Strategic Planning Companies in United States (US)

Women in Commerce is a Salt Lake City-based organization dedicated to empowering women in commerce and leadership. We provide a supportive community and exclusive resources for women at all career stages, from emerging professionals seeking mentorship to established executives looking to give back. Our network focuses on fostering connections, personal and professional development, and amplifying women's influence within the retail, ecommerce, and AI-driven marketplaces sectors. We champion diversity and inclusion, recognizing the critical role women play in shaping the future of commerce. Join Women in Commerce to connect with a vibrant community and elevate your career.

Evans equips organizations to cultivate mission-driven leaders, align talent with strategic objectives, and build high-performing teams that drive measurable outcomes. Through data-informed strategies and actionable insights, we help organizations enhance workforce effectiveness, improve service delivery, and achieve lasting success in an evolving landscape.

Back Bay Life Science Advisors offers integrated strategy consulting and investment banking execution for the life sciences. We guide biotech, pharmaceutical, and medical technology companies and their investors on development, commercialization, growth, and maintenance of market share. Back Bay provides clear and unbiased advice and execution for the critical decisions that drive value. In 2023, Back Bay entered a strategic partnership with DNB Bank to provide healthcare companies with strategic guidance, M&A and partnering support and execution and capabilities in global capital markets and investment and commercial banking. Together, as an international collaboration, DNB and Back Bay Life Science Advisors offer unique support to companies along the full continuum of life science and healthcare development. Learn more: https://bit.ly/3MUKD9q

Touchstone ITS is a leading management consulting and digital transformation services firm based in Austin, Texas, specializing in delivering strategic CFO advisory, operational turnaround, and technology solutions to businesses across the United States. With over two decades of experience advising companies ranging from mid-market to global corporations, our team of seasoned executives and technology professionals leverages deep industry expertise to drive exceptional value creation. We help organizations modernize their applications, streamline operations, and unlock new growth opportunities through a combination of strategic consulting, system integration, and managed IT services.

Our core focus is on enabling businesses to thrive in today’s rapidly evolving digital landscape, providing tailored solutions for areas such as cloud migration, business automation, and data analytics. Touchstone ITS is committed to partnering with clients to achieve sustainable growth and operational excellence.

Adrienne Dalaly Consulting, LLC (Skulltistics) is a unique business strategy and spiritual methodology firm based in Peoria, Arizona, specializing in helping entrepreneurs and professionals gain clarity and achieve sustainable growth. Combining the structured approach of Lean Six Sigma with the intuitive insights of astrology and tarot, we offer a distinctive methodology – Skulltistics – that blends data-driven analytics with cosmic awareness. We serve individuals and teams seeking to overcome business bottlenecks, navigate career transitions, and build authentic, fulfilling ventures.

Our approach provides practical strategies rooted in both logical analysis and intuitive understanding, empowering clients to trust their own judgment and move forward with confidence. Founded in 2024, Adrienne Dalaly Consulting leverages years of experience in risk analysis, process improvement, and spiritual guidance to deliver transformative results.

UAB Minority Health & Health Equity Research Center is a Birmingham, Alabama-based research center dedicated to addressing health disparities and promoting health equity within underserved communities. As a research institution affiliated with the University of Alabama at Birmingham (UAB) School of Medicine, we focus on translating scientific discoveries into tangible improvements in the health and well-being of vulnerable populations, particularly in the South. Our work centers on conducting impactful research, providing crucial training opportunities for young scientists, and implementing evidence-based community outreach programs.

We are committed to reducing health gaps related to race, ethnicity, socioeconomic status, and geographic location, ultimately striving to create a more just and equitable healthcare system. With a dedicated team and a proven track record of success, we continue to make a significant difference in the lives of millions of underserved minority men, women, and children.

RMOD Consultants LLC is a leading retail management outsourcing division specializing in strategic store planning, comprehensive project management, and proactive facilities management services for luxury and commercial retail clients across North America and the Caribbean. Based in Worcester, Massachusetts, we provide tailored solutions to optimize store operations, enhance customer experiences, and ensure seamless project execution.

With a proven track record of successfully delivering projects ranging from new store rollouts to complex renovations and ongoing maintenance, RMOD offers a cost-effective alternative to in-house management, combining construction expertise, meticulous project oversight, and a robust vendor network to consistently exceed client expectations. We pride ourselves on our commitment to delivering exceptional results and fostering long-term partnerships built on trust and reliability.

Koskela Design is a leading trend research and consulting firm specializing in the American home furnishings and decor market. Based in Grand Rapids, Michigan, we provide comprehensive trend reports, product reviews, and strategic insights to help innovative product development and marketing teams stay ahead of the curve. Our services are tailored for businesses involved in design brainstorming, social media content creation, and overall market understanding.

