Our Vista
Resilient Communities have accomplished outstanding feats despite barriers. Together, we’ve established institutions, built neighborhoods, and led historymaking movements. Still, our small businesses and nonprofits often lack resources to grow and sustain. Many lack access to flexible capital, sophisticated technical assistance, and the long-term strategic capacity required to serve their communities.
Our vista is informed by key principles we keep in view in order to optimize assets, steward transition, shift paradigms, and impact systems.
Cooperation: We practice cooperative economics and shared ownership.
Sustainability: We facilitate climate solutions that transition legacy structures into smart environments.
Technology: We integrate ‘low-lift, high-impact’ enablements like artificial intelligence (AI), immersive communications, and advanced robotics.
YANCY builds initiatives for small business, nonprofits, and communities. Our advisory practice focuses on risk analysis, growth strategy, and succession planning. Our transactions expertise is in leveraged buyouts (LBOs), mergers & acquisitions (M&A), and complex deal arrangement. Our development work generates resources, creates products, and launches programs.
We do this work to help our people respond to three (3) phenomena compounding in the landscape.
The Silver Tsunami
The coming wave of retiring Boomer owners leaving millions of small businesses rich in customers but poor in succession plans.
The clock is running
10–12 Million Boomer-owned businesses are reaching exit this decade.
The Great Wealth Transfer
The largest handoff of assets in history, as Baby Boomer fortunes move from their hands to heirs, charities, and the taxman.
Batons will be passed or dropped
$84 - $124 Trillion in assets is expected to pass to younger generations.
The Racial Wealth Gap
The compounding distance between what white families own and what families of color can build, engineered by generations of unequal rules, access, and returns.
Stubborn and barely moving
Black Americans represent approximately 13% of the U.S. population, but hold less than 3% of the nation's total wealth.