When Is It Time to Pivot?
A Newport LLC Lunch & Learn Series
Three critical questions every business owner eventually has to answer about growth, talent, and ownership. Join Newport’s Texas partners for a three-part virtual series built for owners and executives navigating what comes next
Tuesdays, October 13, 20 & 27, 2026 · 11:45–1:00 PM CT · Virtual
WHY ATTEND OUR LUNCH & LEARN SERIES
Every business has its seasons, revenue climbs, then dips; markets shift; competitors emerge from nowhere. Most leaders learn to manage through that rhythm. That’s table stakes for ownership.
But some changes aren’t cyclical. When a new technology reshapes your industry, a demographic shift dries up your customer base, or a regulatory change rewrites the rules of your market, the old playbook stops working. You’re not managing through a rough patch anymore. You’re standing at a crossroads.
After two decades of working with business owners across industries, Newport’s partners have found that pivotal moments almost always come down to three questions:
Should we stay in this market, or is it time to exit?
OWNERSHIP:
Is our ownership structure built for what the business needs to become?
tALENT:
Do we have the right leadership and team for where we're going?
THE SERIES AT A GLANCE
Three 75-minute virtual sessions. Fireside-chat format, real conversation, not a slide deck. Each session stands on its own, so come to one, two, or all three.
SESSION 1
Growth: How Ready Am I to Move Forward?
Tuesday, October 13
11:45-1:00 PM CT
Where are you today, where do you want to go, and how do you get there? A conversation on the paths to growth — organic, inorganic, and everything in between — and how to know which one fits your business.
Hosted by: Erika Peterman, Newport Partner
Guest speaker: Benjamin Victor, Energy Industry Entrepreneur and former Co-CEO and owner of Joule Processing
You’ll leave thinking about:
Where does your company sit versus your desired growth path?
SESSION 2
Ownership: When and Why Is It Time to Change Ownership?
Tuesday, October 20
11:45-1:00 PM CT
What’s your business actually worth? Is now the right time to consider a change? Who would realistically invest in or buy your company? A grounded conversation on valuation, timing, and capital structure with a guest who has recently navigated these questions, and will tell his story.
Hosted by: Peter Pintar, Newport Partner
Guest speaker: Simon Sequeira, CEO and Co-Owner of Quadvest
You’ll leave thinking about:
How ready are you to move forward?
SESSION 3
Talent: How Am I Hiring for My Company's Future?
Tuesday, October 27
11:45-1:00 PM CT
The team that got you here may not be the team that gets you there. A candid look at leadership, execution quality, and building a workforce profile that matches where the business is headed, not where it’s been.
Hosted by: Tom Lytle, Newport Partner
Guest speaker: Kathy Pattillo, Managing Partner and Global Practice Leader at Boyden
You’ll leave thinking about:
Where are the strengths and gaps in your company’s leadership bench?
OPTIONAL: BUILD YOUR ROADMAP
For owners who want to go further, a dedicated follow-up session, Building Your Roadmap for Success, is available after the series (NDA required at this stage). Newport partners will work directly with you to turn the series’ key takeaways into a concrete plan: target legacy vs. roadmap, gap remediation, and timing.
More information will be provided during the session.
PROOF THIS WORKS
One Newport client, a satellite TV installer doing $100M+ in annual revenue, watched their core market decline for years before facing a hard truth: a 12% revenue drop in a single year wasn’t an anomaly, it was the new normal. Working with Newport, they moved from insight to a funded, staffed plan in under six weeks.
Within two years, the new business line they launched was on pace to top $15M in revenue, while the legacy business kept generating cash. That’s the kind of pivot this series is designed to help you see coming, and act on, before the window closes.
WHO SHOULD ATTEND
This series is built for owners, executives, and decision-makers at private companies. If you’re a CEO, president, managing director, or principal wrestling with a growth, talent, or ownership question, this is for you.
Frequently Asked Questions
Ignore
Ignore
Do I need to attend all three sessions?
No, each session stands on its own. Register for the one that speaks to you most, or all three.
Is it free to join?
Yes, it’s free to join
How do I join?
Register below and you’ll receive a calendar invite with your session link.
What if I can't make it live?
We’d love to have you there live, that’s where the real conversation happens. Reach out to your Newport contact if a scheduling conflict comes up.
SAVE YOUR SEAT
Choose the session(s) you’d like to join. One quick form, no need to fill this out more than once.
Hosted by the Texas practice of Newport LLC. [texas.events@newportllc.com / newportllc.com ]