We support manufacturers, retailers, and designers seeking to leverage the latest trends and drive successful product launches. Koskela Design offers a unique blend of trend analysis, design thinking, and strategic facilitation, empowering our clients to make informed decisions and create compelling, relevant products. Founded in 2022, we’ve quickly established ourselves as a trusted partner for businesses navigating the dynamic landscape of American home decor.

Clear Leader Group is a strategic talent advisory firm based in Knoxville, Tennessee, specializing in helping C-suite executives and sales teams make data-driven people decisions. We leverage structured frameworks – the 3R Framework and the 3D Model – to deliver clarity and drive measurable organizational performance. As a boutique recruiter and strategic advisor, we operate as a partner, not a vendor, providing direct, honest assessments of current teams and precision in talent acquisition.

Unlike generalist HR firms or transactional recruiters, Clear Leader Group focuses on eliminating guesswork and delivering impactful results. Our approach centers on clarifying team composition, identifying opportunities for repositioning or release, and ensuring new hires are placed strategically to maximize contribution. We don't build ping pong tables; we build high-performing teams.

We help organizations achieve stronger leadership alignment, increased performance, reduced internal friction, and ultimately, a healthier culture – all as a natural byproduct of making the right people decisions.

SBA Experience is a leading SBA loan specialist and business acquisition advisor based in Fort Lauderdale, Florida. We guide businesses through the complexities of securing SBA 7(a), 504, and Express loans, as well as commercial property and franchise financing. With over a decade of experience, we help entrepreneurs and business owners obtain the capital they need to grow, expand, or acquire new ventures.

Our expertise lies in navigating SBA lending requirements, structuring loan terms, and providing personalized support throughout the entire process. We specialize in business acquisitions, franchise loans, debt restructuring, equipment financing, and startup business loans, offering a streamlined path to funding and success. Let our experience be your guide.

Lake Hart Associates is a leading provider of custom business automation and cloud-based software solutions, specializing in helping small to mid-sized companies in Florida and beyond streamline operations, improve productivity, and drive profitability. Combining a hybrid approach of remote consulting with our flagship Wispa business management system – a revolutionary communication and organizational platform – we deliver cost-effective IT solutions tailored to each client’s unique needs. We differentiate ourselves by focusing on practical, hands-on implementation, integrating business best practices with cutting-edge technology, and building long-term partnerships.

With over a decade of experience, Lake Hart Associates empowers businesses to thrive in today’s dynamic environment, offering expertise in areas such as job costing, estimating, employee tracking, financial monitoring, and sales growth. Our commitment to client success and a ‘relationship’ rather than a transactional engagement sets us apart.

Energy Heights Services is a premier energy consulting and compliance expert based in Rochester, New York, specializing in navigating the complex landscape of NYC Local Laws, including LL97, LL84, and LL88. We provide comprehensive solutions for energy benchmarking, compliance reporting, and cost reduction, helping property managers and building owners achieve sustainability goals and avoid penalties.

With over a decade of experience, we’ve processed over 1,000 benchmarking submissions annually, offering tailored consulting, violation dispute services, and energy procurement guidance. Our commitment to personalized and efficient sustainability, combined with our robust EnergiDash platform, ensures clients receive valuable insights and actionable strategies to optimize their building performance and reduce their environmental impact.

Legacy Exits is a specialized business exit planning firm based in Boise, Idaho, dedicated to guiding successful business owners through the complexities of selling their companies. We provide tailored exit strategies for owners generating $2M to $50M+ in annual revenue, collaborating with financial advisors, CPAs, and M&A attorneys to ensure a smooth and profitable transition. Our approach combines over 25 years of combined experience in business transactions, valuations, and exit planning, helping clients maximize value, minimize taxes, and achieve their desired outcomes.

Legacy Exits empowers business owners to confidently navigate the exit process, protecting their legacy and personal wealth. We offer a comprehensive framework including Value & Assessment, Exit Plan development, and execution, with guidance on optimizing deal terms, taxes, and timing for a successful sale.

Right Management Great Lakes is a leading strategic workforce consulting firm based in Southfield, Michigan, specializing in outplacement services, leadership coaching, and talent assessments. For over 42 years, we’ve partnered with organizations across the US and globally to design and align their workforce strategy with their business goals, helping them attract, retain, and develop top talent. As a family-owned business and pioneer in voluntary buyouts, we combine decades of experience with a rebellious, innovative approach, leveraging the resources of our parent company, ManpowerGroup, to deliver exceptional employee experiences.

