You’ve built something real. The question is what it’s worth and what it could become.
Most founders at this stage are making the biggest decisions of their business lives without someone who has been in that seat before.
If you are already asking...
“Is my business worth what I think it is?”
“What would it take to grow 2x?”
“Why does growth feel harder than it should?”
“When is the right time to bring in a partner?”
“Am I set up to scale or just surviving?”
Most founders leave real value on the table. We help you capture it with a plan, not a pitch.
Sound Familiar?
You’re running a business that has real momentum and real complexity. Growth feels harder than it should. The team is busy but not always moving together. The decisions in front of you are the biggest you’ve faced yet.
Founders looking to scale
Overwhelmed and uncertain about pace. Gaps in people, process, or financials. You need a measured plan with real accountability behind it.
Founders looking to sell
You’re thinking about selling. The question is whether your business is ready to command what it’s worth.
You have blind spots you cannot see from inside. Unclear on timing and what the business is worth to a buyer. You need an objective read, a plan to close the gaps, and practice before the real conversations start.
Capital partners following investment
Operational urgencies ruling the day. Inherited systems. Leadership bench needs evaluation. You need strategic priorities set and a platform built for what comes next.
You’ve probably never had a partner like this.
You know the big consulting firms exist. What you may not know is that there’s a peer-level, operator-credentialed partner built for companies like yours. One that has run businesses, led teams, and made the same decisions you’re facing now. Not someone who hands you a framework and disappears. Someone who has been in your seat and stays in the room.
“We advise on what we’ve lived, not what we’ve read.”
Three things every founder at your stage needs.
ASSESS
First, you need to know where you stand.
Before you can fix anything, you need to know what is holding you back. In one day, you get a scored assessment across five dimensions, a 1-page summary of what’s working and what isn’t, and a clear point of view on what to do next.
PLAN
Then, you need a path built for your business.
Not a template. A 5-year plan built around your revenue targets, your team, and your market. A stage-gated roadmap tied to real decisions about capital, people, and growth. OKRs your team lives by.
EXECUTE
Then, you need someone who stays.
A plan in a binder does not scale your business or help you sell it at a premium. Execution does. We stay in the room, weekly, monthly, or quarterly, until the plan becomes results.
From here to there.
Real results from clients we have worked with over the last five years, across professional services, consumer products, industrial manufacturing, and global logistics.
$20M → $100M
In revenue over five years. 1 core revenue stream to 5 diversified, profitable business units.
$300M → $350M
A $300M exit plan in three years became a $350M recapitalization and minority stake in two.
5% → 20%+
Internal growth expectations elevated to organic and inorganic growth with a clear path.
Not sure where you stand yet? Download our free client assessment — This diagnostic gives you an honest outside view of where your business stands today, across the six dimensions that determine growth rate, scalability, and ultimate exit value.
You’ve been running hard. It’s worth 30 minutes to look up.
No pitch. No pressure. A real outside read on where you are and what is possible.
jeff@revelateadvisory.com · jay@revelateadvisory.com · revelateadvisory.com
You already know what is not working. You need someone who has been there to help you fix it.
Most advisors will give you a framework. A deck. A set of recommendations you’ll spend months trying to figure out how to implement. What you need is a partner who has run a company, sat in your seat, made the decisions you’re facing, and can tell you what they’d do differently.
How we work
You don’t need someone to tell you your business has gaps. You know that. What you need is someone who can name them accurately, prioritize them, and stay in the room long enough to help you close them. Every engagement starts with a structured assessment, not a sales pitch. We listen before we advise. We diagnose before we prescribe. And we do not hand you a binder and disappear.
What we see most often: teams that believe they’re aligned but are operating from different assumptions. Goals that exist on paper but have no real accountability behind them. Leaders who are busy — and moving in slightly different directions. These aren’t character flaws. They’re the natural result of growth without a system designed to keep pace with it.
What makes us different
You’re not talking to someone who learned this from a textbook. The people across the table from you have run companies, led teams, and made the exact decisions you’re wrestling with. That changes the conversation.
We ask before we answer. The most valuable thing we do in a leadership session isn’t the strategy. It’s asking the question nobody else in the room will ask — because they’re supposed to already know the answer.
We stay when others leave. Most advisors disappear after the deck. We stay in the room — weekly, monthly, or quarterly — until the plan becomes results.
We help you see further up and farther out. Most founders we work with are surprised by the actual potential of their business. The skills that built a great $25M company are often the same skills that create a ceiling at $50M. We help founders make that transition — from great doers to great leaders.
You’re probably closer to a turning point than you think. And further from it than you want to be.
