Promontory Strategy Group launches Promontory Perspectives series

Promontory Strategy Group has launched Promontory Perspectives, a new publication series aimed at privately held and family-owned businesses, their boards and advisors. The first edition focuses on ownership transfer planning, succession and preserving long-term enterprise value.

Why it matters: - Promontory Perspectives is aimed at the owners and advisors who make long-range decisions for privately held and family-owned companies. - The series is built to help those groups think earlier about ownership transfer, succession and capital structure. - The first publication focuses on preserving shareholder value, leadership continuity, company culture and legacy during an eventual transfer.

What happened: - Promontory Strategy Group announced the launch of Promontory Perspectives on July 7, 2026. - Christopher Riegg, CFA, CPA, Partner at Promontory Strategy Group, is leading the series. - The featured publication, “Promontory Perspective – Business Ownership Transfer Strategies,” is now available through Promontory Strategy Group. - Promontory Strategy Group said the series will be published through the firm’s online newsroom.

The details: - The series is designed for business owners, leadership teams, boards of directors, family offices and professional advisors serving privately held and family-owned companies. - The publication format is meant to provide practical, experience-based guidance on strategic and financial decisions that shape enterprise value. - The first edition covers one of the most consequential questions for owners: how to prepare for an ownership transfer while protecting value and continuity. - Riegg said many owners spend decades building companies but too little time planning for the eventual transition of that value. - Promontory Perspectives draws on transaction advisory experience across mergers and acquisitions, ownership transitions, recapitalizations, financing initiatives and long-term strategic planning. - Future editions will cover ownership transition planning, strategic acquisitions, corporate development, succession planning, business valuation, capital structure, financing strategies, preparing companies for a future sale, corporate governance, family business dynamics and current M&A market conditions. - Each publication is intended to give ownership groups practical observations and actionable considerations they can discuss with management teams, boards, family members and trusted advisors. - Promontory Strategy Group advises privately held and family-owned companies across Wisconsin, Illinois and the Upper Midwest. - The firm’s advisory work includes pre-transaction advisory services, succession planning and ownership transitions, strategic corporate development, mergers and acquisitions, financing initiatives, and financing and refinancing strategies.

Between the lines: - The launch positions Promontory Strategy Group as a content provider as well as an advisory firm. - The series appears designed to keep the firm in front of owners before a sale, recapitalization or succession process begins. - Riegg said successful transactions rarely begin when a company goes to market; they begin years earlier through disciplined preparation and a clear view of alternatives. - The focus on privately held and family-owned businesses suggests the firm sees demand for tailored guidance that is more practical than academic research or broad business commentary.

What's next: - Promontory Strategy Group plans to publish future editions of Promontory Perspectives in its online newsroom. - The firm says the series will continue as part of its effort to educate business owners, leadership teams and advisors on issues tied to long-term enterprise value. - The company is likely to broaden topic coverage across ownership transitions, financing and governance themes as the series develops.

The bottom line: - Promontory Strategy Group is using Promontory Perspectives to turn its transaction experience into a recurring advisory resource for family-owned and privately held companies.