We empower individuals to grow and organizations to thrive, providing critical support during career transitions and fostering leadership development. Right Management Great Lakes is recognized as one of America’s Best Management Consulting Firms and a leader in outplacement and career transition services, committed to driving positive change in the workforce.

Innovative Corrections Group is a leading consulting firm specializing in technology solutions for the detention, custody, and corrections industries. Based in San Bernardino, California, we partner with correctional facilities, jails, and prisons to enhance operational efficiency, improve security, and ensure compliance through innovative technology and strategic planning. Our expertise spans a range of critical areas including risk management, audit support, training programs, and tactical solutions.

We leverage our deep understanding of the unique challenges faced by these organizations to deliver tailored strategies and impactful results. With a focus on continuous improvement and a commitment to best practices, Innovative Corrections Group helps clients optimize their operations and create safer, more effective environments. We’ve rapidly grown to serve over 100 facilities across the United States, demonstrating our commitment to delivering measurable value and building long-term partnerships.

Precious Creative Co. is a global branding agency based in Fort Lauderdale, Florida, specializing in leadership services, strategic management, and intellectual property solutions. We help businesses redefine their brands and expand their reach internationally. Founded in 2014, Precious Creative Co. combines creative vision with operational expertise, delivering impactful branding and marketing strategies.

Our team, led by Founder & Creative Director Virginia Landi, boasts decades of experience across diverse industries, including television production, international business relations, and luxury events. We are committed to authentic and innovative thinking, consistently exceeding client expectations and driving measurable results. With a growing global presence, including European Headquarters in Rome, Precious Creative Co. is dedicated to crafting epic brand experiences worldwide.

Turbo Garage is a leading garage door repair and installation service provider based in Santa Rosa, California, specializing in both residential and commercial solutions. We cater to clients throughout Sonoma County, including Healdsburg, Petaluma, and Rohnert Park, offering 24/7 emergency repairs, same-day installations, and free estimates. With over 300 five-star reviews and 200 Yelp reviews, Turbo Garage Door Repair & Installation Service is trusted for its experienced team, transparent pricing, and commitment to customer satisfaction.

We provide a comprehensive range of services, from broken garage door roller replacement and track alignment to new garage door installations and opener repairs, ensuring your garage door operates smoothly and safely. Our team brings over 3 decades of combined maintenance and repair expertise, delivering reliable and professional service to homeowners and businesses alike. We are fully licensed, bonded, and insured, guaranteeing quality workmanship and peace of mind.

Van Andel Institute is a leading independent biomedical research and science education organization based in Grand Rapids, Michigan, dedicated to improving human health through groundbreaking research and fostering the next generation of scientific leaders. We combine fundamental and translational science to develop innovative treatments for diseases like cancer and Parkinson’s, while also inspiring curiosity and critical thinking in K-12 students.

With a team of over 635 scientists, educators, and staff, and supported by a global network of collaborators, VAI strives to transform hope into reality every day, advancing the boldest ideas in pursuit of humanity’s greatest breakthroughs.

Vanguard Protection is a leading executive protection, intelligence, and risk management provider based in California, specializing in discreet and proactive security solutions for high-profile individuals and organizations. We deliver intelligence-led risk assessments, meticulous advance planning, and low-profile protective operations tailored to each client’s unique needs. Our core expertise lies in providing comprehensive security services including executive protection, corporate security, legal protection, and intelligence gathering, all underpinned by a commitment to discretion and strategic foresight.

With a nationwide and international capability, Vanguard Protection offers a measured, discreet approach to security, ensuring safety without disruption, and prioritizing control over exposure and outcomes. We support corporate leadership, legal professionals, family offices, and high-net-worth clients who require more than visible security – delivering proactive threat assessment and meticulous planning.

Connection Point VIP is a strategic advisory and consulting firm based in Grand Rapids, Michigan, specializing in brand partnerships and high-impact introductions across the food, beverage, entertainment, and sports industries. We connect brands with exclusive distribution channels, collaborations, and sponsorship opportunities, driving significant growth and brand elevation. Leveraging decades of experience in negotiation and strategic vision, we act as an elite extension of our clients’ teams, securing premium access and maximizing the value of their investments.

Our approach, honed through successful engagements with leading brands and venues nationwide, delivers exceptional results, rivaling those of major consulting firms. We are dedicated to fostering lasting connections and empowering brands to thrive.

DoctorsManagement, LLC is a leading full-service healthcare consulting and auditing firm dedicated to optimizing the performance and compliance of medical practices and healthcare systems across Tennessee and beyond. With over 50 years of experience, we provide expert guidance in areas such as practice management, compliance, revenue cycle management, and strategic growth. Our team of nationally recognized industry experts – including ‘The Compliance Guy,’ Sean M.

