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WRITE THE NEXT PAGE OF YOUR STORY

Helping Growth Minded Business Owners Unlock Their Potential

Our core values

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SERVICE

serving others over ourselves

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GENEROSITY

give more than is expected

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OBJECTIVITY

ask questions rather than make statements

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DEVELOPMENT

relentless appetite to learn and grow

About Us

Revelate provides Strategic Planning and Implementation services to small and medium size businesses.  

WHAT MAKES US DIFFERENT

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We have walked in your shoes

 

we have founded, built, restructured, and run successful businesses

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​We have relentless objectivity

 

we collect and connect the dots with the rigor built on our experience diagnosing the organizational, strategic, and financial health of companies over the last 25 years

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We offer customized solutions

 

we recognize that each business is unique, and our process allows us to tailor solutions to your needs and timelines

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WHAT WE DO

We help growth minded small and medium size business owners unlock their sales and profitability potential.

What We Do
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WE FIND and SOLVE PROBLEMS

Every story has a problem that needs resolution.  Revelate leans into this tension in your story by connecting your past with the realities of today to build a bridge to a better tomorrow.

 

To write your next chapter, we ask questions (before answering), find problems (before solving), collect dots (before connecting), and turn these into insightful actions (before presenting actionable insights).

Our team will come alongside you in 3 main areas

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1: PRIORITIES

where do you want to go and what is most important to achieve your vision?

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2: PACE

how fast should you go, and what are the right risk factors to consider along the way?

3: STRUCTURE

what resources are required to get from here to there?

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DISCOVERY PROCESS

SETS US APART

Through our comprehensive diagnostic process, we frame three critical business drivers: industry + market health, business + financial health, and culture + organizational health.  

 

Our goal in partnering with your business is to provide fresh energy, renewed focus, and increased business value.

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WHY WE DO IT

Our mission is to create breathing room for what matters the most to you.

Why We Do It

PEOPLE are the POINT

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Our primary focus is changing lives to help your people and your business flourish and succeed.

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MAKE THE UNKNOWN

KNOWN

Our objective is to make the unknowns known to find the best possible outcomes for your people and business.

  • Where do we go next?

  • What do we do differently?

  • How fast should we go?

  • What opportunities and investments do we prioritize?

If you could change your business, would you?

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Do you have a clear picture of where your company sits today and what comes next? 

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OPTIMAL

PARTNER

Private business considering their next chapter.

Target Partner

TARGET PARTNER

  • Private business generating $25-250 million in revenue

  • Business owners or private equity firms considering their next chapter, either through organic growth, growth capital, or a potential exit

  • Feels overwhelmed on the edge of burnout with not enough capacity or capability to look further up and out

  • Willingness and hunger to learn and try new ways of working

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Our Team

OUR TEAM

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JAY WHITMER

Co-Founder & Principal

Founding partner at Cleveland Research Company and Revelate Advisory.  Jay served as President of Market Research at CRC.  Jay started his career as an award- winning Wall Street analyst and is a frequent speaker at industry conferences.

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JEFF STINSON

Co-Founder & Principal

Founding partner at Cleveland Research Company and Revelate Advisory.  Jeff served as Chief Operating Officer and Director of Research at CRC.  Most recently, Jeff was Chief Operating Officer of Apple Growth Partners.

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CONTACT US

Talk to you soon!

Contact Us
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