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6 Consulting Firms in Seattle You Should Know

Startups and tech companies may fuel headlines and discussions in Seattle’s business community, but consulting firms shouldn’t go unnoticed. Their work is often innovative and has played a crucial role in helping some of the very names in the news reach the limelight. 

Top Consulting Firms in Seattle

To celebrate their important, but often overlooked, role in the tech community, we've rounded up 8 consulting firms in Seattle to keep an eye on.

Type: Business and Technology

Location: Industrial District

What they do: Logic20/20 is a business consulting firm providing clients with services in the areas of leadership, advanced analytics, digital transformation and additional managed services. The firm aims to help clients across industries better engage their customers, create data-driven strategies and manage business operations efficiently.

Type: Strategy and Economics

Location: Bellevue

What they do: Keystone Strategies guides companies through areas like business, economics and, of course, strategy. The firm provides services in analytics, product development and intellectual property. Keystone has worked with leading companies in a variety of industries ranging from Intel and GE to Coca-Cola and Yeti.

RedCloud Consulting

Type: Management

What they do: RedCloud Consulting  offers a variety of technology enablement, customer experience and business transformation services designed to help clients across their entire businesses. RedCloud provides clients help with short-term individual-based needs or team-wide strategic solutions. 

Type: Digital 

Location: Downtown

What they do: Trianz is a digital transformation firm that aims to help clients implement a variety of digital needs, from cloud and analytics services to infrastructure and security. Trianz works with clients spanning multiple industries and their portfolio includes leading names like UPS, Comcast, IBM and Capital One.

Location: Kirkland

What they do: Unify Consulting  describes themselves as a “strategic ally,” helping companies utilize data, enhance customer experiences and keep up with their current markets. Unify offers services that span business operations and  include sales, IT, human resources and finance. 

Type: Human Resources 

What they do: Waldron works with organizations and leaders in the social sector, specifically non-profits, foundations and social enterprises. The firm provides services like executive coaching, organizational transformation, executive candidate search, leadership team development and strategic career transition.

All images via Shutterstock, social media and featured companies. This article was originally published in 2019.

Recent Articles

Transforming businesses through financial insight and lasting partnership.

Our impact is the turning point for transformation..

Founded in 2009, Turning Point has quickly become the leading CFO consulting practice in the West Coast. We offer financial advisory services to a wide range of companies in a variety of industries – from media to manufacturing, and everything in between.  

Our approach is proprietary reliable predictable effective clear

We help our clients’ companies scale & restructure, improve cash flow and make the most of their financial information.  Your company’s future depends on your understanding of today’s financials. Let us transform how you lead the way into a brighter future.

Leadership Through Finance.

We use Finance to transform a business so companies (and their owners) can thrive. We do this by facilitating improved cash flow, increased profitability, and increased value. Our multi-function team includes accountants, financial analysts, legal and operational experts to create the best, most comprehensive outcome for our clients.

Tools To Facilitate Impact.

CFO Consulting

Cash Flow Management & Analysis

Business Turnaround Consulting

Financial Reporting

M&a support.

Talent Acquisition

Forensic Accounting

Lender Negotiations

Interested in working with us.

Feel free to reach out to us to get a free quote for our services, or to ask any questions you may have about Turning Point.

Client Testimonials .

“At Efinancial, we were a fast-growing life insurance distribution company. We quickly needed to align our growth with financial and operational processes that would support us during this time. Turning Point’s team quickly evaluated our reporting systems and metrics to help gain insight into our business.”

- MICHAEL ROWELL, CEO, EFINANCIAL

“As a company, we were at a crossroads when we hired Turning Point.  We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO.  Revenues were up but the additional business was not growing our bottom line.  We did not have the in-house expertise to manage the complexities brought on by our growth.  We did not have a financial reporting system capable of helping us pinpoint our problems.”

- DEAN E. WILSON, CEO, KING-ELECTRIC

“Our company was rapidly expanding into different markets and our financial and operational planning became significantly more complex. We needed to take the next step for us to manage the growth. Turning Point helped us forecast our profits, cash flow, and covenants with our bank, enabling us to make the best decisions for our company. They dived into the details and quickly understood the complexity of our business to ensure we had the best path for success.”

- BRUCE HALDORS, CEO, TRANSPO GROUP

“Daco Corp brought Turning Point in at a key inflection point when we were dealing with transition in our accounting department. They quickly added value well beyond what we expected and, 4 years later, continued to benefit from the impact they delivered. Turning Point got us through what could have been a rocky time and transformed the way we think about finance. As a result, we are more mature financially and more confident running the business.”

-Steve Duffield, Daco Corp

“When Sagacity was introduced to Turning Point, we were at a crossroads.  Having grown quickly, we saw that many of our processes and procedures needed to be upgraded or rethought.  Turning Point’s significant experience with companies of various industries and sizes proved extremely helpful.”

- NICOLE VOGEL, CEO, SAGACITY

“Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved, and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”

-Matt Sauri, Wimmer Solutions

We empower business owners to lead their companies fearlessly.

Let’s start the conversation:

WHAT WE DO: Strategy, Policy, Planning, Finance, Economics, Evaluation, Data Analytics+GIS, Community Engagement, & Facilitation

Great strategy is rooted in an aspirational vision of a desired future coupled with keen insight into the current situation and a commitment to action..

We collaborate with our clients to establish a shared understanding of the landscape, powerfully communicate vision and direction, align resources for implementation, and create tools for adaptive stewardship of the strategy.

Services & Representative Projects

Strategic and Business Planning for Organizations

Alderwood Water and Wastewater District, Strategic Plan

College Success Foundation, Strategic Plan

Greenwich Library, Strategic Plan

Port Townsend Library Strategic Plan

Strategic Planning for Communities

City of Burien, Strategic Plan

City of Centralia, Strategic Plan

Lummi Tribe, Community Vision and Strategic Action Plan

Thurston County, Strategic Plan

Investment Strategy and Landscape Scans

Bill and Melinda Gates Foundation, Institutional Transformation Assessment Initiative

Foundation for Tacoma Students, Landscape Analysis

Perigee Fund, Paid Family Medical Leave Evaluation

Emergency Management and Public Safety Planning

City of Kirkland, COVID After Action Report

City of SeaTac, Police Services Study

City of Seattle, COVID After Action Report

King County, Best Starts for Kids Response to COVID-19

Northwest Healthcare Response Network, Strategic Framework

Puget Sound Regional Fire Authority, Strategic Plan Port Townsend Library Strategic Plan

Our work is based on quantitative and qualitative research supported by expert facilitation skills and a nuanced understanding of financial and political realities.

Criminal Justice

SCORE (South Correctional Entity), Financial Alternatives Study

Clallam County, Port Angeles and Sequim Criminal Justice Services and Contracting Study

Office of Financial Management, Analysis of Statewide Adult Correctional Needs and Costs

Health and Human Services

City of Sammamish, Human Services Strategic Plan

City of Tukwila, Older Adults recreation Services Needs Assessment

Department of Health, Foundational Public Health Services

Greater Tacoma Foundation, Youth Homelessness Strategy

City of Seattle, Recommendations for the Seattle Preschool Program

Community Center for Education Results, Multiple Pathways to Graduation

Department of Children, Youth, and Families, Facilities Needs Assessment for ECEAP Expansion

City of Battle Ground, Housing Action Plan

City of Seattle, Implementation of Mandatory Housing Affordability (MHA): Housing and Socioeconomics Analysis

City of Tacoma, Affordable Housing Action Strategy (Governor’s Award winner!)

City of Yakima, Housing Action Plan

Department of Commerce, Guidance for Developing a Housing Action Plan

Pierce County, Affordable Housing Incentives Evaluation

Transportation

Joint Transportation Committee, Comprehensive Assessment of Statewide Transportation Needs and Priorities of Washington State : Phase 1 Report | Phase 2 Report

King County Metro, Fare Program Technical Assistance

Washington State Association of Counties, County Transportation Revenue Study

Washington State Ferries, 2021-2023 Tariff Review

Washington State Transportation Commission, Road Usage Charge Feasibility Study and Pilot Project

Our planning practice fosters sustainable and resilient communities, well-prepared to make wise long-term decisions and meet challenges as they arise.

Our approach to community planning integrates land use, economics, and fiscal analysis with comprehensive planning and SEPA review.

Comprehensive and Subarea Planning

Cities of Arlington and Marysville, Manufacturing and Industrial Centers Subarea Plan

City of Bonney Lake, Centers Subarea and Watershed Planning (APA/PAW award winner!)

City of Bremerton, Eastside Employment Center Subarea Plan and Planned Action EIS

City of Pullman, Comprehensive Plan Update

Jefferson County, Comprehensive Plan Update

Walla Walla County, Comprehensive Plan Update

Development Regulation Review and Creation

City of Bainbridge Island, Code Consistency Review

City of Chelan, Comprehensive Plan and Municipal Code Update

City of Mount Vernon, Code Update

Programmatic and Planned Action Environmental Impact Statements

City of Bellevue, Wilburton Commercial Area Land Use and Transportation Project EIS

City of Bothell, Canyon Park Subarea Plan + Planned Action EIS

City of Seattle, Uptown Urban Center Rezone EIS

City of Shoreline, Aurora Square Planned Action EIS

Parks, Recreation, and Open Space Plans

City of Port Townsend, Parks, Recreation and Open Space Plan Update

City of Sumner, Parks and Trails Plan Update

Pierce County, Parks, Recreation, and Open Space Plan Update

Shoreline Master Programs

City of Chelan, Shoreline Master Program Update

City of Kenmore, Shoreline Master Program Update

King County, Shoreline Master Program Update

Voluntary Stewardship Programs

Benton County, Voluntary Stewardship Plan

Chelan County, Voluntary Stewardship Plan

Yakima County, Voluntary Stewardship Plan

To learn more about our planning services and expertise, click here .

We are experts in municipal and infrastructure finance and have developed financial models and financing strategies for jurisdictions, districts, and agencies.

