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Elevate by Principal

A platform to help you grow your business

Business owner standing at a desk in a warehouse looking at a laptop.

Growing your business is our business.

Propel your business growth with data-driven insights, tools, and other free resources.

Create your free account

Deep discounts

Get group rate discounts on products and services you use every day from popular brands.

Data-driven insights

Connect your existing accounting software and uncover tailored insights and actionable next steps.

Trusted partner solutions

Solve your toughest challenges with solutions designed specifically for small businesses.

Your business growth is our goal.

It’s our mission to help small businesses confidently take their business to the next level. As an owner, you might find yourself asking, “Where do I go from here?”

That’s where we come in.

Everything you need to help grow your business.

Sample savings from suppliers like human resources, IT & telecom, and facilities can save up to 39%.

A sample of average savings potential, OMNIA, 2023.

Save an average 20% on products and services.

Leverage the collective buying power of thousands of businesses to obtain discounts from brand-name suppliers. Savings are tailored to small businesses and ready to activate as soon as you create your free account.

See your potential savings

Sample to-do list with all tasks completed.

Take the guesswork out of your finances.

Get an objective opinion on the health of your business from a trusted source, your own data. Receive actionable goals and to-do items designed to help make progress toward business growth.

How to use data to grow your business

Sample line graph of rising employee satisfaction.

Let us help take some weight off your shoulders.

Running a business takes expertise but hiring in-house costs time and money. Whether you need help retaining your top-performers or off-loading tasks, we can connect you to the right people.

Get help when you need it

Sample informal business valuation.

Powerful tools to give you an edge.

Do you know how much your business is worth? Use our informal business valuation calculator to get an estimate. Ready to transition to retirement? We have an assessment tool for that too.

Check it out for free

Ashley Maher-Widen an Elevate by Principal concierge team member.

Unlimited support from a dedicated concierge.

Sometimes it can feel lonely being responsible for a growing business. Our team is here to answer questions, offer insights, and make connections. Schedule a free conversation today.

Ashley Maher-Widen, CEPA®

Elevate by Principal concierge team member

Schedule a demo

Business owner viewing a webinar on her laptop.

Get access to an on-demand library of webinars on AI, marketing, and more.

Check out past recordings from our free webinar series and hear from some of our Strategic Partners. A new webinar is available every other month. Sign up and join us live for the next one.

Sign up for our next webinar
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Let’s keep in touch.

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