In select cases, State of Mind Strategies partners directly with service businesses as a co-owner — not as a hired consultant. We bring the marketing. You bring the operations. We grow together and share in the value created.
A growth equity partnership is an arrangement where we join your business as a co-owner in exchange for bringing marketing expertise, AI systems, and digital growth infrastructure — instead of charging a consulting fee. You get CMO-level marketing leadership and execution with no cash outlay. We get an equity stake that pays off when the business grows.
Most service businesses that come to us have the same story: exceptional operators who built something real on referrals, word of mouth, and hustle — but who've hit a ceiling because marketing was never systematized. They're leaving serious money on the table.
In a growth equity partnership, we don't send an invoice. We take an equity stake and embed ourselves as your marketing co-owner — bringing 20+ years of Fortune 500 CMO expertise, AI-powered growth systems, digital transformation, and proven customer acquisition infrastructure. You keep running the operations you've spent years perfecting. We build the commercial engine that accelerates the value of everything you've built.
Together we scale the business and share in the value created at exit or through dividends. No cash fees. We win when you win — and that alignment changes everything.
Our partnership model is straightforward. We find the right business, build the right engine, and grow together.
We look for established service businesses with strong operations and a clear marketing gap. If the fundamentals are there and marketing is the bottleneck, that's our sweet spot.
We bring CMO-level strategy, AI automation, digital marketing systems, customer acquisition infrastructure, and brand positioning. Everything that takes a business from good to dominant in its market.
In exchange for our expertise and ongoing involvement, we take an equity stake. No cash fees. We win when the business wins — at exit, through dividends, or through the increased value we build together.
$2M–$20M in annual revenue, cash-flow positive, strong repeat customer base. We're not turnaround specialists — we need a business that already works.
Great operations, strong team, reliable service delivery — but limited digital presence, weak brand, or no systematic customer acquisition. That gap is our opportunity.
An owner who's thinking about scale, an eventual exit, or bringing in a partner to take marketing off their plate and accelerate the timeline.
HVAC, plumbing, roofing, pest control, dental, law, restoration, auto repair, car wash, landscaping, and similar businesses with predictable, repeat demand.
Before founding State of Mind Strategies, Zachary Leifer led marketing at organizations doing hundreds of millions in revenue — including Las Vegas Sands ($36M incremental revenue from a single strategic shift), 1/ST Technology (67% year-over-year revenue growth, 56% CAC reduction), and Fidelity Investments. We know how to build commercial engines that produce results — and we're ready to do it inside your business.
If you run a profitable service business and believe better marketing could significantly grow its value, we want to talk. Tell us about your business and we'll let you know if we think there's an opportunity.