Weiss – helps physicians and medical professionals reduce risk, increase profitability, improve patient satisfaction, and streamline operations. We support solo practices, group practices, hospitals, and healthcare systems through comprehensive solutions including practice assessments, startup assistance, compliance audits, and data analytics. DoctorsManagement empowers healthcare providers to focus on patient care while ensuring regulatory adherence and achieving sustainable success.

Enterprise Kaizen is a Milwaukee-based Problem Solving Firm dedicated to delivering sustainable and beneficial solutions across the enterprise. We specialize in business recovery, turnarounds, and transformations, leveraging a proven, time-tested order of operations to achieve over 20x ROI for our clients. Our approach centers on customized solutions, collaborative partnerships, and a holistic view of business excellence.

We help organizations eliminate waste, streamline processes, and drive strategic growth through services like Business Improvement, Business Transformation, and Strategy Deployment. With a track record of revitalizing struggling businesses and optimizing operational efficiency, Enterprise Kaizen is a trusted partner for companies seeking to achieve lasting success. We’ve generated over $1.7B in additional revenue, secured 77% repeat customers, and delivered a 63x return on investment, saving our clients a total of $320M.

We are committed to building something sustainable together.

NineDots, LLC is a confidential problem-solving consultancy specializing in crisis management, construction management, and dispute resolution for CEOs and executive leadership teams. Based in Starkville, Mississippi, we help businesses navigate complex challenges and mitigate risks, ensuring smoother project execution and effective decision-making. Our discreet approach and deep expertise in areas like labor issues, project delays, and legal matters provide peace of mind to our clients.

We support organizations across various sectors, including scientific and capital projects, enabling them to focus on strategic growth. With a growing presence across the United States – including satellite offices in Arkansas, Florida, and Tennessee – NineDots delivers tailored solutions to complex business needs.

InfraMetrix, LLC is a leading provider of specialized data solutions for the water and wastewater industries, headquartered in Venice, Florida. We empower utilities and municipalities to optimize asset management and prioritize critical infrastructure investments through comprehensive buried asset inventory and condition assessment services. Leveraging advanced technologies like GPS, GIS, CCTV, and sonde camera inspection, InfraMetrix delivers actionable insights for improved performance and reduced operational costs.

With over two decades of experience, we’ve become a trusted partner for organizations seeking to proactively manage their underground infrastructure, supporting CMOM (Corporate Maintenance and Operations Management) initiatives and ensuring the longevity of vital water systems. Our commitment to innovation and client success is reflected in our continued growth and dedication to providing cutting-edge solutions to complex challenges.

Latin American Connection is a dedicated management consulting firm based in Huntington Beach, California, specializing in facilitating successful market expansion for businesses into the dynamic Latin American region. We provide comprehensive support, from initial product evaluations and strategic market planning to developing effective pricing strategies and establishing robust sales channels. Our expertise extends to all operational aspects crucial for achieving sales success in this emerging market.

We also offer specialized sales training programs, combining classroom seminars with on-the-ground coaching, equipping sales teams with the skills to excel in prospecting, proposal delivery, account management, and closing techniques. By connecting businesses with the right local resources and providing tailored guidance, Latin American Connection empowers clients to confidently navigate the complexities of the Latin American market and achieve sustainable growth. We focus on building long-term partnerships and delivering measurable results.

The Spill Teem® is a Human-Centered design consultancy based in Charlottesville, Virginia, and with a UK team, specializing in shifting organizational thinking cultures through workshops, strategic advising, and inspiring talks. We partner with a diverse range of organizations – from government agencies and higher education institutions to nonprofits and SMEs – to apply our expertise in Service, Product, and Behavior Design.

Leveraging the principles of Human-Centered Design, we empower clients to foster innovation, improve collaboration, and ultimately, ‘Spill on Purpose’ by creating a more people-focused approach to problem-solving and strategic development.

Front Analytics, Inc. is a data science consulting firm based in Salt Lake City, Utah, specializing in providing organizations with AI-powered forecasting, system dynamics modeling, and advanced analytics solutions. We empower leaders to understand complex systems, explore potential outcomes, and drive sustainable growth across a range of industries – from healthcare and workforce planning to strategic forecasting and supply chain optimization.

Leveraging data, technology, and advanced quantitative methods, Front Analytics helps clients navigate uncertainty and make confident, data-informed decisions. With a focus on delivering clarity and actionable insights, we’re dedicated to simplifying the complexities of modern systems and accelerating innovation for our clients.

