WHO WE WORK WITH

Founder-led B2B services firms that have outgrown their referral network

Retrevia Advisory works with founder-led and partner-led B2B services firms, typically $1M to $10M in revenue, where the founders still do most of the selling and most new business still comes from people who already know them.

What kinds of firms fit?

Consulting and advisory firms. Management, strategy, finance, technology, regulatory, operations, and fractional consultancies.
Professional services firms. Law, accounting, wealth and investment advisory, executive search, cybersecurity, and implementation partners.
Coaches and speakers with a services or programs business behind the personal brand.
Authors and podcasters whose expertise is the product and whose book or show should be producing clients, not just downloads.
Communications firms. We built and sold one. We know the vocabulary, the buyers, and the compliance boundaries, and we treat it as one vertical among many, not the whole brand.

What do these firms have in common?

Eight or more of the last ten clients came from referrals or existing relationships.
The founder or partners are the product, and their expertise is not yet written down anywhere a buyer or an AI engine can find it.
The firm does excellent work and is invisible in Google AI Overviews, ChatGPT, and Claude when buyers ask who to hire.
A founder or partner is willing to put their thinking into it. The system works from your expertise, and it cannot run without it.

Find out where you stand

Somewhere right now, your ideal buyer is asking Google, ChatGPT, or Claude who to hire and getting a list that does not include you. One conversation with us shows you where you appear, where you don't, and what to fix first.