Strategic Marketing That Builds Business Value

Helping valuation professionals, attorneys, and advisors increase client success — and close more deals — by transforming marketing into a growth asset.

80% of business owners think their company is worth more than it is.

And when it’s time to sell, the top deal-breakers often come down to weak systems, owner dependency, and vague marketing.

We help fix that — before it costs them.

Magnolia Marketing isn’t an ad agency — we’re business growth architects.

We build marketing infrastructure that makes your client’s business more valuable, more scalable, and easier to sell or grow.

We partner with valuation professionals, brokers, attorneys, and advisors to fill the strategic marketing gaps that commonly derail deals or deflate multiples. Our approach is rooted in business fundamentals — not just brand fluff.

Here’s how we help your clients strengthen their business foundation:

  • We help businesses shift from one-time sales to predictable, retainer-based models. This could include:

    • Packaging services into tiered monthly retainers

    • Designing automated funnels for continuity products

    • Mapping out upsell/downsell journeys to increase LTV

  • We build custom nurture workflows using tools like Keap and HubSpot. That includes:

    • Automated follow-up sequences for leads and past clients

    • Lifecycle campaigns that increase conversions and retention

    • Pipeline visibility and tagging systems for segmentation

  • We write Standard Operating Procedures for all key marketing functions:

    • Social media scheduling

    • Campaign creation

    • Client onboarding and communication

    • Content approval workflows

  • We reposition brands to dominate their niche:

    • Clear messaging that communicates differentiation

    • Visual and verbal brand consistency

    • Competitive analysis and positioning audits

  • We don’t operate on vanity metrics. Every service we offer ties back to key value drivers:

    • EBITDA growth

    • Risk mitigation

    • Scalability

    • Transferability

    • Intangible asset strength (brand equity, reputation, loyalty)

Our work makes you the hero in the boardroom.

We’re not just here to “make things look pretty.” When you refer your clients to Magnolia, you’re connecting them with a marketing partner who understands valuation, speaks the same language you do, and drives real business outcomes.

Here’s what you gain when Magnolia is in the room:

A Clear Path to Valuation Growth and Exit-Readiness

We don’t distract from your process — we accelerate it. Our marketing strategy is built to support enterprise value. From CRM integrations to recurring revenue structures and brand equity development, everything we implement is tied to increasing the multiple.

Fewer Bottlenecks Caused by Marketing Confusion

Disorganized marketing can be one of the biggest obstacles in your client’s growth — or exit. We bring order to the chaos. From repositioning the brand to implementing systems that clarify who’s doing what, we help your client become more efficient and easier to advise. Instead of marketing being the thing holding everything back, it becomes the engine that moves things forward.

A Strategic Partner Who Speaks the Language of Business Value

You won’t have to translate. We understand multiples, value drivers, risk mitigation, and the difference between growth and scale. Whether your focus is EBITDA improvement or exit strategy, we align our work to support your client’s long-term value. We’re not just marketers — we’re system builders who plug directly into the financial goals of the business.

Confidence That Your Client Can Actually Execute

Most businesses don’t need more advice — they need follow-through. When you refer Magnolia, your client gets a full team that can take your recommendations and make them real. Whether they need lead generation, customer retention systems, or help turning strategy into SOPs, we deliver measurable results that make your insights actionable. You’ll never wonder if the ball got dropped — we’re the ones picking it up.

Why Advisors Refer Magnolia

“I recently had the chance to connect with Jodi Pitts of Magnolia Marketing and was thoroughly impressed. As a business development coach, I’m always on the lookout for good, honest people who lead with a servant’s heart, and Jodi is right at the top of that list. She’s warm, welcoming, and incredibly knowledgeable, with a gentle, no-BS approach that’s refreshing and rare.”

- Coach Dan Gordon

Want to see how we support your clients — and strengthen your referrals?