Tactile Materials Solutions is a leading consulting firm specializing in strategic business development and expert technical analysis for the polymers, additive manufacturing, and advanced materials sectors. Based in San Carlos, California, we provide comprehensive services including business strategy, materials characterization, and litigation support to innovators across diverse industries like medical devices, construction, and consumer products.

Leveraging our deep expertise in chemistry and materials science, we empower clients to navigate complex challenges and capitalize on emerging opportunities. With a focus on providing clear, actionable insights, Tactile Materials Solutions acts as a trusted partner, offering a fresh perspective and supporting the successful translation of cutting-edge materials from the laboratory to the market.

Remote Support Pro is a leading virtual assistant agency based in Fort Lauderdale, Florida, specializing in connecting businesses and individuals with highly skilled remote support professionals. We provide comprehensive administrative, customer support, and social media management services, empowering clients to streamline operations and focus on core business activities. Our team of experienced Virtual Assistants delivers exceptional support, handling tasks from scheduling and email management to content creation and client communication.

With a focus on quality and reliability, Remote Support Pro helps businesses of all sizes – from startups to established enterprises – achieve greater efficiency and productivity. Founded in 2023, we’ve quickly established ourselves as a trusted partner for businesses seeking flexible and cost-effective support solutions, supporting a diverse range of industries including e-commerce, marketing, and professional services.

Razor Consulting is a leading digital marketing and web development agency based in Peoria, Arizona, specializing in delivering comprehensive solutions for businesses seeking to elevate their online presence. We combine expert web design, cutting-edge digital marketing strategies, and robust web hosting services to empower businesses to thrive in today’s competitive landscape. With over 20 years of experience, Razor Consulting partners with clients to create intuitive websites, implement effective SEO strategies, and leverage the latest AI technologies – including ChatGPT, Midjourney, and Leonardo.AI – to drive growth and innovation.

Our agile methodologies, cybersecurity practices, and commitment to responsive design ensure exceptional digital experiences across all devices. We’re dedicated to providing tailored business development and growth solutions, fostering long-term partnerships built on transparency and trust.

The R Circle is a fractional leadership consultancy based in Fairview, Texas, dedicated to empowering emerging brands to achieve sustainable growth and lasting impact. We provide access to senior-level leadership expertise, strategic brand development, and culture solutions – all tailored to the unique needs of our clients. Leveraging decades of executive experience and a collaborative approach, R Circle helps businesses build strong brand DNA, implement effective marketing plans, and cultivate a thriving company culture.

From brand audits and marketing strategy to culture workshops and executive coaching, we ignite initiatives that matter, driving increased revenue potential and fostering long-term emotional equity. Our team, led by brand strategist Rae Phillips-Luther, brings a proven track record of success, having previously held leadership roles at Jamba Juice and Zoës Kitchen, including guiding Zoës Kitchen through a record-setting IPO.

GoBoldr LLC is a fractional Chief Customer Officer (CCO) consultancy specializing in rapid-growth B2B SaaS and startup companies across Arkansas and globally. We empower businesses to cultivate robust customer advocacy, drive retention, and unlock expansion revenue through strategic customer success initiatives. Founded in 2022, GoBoldr provides expert guidance from go-to-market strategies to building high-performing customer success teams, addressing critical challenges like churn reduction and fostering loyal customer communities.

With a focus on delivering tangible results, GoBoldr helps startups and scaling businesses achieve sustainable growth and build lasting customer relationships. Our team’s expertise spans customer experience, customer success strategy, and expansion revenue, enabling us to tailor solutions to each client’s unique needs.

The Carnrite Group is a leading management consultancy specializing in strategic and operational transformation for the energy, industrial, and private equity sectors. Based in Houston, Texas, London, and Abu Dhabi, we deliver practical, hands-on solutions to complex challenges, supporting clients through business transformation, digital transformation, and the critical Energy Transition. With a 30-year history of delivering tangible results, Carnrite combines deep industry expertise with a collaborative approach, partnering with clients to drive sustainable value and navigate disruptive forces.

As a trusted advisor, we help organizations make informed decisions and implement lasting change. Currently integrated into Alvarez & Marsal, we leverage a global platform and expanded capabilities to serve our clients’ evolving needs.

PMO Business is a team of highly recognized professionals with extensive experience in Business and Technology. Our expertise spans technology, marketing, and operations, allowing us to provide comprehensive support for your most critical initiatives. Our Philosophy At PMO Business, we live by the philosophy that "life and business are ongoing projects. " This guiding principle shapes everything we do as we offer expert fractional project and program managementservices alongside business coaching. Our Mission To empower organizations and leaders with the tools, expertise, and guidance needed to navigate the complex, ever-evolving landscapes of business and technology. Our Approach Just as life and business don't have a fixed endpoint, we believe in fostering continuous improvement and adaptability. We partner with you to not just complete projects, but to build the skills, processes, and mindset needed for ongoing success.

