Partner With Greg Maddox

& Cultivate Advisors  

 

We create highly valuable engagements for our Tax, Legal, Wealth Management and M&A Partners...
using our ExitLifestyle Accelerator Method.

 

[email protected]

 

Book a Call Now

Partner With Greg Maddox & Cultivate Advisors

 

We create highly valuable engagements for our Tax, Legal, Wealth Management and M&A Partners...
using our ExitLifestyle Accelerator Method.

[email protected]

 

Book a Call Now

Why Business Owners Love Our ExitLifestyle Accelerator

 

Will Staney is one of our favorite clients and I'll let him tell you in his own words why he was blown away by our ExitLifestyle Accelerator approach.

As a professional advisor, be sure to pay attention to all the planning work that we created and how Will felt about our coordination with other advisors.

Plus, I've added a few more testimonials below that highlight the real impact of our work.

 
 
 
 
 

We Are A Community of Entrepreneurs

Helping Entrepreneurs

Cultivate Advisors Quick Stats

 

  • 1000's of business owners on monthly retainer
  • 43% average growth in top line revenue
  • 65% average growth in bottom line profit
  • 365+ 5-star Google reviews
  • 60+ Cultivate Advisors who have owned a business for a minimum of 10yrs
  • We’ve made the Inc 5000 list 3yrs in a row for fast growth ourselves
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How Our Partners Benefit From Greg's ExitLifestyle Accelerator Methodology

After working with Greg & his team, your business owner clients will:

 

  • Stop thinking that it's OK to have all of their financial eggs in the "business basket"
  • Start investing significant dollars with you to fund the financial plans you know they need
  • Stop fighting you about creating comprehensive tax and legal plans
  • Start paying you to create advanced plans for tax reduction, asset protection, wealth transfer & legacy
  • Stop wasting your time asking you to market unsellable businesses at unrealistic values
  • Start showing up with highly valuable businesses you can sell at a price they're excited about.

 

 Business owners can achieve freedom faster than they thought possible…

and they don’t have to do it alone. 

We are experts in creating massive value for our clients

AND their professional advisors. 

 
 
Whether you are single advisor or a large organization looking for a partner who can support you at scale
 

 

WE CAN HELP!

Talk To Us!

The ExitLifestyle Accelerator

5-Step Method

Here Are The Common Questions 

Business Owners Typically Have

We're Looking For 3-5 New Partners

 

How much much faster could your business grow if you had a partner who delivered stellar results while acting as an true advocate for your services?

 

Let's jump on a call to explore the possibilites!

 

YES, I Want To Talk!

The ExitLifestyle Accelerator Method

Video Walk-Through of Philosophy, Process & Proprietary Tools

Live Discussion With Successful Business Owners

 

In the first 6min of this video, I share my entrepreneurial journey and how I developed my ExitLifestyle philosophy in a live session with several successful business owners across the country.

The last 6min capture a very interesting group discussion where the owners share exactly why my approach resonates with them.

Pro Tip: Hit the gear icon and watch at faster speed.

 
 

Step 1: Discover Your Freedom Point

Here's a peak behind the curtains showing what your clients would experience in an initial call with me. 

I walk through how my proprietary Freedom Point Calculator leads to a discussion that motivates business owners into action during my no obligation discovery call.

Pro Tip: Hit the gear icon and watch at faster speed.

 

Step 2: Know Your Business

After our Freedom Point Discovery Call, the next step is to engage us for a Cultivate Business Insights Report (flat fee), which includes a valuation + a lot more.

This video walks through why a business owner would want to do this and what they'll gain.

You'll also quickly see how this will lead to more rewarding and profitable work for you.

Pro Tip: Hit the gear icon and watch at faster speed.

 
 

Step 3: Protect Your Family

After we run our Business Insights Workshop for the owner and their advisors, clients engage us to deliver the results outlined in the plan (monthly retainer).

In this video, I'll share how we lead with a tax, legal & wealth management engagement to protect what the client has built while providing a strong foundation for growth.

 

Step 4: Grow Your Value

Accelerating value is our super power!

I'll walk you through how we consistently deliver proven results across 1000's of business owners...while scaling our own company.

PLUS, I'll show you the breadth and depth of the free training and toolkits we've developed to help entrepreneurs scale.

Check out Cultivate's corporate website with tons of free tools & resources for business owners by clicking here.

 
 

Step 5: Fund Your Freedom

Our work connects the dots between Business, Financial & Personal Freedom in a way that accelerates results in all 3 areas.

I'll walk you through how we are able to motivate clients to take action across professional advisors with our proprietary Freedom Tracker tool.

And, more importantly, I'll share how our work helps Family Businesses turn into Multi-Generational Business Families.

 

"Exit Planning Is A Team Sport."

~Greg Maddox

 

  • After the report findings are delivered, clients retain us to grow enterprise value and bridge their Freedom Gap
  • The custom plans we present in the report INCLUDE comprehensive tax, legal & wealth management planning engagements.
  • Because of my background in financial services & advanced planning, I'm really effective at advocating for your services.
  • My approach and methodology accelerate client buy-in for comprehensive, multi-disciplinary planning.
  • My team is expert at driving results through collaborative work.
  • We have clients across North America, operate remotely and can support your clients globally.

Greg Maddox

 

As a serial entrepreneur, I’ve had to steer my companies through some of the most challenging economic seasons. I led a mortgage company through the housing bubble crisis and a financial company through the ’08 financial crisis. I came to learn that no matter the turbulent environment, the foundations of good business never change. You can always build a company that gives you what you want right now while creating real transferrable value for the future.

 Now, as an advisor, I do the same for my clients. I’ve helped multiple owners successfully exit their companies during the economic uncertainty post-pandemic and grow multiple income streams outside of their businesses.  I also have clients who have no desire to exit anytime soon.  So, we help them to become Exit Ready while rapidly growing value for a future transition.

Book A Call With Me

More Client Testimonials...

Just In Case You Needed It

"Business Owners need to start now!"

 

Will Staney, Owner Proactive Talent

 
 

"This has been a real wake-up call for me."

Jeff DelaCruz, President of POW Photography

"This had a major impact on Partner alignment"

Sasha Berson, Partner of Comrade Marketing

 

Okay...What Are You Waiting For?

 

How much much faster could your business grow if you had a partner who delivered stellar results while acting as an true advocate for your services?

 

Let's jump on a call to explore the possibilites!

 

YES! I Want To Talk