Low-volume, high-signal. A few pieces per quarter — no mail-blasts, no paid placements, and no generic “market updates.”

Focus U.S. SMBs with real earnings
Format Deal memos, playbooks, field notes
Audience Owners, LPs, advisors, operators

Latest from Goldmont Holdings

Operations & Insights
How AI Changes Diligence (What Sellers Must Prepare)
Dec. 14, 2025 • 3 min read
Most sellers think diligence is a document scavenger hunt. Buyers see it differently. Buyers think of diligence as risk pricing: what can go wrong, how likely is it, and what protections do we need in structure and price? AI inside of Due Diligence doesn't change that goal. It changes the speed, depth, and consistency of how buyers get to an answer.
Operations & Insights
Untangle the Chaos: Mastering Process Roles for Seamless Operations
July 1, 2025 • 3 min read
Ever feel like your team’s processes are a tangled web of confusion, with no one truly owning the outcome? You’re not alone. The culprit? Undefined or poorly implemented process roles. It can also be the cause of endless of finger pointing, and I have felt the pain of this ambiguity. Let’s unravel that knot and bring clarity to your operations.
Leadership & Insights
How to Hire a Fractional CEO
July 1, 2025 • 3 min read
Feeling overwhelmed by the responsibilities of leading your growing startup? As a founder or owner, finding the right leadership support is crucial for scaling your business, especially at critical maturity steps like the size of your team, number of customers, and revenue growth.
Valuation & Insights
Investor Beware Part 1: Setting Up the Rules of the Game
June 7, 2024 • 3 min read
As the investor-buyer, you want to close deals that best fit your investment thesis and portfolio goals while the owner-seller wants to meet their primary goals for selling the company in the first place, which can vary widely. Two critical points you want to get on the same page with owner-seller are Valuation Methodology and Valuation Multiple.
Valuation & Insights
Investor Beware Part 2: The Art of the Trade
June 27, 2024 • 4 min read
Do you prioritize getting the best price or securing the most favorable terms, only to end up feeling like you had to give in on both? There’s a better way! In this negotiation dance, you can learn to gracefully prioritize while still reaching a solid agreement.
Leadership & Insights
Numbers Whisperer Wanted — Hiring a Fractional CFO
July 2, 2024 • 3 min read
Feeling like you’re drowning in financial data and strategic decisions? As a founder or owner, ensuring your startup’s financial health is paramount. It’s also difficult without assistance.
Leadership & Insights
Tech on Autopilot? Exploring a Fractional CIO
July 2, 2024 • 3 min read
Feeling overwhelmed by the ever-evolving tech landscape and its impact on your business growth? As a founder, owner, or CEO, navigating technology strategy can be a constant challenge.
Research & Insights
Missing a Marketing Maestro? Hiring a Fractional CMO
June 27, 2024 • 3 min read
Feeling the pressure to scale your brand awareness and customer acquisition? As a busy owner, founder, or CEO, a strategic marketing leader can be a game-changer.
Leadership & Insights
Leading AI Agent Supervision
June 15, 2024 • 3 min read
As a senior business leader, you’ve mastered the art of building and leading high-performing teams. But a new challenge beckons — overseeing a team with digital team members. Ask yourself: Am I even ready to talk about this coming change?.
If you want to explore how buyers would view your business →
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Goldmont Assistant
Questions on valuations, deals, or Goldmont?
Goldmont Assistant
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