You’re not struggling because you lack talent or effort. You’re struggling because you’ve been living inside a twelve-month budget cycle for so long that your thinking has been calibrated to a single year. The founders who make the biggest leaps are almost always the ones who discovered their business was worth more, and capable of more, than they ever imagined. The ones who found a partner who could help them see further up and farther out.
The founders who make the biggest leaps are almost always the ones who discovered their business was worth more — and capable of more — than they had ever imagined. Our job is to help them see it.
“Curiosity is the most underrated competitive advantage in business.”
Our Approach
You get diagnosed before you get prescribed to. You get asked the hard questions before you get handed answers. You get a partner who collects the dots before connecting them. And you get someone who stays in the room long enough to make sure the plan becomes execution.
When you engage Revelate, you work with the principals. Not a team you’ve never met.
Every session. Every deliverable. Every call. You’re never handed off. You never repeat yourself to someone new. The people who pitch you are the people who do the work.
You need a clear picture. Then a plan. Then someone who stays.
Most founders at your stage have one of three problems. They don’t have a clear picture of where they stand. They don’t have a path forward that their team believes in. Or they have a plan that nobody is executing. We built three services around exactly those three gaps.
ASSESS — Growth Readiness Assessment
A structured deep-dive across five dimensions that determine your growth ceiling — or your exit multiple.
1-Day Onsite
Vision & Strategic Clarity — Does your leadership team share a real picture of where you’re going?
Execution Cadence & Accountability — Does your operating system produce predictable results?
Leadership Team & Organizational Design — Is the right team in the right seats?
Financial Visibility & Capital Planning — Do your numbers tell a coherent story under scrutiny?
Operational Capacity & Scalability — Can the business handle meaningful growth without breaking?
Deliverables
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Growth Readiness Scorecard across all five dimensions
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1-page executive summary: what’s working, what’s not, what can’t wait
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60-minute debrief with a clear, prioritized point of view
Ideal for: You’re not sure how to name or prioritize your gaps. This lays the groundwork for what comes next.
PLAN — 5-Year Strategic Roadmap
4-Month Engagement
You know where you want to go. What you don’t have is a stage-gated path to get there that your entire leadership team understands and is held accountable to. This builds that plan around your specific business, not a template.
Deliverables
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5-year revenue & EBITDA targets segmented by product, channel, and customer
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Stage-gated roadmap with Year 1–3 milestones tied to capital, personnel, M&A, and product decisions
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Annual OKRs & scorecards so accountability isn’t just a word in a deck
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Cascading communication plan that gets your entire leadership team rowing together
Ideal for: You know where you want to go — but the path isn’t clear and the team isn’t aligned.
EXECUTE— Ongoing Implementation
High/Medium/Light Touch · Investment varies
You’ve had plans before that didn’t survive contact with the calendar. Execution is where most plans die, and where most advisors disappear. We don’t. We stay in the room in whatever form fits your business until the plan becomes results.
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High-Touch: Weekly leadership facilitation, quarterly offsites, board-level advisory
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Medium-Touch: Monthly strategy sessions, quarterly planning offsites
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Light-Touch: Quarterly and annual offsites to reset, recalibrate, and re-energize
Ideal for: Scaling is hard. Selling is harder. This is where most advisors disappear. We don’t.
ALSO AVAILABLE — 30-Day M&A Readiness Assessment
30-Day Fixed Engagement · No retainer. No surprise billing.
An independent, expert view of where your business truly stands before buyers ever see it — and a clear, prioritized action plan to close the gaps and command a higher multiple. The best exits are engineered, not improvised. Start by knowing where you stand.
Find out where your business stands.
The Revelate Client Assessment is a structured, 20-minute online tool that scores your business across six dimensions, the same ones we use in every engagement. Whether you’re looking to scale or preparing to sell, you get a scorecard and a point of view on your gaps.
What the assessment covers
Vision & Strategic Clarity — Does your leadership team share a real picture of where you’re going?
Leadership Team & Organizational Design — Is the right team in the right seats?
Execution Cadence & Accountability — Does your operating system produce predictable results?
Financial Visibility & Capital Planning — Do your numbers tell a coherent story under scrutiny?
Operational Capacity & Scalability — Can the business handle meaningful growth without breaking?
Exit Readiness — Is the business positioned to command a premium valuation?
What you get
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A scored assessment across all six dimensions
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A clear view of where your gaps are and how they rank
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A starting point for a real conversation, not a pitch
Takes about 20 minutes. No cost. No obligation.
After you complete the assessment, you will receive a real response from a real person with a point of view on what you found. No automated report.
Let's have a 30-minute converstation.
If you’re a $25M–$250M founder thinking about growth, exit, or both — and you want an honest outside perspective from someone who’s been in your seat — this is where it starts.
Reach us directly:
jeff@revelateadvisory.com
jay@revelateadvisory.com
www.revelateadvisory.com