Why Choose PMO Business? 1. Expertise You Can Trust: Our professionals are highly recognized in Business and Technology, bringing a wealth of knowledge to your projects. 2. Flexible Solutions: Our fractional services allow you to access top-tier talent without the overhead of full-time hires. 3.

Holistic Perspective: We understand the interplay between technology, marketing, and operations, ensuring comprehensive solutions. 4. Results-Driven Approach: We focus on delivering tangible outcomes that drive your business forward. 5. Long-Term Partnership: We're committed to your ongoing success, not just short-term project completion. 6.

Customized Strategies: We tailor our services to fit your unique business needs and goals. 7. Continuous Learning: We stay at the forefront of industry trends to bring you cutting-edge strategies and techniques. Our Team Patricia Monica Ojeda CEO, Project/Program Manager Executive and Business Coach Carlos Lima PM Office, PM y Agile Coach Julieta Laus Marketing Coordinator Whether you're launching a new product, optimizing operations, or seeking to enhance your leadership capabilities, PMO Business is your dedicated partner in turning vision into reality—one project at a time. Choose PMO Business , because in the ongoing project of success, you deserve a partner as committed to your journey as you are.

Dean Van Dyke is a Fractional COO specializing in helping B2B companies, technology firms, and manufacturing businesses overcome operational bottlenecks and scale sustainably. Drawing on a foundation in military strategic operations and decades of experience building and systematizing multi-million dollar businesses, Dean provides executive-level operational leadership without the cost of a full-time hire. He focuses on $1M–$50M revenue companies where the founder is brilliant at their craft but struggling with operations.

Dean’s core service – building the systems that free founders from the weeds – centers around three critical operational systems: Decision System, Delivery System, and Development System. These systems, based on the principles of Commander’s Intent, streamline decision-making, optimize workflows, and foster a culture of accountability, ultimately enabling businesses to grow without the founder becoming the constraint. Trusted by founder-led teams, Dean’s approach has resulted in clients reclaiming 15+ hours per week, experiencing 85% faster decision-making, and seeing a 3x increase in team productivity within the first quarter.

He empowers businesses to operate with clarity, confidence, and sustainable growth.

Tamarisk Business Advisors LLC is a dedicated succession planning and exit strategy firm based in Grand Rapids, Michigan, specializing in helping business owners protect their legacy and ensure a smooth transition for future generations. We provide comprehensive Value Building, Succession Planning, and Exit Planning services, guiding clients through every step of the process – from initial assessment and strategic planning to execution and ongoing support. Our approach is rooted in a deep understanding of the unique challenges faced by business owners, and we partner with them to align their business, personal, and financial goals.

With a focus on preserving the value of their enterprise and safeguarding their legacy, Tamarisk Business Advisors acts as a trusted advisor, committed to helping clients navigate the complexities of business ownership and create a lasting impact. We are proud to be a resource for business owners seeking to build a thriving business that can thrive without them.

MoRich Business Solutions is a leading consulting firm based in Newport News, Virginia, specializing in credit-to-wealth strategies and financial systems design for professionals and entrepreneurs. We empower clients to build long-term wealth by leveraging personal and business credit effectively, creating scalable financial systems, and executing with clarity and accountability. Founded in 2007, MoRich Business Solutions provides a structured approach to financial literacy, credit optimization, and business development, guiding clients from initial assessments through longer-term consulting and mentorship programs.

Our 90-Day Assessment Program (90DAP) establishes a solid foundation for sustainable growth, and we focus on delivering tangible results through expert guidance and disciplined execution. We help professionals and entrepreneurs move beyond guesswork and build with intention, structure, and a clear path to financial success.

The Daedalus Workshop is a team building and consulting firm based in Olympia, Washington, specializing in helping organizations foster effective communication, critical thinking, and innovation through tailored assessments and coaching. We provide team building solutions and agile consulting services to businesses across the Pacific Northwest, supporting teams in developing confidence and embracing new ideas.

Our approach combines game design principles with proven assessment methodologies to deliver actionable insights and drive measurable results. We partner with SaaS companies, tech startups, and established enterprises to enhance team dynamics and strategic decision-making.

CDR Companies is a leading, Miami-based, multi-disciplinary firm specializing in engineering, emergency management, and healthcare operations. We deliver integrated solutions to public-sector environments requiring coordination, scale, and rapid execution, supporting infrastructure projects, disaster response, and healthcare operations across the United States. With a history dating back to 1938, CDR Companies has a proven track record of successfully managing complex programs involving over $10 billion in damages and $20 billion in engineering and infrastructure projects.

