Our core values
serving others over ourselves
give more than is expected
ask questions rather than make statements
relentless appetite to learn and grow
Revelate provides Strategic Planning and Implementation services to small and medium size businesses.
WHAT MAKES US DIFFERENT
We have walked in your shoes
we have founded, built, restructured, and run successful businesses
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
We offer customized solutions
we recognize that each business is unique, and our process allows us to tailor solutions to your needs and timelines
WHAT WE DO
We help growth minded small and medium size business owners unlock their sales and profitability potential.
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
where do you want to go and what is most important to achieve your vision?
how fast should you go, and what are the right risk factors to consider along the way?
what resources are required to get from here to there?
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.
WHY WE DO IT
Our mission is to create breathing room for what matters the most to you.
PEOPLE are the POINT
Our primary focus is changing lives to help your people and your business flourish and succeed.
MAKE THE UNKNOWN
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?
Do you have a clear picture of where your company sits today and what comes next?
Private family-owned business considering their next chapter.
Private family-owned service business generating $5-100 million in revenue
Business owners 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
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.
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.