How Founders, CEOs, and CFOs Build Stronger $1–$20M Businesses

Private companies with $1M–$20M in revenue walk a fine line: too big to rely on instinct, too small for the systems of larger enterprises. Financial resiliency, the ability to anticipate pressure, absorb disruption, and adapt, is essential.

In his latest blog, Newport partner Kevin Fleming explores how founders, CEOs, and CFOs experience risk differently—and how aligning their perspectives on cash, profitability, and performance turns fragility into durability.

Read the full article to learn more.

Event Recap

Executive Roundtable on AI Governance in 2026

Last month, Newport partners Tom Lytle and Kim Denney participated in an invite-only executive roundtable on AI governance in 2026 at Barcelona Wine Bar in Houston, TX.

With AI adoption accelerating and regulatory expectations evolving, leaders shared perspectives on defining oversight models, balancing innovation with risk management, preparing for compliance pressures, and addressing workforce capability gaps. The conversation offered valuable peer insight into lessons learned from early initiatives and indicators of scalable, responsible governance.

Thank you to speakers Gerardo Chirinos of Lloyd’s Registry and Cody Caillet of Gulf Coast Solutions for helping drive such a thoughtful discussion. We appreciate the opportunity to engage in conversations shaping how organizations approach AI responsibly and strategically.

Growth + Exit Podcast Episode

Choosing Leaders To Scale Your Business

Founders often hit a crossroads: how do you grow your business, innovate, and keep a strong culture—all at once?

In this episode of the Growth + Exit podcast, Newport partner Heather Bennett talks with Kelly Schrad, Founder and Chairman of DataVizion, about what it takes to evolve from a hands-on operator to a strategic leader.

Key takeaways from Kelly:

Hire for character, not just skills
Make time for reflection to fuel growth
Let go and empower your team as they mature

Listen now to learn how leaders can grow their companies by first growing themselves

Listen Now

Event Recap

C.R.E.S.T. Technology Summit & Innovation Hub

Newport was proud to be part of the C.R.E.S.T. Technology Summit & Innovation Hub in Vero Beach, where innovators, entrepreneurs, and leaders came together for meaningful conversations around technology, growth, and collaboration.

Newport partners Mary Beth Borgwing and Gregory Zink spent the day connecting with fellow advisors, founders, and community leaders exploring topics ranging from AI and biotech to climate resilience and economic development.

Thank you to the C.R.E.S.T. community for the warm welcome—we’re looking forward to building on these relationships and continuing the conversation.

See more partner updates

Complimentary Insight Session

Would you invest 30 minutes to gain insights into your business guided by a Newport Partner?

Sign up here for a complimentary business conditions review based on your objectives, challenges, current state of your business, and annual revenue range.

We’ll get right back to you to schedule a free session that will explore how you can move forward with confidence.

Newport LLC

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

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