We help our clients achieve exceptional revenue growth in a capital-efficient and sustainable/profitable way. This creates value for shareholders and often leads to a successful exit, most likely acquisition.
Industries & sectors that we serve
Software-as-a-Service (SaaS)
Hardware
3D Printing & Manufacturing
DeepTech/
HardTech
Professional
Services
Client Profile
Our clients often fall into one of three categories:
Mid-Late Stage Technology Companies
- Capitalization:
Venture Capital, Private/Family, Private Equity - Annual Revenue:
$5 to $100MM - Goals:
Fuel growth by updating the go-to-market strategy. Often includes uncovering new industry verticals to sell into, unlocking new sales channels, and unveiling new products and services for existing customers.
Early-Stage Technology Companies
- Capitalization:
Venture Capital, Bootstrapped, Private/Family - Annual Revenue:
$0 to $5MM - Goals:
Build a technology commercialization strategy with clearly established industry verticals. Determine which industries to target first, build a test marketing and sales funnel, validate and refine while generating revenue, and build the capital allocation plan to fund and support activities.
Professional
Services
- Capitalization:
Private/Family, Private Equity - Annual Revenue:
$1 to $5MM - Goal:
Reduce sales friction and unlock opportunities by uncovering new industry verticals to sell into, optimizing sales channels, and aligning services to solve customer’s existential issues.
Recent Engagements
Survey Platform for Academic Research (SaaS)
Educational software services firm looks to spin off their specialized survey tool into a free-standing business for clinical, social, and behavioral researchers.
Services: Consultant (Commercialization/Go-to-Market), Fractional GM
Results: Conducted customer research, determined product features and messaging, built pricing and business plan, and marketing and sales playbooks. Product launch expected in Q1, 2025.
AI Brand Generator for Startups (SaaS)
Educational software services firm to spin off their enterprise survey tool into a free-standing business for clinical, social, and behavioral researchers.
Services: Fractional Chief Marketing Officer
Results: Built the company’s initial marketing and sales ‘motions’, including marketing and sales playbooks, and revenue operations buildout (CRM, e-mail, analytics).
Web 3.0 Monetization Platform (SaaS)
Web 3.0 project that enables monetization and reusability of software code by outsourced software development firms.
Services: Consultant (Commercialization)
Results: Conducted customer research, determined product features and messaging, built pricing and business plan, and marketing and sales playbooks. Research showed the need to pivot to a different use case; revisiting this market in Q3 of 2025.
Building Products Manufacturer (DeepTech)
Vertically integrated manufacturer of engineered wood needed more accurate revenue forecasts & ensure they used correct sales processes.
Services: Consultant (Sales Strategy & Design), Fractional CMO
Results: Evaluated the company’s sales strategy, forecasts, pipeline, and methodologies. Identified friction created by an enterprise sales strategy and led the shift to strategic supplier/partnership ‘motion’. Closed a 5-year, 8-figure product development deal with a leading engineered wood distributor and put in place a stronger pipeline of construction and furniture relationships.
Sports & Entertainment Ticketing Platform (SaaS)
Provider of infrastructure services to owners of tickets in the secondary market concerned about compressing margins and lack of confidence in current ticket distribution endpoints
Services: Consultant (Partnership Strategy)
Results: Evaluated current market conditions, conducted partner research, and designed strategy to build new partnerships with Travel & Experience and Membership partners. Built business and staffing plans, marketing, and partner relationship playbooks. The company began implementation immediately with a 600% increase in margins. Contributed to acquisition with a sizable premium within 1 year.
Mid-Market Professional Services Firm (Services)
Leading consultant, helping financial and professional services companies align customer experience efforts to drive greater revenue and customer retention.
Services: Advisor (Go-to-Market)
Results: Helping the CEO update the firm’s go-to-market strategy and services offerings and transition the customer experience function from a cost-center activity to a required revenue-generating tool for clients.
A few of our success stories
Chip Royce of Flywheel Advisors served four years as the fractional Vice President of Marketing & Business Development for AFJC Corporation, the parent of OnePriceTaxes.com and TaxPreparerSolutions.com.
During that time, Chip drove the company’s consumer marketing efforts and expansion into white-label, online tax services for brick-and-mortar tax preparation providers, online tax services, and complimentary financial institutions through the AFJC’s TaxPreparerSolutions.com brand.
The success of this strategy contributed to the company’s acquisition by Credit Karma in September 2016, which became the software backbone for Credit Karma’s new free online tax service. Credit Karma was subsequently acquired by Financial technology giant Intuit in 2021.
OnePriceTaxes / Tax PreparerSolutions In The News:
Forbes: Credit Karma Takes On TurboTax, H&R Block With Free Tax Filing
PRWeb: Tax Preparer Solutions and Jackson Hewitt® Sign Private-Label Tax Platform Deal For 2014 Tax Season
AccountingToday: Tax Preparer Solutions Launches Online Tax Services
Flywheel provides EasyVote Solutions with corporate strategy counsel and execution in both sales & marketing activities. We’ve helped EasyVote develop and execute a brand and awareness strategy that has established the company as an innovator and dominant force in election management software with election offices around the United States. In addition, we’ve helped EasyVote evolve its different sales channels providing direction and leadership for resellers and inbound customer inquiries.
EasyVote In The News:
GovTech Industry Insider: EasyVote Solutions Celebrates 5 Years on the GovTech 100 and Increased Momentum in Modernizing California Local Government Elections
WRAL TechWire: Election Management Software Company Lands $1.5M from Cary’s CoFounders Capital
Government Technology Magazine: EasyVote Named GovTech 100 Company For 2018
PRWeb: EasyVote and PrintElect Enter into Reseller Agreement for Election Management Software
Chip Royce of Flywheel Advisors served as a contract Vice President of Sales, Marketing & Business Development and as contract CEO, reporting to the company’s Managing Member and himself as a shareholder of Fusion3 Design LLC.
During the nine years with Fusion3, Flywheel helped the company achieve hyper-growth in its early formation, then guided the company through operational challenges during times of transition, established business controls to address areas of risk to the company, and re-configured operations in preparation for the launch of new products to drive its next phase of significant growth.
Through his efforts in building an effective, integrated sales & marketing function, Fusion3 has established itself as a North American leader in 3D printing hardware with an enviable list of marquee customers in manufacturing (automotive, aerospace, and other industries), government & military, and higher education.
Fusion3 In The News:
3D Printing Industry: Fusion3 Launches Its New EDGE 3D Printer (February 2022)
Fabbaloo: Fusion3 Introduces Reactor Software (October 2020)
Triad Business Journal: Fusion3 Among 50 Fastest Growing Companies in the Triad (September 2018)
Manufactur3D: US 3D Printer Manufacturer Fusion3 Unveils New F410 Professional 3D Printer (April 2018)
TCT: Fusion3 Announces Expanded Selection Of Supported Materials For F400 3D Printer (December 2016)
3D Printing Industry: Fusion3 Unveils F400 Pro-Grade 3D Printer (April 2016)