A digital 3D illustration of a yellow staircase with 14 steps, each step outlined in black, ascending to the right with a shadow cast on the left side, set against a black background.

Your partners with a plan

You don’t need more advice. You need clarity on how your business will actually be evaluated.

Most founders and owners grow comfortable managing risk the way they see it. Institutional investors don’t. They look for discipline, predictability, and proof. Knowing how they think — before you ever enter a process — changes everything.

Let’s build with that perspective from the start, so when it’s time to scale or sell, your business is already positioned to command its true value.


Meet Your Team

A middle-aged man with short, gray hair, a goatee, and a friendly smile, wearing a blue checkered blazer and a light blue dress shirt, against a dark background.

Jeff Tobin

Founder, Investor, CEO Coach, & Chief Exit Architect

Jeff is a private equity investor, CEO coach, and business strategist with deep experience in growth structuring, operational execution, and exit readiness. Over 18 years with Riverside and Millpond, 16 years in executive roles across manufacturing and services, and years in consulting, Jeff’s approach combines rigor with sensitivity to preserving culture and value.

“My goal isn’t to direct — it’s to help you see your business through the eyes of the buyer.”
— Jeff Tobin
A man in a blue suit outdoors with greenery in the background.

Patrick Lott

Patrick is a leadership strategist who specializes in optimizing performance in high-growth environments. He brings a human-centered approach to alignment, culture, executive coaching, and team effectiveness. His work ensures that your people and systems move together toward scale.

Leadership & Human Performance Specialist

“Strategy sets the direction. People create the momentum.”
— Patrick Lott
Diagram illustrating binary search algorithm with four large teal circles representing data points, a dotted line showing the midpoint, and an arrow indicating search direction.

Our Philosophy

Clarity Creates Confidence

When leadership is aligned on value and measurement, execution follows.

Diagram showing a central circle with four surrounding circles connected by dotted lines, representing a network.

Trust the Process

Business outcomes come
from intentional systems, not luck.

A diagram shows seven circles arranged in a triangle shape, with a dashed triangle outline connecting three of the circles at the top, middle, and bottom

Sustainable Growth
Requires People

Strategy without leadership
and culture is fragile.

Why Our Team is Right for Your Team

Venn diagram showing the intersection of biology and computer science, representing bioinformatics.

Everything Works Together

We integrate leadership coaching, operational systems, metrics-driven decision-making, and exit readiness into a single, cohesive approach. Nothing is disconnected. Nothing competes for attention.

Diagram of overlapping circles in yellow, blue, and green, forming a flower-like pattern on a black background.

Strategy and People Move in Sync

Our Ascendx Leadership Model ensures strategic clarity and strong execution with a deliberate focus on culture, alignment, and organizational best practices.

Colorful geometric abstract pattern with overlapping squares in light blue, yellow, and olive green on a black background.

Growth is Built,
Not Chased

We help accelerate growth by sharpening go-to-market focus, strengthening operating rhythm, and removing friction across the business.


A yellow circle layered on top of a light blue square, both centered on a black background.

You Gain the Investor’s Perspective Early

We bring an institutional investor lens to how your business is built, evaluated, and positioned. This creates a clear path to enterprise value long before an exit is on the table.