Frequently Asked Questions

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We begin each client relationship with a consultation to identify fit. We take time to harvest the expertise of the business and will leverage many the resources you have available. This helps control cost and ensure that we are only focusing on areas of incremental value. One way we create value is by asking questions that make leaders say “I’ve never thought about that”. Once we get there we have a starting point to explore and build on together.

Absolutely, we can address a specific problem statement on situations such as competitive threats, a market entrance/exit, a capital allocation, or a present risk for example.

Physically we serve the San Diego, CA and Phoenix, AZ markets. Other U.S. and international markets can be supported on a case-by-case basis.

We have a special place in our hearts for small business and are committed to offerings that create value on multiple scales. The greatest opportunity to make impact is generally earlier rather than later. But we’re realists and are committed to help in a way that works for you. We suggest setting up a consultation to see how we can work together.

Our in house team is focused on strategy development and management consulting, but we partner with many other professional firms to help clients meet the full suite of their needs. See our services page for more.

During an initial consultation, we will look for an opportunity to create value as aligned with the Vision, Mission and Values of our organization. That may or may not be based on the specific industry, business size, geography of your company. We do not engage in any practices where prohibited by law. See our Vision, Mission, and Values.

Business plans are often produced to demonstrate the feasibility of a business to investors and provide a rough guide of the early years of a business. Strategic plans are generally developed for businesses that are operating in a revenue & profit generating stage and serve to ask the big questions an organization and its leadership and stakeholders face in a dynamic environment. Therefore, strategic plans are generally used for medium size and larger entities and can be greater in breadth, depth and scope than business plans. Since all clients are different, we take a rigorous approach to defining your success and appropriate deliverables on a client-by-client basis.

There’s no New York or Boston penthouse with this team which allows us to be more inclusive and deliver a superior return on your investment.