We help our clients plan, manage, and sustain their communities through strong public services, equitable tax policies, and thoughtful capital facility planning.

Annexations and Incorporation Analysis

City of Bremerton, West Bremerton Annexation Analysis

City of Kirkland, Annexation Analysis City of Renton, West Hill Annexation Study

Capital Facilities Planning

Kitsap County, Comprehensive Plan SEIS + Capital Facilities Plan

Port of Douglas County, North End Site Master Plan EIS and Capital Facilities Plan

Renton Regional Fire Authority, Capital Facilities Plan and Fire Impact Fee Study

Financial Feasibility and Costs of Service

Department of Health, Foundational Public Health Services Cost of Service Study

Seattle Parks and Recreation Department, Amy Yee Market Analysis and Financial Assessment Update

Funding, Rate, and Fee Studies

City of Anacortes, Fire Impact Fees Analysis

City of Bellingham, Library Services and Funding Models

City of Tacoma, Impact Fees Study

City of Tukwila, Fire and Parks Impact Fee Study

Municipal Service Delivery

City of Auburn, Fiscal Sustainability Analysis

City of Port Townsend Library, Level of Service Analysis

Spokane Regional Transportation Council, Finance Forecast

South Snohomish County Fire and Rescue, Cost of Service Study

We bring an innovative, rigorous and cross-disciplinary approach to economic analysis.

We help clients understand underlying economic conditions and their strategic challenges and opportunities, translating demographic and market conditions into succinct policy options and scenarios.

Economic Impact Analysis

Alaska Airlines, Economic Impact Study

City of Edmonds, Arts and Culture Economic Impact Study

Washington State Department of Transportation, Gateway Economic Benefits Analysis

Water Foundation, Snake River Dam Removal Economic & Job Analysis

Industry Cluster Analysis

Puget Sound Regional Council, Space Industry Study

Washington Global Health Alliance, Global Health Cluster Mapping and Market Opportunity Assessment

Economic Development and Workforce Strategy

King County Regional Youth Apprenticeship Consortium, Partnership to Advance Youth Apprenticeship Grant

Tolowa Dee-ni' Nation, Market Assessment and Economic Study

Market and Demographic Analysis

City of Lakewood, Central Business District Assessment

City of Puyallup, Downtown Economic Development Strategy

Port of Chelan County, Commercial and Industrial Lands Analysis Washington State Department of Transportation, Independent Regional Land Use Forecast

We help programs assess effectiveness, efficiency, and equity to better serve their clients.

BERK conducts program and process evaluations for public agencies, funders, and non-profit organizations at all stages of their program development. We also support efforts to define and assess the outcome and performance metrics that matter the most.

Program and Process Evaluation

King County Housing Authority, Community Choice Evaluation & Greenbridge Learning and Engagement Advocacy (GLEA) Program Evaluation

Perigee Fund, Paid Family and Medical Leave Community Outreach Evaluation

Seattle Ethics and Elections Commission, Democracy Voucher Program Evaluation

Seattle City Council, Evaluation of Seattle Parks and Recreation’s Recreation Division

Washington Department of Health, Foundational Public Health Services Shared Services Evaluation

Performance Measurement and Assessment

Tacoma Housing Authority, Children’s Savings Account Evaluation

Washington State Auditor's Office, K12 Homeless Students Performance Audit Washington STEM, Measurement & Learning Framework

Data Analytics + GIS

Data analysis is fundamental to our practice and integrated into all our work..

Our staff apply advanced analytical techniques and develop robust tools to help clients discover clear and actionable insights from their data. Because transparency and clarity are essential to policy work, we create beautiful, approachable information design products to communicate these insights to a broad audience.

Interactive Mapping Tools and Dashboards

Chelan County, Climate Change Resiliency

City of Moses Lake, Housing Action Plan & Comprehensive Plan Update

City of Tacoma, Housing Market Policy Dashboard (Governor’s Award winner!)

King County, Shoreline Master Program Update – Storymap

School’s Out Washington, Out of School Time Landscape Analysis - Online Mapping Tool

Puget Sound Educational Service District, Early Learning Community Assessment ( read the blog post )

GIS and Spatial Data Analysis

Snohomish County, Southwest UGA Planning Study

City of Tacoma, Future Land Use Implementation Support

University of Washington, COVID Study 2020

Community Engagement

Equitable outcomes and sound decisions require thoughtful community engagement..

We design engagements that bring together participants representing their diverse communities and perspectives. To be successful, these engagements must meet people where they are at, facilitate thoughtful conversation, and provide a safe place to share ideas.

Online Engagement and Surveys

Department of Commerce, Social Marketing Tools for Building Green Cities Program

King County, Shoreline Master Program Update – Community Engagement

City of Mercer Island, Aubrey Davis Park Master Plan

Alliance for Pioneer Square, 2020 Neighborhood Plan Update

Public Outreach Planning and Implementation

A Supportive Community for All Snoqualmie Valley, Community Needs Assessment

City of Bellevue Aquatics Center, Outreach and Engagement

Pierce County Library System, Strategic Plan

Individual and Group Interviews

College Success Foundation, Situation Assessment and Strategic Plan

City of Tukwila, Senior Services Assessment

Facilitation

A productive and enjoyable planning process requires expert facilitation..

A good facilitator finds ways to balance and hear from the dominant voices, the diplomats, and the reserved; allows enough discussion, but not too much; and keeps the group focused on what matters most. They can make meetings more productive and enjoyable.

Committee and Work Group Facilitation

Association of Washington Cities, Public Records Act Work Group

Joint Transportation Committee, City Transportation Funding Needs Assessment

King County, Low Income Fare Advisory Committee and Task Force

Washington State Transportation Commission, Road Usage Charge Study

Retreat and Meeting Facilitation

Bellevue Downtown Association, Board Retreat

City of Shoreline, Annual Council Retreat

King County Prosecutor’s Office, Retreat

Seattle Department of Transportation, Yesler Crescent Focus Groups

Washington State Department of Transportation, Kingsgate TOD Work Group

Washington State Charter Schools Association, Staff and School Leaders Retreat

Washington State Hospital Association, Board Retreat

It Takes a Village to Raise a Start-up - Get Help Growing Your Business in 2024

Neighborhood  Business Consulting & Management

You have the dream, we have the team ., king's dream business consulting is inspired by small business owners risking everything to solve problems, serve their communities, and make their dreams a reality..

The nation's only neighborhood business consulting and management firm .

Established in 2019, King's Dream Business Consulting was formed as a direct response to Seattle's ballooning gentrification and displacement of its diverse business districts. Today, KDBC helps small business owners and non-profits nationwide expand their capacity, earn more income, and reach new heights.

Our Solutions

Growth services for every part of your journey ..

Whether your business is preparing to launch for its first loyal customers or expanding into new territories, King's Dream Business Consulting is here to help you along your journey!

➤     LLC Filing & incorporation ➤     Business plans & pitch decks ➤     Taxes, registration, & license ➤     Branding & identity design

Building the foundation launch ..

➤     Digital marketing & advertisement ➤     Distribution & sales channels ➤     HR management consulting ➤     Website & mobile site design

Expanding operations grow ..

➤     Feasibility studies & revenue modeling ➤     Business credit ➤     Traditional & non-traditional funding ➤     Business financial consulting

Fund your company finance ., if you want to succeed in business, you will need a trusted business advisor ..

Are you a small business owner looking for a skilled team to help you grow your business?  Look no further than King's Dream Business Consulting!

We understand that owning a business can be a lonely, unpredictable, and costly experience. Our team of experienced small business consultants can help you overcome the obstacles that are hindering your company's growth. We offer customized business consulting and management services that are tailored to your company's unique mission, brand, value proposition, cultural identity, and goals. Each consulting plan is designed to deliver the maximum targeted result with the least amount of capital investment.

Why hire a small business consultant?

Small business consultant perks ., achieve your american dream.

Hire King's Dream Consulting to turn your American dream into reality. Let us guide your business towards financial stability and generational wealth.

Small budget-friendly

To protect our client's cash flow, which is the leading cause of business closure, we personalize our monthly fixed-rate invoices according to your budget, regardless of its limitations.

Creating Inclusive Economies

By working directly with neighborhood businesses, we help reduce entry barriers that prevent underserved business districts from contributing to the local economy.

Culturally Conscious Consultancy

As one of the country's only certified Black-owned small business consulting firms, King's Dream recognizes the significance of cultural considerations for our diverse clientele.

Expand Without Limits

Scale locally, nationally, or across the globe ..

Our team comprises experienced business consultants specializing in micro and small business capacity-building services. Our affordable service fees allow us to work with entrepreneurs from all walks of life, especially marginalized communities. Expand your small business reach into overseas markets or compete on a local neighborhood level- no matter where you are in your business journey, King's Dream Business Consulting has the services to help guide your company through each step.

Small Businesses Served to Date:

200+ small businesses, 350+ projects completed, 81% woman-identifying, 74% minority-owned, case studies, blogs & press, the local mogul blog ..

• Oct 26, 2023

#SpruceUpSeattle: King's Dream Offers Marketing to Help Mayor Bruce Harrell Win Historic 2021 Race.

• Oct 7, 2023

King’s Dream Goes Green with WA Department of Commerce: Cannabis Business Mentorship Services.

• Sep 29, 2023

Listen to Black Women Thrive in Shades and Layers Podcast

• Sep 22, 2023

Embracing the Spirit of African Coffee: HR Consulting for Boon Boona

Keep Your Dream Alive, Follow :

#kingsdreamconsulting, get started, expand your business without limits ..

Looking to take your small business to the next level without breaking the bank?

Hire King's Dream Business Consulting! We specialize in helping small businesses and nonprofits grow quickly and affordably.

HOME / Strategic Planning / Local Services / Strategic planning consultation in Seattle, WA

» Empowering your Business with an Actionable Strategic Plan «

"Healthy organizations put 3 times more on the bottom line than unhealthy organizations." (McKinsey Quarterly)

Our Strategic Planning Retreats Yield Clarity, Alignment, Momentum, and an Actionable Strategic Plan.

