What Third Act does

Third Act is a boutique management consulting firm founded in 2023 by Jesse Samberg and headquartered in New York's Hudson Valley, operating with a small team of approximately 15 (including founder-led delivery and an on-demand network of subject matter experts). The firm positions itself as a 'growth co-pilot' for small business owners with fewer than 25 employees and at least $500,000 in annual revenue, delivering strategic sales and marketing guidance, business efficiency improvement, and end-to-end exit planning services.

The service portfolio spans sales and marketing strategy, branding and sales collateral creation, trend and customer insights, platform planning, measurement and reporting, profitability analysis, technology review and recommendations, SOP development, and a full M&A advisory track including confidential offering materials, prospective buyer outreach, meeting representation, and deal negotiation. Engagements are structured as hourly, per-project, or monthly retainer arrangements and are sold directly to clients, with no proprietary software platform, AI/ML capabilities, or channel partner distribution. Technology functions strictly as an advisory subject rather than an in-house capability.

The go-to-market motion is sales-led and founder-led, supplemented by community engagement through SCORE mentorship (the SBA's non-profit resource partner), speaking at U.S. Black Chambers and local chamber of commerce webinars, earned media in Leaders Perception magazine, and a content marketing program on the company's insights blog. The firm targets SMBs primarily in the Northeast and Southeast United States, with remote delivery enabling national reach. Two named customer testimonials are from sole proprietors in healthcare (PW Collective) and media/lifestyle (The New 60). No external funding, acquisitions, or institutional backing are disclosed, and the company operates as a privately held, founder-owned practice.

Name

Third Act

Legal name

Third Act

Website

https://getthirdact.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Third Act is a boutique management consulting firm founded in 2023 that provides sales, marketing, and exit planning advisory services to small business owners with fewer than 25 employees and $500K+ in annual revenue, delivered via hourly, project, or retainer engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Hudson Valley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Consulting and Advisory Services: Third Act generates revenue through professional consulting engagements with small business clients. Services include sales and marketing strategy, profitability analysis, business insights, technology review, SOP development, and exit planning services. Pricing is structured on hourly rates, per-project fees, or long-term retainer arrangements. The firm also has access to a network of subject matter experts (e.g., CFAs or CFPs) for specialized client needs.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Third Act is a boutique management consulting firm that operates as a "growth co-pilot" for small business owners (under 25 employees, $500K+ yearly earnings). It sells strategic advisory engagements covering sales and marketing strategy, operational efficiency, branding, profitability analysis, and exit/sale preparation, delivered on hourly, per-project, or long-term retainer bases by founder Jesse Samberg and a network of subject matter experts.

Product overview

Third Act operates as a consulting service rather than a traditional software product. The core offering is a "growth co-pilot" service for small business owners, combining strategic advisory, sales and marketing guidance, and exit planning. Services are delivered as individualized consulting engagements rather than modular software products, with flexible engagement models including hourly, project-based, or long-term arrangements. The service portfolio includes Sales & Marketing Strategy, Trends and Customer Insights, Platform Planning, Branding, Sales Collateral Creation, Measurement & Reporting, Profitability Analysis, Technology Review & Recommendations, SOP Development, 'Story of Growth' Sales Pitch, Prospect Lists, Confidential Offering Materials Design, Prospective Buyer Outreach, Meeting Representation, and Deal Negotiation.

Differentiator

Problem solved

Functional benefit

Products and services

• Growth Co-Pilot Services

Quantifiable outcome

• 5x audience and website traffic growth for client Andy L., Owner of The New 60

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• SCORE Fairfield CountyminorStrategic or Co-development PartnerThird Act's Jesse Samberg was invited by SCORE Fairfield County and U.S. Black Chambers, Inc. Southern Connecticut Black Chamber of Commerce to share tips about how small businesses can leverage partnerships to grow. Samberg also volunteers as a mentor with the national SCORE organization (non-profit arm of the SBA). SCORE is a resource partner of the U.S. Small Business Administration providing mentorship to small business owners.
• U.S. Black Chambers, Inc. Southern Connecticut Black Chamber of CommerceminorStrategic or Co-development PartnerThird Act co-presented a webinar with SCORE Fairfield County and this chamber organization on developing strategic partnerships as a superpower for small businesses. The partnership enables Third Act to reach chamber member businesses as potential clients.
• The Changeup PodcastminorGTM or Marketing PartnerJesse Samberg appeared as a guest on 'The Changeup' podcast hosted by Keith Hernandez. The podcast conversation covered entrepreneurship, strategic challenges, and building a network of trusted resources for small business owners. This appearance serves as a thought leadership and brand awareness channel for Third Act.
• Leaders PerceptionminorGTM or Marketing PartnerThird Act partnered with Leaders Perception magazine for a series of interviews with diverse entrepreneurs across industries including healthcare, retail, and emerging technology. Jesse Samberg contributed insights on small business lessons and trends. Third Act has also been featured in Leaders Perception magazine interviews covering marketing trends and AI adoption.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Gazelles (Verne Harnish): Coaching and consulting firm built around the Scaling Up / Rockefeller Habits methodologies for SMB growth. Comparable in target customer (growth-stage SMBs), executive advisory format, and growth-strategy focus.
• The Growth Coach: Franchise business coaching network serving SMBs across the US with strategy, sales, and marketing advisory. Comparable in SMB target, in-person/virtual coaching model, and growth-strategy pitch.
• Halftime Institute: Advisory organization for successful individuals and SMB owners planning ownership transition, exit, and second-half purpose work. Comparable in exit-planning focus and SMB owner persona.
• EMyth: Coaching company specializing in SMB operations, systemization, and owner transitions. Comparable in serving small business owners seeking growth and ownership transition, with curriculum-driven methodology.
• EOS Implementer: Worldwide network of independent consultants implementing the Entrepreneurial Operating System in SMBs (typically 10–250 employees). Comparable in segment, recurring engagement model, and growth-strategy focus.
• ActionCOACH: Global business coaching franchise serving SMB owners with growth, profitability, and exit-planning advisory. Closely comparable in target customer (small business owners), service mix (strategy/marketing/exit), and engagement model (recurring advisory).
• Rhythm Systems: Strategy-execution consulting firm built around the Rhythm software and methodology for SMB growth. Comparable in serving small/mid-market leaders on growth strategy, accountability, and execution.
• Predictable Profits: B2B sales and marketing consultancy focused on small and mid-sized businesses; helps owners build predictable revenue systems. Comparable in serving SMB owners with sales/marketing strategy and recurring advisory model.

Broad incumbents

• SCORE: Non-profit SBA resource partner providing free business mentoring and workshops across the US; competes with Third Act for the same under-25-employee SMB market on a free basis, materially constraining pricing.
• America's SBDC: Federally funded network of Small Business Development Centers offering free or low-cost consulting, training, and exit/sale advisory to small businesses. Substitutive free public-sector advisory alternative for Third Act's core SMB segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/get-third-act

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Third Act