The Cultivate Journey

We know small business because we started as a small business too.

We're not corporate consultants

At Cultivate, we believe in offering small business owners a custom plan for their business. Every owner has unique challenges, experience and goals, and we are passionate about helping owners develop both personally and professionally to achieve financially rewarding businesses that grow and thrive.

Where We Started

Cultivate was founded by Casey Clark and Dan Gramann in 2013 when they realized their passion for helping businesses. Slowly the two began building their books of business while paving the way for future advisors. Today, that 1-on-1 advising model has grown into a community where clients can look to each other for support, while having access to systems and tools to utilize in between advising sessions.

Check Out Our Next Co-Founders Webinar

Where We Started

Cultivate was founded by Casey Clark and Dan Gramann in 2013 when they realized their passion for helping businesses. Slowly the two began building their books of business while paving the way for future advisors. Today, that 1-on-1 advising model has grown into a community where clients can look to each other for support, while having access to systems and tools to utilize in between advising sessions.

Check Out Our Next Co-Founders Webinar

Where We Started

Cultivate was founded by Casey Clark and Dan Gramann in 2013 when they realized their passion for helping businesses. Slowly the two began building their books of business while paving the way for future advisors. Today, that 1-on-1 advising model has grown into a community where clients can look to each other for support, while having access to systems and tools to utilize in between advising sessions.

Check Out Our Next Co-Founders Webinar

Building Our Team

We began expanding our team with Advisors in Chicago, Green Bay, Denver, Phoenix, Toronto, and Vancouver. All of our advisors come from different industries with different experiences, but the one thing they have in common is that they've all run a small business. It was important to us that Cultivate was built on owners because anyone that has run a business knows you can’t relate unless you’ve done it.

Meet some of our Advisors

Tina Moser
Green Bay, WI
Financials, HR & Recruiting

"I love to work with entrepreneurs who have the same passion for their business as my passion for helping businesses scale.”

Learn More

Jeff Rendell
​Phoenix, AZ
Leadership & Productivity

"I love helping owners stay focused on their priorities. Keeping goals, life balance and personal development top of mind."

Lean more

Angela Cote
​Victoria, BC
Recruiting & Marketing

​
"I love helping owners find creative, grassroots ways to grow their business through their local network and communities."

Lean more

Brad Kreutz
​Denver, CO
Financials & Sales

​
"I love to work with business owners who are passionate about their product or service and want help to get to the next level.”

Lean more

Brian Bauer
​Chicago, IL
Financials & Business Strategy

" love to work with business owners that work tirelessly, communicate fearlessly, defy gravity and love what they do.”

Lean more

Building Our Culture

We're always developing

Our advisors undergo a rigorous training program. Each year, they spend 171+ hours developing their own skills.

With offices across the US and Canada, it's important for us to maintain the tight-knit relationships despite the distance. We grow our culture through weekly huddles on Zoom, bi-annual training, and fun socials.

We're Industry Agnostic

All of our advisors have been business owners in the past. Many of our advisors have come from a franchising background and others have started, built and sold businesses in a past life. As a team, we have worked/advised in over 140 industries from home service to hospitality to creative agencies. And if there is one thing that our experience has taught us, it's that small business owners don't need more industry knowledge, they need the core business skills to help them move the needle in their business.

We Put Clients First

We’re constantly learning and collaborating with each other to solve problems for our clients. Each week our advisors get together in small groups to get multiple heads on a challenge for their clients. Often our advisors bring other advisors from the team to help support the relationship when specific specialties are needed.

Building Our Culture

We're always developing

Our advisors undergo a rigorous training program. Each year, they spend 171+ hours developing their own skills.

With offices across the US and Canada, it's important for us to maintain the tight-knit relationships despite the distance. We grow our culture through weekly huddles on Zoom, bi-annual training, and fun socials.

We're Industry Agnostic

All of our advisors have been business owners in the past. Many of our advisors have come from a franchising background and others have started, built and sold businesses in a past life. As a team, we have worked/advised in over 140 industries from home service to hospitality to creative agencies. And if there is one thing that our experience has taught us, it's that small business owners don't need more industry knowledge, they need the core business skills to help them move the needle in their business.

We Put Clients First

We’re constantly learning and collaborating with each other to solve problems for our clients. Each week our advisors get together in small groups to get multiple heads on a challenge for their clients. Often our advisors bring other advisors from the team to help support the relationship when specific specialties are needed.

Our Future

Like our clients, we’re constantly working on our business. Since 2016, we've more than doubled our team and we've created more and more resources to help our clients grow faster, too. Nowadays, we're focused on streamlining our processes and building out new systems that help us improve our services.

Learn About Joining Our Team 

Interested in learning more?

Learn How It Works 
Explore Our Success Stories

Interested in learning more?

Learn How It Works 
Explore Our Success Stories

© 2019 Cultivate Advisors.  | Terms

>