Levo Business Advisors

What Levo Business Advisors does

Levo Business Advisors is a private business consulting and advisory firm founded in 2018 by Jeem Sirivar and headquartered in Pleasant Hill, California, operating as Levo Business Advisors LLC. The firm delivers strategic consulting, fractional executive services (COO/CMO), business coaching, and training to small and medium-sized businesses that have established product-market fit but face growth plateaus, declining revenues, rising costs, or intensifying competition. Service delivery is organized around five program modules (Strategic Growth & Business Planning, Business Performance & Accountability, Profit & Cashflow Improvement, Systems & Processes, and CEO Advisory & Coaching) supported by ongoing advisory, fractional executive roles, and turnaround engagements.

The offering has no proprietary technology stack; the firm operates as a professional services company with a self-service e-learning sub-brand called Levo Academy that provides training modules and workshops alongside direct engagements. Revenue is generated through professional service engagements with SMB clients via custom, quote-based, multi-year contracts; pricing is not publicly disclosed. The go-to-market motion is sales-led, anchored on free discovery consultations, with demand generation through blog content, a newsletter, organic social (LinkedIn, Facebook, Yelp), community partnerships (Tufts University's Derby Entrepreneurship Center, Small Business Week venues in Oakland and Stockton), and in-person plus Zoom workshops.

Customer concentration is distributed across SMB clients in food manufacturing and export, wellness, cosmetics, agriculture, and small consulting firms, with named testimonials from Lean Into Living (Sarah Cheek), Labiyeur (Guy Tchatchouang), Perroquet Inc. (Hiroyuki Setoyama), Calm Bodyworks (Rieko K.), California Special Foods LLC (Zack S.), Intertidal Strategies LLC (Kate W.), Capture Cosmetics (Nak B.), and Sunny Farms (Marva S.). The team comprises the founder/principal and a small bench of named consultants covering digital marketing/ecommerce, financial accounting/tax (CPA), brand strategy/customer experience, and finance/technology consulting. The firm is founder-owned and bootstrapped, with no disclosed institutional funding and no acquisition history.

Name

Levo Business Advisors

Legal name

Levo Business Advisors LLC

Website

https://levobusinessadvisors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Levo Business Advisors is a California-based business consulting and advisory firm that provides strategic planning, operational improvement, coaching, and fractional executive services to small and medium-sized businesses facing growth plateaus.

Ownership category

akta.pro rank

Product category

Business Consulting & Advisory Services

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industry

Corporate Strategy Advisory (BPAHADAA)

Keywords

• SMB business consulting
• Strategic growth advisory
• Executive coaching services
• Fractional executive services
• Small business advisory

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Business Consulting Services: Active client engagements on strategic projects including strategic planning, systems and process improvements, profit improvement initiatives, and fractional COO/CMO operating executive roles. Revenue is generated through professional service engagements with SMB clients.
2. Business Advisory and Coaching: Ongoing advisory and coaching services including strategic thought partnership, guidance on planning and execution, sounding board services, personal development coaching, and accountability coaching. Delivered through weekly or monthly meetings.
3. Training and E-learning: Training workshops and mentorship programs for entrepreneurs and small business owners, delivered directly or through partnerships with community organizations. E-learning platform (Levo Academy) provides online training resources.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Levo Business Advisors provides strategic business consulting, advisory, coaching, and training services to small and medium-sized business owners. Its core offerings include strategic planning, systems and process improvements, profitability and cashflow improvement initiatives, and fractional COO/CMO operating executive engagements, delivered through structured program modules and CEO advisory/coaching retainers.

Product overview

Levo Business Advisors offers a unified business advisory and consulting service portfolio designed for small and medium-sized companies seeking to grow and scale. The core offerings consist of Business Consulting (strategic planning, process improvements, fractional executive roles) and Business Advisory (coaching, strategic guidance, accountability). These are delivered through structured program modules: Strategic Growth & Business Planning, Business Performance & Accountability, Profit & Cashflow Improvement, Systems & Processes, and CEO Advisory & Coaching. Additional services include Training & Elearning workshops and mentorship programs. Together, these services form an integrated approach where strategic planning feeds into implementation support, accountability mechanisms, and ongoing executive coaching.

Differentiator

Problem solved

Functional benefit

Brands

• Levo Academy: Training and elearning platform for entrepreneurs and small business owners providing workshops and mentorship programs.

Products and services

• Business Consulting Strategic business consulting for small to medium-sized companies, including developing strategic plans, systems and process improvements, profit improvement initiatives, and fractional COO/CMO operating executive roles.
• Business Advisory & Coaching Advising and coaching business owners and entrepreneurs with strategic planning, product development, sales and marketing guidance, sounding-board services, and personal growth and accountability coaching delivered through weekly or monthly meetings.
• Strategic Growth & Business Planning Program Deep-dive business analysis to understand the company's current position, identify growth opportunities, and co-develop a strategic plan as a roadmap for company growth.
• Business Performance & Accountability Program Review of business performance and management processes across key areas, with development and implementation of programs ensuring great execution and accountability.
• Profit & Cashflow Improvement Program Analysis of business financials, tracking, and cashflow management, followed by development of programs to improve profitability and cashflow.
• Systems & Processes Program Review of current business operations with development and implementation of appropriate systems and processes to support efficient scale-up, customer service, and overall business performance.
• CEO Advisory & Coaching Program Weekly or monthly meetings to review key initiatives, progress against goals, and provide guidance on key issues; includes establishment and leadership of advisory boards for strategic guidance as businesses grow and scale.
• Training & Elearning (Levo Academy) Training workshops and mentorship programs for entrepreneurs and small business owners, led by experienced entrepreneurs and educators, delivered directly or through partnerships with community organizations via the Levo Academy e-learning platform.
• Small Business Growth Consulting Business advisor services combining business coaching and consulting to provide outside perspective, helping address business and personal issues for companies experiencing growth plateau.
• Fractional COO/CMO Operating Executive Roles Part-time, embedded operating executive engagements serving as fractional COO or CMO for companies that cannot afford full-time C-suite executives, providing hands-on operational and marketing leadership.

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Oakland Small Business WeekminorGTM or Marketing Partner · 1 May 2023Founder Jeem Sirivar spoke at Small Business Week event workshops in Oakland and Stockton, presenting on 'Making Money: Understanding Pricing Strategies and Driving Profitable Growth'. Sessions held at Chase Community Banking Center in Oakland with both in-person and Zoom options.
• Tufts University Derby Entrepreneurship CenterminorStrategic or Co-development Partner · 1 February 2022Collaboration for 'Making Money Workshop' - an educational workshop for entrepreneurs on making money with their business. Levo Business Advisors founder Jeem Sirivar serves as workshop presenter, partnering with Tufts' Derby Entrepreneurship Center to deliver content on entrepreneurship and business profitability.
• Community Organizations Supporting EntrepreneursminorStrategic or Co-development PartnerPartnerships with community organizations that support entrepreneurs to deliver training workshops and mentorship programs. Workshops are provided either directly to entrepreneurs or through these community partnerships.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/levobusinessadvisors/about/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levo Business Advisors