Whitestone Investment Network (WIN) strives to identify small and mid-cap companies in which it can accumulate a meaningful equity interest and help those businesses improve their market value. With more than 125 years of combined experience in entrepreneurism, corporate management and finance, WIN’s management team has a hands-on approach and can offer client companies a wide range of consulting services to support their growing success.


Every day 10,000 more Baby Boomers turn 62, and with this shifting dynamic, an increasing number of small and medium-sized enterprise (SME) owners are reaching a point where they would like to sell their businesses and fund their retirement plans.

The biggest challenge facing many of these Baby Boom business owners is: how to sell. The Exit Planning Institute has projected over the next 12 to 15 years more than eight million privately-held US companies will be sold, with over 67% of them having no succession plans.

The sheer volume of companies for sale will inherently reduce purchase prices due to simple supply and demand economics. Despite historically low interest rates, many willing sellers will encounter the additional challenge of matching up with interested buyers in a lending environment which has become highly restrictive, making purchase funding more difficult to obtain.

WIN’s focus is on companies considered too large for individual investors and too small for institutions. Our business and financial consulting services can provide these SMEs with the tools and support they need to pursue and attain their exit objectives.


identifying and taking undervalued

assets to the

next level...

identifying and taking undervalued

assets to the

next level...



For any inquiries, please call or email us:

503-305-6436   |   Info@whitestonein.com

our address

8 North State Street
Suite 105
Lake Oswego, Oregon 97034



you can fill in the following contact:


8 North State Street, Suite 105, Lake Oswego, Oregon 97034      Info@whitestonein.com  |   503-305-6436