Co-founders Casey Clark & Dan Gramann got their start in franchising. Scaling businesses across the country and seeing quickly what turn key systems are required for scale. In 2013, they both co-founded Cultivate Advisors with a simple goal: advise business owners to scale companies and maximize enterprise value.

Over the next decade, their firm grew into multiple service offerings with a holding company of Cultivate Brands. Now employing 175+ team members and earning a spot on the Inc 5000 fastest growing company list 7 years in a row. They not only scaled their own companies, they also had the opportunity to work alongside thousands of other companies to support their growth.

But the pattern was always the same: the more businesses grew, the harder it became to run them with clear visibility. Strategic plans, scorecards, initiatives, meetings, tasks, resources and training all lived in different tools and disconnected systems.