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.
Making an acquisition? In a season of transition? Let us guide you to smart lending solutions that make the most sense for your business.
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."
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.”
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."
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
Strategic Sales Program
Monthly Board Services
*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.
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.
Lead with Gratitude Training
The "Gratitude Pack" features videos and 40 days of prompts for leading with gratitude.
Selling a Business Done Right
Get 7 essential steps to maximizing value when selling your business.