Newport Insights

Vol. 1 Issue 31

For business owners, the hardest stage of growth is often the one between success and scale.

FSU’s Capital Market Readiness Executive Education Program is a focused two-day deep dive into growth, private equity, and the decisions that shape what comes next. Newport LLC Chairman Doug Tatum is part of the faculty team leading the program.

📅 September 28–29, 2026

📍 Tysons Corner, Virginia

If accelerating growth, preparing for an exit, or pursuing M&A is on your horizon, this program offers practical, detailed guidance on the critical issues founders of emerging growth companies face when transitioning from success to scale.

Interested in learning more? Reach out to Edward Farley for details.

New Insight

Small Fixes, Big Wins (Part 1): Simple AI tools for Family- Owned Businesses

AI adoption doesn’t have to begin with a major transformation.

For family-owned businesses, it can start with one repetitive task—drafting proposals, answering common customer questions, creating social content, or summarizing results.

In our new blog, Newport explores how simple, affordable AI tools can save time, reduce tedious work, and build momentum for bigger opportunities.

Read “Small Fixes, Big Wins” by Newport partner A.J. Wilson.

Where could AI create a quick win in your business?

Read the full insight

Upcoming Event

2026 Access to Capital: Start-Up, Scaling, and Selling

We’re proud to sponsor the 2026 Access to Capital: Start-Up, Scaling, and Selling event, bringing together business owners, entrepreneurs, trusted advisors, and industry professionals for an afternoon of meaningful conversation, connection, and practical insights on accessing capital at every stage of the business journey.

Our Newport Midwest Partners will be there and look forward to connecting with business owners and fellow industry leaders.

📅 Tuesday, September 22, 2026 | Noon–6:00 p.m.

📍 Innovation Park, 1950 Innovation Rd., Libertyville, IL

Growth + Exit Podcast

The Strategic Plan for Second-Generation Leaders Wanting To Buy and Grow a Family Business

“The bigger the dream, the more important the team.”

Taking over a family business means honoring its legacy while having the courage to change what no longer works.

In the latest episode of Newport’s Growth + Exit podcast, Heather Bennett speaks with Jeff Aplin, CEO of Aplin, about completing a decade-long succession and transforming the family business for scalable growth.

Jeff discusses rebuilding company culture, creating recurring revenue, choosing a capital partner, pursuing acquisitions, and assembling the right leadership team.

Listen Now

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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