Financial Advising for Small Businesses

Financial Advising for Small Businesses

Build a strong financial foundation for your business and increase profit year over year. Cultivate Advisors will help you analyze your finances and build a strategy to maximize your revenue while minimizing costs to grow your business.

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Results Generated by Cultivate Clients

Cultivate is partnered with thousands of business owners. The following stats are year-over-year results for Cultivate clients that have worked with us for 12 months or more.

43%

Average Growth in Top Line Revenue

65%

Average Growth in Bottom Line Profit

5.0

We have worked with Kyle Werych from Cultivate Advisors for a number of years now. He has been engaged as a business advisor for a number of our clients. In each and every case we have seen successful results. The businesses have grown by implementing well thought out strategic growth plans and by improving and formalizing their processes. He has a high level of financial acumen as well, which has resulted in streamlined and improved financial planning and reporting processes in which we are intimately involved. This has improved profitability for our mutual clients. I think that the biggest testament to his success is that the business owners continue to rely on Kyle - over time they keep Kyle engaged and often request additional support and advice from him has they grow and evolve. And as they set out creating new businesses, they'll engage Kyle in those new endeavors.

Eric Weynand

Working with my advisor David Hardin has been the best decision I’ve ever made for my business. He’s helped me scale my business and put systems in place so that my business and staff can operate whether I’m there or taking a month off in the winter to seek warmer weather. He’s helped me take countless things off my plate, while continuing to increase both revenue and profit. He takes the time to get to know my individual business and what my vision and goals are and it shows!!

Kaitlin McCulley

Nancy Benjamin, of Cultivate Advisors, assisted the WBDC's Plan for Profit startup cohort by giving a presentation on Marketing Strategy. She distilled the key elements of creating a brand into actionable and clear steps. Most of all, she presented the material in a way that caused our participants to think deeply about how they were building their brand.

Maura Mitchell

Can't say enough wonderful things about my experience with Drew Brogden as my advisor and Cultivate Advisors as a whole. I've been working with Drew for almost 1 year now, and I've streamlined so much of my business' operations and processes which have allowed me to now focus on business development and the creative, fun aspects of what I do in order to continue increasing profits further. It's been a breath of fresh air to know exactly where my business stands from the financial & projected trend reports that Drew has helped me to create and to understand how to best delegate administrative tasks away from my own desk. It's an entrepreneur's dream!

Lauren Cornell

Cultivate is a great option for small business owners looking to grow their and run their business with purpose. I have been working with Angi for the past 6+ months and have completely revamped my budget and marketing plan to grow top line revenue while gaining operational efficiency. Highly recommend!

Tom Rowland

We Are Your Trusted Profit Improvement Advisors

Your company’s financials are constantly in motion, just like your business. If you don’t have good processes and intentional time carved out to keep a watchful eye on them, you may find yourself out of position financially. And it doesn’t take long for things to spiral out of control.

As experts in financials, we’ll help you increase profit by helping you identify your goals, understand your numbers, and create a strategy to grow your business.

We Are Your Trusted<span class="m-heading__italic m-heading__snd-line"> Profit Improvement</span><span class="m-heading__snd-line"> Advisors</span>

Our Profit ImprovementAdvisory Solutions

Building a strong financial foundation is about more than profit growth. It’s about building a strategy and understanding how money flows in and out of your business. Our expert advisors and bookkeeping team are here to support you and your team in building a strategy and keeping track of your financial data so you can grow in all areas of your business. Here are a few ways we support our clients.

Financial Analysis

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.

Create a Financial Strategy

Create a Financial Strategy

Align your vision and goals. We’ll help you break your vision into a strategic roadmap with metrics and KPIs to reach your financial goals.

Identify Your Levers

Identify Your Levers

Improve profitability with key profit levers. We’ll help identify areas in your business you can manipulate to adjust the gap in your cash flow and tighten your financials.

Track Results

Track Results

Hold yourself and your team accountable. We’ll check in with you each month to ensure you are on track to hit your annual goals and develop solutions to pivot when needed.

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

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
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Red Circle Technology

Red Circle Technology

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Get a Free Assessment to Identify the Gaps in Your Financials

Set up a quick call to learn more about the Cultivate Advising process and how it applies to your business.

Cultivate Advisors Process

Cultivate Advisors Process

step 1

Schedule a Call. Allow us to learn more about your business and vision to see if there is a fit.

step 2

Schedule a Free 2-Hour Assessment. Gain outside perspective and identify the gaps and opportunities for growth in your business.

step 3

Propel your Business. Partner with an expert advisor on your tailored roadmap to get to your growth objectives.

Schedule a Free Assessment
Leadership 1
Leadership 2

Profits are just part of the workflow. But if you want the machine to work well, the rest of the parts need to work perfectly as well.

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FINANCIALS

Increase Profits

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RECRUITMENT

Recruit Talent

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LEADERSHIP

Develop Leaders

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PRODUCTIVITY

Be More Productive

Profits are just part of the workflow. But if you want the machine to work well, the rest of the parts need to work perfectly as well.
Advisors

Meet Our Team ofAdvisors

All of our advisors come from different industries with different experiences, but the one thing they have in common is that they’ve all been successful business owners.

More about us
Elisa Au

Elisa Au

Senior Business Advisor

Chicago, IL

Autumn Joyce

Autumn Joyce

Cohort Leader | Partner

Columbus, OH

Chris Caton

Chris Caton

Business Advisor

Minneapolis, MN

Meet more Advisors
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Some of the Industries We Work With

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

Real Estate
Banking & Financial
Hospitality & Tourism

Other industries your business relates to

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Get One Step Closer to Financial Freedom

Understand and manage your cash flow with our easy-to-use cash flow projection tool.

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Get One Step Closer to Financial Freedom
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Let’s Grow Your Business Together!

Set up a quick call to learn more about Cultivate and get a free assessment.

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Learn the Best Practices and Get Free Leadership Tools From Our Advisory Team

Whether you’re looking for information on a specific topic or just looking to learn some new tips and tricks to growing your business, check out our free resources.