Build a Roadmap for Your Business

We partner with passionate small business owners to achieve financially rewarding businesses that grow and thrive. By combining key components of consulting and business coaching, we help you develop as an owner and work with you each month to bring incremental change and sustainable growth to your business.

Learn How We Can Help You Grow
Build a Roadmap for Your Business

Let's start by answering the question

What is the difference between Consultant, Coach, Advisor and Cultivate Advisor?

Cultivate
Advisor

Advisor

Coach

Consultant

Outside Perspective

Outside Perspective

X

X

X

X

Business Expertise

Business Expertise

X

X

X

X

Entrepuerial Experience

Entrepuerial Experience

X

X

Individual Skill Development

Individual Skill Development

X

X

X

Custom Advice

Custom Advice

X

X

X

Flexible Schedule

Flexible Schedule

X

X

Impact Time

Impact Time

X

X

Business Partner

Business Partner

X

Is an Advisor Right for Your Business?

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01

The Advantage of Advisor Compared to Others

From group coaching to business consultants, there are endless options when it comes to finding help for your business. What makes Cultivate Advisor different is our entrepreneurial experience and passion for helping owners create the business and life they’ve always wanted.

02

The Advantage of working with a Cultivate Advisor

We are on a mission to make the world better for entrepreneurs. We do this by matching clients with expert advisors whose singular goal is your success.

  • Our business advisors dispense advice through experience – they’re former or current entrepreneurs.
  • Our advisors not only ask the right questions – they lead you to the right answers.
  • Our advisors are unafraid to reveal harsh truths to you. They’ll tell you what you need to hear, not what you want to.
  • Our advisors get in the trenches with you to help you build the systems and processes to succeed.
03

Tailored 1:1 Advising

Each business is unique, and Cultivate gives owner the 1:1 focus you need to succeed. Unlike group courses or curriculum-based training, we help our clients identify their own goals and uncover the challenges and opportunities to help them reach those goals. Our business advisors work with you to develop a growth plan and meeting cadence customized to your ever-changing needs as you scale.

04

The Power of the Cultivate Community

In addition to the 1:1 tailored advising, clients have access to our small business community through a community portal. Meet and create lasting connections with a large community of entrepreneurs working through similar challenged. The community portal allows you to share ideas, and get feedback from like-minded individuals. Clients can also access a list of trusted partners and benefit from exclusive Cultivate offers and discounts.

next question is

When Should I Hire a Cultivate Advisor?

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Are You Struggling with Any of These Business Challenges?

Schedule a free assessment, and we’ll help you develop a plan to overcome these obstacles.

Schedule A Free Assessment

We Start with a a Business Analysis

We Start with a a Business Analysis
Financials
Financials
Sales
Sales
Marketing
Marketing
Recruiting
Recruiting
Leadership
Leadership
Productivity
Productivity

First, We Look at Your Financials

The key to running a successful business is a solid financial foundation. We prioritize helping you understand your numbers and teach you how to increase your profits year-over-year.

Financial Analysis

Gain clarity on your current financials. We’ll help you dive deeper into your financial statements to ensure you have the information needed to make strategic decisions later on.

Sales

When you operate a small business, the success of your business is highly dependent on the success of your sales process.

Whether you run the sales for your business, or you lead a sales team, we can help you solve sales challenges beyond simply increasing pipeline. Our expert advisors provide a fresh perspective and new insight into your current process and can help close the gap on your conversion rate to drive more revenue.

Set Goals & Metrics

Connect your long-term goals to short-term results. We’ll help you build a sales plan that breaks macro goals into SMART goals to ensure you can effectively measure success.

Marketing

Often, small businesses struggle with the inconsistency of leads. When it comes to designing a lead generation system, it can be difficult to synthesize all the outlets available to use with the actual results.

As experts in lead generation, we’ll help you identify if you have a marketing problem and help you identify the channels and solutions that work best for your business.

Audit Your Marketing Funnel

Get an outside perspective on marketing efforts. We’ll help you identify any gaps in your current funnel and identify and strategize lead generation opportunities.

Recruiting

Finding the right talent isn’t easy. It takes an excellent recruiting strategy to find top candidates and training to retain them.

Whether you have a well-established team or you’re just starting to grow, we can connect your business with top-performing talent and help you build a retention strategy to accelerate business growth.

Build a Recruiting Strategy

Think ahead. We’ll help you develop a hiring strategy based on your long-term goals that will act as a timeline to find qualified applicants to continue growing without any gaps in employment.

Leadership

Effective leadership is about executing your vision and setting the tone and culture for your company. It’s about creating plans and motivating your team to work together to achieve that vision. As experts in leadership development, we’ll help you develop your leadership skills and show you how to hire and develop an executive team that will allow your organization to work as a singular unit to move the business forward.

