As we begin a new year, all of us at Newport want to say thank you to our incredible clients and partners. Your trust, collaboration, and shared commitment to growth and long-term success make our work truly meaningful.

We’re grateful for the opportunity to work alongside leaders who are building resilient, valuable businesses—and for the partnerships that challenge us, inspire us, and move us forward together.

Here’s to continued collaboration, new opportunities, and shared success in the year ahead. We’re excited for what’s next.

🎉 Our Newport team got into the holiday spirit last month!

Heather Bennett celebrated with the Private Directors Association - Chicago at their holiday events.

A.J. Wilson joined the Private Directors Association - California holiday party, spreading cheer on the West Coast.

Running a family business across generations comes with unique challenges—and opportunities. How do you honor a company’s legacy while driving innovation and preparing for the future?

In this Growth + Exit Podcast episode, Heather Bennett talks with Whitney Opperman, fourth-generation leader and General Manager of Opperman & Son, Inc., about:

• Navigating family business succession

• Adapting to new regulations and technologies

• Building a strong, long-term strategy

Whitney shares practical advice on balancing legacy with growth, the importance of patience and communication, and creating a resilient, values-driven team.

Listen now and learn how to lead a multigenerational business into the future.

Planning for growth isn’t just about numbers — it’s about people.

Newport partner Arra Yerganian explains why great leaders plan for the people who will drive results, not just the performance metrics. From designing the “Org Chart of the Future” to building a strong bench, fostering the right culture, and empowering decision-making, Arra shows how organizations can align talent with strategy to thrive.

If your company wants to grow with clarity and resilience, this is a must-read.

New Partners

Newport LLC

50 California Street, Suite 1500
San Francisco, CA 94111, United States

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