Yield Group Growth Advisory

What Yield Group Growth Advisory does

Yield Group Growth Advisory (legal entity: Yield Group, LLC) is a boutique go-to-market advisory firm headquartered in Charlotte, North Carolina, founded by Gary Schwake and Andy Monahan. The firm exclusively serves B2B software and services companies in the lower middle market, defined as companies with less than $50MM in revenue. Its core offerings are structured as three tiers: GTM Coaching (hands-on 1:1 advisory with limited availability), GTM Workshop (a 30-day sprint culminating in a 1-day workshop), and GTM Accelerator (a 90-day consulting engagement). Underlying these services is the proprietary GTM Zones assessment methodology, which analyzes the buyer's journey end-to-end, maps digital footprints through the client's tech stack to identify improvement "hot spots," and produces actionable resource allocation and forecasting recommendations.

The firm monetizes primarily through professional services fees on quote-based engagements; the top coaching tier operates as a multi-year contract with constrained supply. It supports lead generation with a freemium content platform comprising the gtmPRO weekly podcast, the GTM Shorts blog, a weekly newsletter, free workshops, and downloadable guides, templates, and frameworks. Distribution is sales-led and partner-driven, with both founders directly engaged in client delivery. The firm is founder-owned and bootstrapped, with no disclosed institutional capital, and both founders maintain Operating Partner roles at Boathouse Capital, providing a recurring PE-portfolio deal flow channel; Schwake additionally holds a Limited Partner seat at Stage 2 Capital.

Name

Yield Group Growth Advisory

Legal name

Yield Group, LLC

Website

https://yieldgroup.co

Company type

Private

Founded year

2019

Operating status

Operating

Short description

Yield Group Growth Advisory is a boutique go-to-market advisory firm serving B2B software and services companies with less than $50MM in revenue, delivering coaching, workshops, and consulting engagements from Charlotte, NC.

Ownership category

akta.pro rank

Product category

Management Consulting — Go-to-Market Advisory

NAICS

Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Go-to-market advisory
• Revenue operations consulting
• B2B sales coaching
• Growth strategy services
• Buyer journey mapping

Headquarters

HQ city

Charlotte

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, Others

Revenue model

1. GTM Coaching: Hands-on, 1:1 coaching to help solve immediate go-to-market issues with limited availability. Personalized advisory service delivered directly by partners.
2. GTM Workshop: 30-day sprint with revenue team culminating in a 1-day workshop that aligns team around GTM priorities and execution plan.
3. GTM Accelerator: 90-day consulting engagement providing revenue team insights to inform GTM strategy and prioritized execution plan.
4. Free Resources (gtmPRO): Weekly newsletter, podcast, free workshops, guides, templates, and frameworks distributed at no charge to build audience and generate leads for paid services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Yield Group Growth Advisory is a boutique advisory firm that designs, implements, and optimizes clients' revenue engines through three tiers of go-to-market consulting: 1:1 GTM Coaching, a 30-day GTM Workshop sprint, and a 90-day GTM Accelerator engagement. Services are delivered directly by the founding partners and apply a proprietary "GTM Zones" buyer-journey assessment methodology to lower middle market B2B software and services companies.

Product overview

Yield Group Growth Advisory offers a portfolio of advisory and consulting services for B2B software and services companies in the lower middle market (under $50MM revenue). The core offerings include three tiered service levels: GTM Coaching (1:1 coaching), GTM Workshop (30-day sprint with 1-day workshop), and GTM Accelerator (90-day consulting engagement). Supporting the services is gtmPRO, a weekly podcast delivering practical GTM insights, and GTM Shorts, a library of weekly short-form content articles covering topics such as buyer decision-making, outbound strategies, AI in GTM, marketing org structure, and account-based GTM. The firm also provides free guides, templates, frameworks, and tools. The company is headquartered in Charlotte, NC, and was founded by Gary Schwake and Andy Monahan.

