Cultivate Advisors

Check out our Co-Founders Casey Clark and Dan Gramann as they share the story of turning their passion into a business.

🎉 Exciting Updates! 🎉 We’re excited to share that Simone Ashkar has been named President of Cultivate Advisors! Along with this leadership change, we’ve added eight incredible new team members to our advisory and partnership teams. Their expertise in AI, tech, CX, logistics, and more will help us continue delivering top-notch support to small business owners across industries like wellness, tourism, retail, and manufacturing. “Our team at Cultivate has always been one of the best in the space,” said Casey Clark, Co-Founder and CEO of Cultivate Advisors. “These strategic initiatives solidify our position and allow us to continue to support our clients and their evolving needs.” We’re starting 2025 stronger than ever and can’t wait to keep helping small business owners achieve their goals. Please join us in congratulating Simone and welcoming our new team members: Brianna “Bre” Russell, Bryce Sherwood, Dan King, Mary Guarino, R.J. Safranek, Rod Dowdy, Shamus McNutt, and Stu E. Card to the Cultivate Community! https://lnkd.in/gnYndzpD #SmallBusinessGrowth #CultivateAdvisors

🎯 Ready to lead smarter in 2025? Our FREE webinar on Jan 14th at 11 AM CT will give you the tools to duplicate yourself as a leader and scale your impact. Learn actionable strategies from Casey Clark, including: ✨ How to align your executive team ✨ Gaining buy-in across your organization ✨ Adapting your leadership style to any situation Spots are limited—register now!  https://lnkd.in/gn6yYnWa

Have you thought about what happens to your business when you’re ready to step away? Dan Gramann, Co-Founder of Cultivate Advisors, recently shared the stories of two business owners, Joe and Dave. They poured everything into building their companies but faced tough outcomes when it came time to exit. Unfortunately, their experiences aren’t unique. Many business owners don’t plan for the future—79% don’t have an exit plan, and nearly 50% of all exits are involuntary because of illness or unexpected events. Dan breaks down six simple questions every business owner should ask to make sure their business is set up for long-term success and, when the time comes, a smooth exit. Even if selling isn’t on your radar, having a plan can make your business easier to run and more valuable. Check out the full article below. https://lnkd.in/gCzQrDVM Thank you, Rieva Lesonsky, for sharing and highlighting such an important topic.

We're so lucky to work with so many incredible Entrepreneurs. Learn more about Laura Valdés, one of our clients in the 3X program.

Ever wish you could duplicate yourself to lead more effectively? Join us on Jan 14th at 11 AM CT for a FREE webinar with Casey Clark. Learn: ✅ Situational Leadership ✅ Team Buy-In Strategies ✅ Building a Unified Executive Team Don’t miss this opportunity to transform your leadership in 2025! 📅 Save your spot today: https://lnkd.in/gn6yYnWa

Ready to Plan for a Successful 2025? On Thursday, December 12th, at 12 PM EST, join Cultivate Advisors and MultiFunding LLC for a free webinar to help you build a better business plan. Here’s what you’ll learn: ✨ A simple, effective planning process used by the fastest-growing companies ✨ How to shift your focus from revenue to enterprise value ✨ Tips to create a team that’s as invested in your success as you are ✨ How to avoid the most common planning mistakes This is your chance to kick off 2025 on the right foot. Register now: https://lnkd.in/gJsMGiPx

Before the year ends, take a moment to review your enterprise value. Understanding where you stand can help you plan smarter and grow faster. Take our FREE Business Health & Value Assessment to get started: https://lnkd.in/gNNeup4N #BusinessPlanning #SmallBusinessGrowth #EnterpriseValue

Plan Smarter for 2025! Join us for a free webinar with MultiFunding LLC on Thursday, December 12th, at 12 PM EST, and learn how the fastest-growing companies in the U.S. approach their business planning. Colin Bowman, Partner & VP at Cultivate Advisors, will walk you through: ✅ A proven framework to plan like top-performing small businesses ✅ Why focusing on enterprise value is a game-changer ✅ How to get your team involved and thinking like owners ✅ Common planning mistakes—and how to avoid them Let’s make your 2025 business plan the best one yet. Register now: https://lnkd.in/gJsMGiPx

Plan ahead with Dan Gramann & Elevate by Principal.