Your team will leave knowing your top 5 to 10 initiatives and have a committed, prioritized focus for overcoming obstacles & accelerating growth , or we pay the strategy consultants’ bill and you keep all the diagnostic reports, business insights, and draft strategy map. With decades of experience, including “C” level leadership competence, in a wide range of businesses, our strategic growth consultants have helped our clients build, buy, and sell companies whose combined worth is in the trillions.

Imagine what's possible when you and your team create the same level of strategic clarity, commitment and cohesion that has skyrocketed the world's most successful companies.

A strategic and agile approach to management is more important now, than ever before.

Our world is being remade by disruptive technologies, customer demands, and cultural transformations affecting workforce availability, compensation, and expectations. The fact that proven methods for business momentum are no longer reliable and what worked yesterday may never work the same way again, is impacting businesses everywhere. A recent Harvard Business Review Survey (2013) found that 81% of CEOs recognize they have to change their plans during execution, but an even smaller percentage of leaders have faith in their team to successfully adapt and respond successfully to the change in plans.

Effective strategic planning enables an organization to set priorities, focus energy and resources on the right things, at the right time, and be prepared to effectively navigate any economic or organizational change. We are so confident in our strategic planning framework, that we have a guarantee on the process - you and your team will experience clarity, alignment, and an agreed-upon plan for the top five's (problems and solutions), or we will give you your money back.

What if your team could double or triple triple your results - this year?

We are a strategic planning firm that will get your team focused, super-charged and aligned on what matters.

Our Strategic Planning Retreats are Facilitated by Expert Business Strategy Consultants and Certified Business Growth Curve Specialists

Our corporate retreats help your team create an actionable strategic plan to be used for daily decision-making. Managing company growth is challenging. Our consultants facilitate an unambiguous strategic plan that enables you and your team to:

• implement your strategy
• align the efforts of your workforce
• reinforce the most befitting culture for the organization
• share management's plan for where the company is going
• define long term and short term goals (and obstacles)
• set clear, measurable milestones that mark progress
• develop strategies for staff accountability and more

A retail company with $20M+ in revenue, struggling with the technological and competitive disruptions of our times, and a dreadful, diminishing profit margin. We were hired to facilitate a strategic planning retreat.

First, we facilitated a goal-based, data-driven strategic assessment that compared their organization and the collective perspective of the leadership team against what successful and productive companies do at a similar stage of development. The business insights gleaned inspired creative discourse and at times, fiercely territorial discussions. This is to be expected and thus it’s essential to work with experienced strategy consultants for your retreat.

We had to facilitate the team through distractions, irrelevant diatribes, and taxing conflict; all while maintaining trust and pushing through to the goals of the meeting. The retreat was “intense, but invigorating” by their own words. The President, who was also a founder, shared that he was attempting to balance the need for growth with the desire to maintain the company’s homegrown feel and entrepreneurial spirit. While appreciating the intent, peers expressed distress that “old-school” thinking was impeding progress.

Initially, there were very few things the leadership team agreed upon, except that they were missing a sustainable multichannel strategy.

A large executive team (of 20) completed our online strategy assessment and verbal interviews and came together for a multi-day facilitation. With a palpable sense of unrest, the team had to start by relaxing into the fact that to gain a strategic focus and direction, they first had to let go of their value of efficiency over creativity (at least during the retreat).

One of the newer members of the team used the opportunity to share his observations regarding the inflexibility and “old-retail-mentality” of the team. After a short, heated debate, we facilitated a powerful productive conflict exercise that restored the creativity in the room, and we were off to the races.

They identified their top five challenges as:

• Hiring quality people (and retaining employees)
• Products not differentiated (solving digital disruption)
• Outdated marketing
• Slow getting programs to market (and processes implemented)
• Meeting changing customer expectations

On the opposite side of the spectrum, they identified their strengths as:

• Clear core values
• Strong communication between leadership and staff
• Staff buy-in for change
• Foundational project management systems

Fast forward twelve months.

The executive team has shrunk from 20 to 12 (two retired, three jumped, two changed roles, one is spearheading AI initiatives). The consensus is this change was a necessary and overdue shift. The company is making strong headway towards eliminating redundant resources and retraining (upskilling) high to mid-performers, while overhauling their recruiting and hiring practices to attract more diverse talent. The team shared they are more cohesive and committed to their business transformation. The CMO said, “I’m amazed at what this clarity has brought to the team. I mean, we were all in agreement before our strategy session about our problems. But I didn’t realize that our plan was just a bundle of ideas and ambiguous targets, as opposed to a clear, actionable, measurable strategy.”

While our strategic planning process cannot predict execution success, through the facilitated experience, your team will create a revived sense of optimism and your own growth playbook.

As experienced strategic planning consultants, we have seen time and again how our strategic planning service and growth planning framework benefits our clients

A few of the outcomes and benefits from our consulting:.

• Improve the way the team communicates which in turn improves circulation amongst employees.
• Engage staff and enable them to help the company succeed by cultivating a common language of growth.
• Clarify the top areas of focus and what must be improved, in what order, to align the team around common goals and objectives.
• Through trusted research, leaders eliminate the guesswork and better manage the company's growth strategy.
• Ensuring a fear-free experience and clearing up any unknowns while providing solutions for specific growth issues.
• Provides a well-reasoned roadmap for optimal performance
• Help improve a leader's ability to address conflict and reduce tension that leads to unproductive behaviors.
• Clarify the team's top 5 most critical challenges with a focus on a specific stage of growth to gain traction quickly.
• Benchmark areas of greatest opportunity and challenge via a structured analytical process.
• Reduce time to market and sales cycles.
• Identify and support employees' core values to proactively address the tendency of 71% of employees to become disengaged within six months.
• Reveal the impact of the company's caution vs. confidence ratio and juxtapose that against the research to determine when risk vs. vigilance is the right course of action for growth.
• Lead the dialogue across three categories: People, Profit/Revenue, or Process, which makes communication clearer and enables a faster approach to assessing problems and solutions.
• Improve "critical thinking" skills in a safe setting and improve decision quality across the management team.
• Pull back the covers to reveal the truth underneath each challenge thereby improving objectivity and the best prioritization of initiatives.
• Identify when the company is in a "flood zone" or a "wind tunnel" to ensure the team knows when to improve process first vs. people or revenue issues.
• Ameliorate customer satisfaction and client retention by zeroing in on the most important activities that matter most, right now.
• Encourage more productive conflict skills, employee satisfaction and productivity.
• Finally put to bed past business issues, with confidence and team buy-in.
• Increase performance by creating a bias for action around the right priorities, in most critical order.
• Areas of contraction are clarified, roadblocks are revealed, and impediments to growth are addressed, enabling the team to systematically row in unison towards greater growth and success.
• Examine the organizational strengths via a detailed analysis, then collaboratively create an aligned strategic approach for unlocking the revenue and productivity streams that will significantly impact the company's goals.
• Uncover real issues using self-diagnosis, performance assessments to gain a new perspective based on factual information.
• Establish a clear vision for improvement that is fundamental to your organizational success. A graphical roadmap is produced that details the plan to achieve results, outlines where the company wants to be and how it intends to get there.
• Once the plans and initiatives have been identified and agreed upon, we aggregate them into a timeline with key performance / target indicators and confirm commitments.

About Our Business Strategy Consultants and Strategic Business Planning Consultants

TurnKey Coaching & Development Solutions, founded in 2004, provides enterprise learning and development solutions that drive results and improve organizational culture. Our employee development and strategic growth programs are custom-designed to meet your organizational needs. We are experienced growth consultants with qualifed strategists in every major metropolitan area in the USA and in key hubs globally. Your leadership team's satisfaction with the retreat matters to us and thus, we offer a money-back guarantee. You will be satisfied with the outcome of your workshop, or we will make it right.

A few of our clients include:

Cenikor, Macquarie, Microsoft Licensing, Azura Vascular Care, Spark Energy, Vectorworks, Aim Aerospace, Rolls-Royce, N.A., US Army Corps of Engineers, VT Mobile Aerospace Engineering

There are several advantages that we offer our clients.

Our clients include both small to medium-sized companies and large enterprises, including privately-held, public, and family-owned companies. We have experience in many industries, including manufacturing, retail, healthcare, technology, construction, transport, financial services, and more. Our consulting work in diverse and successful businesses gives your team the opportunity to learn from our experience.

Most business owners and executives have never had a chance to go through an effective, strategy development process. At the end of the day, many have no idea where they stand. With our help, that will be a thing of the past. We guarantee satisfaction or your money back. Call for a complimentary consultation today: 281-469-4244

Strategic thinking is an essential leadership capability. However, according to the research, only 24% of managers surveyed state that strategy skills are taught in their organization while 83% believe their managers would benefit from improving their competency in the areas of critical and strategic thinking skills. - Source: Chief Learning Officer Strategy Skills survey. Facilitated by The Human Capital Media Research and Advisory Group partnered with the Strategic Thinking Institute.

Most businesses fail when there are too many priorities, absent or insufficient KPIs, and too little strategic analysis

Having a meaningful strategic plan is essential for every serious business enterprise. Unfortunately, most fall short; triggering a series of dominos including poor accountability, execution, frustration and missed opportunities.

Our strategic development and planning services help leaders formulate strategic plans that are clear, data-driven, aligned, and led by an organization's vision and mission. When your team is all on the same page…. rowing in the same direction and engaging in constructive discourse… now, that's a powerful force for growth.

