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.
Most business owners overestimate the value of their company.
The reality? Deals fall apart every day due to poor systems, owner dependency, and marketing that’s more guesswork than a growth engine.
We help close that gap — before it kills the deal.
70% Don’t Sell
According to the Exit Planning Institute, 70% of businesses listed for sale never complete a transaction.
Wealth Tied Up
Most business owners have the majority of their wealth in their company, yet few have a plan to extract it.
71% Higher Valuation
Companies with strong value drivers like recurring revenue and systematized operations can boost valuation by up to 71%.
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:
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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
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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
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We write Standard Operating Procedures for all key marketing functions:
Social media scheduling
Campaign creation
Client onboarding and communication
Content approval workflows
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We reposition brands to dominate their niche:
Clear messaging that communicates differentiation
Visual and verbal brand consistency
Competitive analysis and positioning audits
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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. From CRM integrations to recurring revenue offers and brand equity development, everything we implement is built to increase the multiple and support a successful exit or scale-up.
Fewer Bottlenecks Caused by Marketing Confusion
Disorganized marketing slows everything down. We bring clarity, structure, and alignment across sales, marketing, and customer experience — so you can advise more effectively and your client can move forward without delay.
A Strategic Partner Who Speaks the Language of Business Value
You won’t need to translate. We understand multiples, value drivers, transferability, and scale. Our work directly supports your goals — from EBITDA growth to de-risking the business and improving its market position.
Confidence That Your Client Can Actually Execute
Most clients don’t need more advice — they need follow-through. We turn strategy into action, with a full team that builds systems, delivers campaigns, and tracks results. You’ll never wonder if the ball got dropped — we’re the ones picking it up.
Want to see if we’re the right fit for your clients?
If your client’s marketing is holding them back — we’ll help move them forward. Whether you’re navigating a single deal or building long-term succession plans, we’ll plug in quickly, speak your language, and drive real results.
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
