ABOUT E3
ENVISION.
EXECUTE.
EXPAND.
E3 is a curated community for $20m+ revenue companies committed to scaling with clarity, discipline, and speed. Built around the principles of Envision, Execute, Expand, E3 brings together ambitious founders, CEOs, and operating partners in a trusted environment designed to unlock the next stage of growth.
Members gain access to proven playbooks, seasoned operating expertise, and a network of peers who understand both the challenges and opportunities of scaling. More than a network, E3 helps companies move beyond plateaus and build enduring value.
WHY JOIN E3?
2.2x
AVERAGE ENTERPRISE VALUE GROWTH
0.1%
E3 WORKS WITH TOP
0.1% OF OPERATING
PARTNERS
$60M
AVERAGE ENTERPRISE VALUE CREATION
40x
AVERAGE ROI FOR MEMBERS IN E3
E3 EXPERIENCE
THE E3 SCALE NETWORK:
A COMPLETE GROWTH SOLUTION
HIGH-PERFORMING BOARD GOVERNANCE
Board systems that drive accountability and structured decision-making.
OPTIMIZED ORG STRUCTURE
Design clear Accountability Charts, support executive recruitment, and enable succession planning.
ALIGNED COMPENSATION INCENTIVES
Performance-based LTIPs, phantom equity, and role-specific incentive design to drive value creation.
DISCIPLINED MANAGEMENT SYSTEMS
E3 is Tool Agnostic: EOS, Scaling Up, Level Order Planning etc. for efficient execution
CAPITAL ALLOCATION DISCIPLINE
Operating Partners guide budgeting, capex ROI criteria, and help drive improved organic investment decisions
M&A ADVISORY & GROWTH SUPPORT
Operating Partners assist with target selection, valuation, diligence, and integration for inorganic growth and exit readiness.
STRATEGIC OFFSITE & VISION ALIGNMENT
Annual planning retreats to reframe growth levers, assess new markets, and align the team to a refreshed 3-year vision.
PEER NETWORK & COMMUNITY
E3’s curated community of high-performing founders ($20M+) with retreats and workshops for peer-level support.
E3 COMPANY JOURNEY
PHASE 1:
INVITE & ALIGNMENT
Every company begins with a growth readiness assessment conducted by the E3 team. This looks at revenues, leadership alignment, culture, and scalability potential. If the company meets the criteria, it is matched with a dedicated Operating Partner (a seasoned former executive, investor, and coach) who acts as the “quarterback” of the journey. The OP ensures the company’s strategy, leadership, and culture are aligned to support sustainable scale.
PHASE 2:
BUILD FOUNDATION
The first 100 days are about stabilization and momentum. The Operating Partner runs a 60-point diagnostic to identify structural and functional bottlenecks, then designs a custom execution plan. This includes implementing an operating system (EOS, Scaling Up, or LOP), upgrading the org chart, aligning incentives, and installing a governance framework. By the end of this phase, the company has a clear rhythm, accountability, and the foundation to scale.
PHASE 3:
DRIVE EXECUTION & INNOVATION
With the foundation set, the focus turns to performance and scale levers. Companies establish dashboards and KPIs, embed management rhythms, and drive cultural alignment. The OP helps the leadership team embrace accountability while reinforcing transparency and discipline. At the same time, E3 introduces technology, AI, and digital tools to enhance efficiency, decision-making, and innovation. This is where execution accelerates and the company demonstrates true scalability.
PHASE 4:
VALUE REALIZATION
Once growth is proven, attention shifts to capturing and sustaining value. This may include preparing for a monetization event (recap, partial exit, or full exit), deploying disciplined capital into M&A etc. The major goal is the transition from operator to owner-investor. The E3 team, together with sister companies Lodestone Global, Lodestone Family Advisors, and Lodestone Capital, helps founders convert enterprise value into personal and family wealth by bringing capital and family office support.
MEMBERSHIP REQUIREMENTS
WHO CAN JOIN E3?
Growth Readiness – $20M+ in revenue with a clear path to scale.
Ownership Alignment – Founders aligned on mission, values, and growth ambition.
Cultural Fit – Commitment to transparency, accountability, and peer learning.
Community Contribution – Willingness to both give and gain within the network.