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WE HELP ENTREPRENEURS WITH MOMENTUM BUY, SCALE, AND SELL BUSINESSES.

Schedule a Discovery Call



GAIN CLARITY

Know the current reality of your business, where to go, and how to get there.
We'll help you build value that's identifiable AND transferable.


ACCESS CAPITAL

Making an acquisition? In a season of transition? Let us guide you to
smart lending solutions that make the most sense for your business. 


MAKE CONNECTIONS

Whether you're looking to enter a new market, buy or sell a business, we'll help
you identify and connect with the right people. 


"BUSINESS DONE RIGHT IS A BLESSING."

"I’m incredibly grateful for Cathedral’s guidance in helping Carrot successfully
acquire our first company. It was critical to have advisors who had been there
and done that at the table to facilitate the process for us. I couldn’t be
happier. If you’re looking to buy a business, whether it’s a SaaS, or something
else, going with Cathedral is a no-brainer."

Trevor Mauch
CEO of Carrot

"Each step of the way, Cathedral provides a resource and they work with your
team. They work with me directly as a CEO, but also the key people within the
company to help coach them along. They’re advisors that at this point we lean on
immensely and really help guide us as we go through some pretty explosive
growth.”

Kenny Blakeslee
CEO of Apex Site Solutions & Pulse Signal Solutions

"The one thing that Seth and the Cathedral team brought to the table right away
was that they were interested in me as a person. They were concerned about me
and what the sale of the company would do or not do for me. That matters,
especially  when making a big move like this. I highly recommend working with
this team."

Kevin Wallenbeck
Founder of InteractRV


HOW WE SERVE

Cathedral is uniquely positioned to serve leaders of high-growth, small to
mid-sized businesses with momentum, typically reaching $3M - $30M per year in
revenue and looking to scale. If you have revenue coming in but find yourself
without fully staffed HR, marketing, finance teams, advisory boards, or
experience scaling beyond $30M and are looking for guidance from trusted
advisors who have walked the path and possess the expertise needed to reach the
next level, we're here for you. Here are some of the advisory services we offer:

BUY OR SELL A BUSINESS

Never go it alone and risk missing the value you’ve built. Whether it’s a sale,
acquisition, merger, or buy-sell agreement, we have the experience to guide you
through the process without adding unnecessary cost or delays.

Schedule a Discovery Call


CORPORATE FINANCE

Financing your business can bring new challenges at each phase of growth.
Cathedral delivers growth and operating capital through our established network
of commercial banks, asset-based lenders, and our own funds offered
through Cathedral Finance.

Schedule a Discovery Call


VALUE ANALYSIS

Valuing a business is one part science and the other part art. With access to
national database of transaction and our own experience valuing businesses,
Cathedral can efficiently help you establish a defensible range of value for
your business. When a Certified Valuation is required for legal or fiduciary
reasons, we have partners who can bring that credential.

Schedule a Discovery Call


SHAREHOLDER ROADMAP

Never lose sight of the “why”. Thinking through wealth creation, business
succession (or exit) and how to protect the value of the business you’re
creating won’t happen by accident. Shareholder roadmap is the process of
documenting these decisions to help you stay focused on the key reasons you’re
in business.

Schedule a Discovery Call


STRATEGIC PLANNING

Successful businesses and leaders are strategic. This proven program creates
your unique strategic plan understood by all key leaders and becomes the basis
for having a strategic culture. Know where you’re at, know your market, define
“what winning looks like”, and set the key initiatives that will make the most
impact.

Schedule a Discovery Call


EXECUTIVE COACHING

All great leaders have coaches and mentors. These “outside insights” provide
perspective and challenge our growth towards the next level of leadership and
contribution. Our experts have hearts of a mentor and wisdom they are willing to
share to help you grow value in your business and in your life.

Schedule a Discovery Call


FINANCIAL SYSTEMS

Garbage in, garbage out. Leaders who try to run a business without accurate
financials are “flying blind”. A financial systems assessment ensures you have
the right processes, people, and tools to deliver financials that are timely,
accurate, and meaningful. Our CFO-level experts can assess, recommend, and
support the creation of the financial systems you need to operate with clarity
and confidence.

Schedule a Discovery Call


GROWTH MARKETING

Times they are a-changin’. Access cutting-edge strategies and tactics designed
to generate more leads and conversions. Cathedral offers a full assessment,
12-month plan, and ongoing monthly consulting to keep progress on track.

Schedule a Discovery Call


STRATEGIC SALES PROGRAM

High-performance strategies and tactics to level up your sales team with lessons
learned with Fortune 500 companies to start-ups. Our experts offer a full
assessment, custom plans, and ongoing monthly coaching.

Schedule a Discovery Call


BUSINESS ASSESSMENT

Gain perspective quickly though a top-down written assessment of your business.
Rather than self-diagnose, let our experts identify the strengths and weaknesses
of your business and systems to create a list of insights and recommendations.
This is an ideal first step to developing your relationship with Cathedral built
on a foundation of understanding.

Schedule a Discovery Call


MONTHLY BOARD SERVICES

Most small to mid-sized businesses don’t run their business-like professionals.
Monthly Board Services puts the right people in the right room to have the right
conversations with the right information. Designed to systematically move a
company forward, our expert-facilitated Monthly Board Services meetings keep
business owners focused on building the Four Pillars of Value™ including:

- Finance and Accounting
- Sales and Marketing
- People and Culture
- Systems and Workflow

Schedule a Discovery Call


*In addition, Cathedral offers deep specialization in several vertical markets
including wireless infrastructure, auto leasing, SaaS, EdTech, retail and
hospitality, professional services and trade associations.


THE PILLARS OF VALUE™

It’s often a strategic need or challenge that brings Cathedral into a new client
relationship. But over time, we work to get ahead of crises by strengthening
four key areas we call the Pillars of Value™ including: Finance & Accounting,
Sales & Marketing, People & Culture, and Systems & Workflow. When you get these
four areas right, your organization has real value that is both identifiable AND
transferable.




FEATURED RESOURCES 

We create, collect and connect entrepreneurs with the wisdom, resources and
people you need to build value in your business. Here are a few complimentary
resources to get started:

STRATEGIC PLANNING DONE RIGHT

Learn the essential elements to successful strategic planning with this guide.

Download

LEAD WITH GRATITUDE TRAINING

The "Gratitude Pack" features videos and 40 days of prompts for leading with
gratitude.

Download

SELLING A BUSINESS DONE RIGHT

Get 7 essential steps to maximizing value when selling your business.

Download
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