We help businesses scale & sell.

 








 
 
 
 

1) What we do.

We empower entrepreneurs with strategic, intellectual, and capital resources to scale and/or sell their businesses.

With a history in growth marketing, technology, and M&A, we partner with clients to achieve one or all of a variety of outcomes...

Accelerate Growth | Drawing on our expertise and industry insights, we implement targeted strategies to boost your business's growth trajectory.

Prep to Sell | We meticulously reverse-engineer a growth roadmap tailored to enhance your business's market value, while also crafting a compelling narrative that maximizes buyer appeal.

Sell | Through strategic positioning and expert brokering, we ensure your business is showcased to potential buyers in the best possible light, equipped with persuasive materials, narratives, and a vetted process.

*Additional Services include raising capital & incubating initiatives from inception to scalability.

If looking to sell your business, learn more about our DEALBOOK process here.

2) How we do this.

Though our targeted outcomes vary from project to project, our process stays consistent.

Stage One: Insight Synthesis | Employ creative mind mapping, market intelligence, and historical data analyzation to identify key value drivers, future possibilties, and lay a foundation for informed decision-making and innovative strategy development.

Stage Two: Systematic Roadmapping | Clarify objectives, simplify a business to its value drivers, and reverse-engineer a detailed, actionable roadmap for the next 3-18 months — serving as not just a plan, but a dynamic tool that adapts and evolves, guiding a venture through growth and change with agility and confidence.

Stage Three: Dynamic Optimization or Preparation for Sale. | Oversee execution to a roadmap with a proactive approach to performance analysis and strategy adjustment — creating a culture of agility, efficiency and operational excellence that sets new standards within any venture.

Stage Four: Sell or Scale On. | If a business owner determines an exit is the desired outcome, we broker and manage the acquisition process. Otherwise, we pass off or hire in a team to continue to lead the scaling initiatives.

Our clients pay a simple monthly retainer with no strings attached and if an exit or merger is involved, a brokering fee is negotiated.

3) Who we do this for.

From start-up founders to mid-cap business owners to thought-leaders, we’ve partnered with incredible leaders to strategically scale and/or sell their businesses.

Ty orchestrated the entire exit process, meticulously analyzing every figure, and clarifying all possible avenues. This meticulous approach freed me to concentrate on the business, empowering me to make well-informed, deliberate choices throughout the transaction.
— CEO, Premiere Book Group
Working with ADVOCATE is like finding the keys that you thought were lost. Ty and his team are extremely skilled in understanding what it is that your organization is wanting to accomplish. Their response is to help you build a strategy that unveils like a GPS guiding you through unfamiliar territory.
— Danny Silk, Founder of The Life Academy