Potential problems your Senior Leadership Team's Online Strategic Assessment may uncover:

• Anticipating Problems
• Business/Profit Design
• Chaotic Periods
• Communication Gap
• Cost of Lost Expertise
• Customer Migration
• Employee Turnover
• Expanding Sales
• Flexible Planning
• Growth Plans
• Hiring Quality Staff
• Inadequate Profits
• Limited Capital
• Market Change
• Marketing Position
• New Product Development
• New Staff Orientation
• Problem Diagnosis
• Project Management
• Resistant to Change
• Staff Buy In
• Staff Morale
• Staff Satisfaction
• Staff Training
• Systems Development

Typically, strategic management consultants, at this level, charge anywhere from $100K and up for the kind of prepared growth strategy your team will receive from our program (at a fraction of the cost) .

Fortunately, there's a proven, more effective and cost-efficient way.

With our data-driven, strategic alignment program and strategic retreat services, you can create alignment, clarity, buy-in, and a vetted action plan within the session.

With our innovative strategic facilitation, your team's outcomes include:

• Clarity. A leadership team that understands your company's real opportunities and a growth strategy they can get behind.
• Confidence. Through tough conversations and facilitated discussions, your team builds trust, confidence, and cooperation around the big problems and what to do about them
• Collaboration. Each leader on your team buys into the elimination of silos and the cohesive behaviors required for more effective collaboration
• Identify the hidden agents that are creating obstacles to growthIdentify the top five challenges (of 27) that your team considers to be the biggest problems they face, right now
• Improve your team's ability to diagnose problems, gain consensus and the authentic commitment required for rapid change and growth.

Strategic Planning Consultants | Experienced Strategic Planning Company

Contact us today to learn more about how our business growth consultants can support your strategic planning retreat and company goals.

Our Strategic Business Planning Retreats facilitate a common language for growth and an organized strategy for unified strategic management

But don't just take our word for it. Take a look at what clients are saying:

“As a senior executive in a fast-growing company that is currently at Stage 5 in the 7 Stages of Growth, I can tell you that the X-ray/27 challenges & Strengths / builder / protector / stages of growth process have been more valuable to our company than words could ever express. It has helped the leadership team understand, and then navigate the stages of growth based on an accurate and brutally honest snapshot and assessment of our company at scheduled and timely intervals. Having experienced it firsthand, I can tell you that it helped us make better decisions, helped us lead with confidence, see what issues and challenges we needed to address, and ultimately help us set the right priorities, strategies and plans in place - and correct them when needed. Lastly, these tools enabled every employee in the company to be in alignment on all aspects of our business and specifically critical Initiatives. This alignment made it easy to communicate clearly and effectively to the entire organization daily, weekly, monthly and annually that drove growth while building a solid unwavering culture that drove our success.

I can’t tell you how many times this process gave us a calm assurance that we were “doing the right things” because we could see from the x-rays and data what we were experiencing and being challenged with - was actually exactly what our company should be experiencing at that moment in our growth curve. And we could see what we needed to change or address at that exact stage of growth to continue up the growth curve.

I am thankful that our consultants and leadership team bought into and supported investing in these tools, assessments, and the process. We are leading our industry and continuing to achieve almost all of our goals thanks to these assessments and the process that surrounds them.”

- T. Sumney, CIO, Real Estate Services Company

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“[The program] helped me as a leader in my company gain an understanding of the effect of growth on our staff. Understanding that focus and that my leadership style needs to change as the company grows was a huge wake-up call for me."

-- L. Franklin, CEO, Service Based Company, Boise

"I’ve owned businesses for 50 years and currently employ more than 1000 employees and I had no idea that a strategist, trained in this process, could help us in this way.

Frankly, our first experience with Anisa Aven and the Stages of Growth X-Ray program was like a dream come true for me. The team's revelations were just incredible to hear, for instance, “One of the best things we have ever done as a team,” and "I feel energized and hopeful now!" I'm very excited about our direction and we'll be doing more of these!"

- T. Brundage. Founder and CEO, Multiple holdings in the financial services, storage facilities, and real estate management industries

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“The biggest "aha" for me, and there were a number of them, was the moment I realized that my team put "sufficient cash flow for growth" at the bottom of our problems.

I have worked with this team for 10+ years, and realized at that moment that our priorities were not in sync and our perspective on what's most important was totally out of whack! This shifted everything about how I approach our executive team updates, meetings, and execution strategy now.

I am very grateful for TurnKey Coaching & Development Solution's guidance and help. We are on the right track now.”

-- T.M., EVP Manufacturing Services, Global Manufacturing company

“Prior to being exposed to the Stages of Growth, some of our companies were like hamsters running in circles with limited forward motion frantically focused on distractions and non-critical issues.

Our most successful portfolio companies are now implementing the tools and processes that will lead to growth and improved profitability. I recommend the team at TurnKey and the stages of growth to any business entity."

-- J.Parks, Angel Investor and General Manager VC

Maybe even after reading what clients think, you're still on the fence.

That's OK. We understand.

Are you thinking about an internally facilitated business strategy meeting?

It can be quite appealing to have a senior leader or business unit leader facilitate the strategic planning meeting. He or she is intimately familiar with the organization's goals, strengths, and challenges and the price tag of "no added cost" is utterly attractive. However, there's ample research that has proven that an external expert with experience facilitating strategic management retreats is far more likely to have the ability to foster alternative opinions, encourage authentic discourse, navigate the conflict of passionate but varying perspectives, and produce an aligned strategically focused action plan that the full team can get behind.

We appreciate that there's a lot to consider when searching for the right consultant amongst the slew of strategic consulting firms.

What we have found is that companies that fail to implement a strategic approach to their management style continue:

• focusing on the 80% of activities that produce 20% of the results, instead of the 20% of actions that produce 80% of the results.
• struggling to stay ahead of the ever-changing, VUCA (volatile, uncertain, complex, ambiguous) environment..
• worrying about whether or not the team is really in agreement and clear this time, or just nodding because they'd prefer to avoid conflict.
• wondering whether the execution strategy inspires the discipline to get the job done.
• settling for just struggling for accelerating growth, engaged employees, and greater stability

Is it time to also evaluate the aggregate impact of the ongoing deficiencies that impede the fulfillment of your long-term vision?

Why You Need to Hire an Accomplished Consultant with a Proven Strategic Planning Framework

In short order, your management team could use our data-driven, strategic alignment program and...

• Establish a direct correlation between company success (profits), employee engagement and leadership competency
• Foster team certainty that impacts your customer relationships and inspires the improved quality of your efforts, products, and services
• Raise awareness of the misalignment on the team and enable the team to execute in a more focused, aligned full-force manner
• Put a name to the problems - if your team can name it, they can solve it
• Create bigger, faster results that can turn the vision into reality

But, DON'T DELAY!

Our program requires an intensive effort from our strategy consultants and commitment from your leadership team. What we do is not for everyone, but for those leadership teams who are fully engaged, passionate, and eager for sustainable growth and improvement.

This is why we ask potential clients to schedule a complimentary consultation. Let's see if what we do and who you are is a good fit.

Experienced Strategy Consulting Firm | Strategic Planning Consultants | Growth Strategy Retreats

CALL 281-469-4244 or fill in this form to contact us:

We will call you or send a reply usually in 24 hours.

RISK-FREE GUARANTEE

If we are a good match, we launch with a two-step process that safeguards your investment and our reputation before the actual retreat. This includes:

1) A research-backed, quantitative strategic assessment and report 2) CEO/Division Head Debrief on the results

This provides us both with a "pilot" commitment to ensure the best possible results and confirm each other's understanding of and commitment to the goals. The outcome includes a stage of growth X-ray assessment, a comprehensive report, a stakeholder debrief, and a cursory action plan. If at the conclusion of this first phase, you are not 100% convinced that our framework is the best fit for your team, we walk away, and you keep the reports. Call us today to schedule your complimentary consultation and secure your spot for a strategic assessment: 281-469-4244 or email: SOGX at TurnKeyCoachingSolutions (dot) com

We are proud of our data-driven Strategic Planning Framework which enables business leaders to get ahead of issues, predict how growth will impact the business and understand what must be done, in what order to grow the business - fast.

Known as the Stages of Growth Enterprise Development Model*, this highly-effective service has been successfully utilized by thousands of successful organizations worldwide. A research-backed program, developed by James Fischer, founder of the Origin Institute, this Strategic Management Assessment & Growth Strategy Model is based on a six-year study of entrepreneurial companies including interviews with over 650 CEOs.

The research enables our strategic planners and business strategy consultants to understand and decipher the patterns, behaviors, and characteristics of growth or failure in entrepreneurial enterprises and business units. Your team's perspective on your company's strengths, weaknesses, opportunities, and threats (this is no ordinary SWOT analysis) is then compared to the most successful organizations for a unique perspective on how to achieve your business growth goals.

Our framework provides in-depth methodology for effective strategic analysis, including expert facilitation, team assessment, and facilitated alignment.

You will also learn the different stages of development and the challenges you'll encounter. Before your corporate strategic planning retreat concludes, your team will identify the key steps to achieving your business growth objectives.

A few components of the framework include the rules that govern business growth, the hidden agents to be prepared to overcome, and the 27 challenges every business will face and when.

The Rules: The research uncovered unique “rules” that govern the stages of business growth:

• Movement from one stage to another begins as soon as you land in any stage of growth
• What you don’t get done in a specific stage does not go away
• Time will make a difference
• If you aren’t growing, you’re dying

The warnings: there are invisible factors that will consistently derail your growth plans, unless they are identified and rectified. We call these hidden agents that have their own roadmap:

• Factors that lie beneath the surface and create obstacles to growth
• Surface issues look much different than what it really is
• Clarity and ability to address the real issues
• Become constrictors if real issues aren’t addressed

Prioritized Challenges: The research uncovered 27 primary challenges that every business unit, company or non-profit organization will face. When we identify your team's primary challenges it:

• Forces the team to put words to their top 5 critical issues
• Provides an opportunity to see how the leadership team defines the top challenges
• Forces discussion that moves the team toward alignment of the goals and solutions

A little more about what the research uncovered about each stage of business growth:

Stage 1 Start Up: 1 – 10 Employees

What does a Stage 1 company look like?