Differentiator

Problem solved

Functional benefit

Products and services

• GTM Coaching Hands-on, 1:1 coaching engagement delivered by Yield Group's partners to help clients solve their most immediate go-to-market issues. Designed for revenue leaders at B2B software and services companies in the lower middle market, with deliberately limited spots to preserve partner-led attention.
• GTM Workshop A 30-day sprint engagement with the client's revenue team, culminating in a 1-day in-person workshop that aligns the team around prioritized go-to-market initiatives and an execution plan. Targeted at revenue leaders and CEOs of B2B software and services companies in the lower middle market.
• GTM Accelerator A 90-day consulting engagement that involves deep analysis of the client's go-to-market system to deliver actionable insights and a prioritized execution plan for the revenue team. The most comprehensive of Yield Group's three service tiers, suited for B2B software and services companies seeking capital-efficient growth.
• gtmPRO Podcast A weekly podcast delivering practical go-to-market insights specifically for lower middle market B2B companies. Distributed via Buzzsprout and available on major podcast platforms; serves as a top-of-funnel content asset that supports Yield Group's lead generation for paid advisory services.
• GTM Shorts A library of weekly short-form articles and videos published on the Yield Group website covering go-to-market topics including buyer decision-making, outbound strategies, AI in GTM, marketing org structure, and account-based GTM. Acts as a content-marketing asset to drive awareness and lead generation.

Quantifiable outcome

• Tighter messaging brings 2% increase in hand raisers
• +4 more outcomes

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Predictable Revenue: B2B sales consulting firm specializing in outbound, SDR/lead generation, and revenue team optimization. Comparable to Yield Group as a focused sales/GTM advisory targeting growth-stage B2B companies with methodology-based engagements.
• Bridge Group: B2B SaaS sales consulting firm specializing in sales productivity, compensation, and inside-sales optimization. Comparable to Yield Group as a focused GTM advisory for B2B SaaS firms, with similar boutique positioning and methodology-led engagements.
• Force Management: Sales methodology and revenue transformation consultancy serving B2B technology and services companies. Comparable to Yield Group in offering structured GTM/sales advisory with proprietary frameworks, but operates at greater scale and broader enterprise segment.
• Winning by Design: Specialized B2B SaaS go-to-market consulting firm offering methodology-driven sales/GTM advisory. Directly comparable to Yield Group as a boutique GTM consultancy targeting SaaS revenue teams, though it skews toward larger SaaS revenue scales than Yield Group's lower-middle-market focus.
• Sales Assembly: Membership-based GTM education and advisory community for B2B SaaS revenue leaders. Comparable to Yield Group's LMM GTM content/community flywheel (gtmPRO/GTM Shorts), but with a subscription/curriculum model rather than bespoke advisory.
• Pavilion: Membership community for GTM executives offering peer learning, education, and benchmarking. Comparable to Yield Group as a GTM-focused community/advisory serving B2B revenue leaders, but differentiated by a software/community model vs. Yield Group's bespoke coaching.
• TOPO (Gong): Originally an independent sales/GTM research and advisory firm, now part of Gong. Comparable to Yield Group's research-and-advisory approach for B2B revenue teams, though now embedded inside a larger sales-tech platform.

Others

• Boathouse Capital: Lower-middle-market private equity firm where Yield Group's founders serve as Operating Partners. Not a direct competitor but a critical channel partner and referral source; relevant as a comparable GTM-value-creation ecosystem player.

Emerging players

• Kluster: GTM analytics and benchmarking platform with embedded advisory for B2B SaaS revenue teams. Comparable to Yield Group's buyer-journey and lead-management methodology but adds a technology/analytics layer that Yield Group lacks.

Broad incumbents

• McKinsey & Company (Sales & Marketing Practice): Global strategy consulting firm with a dedicated sales and marketing practice serving enterprise clients. Comparable to Yield Group in offering GTM strategy consulting, but serves much larger clients and lacks Yield Group's lower-middle-market specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gtmpro-co/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Yield Group Growth Advisory