Our expertise encompasses transportation engineering, bridge design, water/wastewater engineering, and comprehensive medical services for confinement facilities, alongside emergency management and construction management capabilities. We are dedicated to building resilient systems that perform at scale and deliver critical results when they matter most.

Professional Association Services, Inc. is a leading provider of comprehensive community management solutions for homeowner associations and condominiums throughout Northern California. Since 1993, we deliver professional, efficient, and personalized services, combining expert governance, financial management, and innovative online platforms to enhance community living. We specialize in assisting communities in maximizing their value and fostering strong resident relationships.

Our full-service approach includes association governance, business and financial management, community building, and robust online services, all supported by certified managers and a commitment to best practices. We prioritize clear communication, proactive problem-solving, and a collaborative partnership with Boards and residents alike, ensuring smooth and thriving communities.

NASC GLOBAL is a leading HR consulting and management firm based in Atlanta, Georgia, specializing in AI-driven solutions for businesses seeking to optimize their talent acquisition, compliance, organizational development, and strategic consulting. We partner with organizations of all sizes – from small businesses to large corporations – across various industries to build stronger, more effective workforces.

Leveraging cutting-edge HR analytics and deep industry expertise, NASC GLOBAL provides comprehensive support, including talent acquisition strategies, HRIS implementation, learning and development programs, and employee relations management. With offices in Atlanta, Fort Lauderdale, and Toronto, we deliver tailored HR solutions to meet the unique needs of our clients, driving impactful results and fostering a thriving organizational culture.

For almost three decades, Michael and Sherry have been Friends and "Dive Buddies". In 2020 while consulting independently, they recognized their similar, yet complementary skills and experiences, and their aligned business values. They formed Fathom15 to bring these skills and experiences to organizations needing a path toward growth, transformative business practices or help overcoming business challenges. Michael D. Ray Co-Founder "I most enjoy helping organizations in two ways.

First, leveraging my leadership and business experience to drive strategic growth-oriented initiatives from planning, evaluation, through execution and delivery. Also, it’s been very rewarding to help Global People and Talent-oriented businesses develop and deliver on go-to-market and business development strategies. I love leveraging my experience across the full spectrum of business development, alliance, and customer success experience to create valuable, impactful change." Sherry Sweitzer Co-Founder "I have a passion for inspiring and motivating others through effective coaching and team-building, something I have been fortunate to have done for decades across the globe. I enjoy looking at business challenges and using my leadership experience to help companies overcome and develop transformative solutions. It is very gratifying to use my experience winning large scale EPC projects to successfully build this capability in our client organizations, and see them win business and grow" Michael D.

Ray Co-Founder michael@fathom15.com Michael’s extensive global leadership experience has included building the international operations for a segment of a Fortune 100 firm operating in 100+ countries, creating and leading a $150M Global Supply Chain Management function for an international financial services company, and leading a start-up global consulting services firm from $12M to $24M ARR over a four year period. A veteran of the US Army, Michael has been an entrepreneur owning businesses in Indonesia, Taiwan, and California. A few highlights, Michael has: Created a consulting capability for a global immigration firm, and led the company to over 100 new company signings in 3 years. Successfully managed one of the most respected Intercultural Training organizations in the industry, taking the business unit from a $800K loss to a $1.75M annual gross profit over a 3-year period. Led the West-coast practice for a major consulting firm.

Created new products and managed more than a dozen high-profile consulting projects. Managed Customer Success for a global talent management SaaS Company, transforming the business unit, building the department and retaining $25M in ARR.

R. Parker Consulting Firm, LLC is a Baton Rouge-based business consulting firm specializing in agile methodologies, lean six sigma, and project management solutions. Since 2020, we’ve partnered with businesses to deliver tailored strategies and achieve their unique goals.

We provide expert guidance in areas such as executive business coaching, conflict resolution, and business negotiation, helping organizations optimize their processes and drive sustainable growth. Our commitment is to equip clients with a proven end-to-end methodology, ensuring timely and effective results. We are dedicated to building lasting relationships and serving the Louisiana community with our specialized expertise.

Local 411 Partners is a Florida-based real estate solutions company specializing in helping homeowners overcome challenging property situations. We acquire properties directly from owners facing foreclosure, burdensome rentals, probate, or other difficult circumstances – including fixer-uppers and vacant homes – offering a fast, fair, and all-cash offer.

Unlike traditional real estate agents, we don't require lengthy listings or high commissions, focusing instead on providing a streamlined, no-hassle experience. With over a decade of experience in property acquisitions, we’re dedicated to delivering personalized service and finding win-win solutions for homeowners needing a quick and reliable exit strategy.