A Stage 1 company has 1-10 employees, and at this stage of growth, it's all about survival. A Stage 1 company is CEO-centric — meaning the CEO is likely the ‘specialist’ who has created a product or service and is now getting his/her idea to take shape. It's the energy, passion and vision of the CEO that is the driving force behind the company's success today. The CEO also makes all the decisions and brings in all the sales. Therefore, 50% of the CEO's time should be spent as the technician, or the specialist, while only 10% of his/her time should be spent as a manager. The other 40% of the leader's time should be in creating and fine-tuning the vision of the company.

Stage 2 Ramp Up: 11 – 19 Employees

What does a Stage 2 company look like?

A Stage 2 company has 11 – 19 employees. CEOs of Stage 2 companies are still the center-of-the-universe in their business or division. They need to remain nimble and hyper-focused on critical analysis before reacting to the increases in activity and workload, CEOs/leaders can ask themselves these questions:

• Am I still focused on driving profits and revenue and is my team?
• Does my team understand how to distinguish the difference between busy-work and bottomline impact priorities?
• Where in the business am I the cog in the wheel?
• Am I delegating, empowering, and mentoring others to do their best?
• Can I trust them to completely replace me? And, if not, what am I willing to do now to create a capable team that doesn't need me?
• How regularly do I pay attention to our key indicators of success? Can I recite our KPI's by heart?

At this point, leverage your strategic planning retreat to ensure you have clarity about your core competencies. Profits come from planning and managing the financial side of your business (or division). What exactly is your revenue group(s) or if you are a cost-center division, how and when will you save or make the company money? Stage 2 companies have double the trouble and must pay attention to the same priorities as a stage 1 company (cash flow, adequate profits for growth,and expanding sales) while also addressing the need for quality, competent staff.

Stage 3 Delegation: 20 – 34 Employees

What does a Stage 3 company look like?

A Stage 3 company has 20-34 employees. At this stage of growth, it's typical to experience a workforce revolt, as the company undergoes destabilization and chaos caused by more more opportunities, work, and revenue but without the processes in place to manage the workload or the history to tackle problems with confidence. It's essential to get the company focused on the right path for improving performance, while fostering staff buy-in. The team has to develop patience, agility, resilience and a fondness of ambiguity, as things will need to change quickly during this stage of growth. It's also important that the CEO/leader learns to be facilitative and supportive, as opposed to dominant now. A predictor of future success is whether the CEO/leader can let go of the reigns now and train, mentor, and empower his/her team to be their best. The top challenges of a stage 3 company include staff buy-in, leadership/staff gap, weak profit design, employees resistant to change, and the core values of the organization being unclear.

Stage 4 Professional: 35 – 57 Employees

What does a Stage 4 company look like? Stage 4 is all about internal focus and internal processes, whereas Stage 3 was all about delegation and the CEO letting go. The necessity of that lesson will become painfully clear if the leader heads into Stage 4 still micromanaging — he/she has to let go. This stage is all about professionalizing your company/division. The first aspect is building an effective team of individuals that can work together, as opposed to independently functioning individuals/groups. Unfortunately, creating this team might mean that you need to let some personnel go, however it's also a time when you have to pay attention and prevent unwanted involuntary employee turnover. Growing a company this far means you know how to make good decisions and execute on them. You are aware of your competitors, the economic climate, short-term and long-term opportunities. You know how to make plans and get things done. You take time to focus on the details but are always prepared and can spring into action when needed. However, It's now time to move from running a company and to directing one. This is never an easy thing to do, especially for a founder or a leader used to having to be in the driver's seat. While it may seem like the top priority at this stage is people or profits, it's actually a critical time to focus on ensuring efficient and effective processes first.

Stage 5 Integration: 58 – 95 Employees

What does a Stage 5 company look like? With a team of 58-95 employees, the company is growing rapidly. Revenues and profits are the primary focus - as the organization's girth requires a reliable, growing and flowing stream. By now, processes should be shored up and thus, the process is the last priority (profit then people then process). However, if process was back-burnered in stage four, leader beware - the leaky bucket will drain your margins and burnout your people. This stage of growth for a company, a non-profit, or a division is all about integration. Focusing on integrating your processes with your teams can create exponential opportunities. This is often the first time a company begins to think in terms of departmental budgets, and for good reason. Your team has to be empowered to think critically and analyze options against the numbers. Your managers will need a solid strategic plan, a well-considered budget, and OKRs (objectives and key results) to measure every action against to move to the next level. Now is the time to focus on efficiencies at scale. Leaders that fail to understand the importance of integration at this stage will suffer losses as the complexity and size of the organization dictates consolidation.

Stage 6 Strategic: 96 – 160 Employees

What does a flourishing Stage 6 company look like?

There's a rhythm now and a deliberate cadence and order to the company's success. Leadership styles and cultural norms are well established, processes are in place, and the leadership team can go fishing, at least a little more often. If integration of processes and managerial empowerment has solidified, then your team leads have the authority, resources, and roadmap for keeping the machine whirling. Is it time to relax or be more strategic? This stage is called strategic because it's time to revisit your business design. Check and recheck the profit model, your plan for innovation, the market and competitors. Stage six warrants celebration but divisions/organizations need to be wary of becoming complacent or overly confident in its "if it's not broken, don't fix it" mentality. If you know where the banana peels lie, you're less likely to slip. Make a concerted effort to forecast how disruptive technology, automation, more agile competitors, consumer buying habits, governmental regulations, and other factors may impact your organization. Make this a part of your multi-year strategic planning process and strategic considerations.

A few of the top challenges a stage six organization will need to pay attention to include: - keeping your eye on growing profits and what the competitors are up to - a robust new staff orientation will prevent churn

Talent development, career pathing, and succession planning foster a "people first" culture which is important at this stage for not only engagement and productivity but to lower voluntary turnover. Remember the bigger you get the more often and in more ways you'll need to communicate the mission, vision, and progress.

Quick tip: Share the company/division's goals, successes and setbacks at least weekly with all employees.

Stage 7 Visionary: 161+ Employees

What does a Stage 7 company look like? A CEO's challenge in Stage 7 is all about transitioning into a large organization without losing what made it such a successful entrepreneurial business. Management's efforts to professionalize the company often crush the entrepreneurial spirit that is so necessary in order to not to be left behind by newer entrepreneurial firms. A Stage 7 business, non-profit, or organizational unit has greater than 161 employees. Size creates complexity and layers of bureaucracy that can quickly impede performance and growth. Stage 7, called the visionary stage, is a very different world than what's been encountered in the first six stages.

Key success factors include leadership coaching and conflict competency, business acumen, critical analysis, and ability to not only manage change but inspire others to see change and innovation as a reason for choosing to work within your organization. Watch for profit erosion, as even a couple of points may mean there's disengagement in the ranks, waste, inefficiencies, etc. that need to be solved via crowdsourcing your frontline contributors, which will bolster their self-esteem and belief that they matter and are making a contribution to something bigger.

Effective leaders at this stage spend 75% of their time coaching, mentoring, and driving the vision of the organization, 20% of their time managing, and only 5% of their time being the specialist. Beware of unresolved problems from previous stages which can be like barnacles, teaming up with with low-morale, turnover, or poorly trained managers to cause drag and burn up your people and profits.

Would you like more information about our program? Email us at SOGX (at) TurnKeyCoachingSolutions (dot) com or call 281-469-4244.

How to Evaluate Strategy Consulting Firms and Select the Right Strategic Planning Consultant for your Corporate Retreat

When evaluating strategy consulting firms, ask about how many companies the strategic planner has helped? It is essential that the strategy consulting expert you select has experience not only as a master problem-solver but is capable of being objective throughout the strategic planning process. A masterful growth strategy consultant understands that they are not the experts in your business, you and your team are. The strategy consulting firms' role is to facilitate clarity, team alignment, and an actionable strategy. Additionally, ask the strategic planning consultants about the strategy planning framework they employ. Confirming that the growth consulting framework includes a strategic management approach will help you to determine their knowledge, experience, and competency to mediate discord, process through the priorities, and ensure a future-focused growth plan, that still addresses your company’s current challenges. One final reminder, regarding how they deliver services, be sure to ask questions that will draw out the consultant’s character. The last thing you need is someone with poor ethics gathering your company’s secrets.

Strategic Planning Retreat | Strategy Consulting Services FAQ

What does a strategic management consulting firm do.

Strategic management consulting firms provide a variety of services to organizations. These services include strategic planning, leadership development, organizational design and restructuring, and change management.

What is the difference between Strategic Management Consulting and HR Strategy Consulting?

Strategic Management Consulting is the application of knowledge, skills and experience to meet an organization's long-term business objectives. HR Strategy Consulting is the application of knowledge, skills and experience that may be used to meet an organization's short-term business objectives.

How do strategic planning retreats work?

A qualified strategic planning expert facilitator leads the executive (or business unit management) team in a facilitated, prioritized review of the company’s top priorities, challenges, strengths, goals, and opportunities. However, an effective strategic planning retreat produces so much more than a traditional SWOT discussion, including clarity, alignment, and a prioritized plan of attack.

To encourage engagement and establish a safe space, set up the room in such a way as to encourage interaction, creativity, and authentic communication. The leadership team must be able to see the other team member’s faces and thus address disconnection, disinterest, and discord in the moment. For the outcome to be meaningful, dissent must be encouraged and productive conflict guidelines are a key ingredient for success. The space should be big and comfortable enough to allow everyone to participate in the group discussion and brainstorming without feeling intimidated. There’s also something important about making sure that leaders can move away from intimidating energy and a big room grants permission for some movement, as needed, to dissipate the discomfort.

Our proven strategic planning process launches with a data-driven, research-backed analysis of your leadership team’s perspective regarding the company’s gate of focus, strengths, weaknesses, opportunities, builder/protector ratio, threats, priorities, blind spots, organizational health, employee satisfaction, and more. As an experienced strategic planning company, we then compare the aggregate data to the research from more than 650 successful companies at similar stages of growth to reveal the issues most likely to need attention now. The outcome enables a focused, productive dialogue that is facilitated to encourage constructive dissent and ultimately clear priorities and an aligned leadership team.

