4
 Minute Read

Tech9 Elevates Its Growth Trajectory Through a Strategic Advisory Board

Learn about how Tech9 leveraged a strategic advisory board to accomplish multiple goals, and how that success translated to measurable objectives.

By 
Mike Whitmore
,
|
By 
By Farther

Founded in 2015 and headquartered in Lehi, Utah, Tech9 is a custom software development firm dedicated to delivering “Cloud‑9” level client satisfaction through high‑quality, team‑based engineering teams (Inc.com). With recognition as an Inc. 5000 fastest-growing company and strong international client growth, Tech9 has earned a reputation for combining process rigor with a joyful client experience (Inc.com, tech9.com).

Advisory Board Launch: December 2023

To mature its operations and position the company for long-term scalability and eventual liquidity, Tech9 launched its first Advisory Board in December 2023. The for‑profit board was intentionally composed of experienced CEOs, CTOs, and CIOs representing industries such as IT, healthcare, manufacturing, and technical consulting.

Objectives of the Advisory Board

Tech9 structured the board to deliver value on four key fronts:

  1. Establish repeatable, scalable internal processes to increase organizational sophistication and valuation.
  2. Source external expertise from diverse verticals to enable expansion into new markets and industries.
  3. Use board candidate conversations to reinforce and refine Tech9’s mission, vision, and values.
  4. Capitalize on networking opportunities through board members to open new client and partnership channels.

Results by Mid‑2025

  • New Deal Opportunities through the Advisory Board initiative doubled the overall sales pipeline, matching the entire 6-person sales team in top of funnel deal creation. 
  • Revenue from deals generated through the Advisory Board process represented a 12% growth overall
  • In July 2025, their largest client requested an additional 50 engineering resources.
  • Tech9 added six new client logos by July 2025, demonstrating expanded market reach.
  • Based on board success, Tech9 began replicating the model with satellite advisory boards in multiple metropolitan areas.

How the Advisory Board Drove Success

  • Operational Maturity: Board members helped Tech9 design scalable processes—from client onboarding to project delivery—enabling a stronger operational foundation.
  • Industry Expansion: Board expertise in healthcare, manufacturing, and consulting guided Tech9 into verticals outside its core base, fueling new logos and pipeline.
  • Cultural Reinforcement: Through engagement with board candidates, Tech9 solidified its “Tech Happily” mission, values of integrity, transparency, and teamwork across its teams.
  • Network Leverage: Board members introduced Tech9 to new prospective clients, partners, and projects across industries, boosting both pipeline and revenue.

Why This Worked

  • Cross‑industry Expertise: Having board members who understood enterprise technology adoption and vertical-specific challenges allowed for sharper positioning and growth strategy.
  • Scalability Focus: Advisory input helped formalize core processes and service offerings, essential for growth and valuation.
  • Mission‑Driven Alignment: Every board interaction emphasized Tech9’s values—quality by choice, win‑win outcomes, and transparency—ensuring alignment between growth goals and company culture.
  • Proactive Structure: From early on, the board was designed to be replicable locally, enabling growth into new regions with minimal overhead.

Impact at a Glance

  • Sales Pipeline Opportunities: +96%
  • Revenue Growth: +12%
  • Largest Client Engagement (2025): +50 resources
  • New Client Logos: +6 (by mid‑2025)
  • Advisory Board Expansion: Planning satellite boards

Conclusion

By hiring expert industry leaders to its Advisory Board, Tech9 was able to fast-track its operational maturity, expand into new verticals and generate many new sales opportunities, and reinforce a powerful culture and vision. The board moved Tech9 from a regional custom software provider toward a scalable, process-forward enterprise—with momentum and track record to attract future investment or acquisition.

Mike Whitmore

,

Senior Vice President, Wealth Advisor

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