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Our Proven Process Gets Results! |
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Where Can You Turn for the Help You Need?
Many small- to medium-size business enterprises cannot afford traditional consulting or a traditional Board of Directors. While your accountant and attorney can help you in their areas of expertise, they’re not qualified to provide the broad-based business advice you really need.
The Saddleback Strategy Group fills this void by providing needed guidance and direction for your business as a Trusted Advisor and friend. We’ll learn all about your business and build a long-term relationship with you, so we can be there to help you as your business grows and changes over time.
How Does It Work?
We’ll work with you to evaluate your current business, prioritize needed improvements and changes, and then build and execute a plan. Our “by your side” process ensures that we are with you every step of the way – we’ll never just hand you a 3-ring binder and an invoice and then walk away! Here’s what you can expect:
- Hold Initial Meeting: It all starts with a free, no-obligation Business “Vision Check-Up.” We’ll spend about two hours with you going through a rigorous set of prepared questions, to fully understand your desires, expectations, experience, and concerns, and evaluate the current health of all aspects and segments of your business.
- Formalize Relationship: If you decide to pursue the value of the Trusted Advisor relationship, we’ll
 formalize the process by signing the Client/Trusted Advisor contract. - Evaluate Organization and Gather Data: We’ll gather extensive information, analyze your company, and use proven evaluative methods and tools to provide specific, data-based recommendations.
- Agree to Plan: We’ll discuss and prioritize our initial recommendations for enhancing your processes and financial results.
- Implement Plan: We’ll show you what needs to be done, make sure that you have people in place who know how to do it, and be there on-site a few hours each week to ensure that the implementation of the agreed to changes are going smoothly.
Our ongoing Trusted Advisor relationship is based on providing you real value that you see in the faces of your employees, in the growth of your sales, in the enhancement of your bottom line, and in the balance you obtain between your business and your family.
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Free "Vision Check-up"
A free, no obligation session conducted by Jay, at your place of business, where we will have an open discussion about the current state of your business, with a goal of determining if there are compelling reasons for us to enter into a Client / Trusted Advisor relationship. Learn more...
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