What IS the strategic planning process?

Strategic planning is one of the most powerful ways of solving problems creatively while charting a course to achieve ambitious goals. Strategic thinking allows leadership teams to view scenarios from a different perspective which increases the odds of identifying alternative solutions to business growth challenges.

A common misconception is that strategic planning is limited to large enterprises. However, business growth planning is widely applicable for any company, organization (for profit, non-profit, government organization) or business unit including large and mid-market enterprises and small teams intent on accomplishing a bigger goal. Effective Strategic planning focuses on long term vision and big picture thinking, but cannot ignore the importance of resolving current business processes, people, and profit challenges.

How do you plan a strategic planning retreat?

To plan a strategic planning retreat, first plan to be well-prepared and identify an off-site location. The participants (usually the executive team or management team, if a business unit) needs to be sequestered and focused on one, and only one, goal - an agreed upon, documented strategic priorities and action plan.

Additional considerations include costs (management consultant/ strategic planning facilitator, lost time, accommodations, catering, whiteboards, large post-it notes, writing materials, visual / infographics capturing progress/challenges and financials, binders, secretary/transcriber, etc.)

It is a best-practice to administer a confidential survey to gather input from employees, and an open-ended assessment process to elicit input into the company’s top strengths, weaknesses, opportunities, and threats (SWOT), leadership competency, etc.

We recommend a certified strategic growth consultant specializing in the stages of growth X-ray assessment and strategic planning process.

What are the steps in the strategic planning process?

Decide on the issues to be discussed. Three to five issues are generally chosen by the senior leader based on the following factors:

• Topics generating the most anxiety
• The core problem that the organization is most likely to be facing now, or in the near future
• The systemic effects facing other organizations
• What opportunities or challenges have strategic significance for the organization

Determine which leaders will participate. In addition to the leadership team, some teams also include leaders who are working on particular issues of grave importance or invite a subject matter expert to join the retreat at a specific time. The outcomes and issues must be decided well in advance of the retreat; otherwise leaders will spend more time on deciding the agenda than creating an aligned strategic plan.

As an experienced strategic planning company, to determine what issues will be addressed during the strategic planning retreat, we use a proven assessment process to survey your team. Next, we combine the aggregate data with the primary stakeholder(s)’ selection of the most pressing issues before juxtaposing these items against what other successful organizations do during a similar stage of growth. The result is a data-driven, ontological approach to driving out a clear strategic plan.

How do you facilitate a strategic retreat? How do you facilitate a strategic business planning meeting?

Depending upon the complexity of your business, facilitating an effective strategic retreat may require an external strategic planning expert.

If your team plans to facilitate a strategic retreat internally, one way to do this is to get the project team members (or leadership team) together in an off-site, comfortable room and lay the groundwork for an effective retreat.

Make it known that this is not just another progress meeting. A strategic retreat cannot just be another update meeting. Additionally, the participants have to know that their opinions matter and that there is not only room for dissent, but that constructive criticism is expected.

A best practice is to do a SWOT (strengths, weaknesses, opportunities, threats) analysis and identify the organization’s basic goals in advance. This can be facilitated via stakeholder interviews, a survey, or both. The key to gathering authentic input and ideas is to reassure the survey participants that their feedback is confidential and will only be shared in an aggregate report.

Additionally, be sure to adhere to an objective approach to encouraging free-flowing, unbridled input. Save the judgement for the actual strategic planning retreat, after an unbiased review of the feedback and trend analysis.

Which businesses need strategic planning?

Strategic planning is important for all businesses regardless of their size, product, or industry.

As it is often the case, a business that does not have a long-term strategic plan in place or that doesn't conduct regular strategic planning sessions will have nowhere to turn when the strategy they’ve been using doesn't deliver the results they expected. A continuous strategic planning program will help businesses identify areas of strengths and weaknesses, evaluate the markets, and identify the opportunities and threats that present themselves. A proper strategic plan will allow executives and employees to take a longer-term view on their businesses, allowing them to invest with confidence and with a full understanding of the company’s short and long-term objectives.

An effective strategic planning company will help you identify challenges and the guiding principles by which your team can make quality decisions for overcoming those challenges. Strategic planning is a critical tool used to help companies make decisions, rather than fly by the seat of their collective pants. A strategic plan can help companies make better decisions and will help make the organization more efficient, focused, and viable.

What makes strategic planning successful?

A successful strategic planning retreat will produce a well-considered strategic plan that becomes the blueprint for your company’s vision and leadership team’s goals.

A few elements that are critical for a strategic planning retreat to be successful:

• All possible alternative solutions and challenges are processed
• Collectively plan how to mitigate risks and avoid costly mistakes
• Team engagement, full participation and constructive conflict
• Vocal, forceful leader(s) that try to facilitate a strategic plan without external assistance, often miss the mark; a team is rarely galvanized when buy-in and the importance of counterviews are overlooked
• The outcome must be based on reality, touch the imagination and stir enthusiasm for execution
• Establish the data and historical accomplishments and failures in a visually compelling, inarguable presentation. The program will get more done faster, when the company data is well-organized.
• Measurements: KPIs: Key performance indicators / OKRs: Objectives and Key Results
• Roles/Responsibilities: Who is responsible for what, by when.

A successful strategic planning retreat excites the creative ability of the leadership team and produces a documented plan to direct the business in a positive and productive way.

What are the elements of a business plan?

According to the Department of Commerce, there are 8 elements of a business plan:

• Executive Summary
• Business Description
• Marketing Plan
• Operation Management Team
• Financial Plan
• Financing Requirements
• Feasibility Study

What's the difference between a strategic plan and a business plan?

A strategic plan should probably consist of things that are more important, more fundamental to the organization.

The business plan is designed to guide an investor (entrepreneur, banker, etc) to a specific point in the future, and includes the business case, the company’s finances, capital assets, income and cash flow projections, competitive analysis, marketing and HR requirements, and other general plans.

A strategic plan and the business plan may have some overlap, but the strategic plan includes the immediate goals, tactics, strategies, and OKRs (Objectives and Key Results) required to achieve the goals outlined in the business plan.

The business plan is the bigger picture, like a world globe; while the strategic plan is the roadmap to help your team get from point A to point B.

Where do strategic plans go wrong?

The fundamental reason why a strategic plan fails is because leadership irregularly revisits the plan, even after their organization has changed drastically. It’s vitally important for leadership to re-evaluate strategic plans on a system-wide basis at least once a quarter and on a micro-basis (individual objectives and key milestones) monthly, if not weekly.

Failed plans can mean the difference between a thriving company and a floundering one, especially in a highly dynamic business climate. A strategic plan is only as good as its ability to be executed and revised, as business changes occur. Consider a plan as a living document. An effective strategic plan is communicated across the organization and used to identify the measurements of success for each and every activity and employee.

What is the impact when a company is destabilized by chaos?

It’s the people that make business complex and thus inject the most chaos into day to day operations. Of course there are other factors caused by our VUCA world (Volatility, Uncertainty, Complexity and Ambiguity), but the more employees, the more complex an organization becomes.

We hire employees to achieve our goals, address challenges and grow. An effective strategic planning process can help companies prepare for times of chaos and be more intentional than the “hopefully, this will work” roulette wheel many businesses use.

Dr. James Fischer, author of Navigating the Growth Curve: 9 Fundamentals that Build a Profit-Driven, People-Centered, Growth Smart company interviewed more than 650 CEOs of successful companies. The findings are most useful in strategic planning as it enables leaders to see into the future, predict periods of chaos in-advance, and manage their business in a more enlightened, proactive manner.

With more than 30+ years experience in management and business growth consulting, we are a strategic planning company with the expertise to help your team produce an executable strategic plan and successfully drive business growth.

How does a company evaluate if it has a weak business/profit design?

• How much money do we make per hour worth of time and per $1 of salary?
• What is our income distribution (i.e. what % comes from which activities)?
• What market factors are on the horizon, for which we are unprepared?
• What’s the level of sustainability of our business development efforts?
• How well would the company weather the absence of a key performer or leader?
• Relying only on a single income stream (product line, customer, market condition, salesperson, etc.)
• Inability to adapt to market/industry changes, such as technology disruption, or compensation requirements for skilled employees, for example.
• Poor project management
• Difficulty diagnosing problems
• Cash flow difficulties

It takes a lot of work to get good at strategy development. Our team has put in the hours required for mastery. We have the management consulting and growth planning experience to back it up and our retreats utilize a proven framework and methodology for creating a sustainable competitive advantage.

Turnkey coaching & development solutions is an enterprise learning and development, and management consulting firm. we provide both supplemental as well as fully managed lso services, including:.

• Level & budget appropriate Coaching Programs including executive coaching , mid-level, global leadership, HiPos, and Performance Improvement programs
• Training Programs : Leadership, Supervisor 101, Leader as Coach, and 400+ topics
• High-Potential Development Programs : Including Comprehensive Leadership University and Succession Planning components
• Assessments : Psychometric Assessments, 360 feedback (qualitative and quantitative), and Hiring Assessments
• Engagement, HR & Culture Surveys
• Strategic Planning : data-driven strategic analysis and planning programs
• Organizational Development Consulting Services and Succession Planning
• Business Simulation, Acumen & Innovation a la “Shark Tank” style
• Outplacement Services: scalable, hybrid packages combining high-touch with high-tech for uniquely powerful yet cost-effective service
• Diversity, Equity and Inclusion, and Anti-Racism programs , including Cultivating a Culture Shift end-to-end program via Lean DEI . Additional services include diversity and inclusivity keynotes, management training, D&I executive strategy, HR audits, culture and change management and HR tech solutions.
• Digital Coaching Portal: An affordable, enterprise solution combining high-tech with high-touch.
• Culture Change: Ai-driven engagement, employee feedback and culture shift platform enabling employees to adapt to change faster, retain your star performers, and foster a "best place to work" environment.