Leadership Strategy

Build and implement a strategic plan for your future. We’ll help you take your vision, develop a business plan and teach you how to get buy-in from your team.

Productivity

Productivity is deeply connected to profit and impacts long-term performance and goals for the entire company. Inefficiency in the workplace can lead to project delays, missed deadlines, low morale, and poor engagement, directly impacting your profitability and preventing future growth.

Whether you have a well-established system or you’re just starting to grow, we can guide you and your team to prioritize your goals, optimize operations, and get your business operating at peak performance.

Build Systems and Processes

Build repeatable systems and streamline operations. We’ll help you and your team document current practices and implement processes to get your business operating like a well-oiled machine.

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Accessment

How Do We Apply Our Methodology
to Grow Your Business?

Every business has its own unique set of challenges, but in working with hundreds of entrepreneurs, we’ve found the hurdles to scale are often rooted in 5 key areas impacting the growth and capacity of a business.

Using our Propeller Methodology, we dive deep into your Financials, Sales, Marketing, Leadership, Recruiting, and Productivity to assess the gaps and opportunities in your business.

We then create a tailored roadmap to guide you to your vision and work with you each month to help you navigate new challenges.

Cultivate Advisors Process

Cultivate Advisors Process

step 1

Create a Custom Business Roadmap

Spend time with your advisor to get everything out of your head. Your advisor will help you identify gaps, align on your vision, and set priorities so you know what you should be working on to reach the vision you've laid out for your business.

step 2

Set Accountability

Hit your goals with regular check-ins from your advisor. Set up recurring meetings with your advisor to review your progress and ensure you have what you need to crush your goals.

step 3

Build Repeatable Systems & Processes

Build out tools and systems with your advisor to speed up processes in your business so you can focus more of your time and energy on growing the business.

step 4

Develop Core Business Skills

We have hundreds of resources to help you and your team learn core business skills to grow to the next level. Your advisor will work with you to identify gaps and focus on the right areas of skill development.

step 5

Creative Sound Boarding

Your advisor is a partner to share ideas with and gain that outside perspective needed to help you make decisions. It's business therapy.

Schedule a Free Assessment

Why Does Our Process Work?

Regardless of where you fall in your entrepreneurial journey, we can partner with you and build a roadmap to help you achieve your vision and propel your business beyond expectations.

01

Tailored Advice

We don’t believe in a one-size-fits-all approach to business advising. Sales is not just sales. It means something different depending on your business size and your skill level as an owner. That’s why we spend so much time getting to know your business and how you like to operate. We dig in to develop a 5-year plan based on where you are in the business and where you would like to be.

02

Flexible Meeting Structure

Based on your needs, your advisor will recommend a plan to help you grow your business at the right speed. Then your advisor will determine a monthly meeting cadence and identify how much of your time is spent meeting versus implementation. Best of all, our clients meet with their advisors virtually, removing any location restrictions.

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03

Advisors Who Can Relate

Our advisors are more than a coach or business consultant. They truly become your partner, and they can do that because they have experience running their own business. Because they have been in your shoes – and work with owners in multiple industries – they’ve likely seen similar challenges before. Our advisors bring thousands of hours of advising and past experience that can shortcut your time to results. Our training program puts advisors through hundreds of hours of training to ensure they get the value they deserve. On top of that, each week, our advisors split into mastermind groups to tackle challenging problems – so if they can’t solve it in session, they’ll have resources to figure it out in the next meeting.

04

Additional Resources for You & Your Team

Access exclusive resources, including AcuMax Assessments for your team, financial forecasting, and employee access to the Cultivate Advisors soft-skill catalog. With these resources available, you and your team can continue developing your core business skills.

See How We Helped Other Businesses

When you partner with Cultivate, you’ll receive tailored advising to ensure you reach your objectives. Whether you are an owner-operator, just starting to scale, or already scaled, we can help you. Check out our success stories to see how we’ve worked with other owners, and get an idea of how we can help you grow.

See more success stories
See How We Helped Other Businesses

See How We Helped Other Businesses

Law Firm

Kogut & Wilson

Eva Kogut

  • Develop leadership skills and best practices
  • Identify, track and measure KPIs
  • Build a plan for recruiting, hiring, and training top talent

B2B Recruiting

Red Circle Technology

Michael Melendrez

  • Set achievable goals to increase revenue
  • Hire and train new team members to own key processes
  • Refined services, increase pricing, and create a monthly retainer with clients to increase revenue

We Work with Your Industry

We don’t pretend to be an industry expert. That’s your job. We are experts in propelling businesses beyond expectations and have been able to do so in hundreds of industries.

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Let’s Grow Your Business Together!

We don’t pretend to be an industry expert. That’s your job. We are experts in propelling businesses beyond expectations and have been able to do so in hundreds of industries.

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