Our clients seek strong revenue growth, focusing on profitability and scaling, and ultimately develop substantial assets and financials to lead to a successful exit, most likely acquisition.
Industries & sectors that we serve
Software-as-a-Service
Manufacturing Technology
Financial Services (FinTech)
Government Services (GovTech)
Customer Experience & Knowledge Management
Client Profile
Our clients often fall into one of two categories:
Early-Stage technology companies
- Capitalization: Venture Capital or Bootstrapped
- Goals: Build a technology commercialization strategy and/or go-to-market plan through indirect channels and partnerships.
Mid-Late Stage technology companies
- Capitalization: Venture, Private/Family, Private-Equity
- Goals: Build new, or fix existing, distribution channels to fuel growth with existing products into new markets or new products.
Recent Engagements
Fractional CSO (Chief Strategy Officer) Build and refind the go-to-market strategy for a technology-enabled I/T staffing company.
Go-to-Market Advisor for a technology-enabled provider of wellness benefits to small and medium-sized businesses.
Consultant for a PE-backed provider of technology and data services (Platform as a Service / PaaS) to the sports & entertainment ticketing ecosystem.
Go-to-Market Advisor for a technology-enabled management consultancy that improves bottom-line results for professional services firms through improvements in customer experience.
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 company’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)