TurnKey's local services in the city include, but are not limited to: executive coaching and corporate leadership development , Five Behaviors of a Cohesive Team programs , leadership team development , programs for high potentials and emerging leaders , business acumen trainings and business retreats .

Call 281-469-4244 or email SOGX @ TurnKeyCoachingSolutions (dot) com to schedule your complimentary consultation today.

* TurnKey Coaching & Development Solutions, LLC is an authorized Growth Curve Specialist and is licensed to deliver The Stages of Growth X-Ray™ program. All Enterprise Business Model materials are © Copyright 2006 James Fischer: The 7 Stages of Growth™ Matrix and the 7 Stages of Growth™ Enterprise Development Model. The Stages of Growth X-Ray™ program is a registered trademark and © Copyright of FlashPoint! LLC, Laurie Taylor 2010.

* © COPYRIGHT 2004-2024 TURNKEY COACHING & DEVELOPMENT SOLUTIONS, ALL RIGHTS RESERVED  ·

Communications Consulting Services

Change management, organizational effectiveness, diversity, equity, & inclusion, beyond insight®, beyond skills™, values navigator™, our purpose & vision, our approach, how we partner, news & recognition, guides & resources, by industry, case studies.

• Get in Touch

Building effective organizations where both the business and the people thrive.

Blue Beyond helps leaders and teams succeed. We are uniquely positioned to partner with companies to support culture change, talent management, employee engagement, and organizational effectiveness. We have helped clients in a variety of industries across the U.S.

Seattle Management Consulting Services

Build a high-performing workplace culture rooted in Deep Trust and High Expectations® through support with purpose and values , culture assessment , and culture transformation .

Communications

Elevate the strategy and execution of your internal communications, employee meetings and events, and executive communications to boost engagement, create buy-in, and maintain credibility. 

Design and implement impactful talent strategies that elevate the employee experience and drive business forward through your employee value proposition , performance management , and leadership development and training .

Diversity, Equity, and Inclusion

Strengthen your organization by creating a culture grounded in purpose, belonging, and impact.

Align and activate leaders and teams to achieve business breakthroughs at the human level through employee engagement, manager effectiveness, and high-performance teams.

Plan, lead, and manage organizational change where people are the critical differentiator to success by focusing on change leadership , change communications , and culture change .

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Rallying Global Employees Around Leadership Competencies Needed to Drive New Business Strategy

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Top 100 Business Consulting Companies in Seattle

• United States

The Best of May 2024

Looking for a top consulting firm in seattle.

Consulting firms provide in-depth knowledge and understanding in relation to the client’s industry, technology, and processes. Having this kind of business partner empowers companies to make the best decisions for the business.  Read more + They provide technical and corporate assistance, helping you resolve your challenges regardless of the industry you’re in.

Consulting firms provide a wide range of services, from creating business strategies to solidifying operational processes. Take your company to the next level by partnering with a firm today. Their knowledge and expertise are valuable assets for every business.

To assist you in your search for a partner, we’ve compiled this list of the top consulting companies in Seattle. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best Seattle Business Consulting Firms

Pragilis solutions inc..

Service Excellence

Would Recommend

• Min. Project Size "> $10,000+
• Company Size "> 2 - 9 employees
• Location "> Seattle, WA

CRM consulting and SI and business consulting company Pragilis Solutions Inc. Was founded in 2006. The firm provides CRM consulting and SI and business consulting and has a small team. The firm is headquartered in Vancouver, Canada.

• Business services " >
• Consumer products & services " >
• Financial services " >
• Government " >
• Information technology " >
• Energy & natural resources " >
• Telecommunications " >
• Utilities " >

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Tell us about your project, and we'll match you with vetted companies that meet your requirements.

• Min. Project Size "> $100,000+
• Company Size "> 250 - 999 employees

Founded in 2007, Theorem is a software development firm. The midsize team specializes in custom software development, ux/ui design, IoT development, IT strategy consulting, and more. The company is based in Los Angeles, California; Santa Monica, California; New York, New York and San Francisco, California.

RH Strategic

• Min. Project Size "> $75,000+
• Company Size "> 10 - 49 employees

RH Strategic is a public relations firm. Their small team is headquartered in Seattle, Washington and Washington, District of Columbia. Their services include public relations, business consulting, content marketing, digital strategy, and more. The firm was established in 2007.

• Education " >
• Medical " >

fabric Digital Services

• Min. Project Size "> $5,000+
• Company Size "> 50 - 249 employees

Fabric Digital Services is a digital strategy company. Launched in 2017, the midsize company is in Seattle, Washington. Their services include digital strategy, marketing strategy, media planning & buying, branding, and more.

• eCommerce " >
• Manufacturing " >

Altus Alliance

Not yet reviewed.

• Min. Project Size "> $50,000+

Slalom Consulting

• Min. Project Size "> Undisclosed
• Company Size "> 1,000 - 9,999 employees

Slalom Consulting is a Seattle, Washington-based CRM consulting and SI company. The large team specializes in CRM consulting and SI, ERP consulting and SI, ECM consulting and SI, unified communications consulting & SI, and more and was founded in 2001.

• Advertising & marketing " >
• Location "> Bellevue, WA

Sales Result Inc

Carpool agency inc..

• Location "> Kirkland, WA

The Madrona Group Real Estate

• Location "> Lynnwood, WA
• Real estate " >

Inclusive Data

Pacific project management, strong tower consulting, llc, cascadia consulting group, sustainable business consulting.

Located in Seattle, Washington, Sustainable Business Consulting is a small business consulting company. They focus on business consulting and commercial financing, funding, & investment and were established in 2004.

Banner Cross

Banner Cross is a small business consulting company. The Seattle, Washington-based firm was established in 1989. Their services include business consulting and corporate training.

SM Diversity

SM Diversity is a Seattle, Washington-based business consulting company. The small firm was founded in 2014. Their services include business consulting, HR services, and corporate training.

ProjectCorps

ProjectCorps is a small business consulting company. Headquartered in Seattle, Washington, the firm was founded in 2000. Their services include business consulting and market research.

Plaster Group

Plaster Group, a ERP consulting and SI company, is headquartered in Seattle, Washington. The midsize team specializes in ERP consulting and SI, IT managed services, IT strategy consulting, BI & big data consulting & SI, and more. The agency was established in 2008.

Community Attributes Inc.

Sila solutions group.

• Location "> Tukwila, WA

Keystone Strategy

Unify consulting, onit management consulting, departure management consulting.

• Location "> Bainbridge Island, WA

Phoenix Management Consulting

Troy consulting llc.

• Location "> Renton, WA

Get connected with the right company for you

We'll do the work for you – finding and connecting you with service providers that meet your exact requirements.

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Hire the Best Business Plan Consultants Near Seattle

Toptal is a marketplace for top remote business plan consultants. Top companies and start-ups in Seattle choose Toptal Business Plan freelancers for their mission-critical initiatives.

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Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.

Mohamed Zarrugh

Mohamed has held executive internal consulting roles for JPMorgan Chase and Wells Fargo, transforming operations with annualized expense reductions of up to $180 million. He is a finance expert who perfectly blends the academic knowledge of an Industrial Engineering degree and MBA with deep business acumen and technical know-how. Specializing in strategic planning, performance management, and process improvement initiatives, Mohamed is willing to leverage his experience with other clients.

Kevin Roberts

Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.

Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.

Dimitre Krouchev

Dimitre is a financial consultant who has worked with over 50 clients in multiple corporate finance roles, such as interim CFO, VP of finance, and senior associate, helping startups and SMBs raise over 77 million in debt and equity financing. Dimitre was a former senior associate at Triple Enterprises, a top financial advisory firm in Los Angeles, and was the first senior associate to be offered partner there.

Derek Avdul

Derek is a finance expert with 20+ years of corporate development and M&A experience and expertise in business analysis, financial modeling, and financial and strategic planning. He has been an M&A sell-side advisor on $1 billion in small-business transactions and projects and an in-house finance and corporate development executive for major corporations. Derek's experience includes leading cross-functional teams at Sony, EY, EMI, Acuity Eye Group, PSI Services, and Woodbridge International.

Alessandro Cozzi

Alessandro is a financial expert who delivered over $6 billion in growth for startups and Fortune 500 corporations. He identified, pursued, negotiated, and integrated several M&A deals and demonstrated a high level of operations, sales, finance, IT, HR, legal, and cultural understanding to manage national and international growth projects. Alessandro has a background in economics, holds an executive MBA in corporate finance, and is certified in disruptive strategy by Harvard University.

Dar Fazulyanov

Dar is a financial business leader with over 20 years of experience in eCommerce, healthcare, aircraft, software, blockchain, automotive, and airline industries. His expertise lies in M&A, pre-IPO, IPO, venture capital, and private equity deals. Dar holds an MBA with scholar honors from Tuck School of Business.

Alex Highstein

Alex is a corporate development professional who has helped guide strategy and raise over $230 million for startups across various industries. He has deep expertise in financial and operational modeling, valuation, fundraising, and creating investor materials. Alex's ability to distill complex ideas into actionable advice has been key to success. Joining Toptal gives Alex control over his time while continuing to help companies strategize, innovate, and grow.

Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.

Pravin excels at empowering strategic ambitions with the minimum of surprises. With 30+ years of experience, including AWS and Cisco, he has been a COO, professional services leader, management consultant, portfolio manager, software engineer, evangelist, marketer, and author. Pravin has led distributed teams on every continent, built teams of 15-1,500+, managed multi-hundred-million-dollar P&Ls, and delivered customer outcomes with a CSAT of 9.4/10 across 1,000+ clients.

Discover More Business Plan Consultants in the Toptal Network

A Hiring Guide

Guide to hiring a great business plan consultant.

Business plan consultants have the industry knowledge and expertise to develop a business plan that maximizes your company’s potential and attracts investors. This guide to hiring business plan experts offers insight into best practices, skill requirements, job description tips, and interview questions and answers to help you identify the best candidate for your needs.