Cormier Executive Optimization (CEO) Coaching & Consulting is a leadership development firm based in Miami and Boise, Idaho, dedicated to empowering executives and fostering transformative change within organizations. With nearly 25 years of experience, Timothy K. Cormier’s mission is to guide leaders to embody the principle of ‘being the change they wish to see in the world.’ We specialize in strategic planning, leadership innovation, and talent development, serving a diverse range of industries including telecommunications, healthcare, pharmaceuticals, and high-tech.

Our approach, built upon a four-step process – Needs Assessment, Implementation, Execution, and Optimization – ensures a structured and results-driven path to leadership growth and organizational excellence. We’ve cultivated a reputation for sparking lasting impact through tailored coaching, keynotes, workshops, and strategic advisory services, helping clients navigate complex challenges and achieve sustainable success. We firmly believe that one individual can spark the organizational and cultural change needed to drive lasting impact.

Sunshine Legal Pro, LLC is a Florida-based fractional COO and legal tech consulting firm dedicated to helping law firms of all sizes – from solo practitioners to large firms – streamline operations, optimize billing, and embrace innovative technology. Founded by Stephanie Ruiz, a legal operations professional with over a decade of experience, we provide hands-on expertise in strategy, billing, process improvement, and automation tools like Gavel.io, without the overhead of a large consulting firm. We’ve sat in your staff’s chair, understanding the daily challenges and building solutions that truly stick.

Our services include Legal Tech Solutions, Operational Management, and Billing Specialist Services, all designed to empower law firms to grow efficiently and profitably. We’re committed to helping you spend less time managing administrative chaos and more time practicing law.

HRC-Hospitality Resource Center, LLC is a leading provider of comprehensive HR and payroll solutions specifically designed for the hospitality industry and beyond, based in Santa Clarita, California. We specialize in delivering efficient and compliant payroll processing, time and attendance systems, and robust HR consulting services to businesses of all sizes. Founded in 2005 by Reza Khan, a hospitality veteran with 34 years of experience, HRC has grown to serve over 280 companies and manage payroll for more than 7,500 employees.

Our commitment to exceptional service, combined with our cutting-edge technology and highly trained staff, ensures that our clients receive tailored solutions that optimize their HR operations and drive business success. We pride ourselves on our 95% fast and efficient service, 95% satisfied customers, and 100% compliance management, offering a hassle-free experience focused on people, product, and profitability. From streamlined payroll to comprehensive HR support, HRC is your trusted partner for managing your human capital.

Center for Collaboration in Community Health is a leading nonprofit organization based in Rochester, New York, dedicated to supporting the transformation of publicly funded health care delivery. We provide specialized technical assistance services to healthcare providers and organizations navigating the evolving landscape of value-based care, recovery-focused practices, and integrated behavioral and physical health services.

Our expertise spans managed care readiness consultation, performance management and evaluation, revenue cycle management, and strategic planning facilitation, enabling clients to effectively ‘measure what matters’ and demonstrate impactful service delivery. With a team of experienced health and human services content experts, CCSI empowers organizations to embrace evidence-based practices, implement effective utilization management, and drive continuous quality improvement – ultimately strengthening the health and well-being of communities.

Strategic Economic Development Corporation (SEDCOR) is an Oregon-based nonprofit organization dedicated to fostering economic growth and opportunity in the Mid-Willamette Valley. Since 1982, SEDCOR has expertly connected businesses, communities, and government agencies, acting as a vital bridge to attract high-value jobs and investment. We specialize in business retention and expansion, industrial recruitment, and facilitating site selection for relocating companies – effectively ‘knowing someone for that!’ – leveraging a vast network of trusted partners.

SEDCOR’s core mission is to cultivate a thriving regional economy, supporting local businesses, creating good-paying jobs, and ensuring a stable tax base for essential public services. Our work directly contributes to a multiplier effect, generating additional economic activity throughout the region. We are a trusted partner for businesses seeking to expand, communities aiming to grow, and a region committed to a prosperous future.

ValueUp Advisors is a Vancouver-based management consulting firm specializing in operational excellence and strategic growth initiatives for businesses across Healthcare, IT, Non-Profit, Service, and Consumer Product industries. We partner with domestic and international clients to deliver impactful solutions in project management, organizational development, change management, process improvement, and business analysis. Our team supports C-Suite and executive-level decision-makers, driving measurable results and enhancing overall business success. Established in 2010, ValueUp Advisors has a proven track record of assisting small and medium-sized businesses in optimizing their operations and achieving their strategic goals. We focus on delivering tailored strategies and hands-on support to help our clients thrive in today's dynamic market.