Financial Advising for Small Businesses

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.

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!!

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.

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!

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!