Contact us info@themasterplanpartners.com
Exit readiness · Consumer & personal care

building brands buyers want to own.

Masterplan Partners works alongside founders, investors, and leadership to build the infrastructure, distribution, and financial story behind high-multiple exits.

A diverse leadership team in a lively strategy meeting, led by a Black woman executive
Our approach

let's begin with the end in mind.

Our 9-Step Framework prepares a brand for whichever outcome its owners choose: scale, sale, or keep growing.

A founder in a navy suit and coral blouse reviewing a report at her desk in a high-rise office
Introducing Grit Works

where visionary hustle meets strategic leadership.

Our program for brave, non-traditional founders ready to move from operator to CEO.

A founder leading a team huddle in her workshop
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About Masterplan Partners

An operator-led practice that prepares founder-led consumer brands, and the investors behind them, for what comes next.

Bringing 17 years inside founder-led businesses, Masterplan Partners has taken nine-figure deals across consumer and industrial sectors from the first conversation to the closing table.

Working through diligence alongside a leading global boutique middle-market investment bank and a Big Four professional services firm means knowing exactly what buyers test and where deals stall.

Explore the practice →
9-FigureEnterprise-scale transactions
17Years brand building
9-StepFramework to scale, sale, or keep growing
Who we serve

Built for both sides of the deal.

Founders

Grit and a growing brand, ready for the structure that gets it to the next stage.

Executive teams

Leaders who need an operator's view of strategy, distribution, and readiness.

Private equity & family offices

Operating partnership for consumer portfolio companies, before and after close.

Investment banks

A front-line partner that readies pipeline companies before they go to market.

For

Founders & Executive Teams

  1. 01The Check-In
  2. 02Strategic Advisory & Brand Coaching
  3. 03Infrastructure & Scalable Systems
  4. 04Distribution Strategy & Partner Ecosystem
  5. 05M&A Readiness & Transaction Advisory
Discuss your business →
For

Private Equity & Investment Banks

  1. 01Founder Transition & Talent
  2. 02Operational Systems & Governance
  3. 03Value Creation Plan Execution
  4. 04Financial Rigor & Reporting
  5. 05Culture & Change Management
  6. 06Exit Horizon Alignment
Discuss a deal →
Core values for success

Great brands are built by founders who do the work on themselves, too.

  1. 01

    Begin with the end in mind.

    Every decision should make the business easier to scale, sell, or keep.

  2. 02

    Build to sell, not to milk.

    A business built for a buyer is stronger for its owner, too.

  3. 03

    Master the financial model.

    The numbers tell the story buyers will test. Know them first.

  4. 04

    Hire talent, not yes people.

    Surround yourself with people who will challenge you.

  5. 05

    Culture starts with the founder.

    Lead with health and longevity for yourself and your team.

Hey, founder. Did you know?

You're building some of the most resilient businesses in the country, and creating jobs along the way.

Pair the way you already get things done with the structure investors look for, and your growth gets faster and built to last.

That's why Grit Works exists →
Founder program Grit Works Where visionary hustle meets strategic leadership.

You built your business from the ground up on grit and conviction. Now it's time to build the infrastructure that lets you step into the CEO seat.

  • Master core business fundamentals and financial modeling.
  • Surround yourself with trusted advisors and high-performing staff.
  • Get your company ready for the right partners and investors.
  • Lead with confidence, and take care of yourself and your team along the way.
Are you ready for Grit Works?Click here for a check-in →
What's on every founder's mind
Marketing01
Sales02
Regulatory03
Manufacturing04
Accounting05
Staffing06
Brokers07
Distributors08

You've proven you can build it. Now let's scale it, sustainably.

Portrait of Charlene Dance, Founder and Principal of Masterplan Partners

Charlene Dance

Founder & Principal
"I work shoulder-to-shoulder with founders, bringing the clarity it takes to close deals and scale brands."

Charlene has spent 17 years building brands alongside founder-led businesses. She has a proven track record of architecting and steering nine-figure, enterprise-scale transactions across high-growth consumer and industrial sectors, from initial origination through successful close.

She started on the brand side, then sat on the investor side of the table by co-founding a minority investment firm that gave founders coaching and capital to scale. She serves clients remotely or on-site, nationwide.

More about Charlene on LinkedIn →

Ready to scale, sell, or keep growing?

Reach out to start the conversation at info@themasterplanpartners.com