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

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How to Hire Business Plan Consultants Near Seattle

Talk to one of our industry experts, work with hand-selected talent, the right fit, guaranteed, tap into world-class talent, trusted experts only.

All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

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We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

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Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Business Plan Publications

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Last updated: May 19, 2024

Best Business Consultants in Seattle

Our recommended top 21, we did the research for you.

Our goal is to connect people with the best local professionals. We scored Seattle Business Consultants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

149 Reviewed

21 Top Picks

Learn about our selection process .

FountainBlue LLC

• Leadership Development
• Business Strategy
• Business Consulting
• Business coach
• Leadership Development Coaching
• Change Management
• Strategic Planning
• Start-up Business Consulting
• Consulting Services
• Executive Coaching

Why choose this provider?

FountainBlue LLC is a change management consulting agency that caters to executives and entrepreneurs working with local technology-based companies. Serving Seattle, it provides executive coaching at the individual level, leadership development at the team level, and strategic advisory at the organizational level to help them achieve business operational objectives. Monthly online programs on leadership and innovation topics are included with all coaching and consulting engagements. The goal of this one-on-one coaching is to assist individuals in reaching their full potential in the workplace by developing their leadership, adaptability, collaboration, decision-making, entrepreneurial, and conflict management skills. Founder and CEO Linda Holroyd is a serial entrepreneur and has been working as a strategic adviser and consultant for various global technology companies for over two decades.

Professionalism :

Price : call for consultation.

Expertise.com Concierge Service

Need help contacting a Business Consultant in Seattle? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Price : Free booking service | Call 848.Book.Pro!

Structured Space LLC

The business consultants at Structured Space LLC offer organizing services to clients in and around the Seattle metro area. The organizing business specializes in organizing various types of space, including digital files, emails, and paper information. Since 2014, the team at Structured Space LLC has helped numerous individuals and businesses de-clutter and save time. Structured Space LLC is a NAPO Professional member and is certified in Evernote, Google Cloud G-Suite, and 5S Organizing Method.

Reputation :

Roam Consulting LLC

• Leadership with Horses
• Strategy and Facilitation
• Team Building Programs

Roam Consulting LLC has been helping business leaders in Seattle for more than 30 years. Amanda Madorno, certified in emotional intelligence, has coached managers, CEOs, and executives from non-profit organizations and Fortune 500 companies. Services offered include executive leadership coaching, corporate training, team building, and business consulting. The company has developed a program called "Leadership Development with Horses" that aims to improve communication, teamwork, and social and emotional intelligence. Among Roam Consulting LLC's clients are T Mobile, Bill & Melinda Gates Foundation, and Microsoft.

Adekoya Business Consulting, LLC

Adekoya Business Consulting, LLC in Seattle offers its clients assistance with business planning and strategies, operations management, regulatory risk mitigation, knowledge management, technology solutions, workforce planning, and human capital advisory services. Adekoya Business Consulting, LLC develops creative business solutions based on market research, data analysis, and years of consulting experience. Other services the company offers include the design of quality control programs, inventory management, marketing, copywriting, photography, website and graphic design services, and more.

Plaster Group

Plaster Group, a management consulting company, helps its clients achieve the right business outcomes by taking on the most challenging problems. Companies engage Plaster Group when they need deep expertise for their most critical initiatives like business intelligence, agile transformation, supply chain, and project leadership and delivery. Founded in 2008, Plaster Group consultants assess each project from the client’s perspective and become a steward for their success. The end result is a client base that partners with Plaster Group for the long-term.

Prime 8 Consulting

Prime 8 Consulting is a woman-owned firm that specializes in helping companies turn ideas into action, implement organizational change, get products to market quickly, and adopt modern practices and technologies. The management consulting company provides organizations in Seattle with insights and solutions to solve tough challenges and drive lasting results. The business consultants at Prime 8 have completed projects for Microsoft, T-Mobile, HBO, and Amazon. It has been serving the business community since its founding in 2006.

Logic20/20 in Seattle uses data-driven strategies to achieve its clients’ goals in an efficient and quantifiable way. The agency’s main goal is to get all of the business’s team members on the same page. Logic20/20 accomplishes this by teaching employees, IT and otherwise, to read data and make intelligent conclusions based on what the data says. The agency also places importance on having a common language between team members, so there is no disconnect between the departments. Other services the firm offers include Microsoft SharePoint consulting, Tableau consulting, and technical recruiting.

Denali Financial Consulting

Denali Financial Consulting in Seattle offers accounting services, strategic advisory services, chief financial officer services, and project management services. The firm offers financial services, such as mergers and acquisitions consulting, due diligence support, and audit readiness, on a project basis. Denali Financial Consulting can help businesses develop financial models for fundraising, budgeting, evaluating transactions, and more. Accounting services the firm offers include payroll processing, accounts payable and receivable, state and local tax compliance, and more.

Onit Management Consulting

Onit Management Consulting of Seattle is a boutique consulting firm with experience in industries such as wireless communications, healthcare, retail, entertainment, financial services, entertainment, and other fields. The firm has more than five decades of experience in program management on the national and international levels. Onit Management Consulting offers services such as strategy planning, product launch management, event management, development of marketing and communications strategies, monitoring of in-house program management offices, and more.

Murphy & Associates

Murphy & Associates in Kirkland has nearly four decades of experience in offering business and technology consulting services. The agency offers website and application development, graphic design services, program and project management services, user experience design services, technical writing, marketing management services, and more. Murphy & Associates has experience with programs like SharePoint and Java.

RedCloud Consulting

RedCloud Consulting in Bellevue offers financial support and in-kind consulting services to organizations that work to further the physical, cognitive, and emotional development of young people. The company’s consulting services include process improvement, strategic planning, project management, IT product management, sales and marketing services, and business intelligence services. RedCloud Consulting can cater to a business’s short-term needs or set up a team to find a solution to a more complex set of problems.

NyeCo Inc. in North Bend is a business consulting agency that uses proven tools and strategies to identify and solve complex problems involving people, processes, and technology. NyeCo Inc. can help businesses create a high-performance culture by fostering leadership, growth, and development throughout the different departments of an individual business. The agency can help businesses through transitions such as changes in management and other organizational changes. NyeCo. Inc. has experience with conflict resolution, time management, breaking up silo mentalities, and business succession planning.

Loft9 is a business consulting firm in Kirkland that offers business analysis services, project management, process improvement, and assistance with changes in management. Loft9 supplies businesses with the necessary tools, technology, and resources it takes to interpret and use data and other important information.

NW Business Consulting, LLC

NW Business Consulting of Seattle can help area businesses manage cash, deal with organizational changes, strengthen management processes, and foster growth. The agency grows clients’ businesses by analyzing cash flow and suggesting a five-point plan that will help get the business ahead. Other projects NW Business Consulting can help with include setting up 401(k) and health benefit plans, writing employment policy manuals, and more.

Sustainable Business Consulting

Sustainable Business Consulting in Seattle helps its clients integrate sustainable solutions into business practices that will ultimately increase the company’s worth and overall profitability. The agency first analyzes each of the company’s strengths and weaknesses regarding sustainability and figures out how the business compares to other organizations within the industry. Sustainable Business Consulting then helps the company implement new strategies that will ensure long-term sustainability. The agency offers training and other forms of education that will teach employees how to work collectively to achieve organization goals. Businesses can also hire the agency’s consultants for speaking engagements.

Revel Consulting

Revel is a digital transformation firm that powers its clients along the digital innovation flywheel. It provides services in strategy, experience design, organizational engagement, transformation and analytics to create human-centered experiences that make the most of ever-evolving technological capabilities and consumer expectations impacting companies of all sizes and across all industries. Some of Revel’s clients are Microsoft, Starbucks, Adobe, PayPal, and F5.

Matasia is a company in Seattle that offers business consulting services in the form of project management, assistance in times of organizational change, development of ERP and IT strategies, the implementation of agile business solutions, and more. Matasia offers visual communications services with which it can develop products that will increase brand awareness, clarify brand identity, and more, to members both within and outside of the organization.

Batali Associates

Batali Associates is a business consulting firm that specializes in serving the hospitality industry in Seattle and other major cities in the Pacific Northwest. Its clients include local restaurants, bars, nightclubs, hotels, and campuses. Some of its services are management training, coaching, brand development, and financial advising. Some of its clients are Tully's Coffee, Taco del Mar, Evergreens, Mama Stortini's, and the Hollywood Tavern. The owner, Ken Batali, has more than 25 years of experience in the restaurant industry.

Advanced Leadership Consulting

Advanced Leadership Consulting in Seattle helps its clients maximize performance both at an individual and organizational levels. The consulting firm accomplishes this by helping management develop and enhance their leadership skills and by providing strategic counsel and advice for effectively navigating the people side of their business.

Soundpoint Consulting

Soundpoint Consulting of Bainbridge Island specializes in business valuation, business consulting services regarding strategy and operations, and financial services for marital dissolutions involving businesses. Soundpoint Consulting serves small, mid-market, high-growth, and transitioning businesses. Ultimately, the firm uses its experience to increase the value of any business with which it works. Soundpoint Consulting also offers exit planning services. Different business consulting services the company offers include preparation of financial budgets and forecasts, efficiency improvement, and more.

What is a business consultant?

A business consultant is a specialist in a specific area or sector who is employed to assist with the performance, progress, or implementation of a new function or service of a business. Most consultants are independent of the companies they're contracted to work with and are generally hired for a specific project.

What types of business consultants are there?

Business consultants are experts in numerous fields, including:

IT: May help with new software deployment, infrastructure, company system overhauls, etc.

HR: Can help provide assistance with a new company policy implementation, payroll systems, staffing concerns, etc.

Marketing: May implement social media marketing, develop an online ad campaign, build/update/refresh public appearance, develop new company collateral, assist with brand identity, etc.

Management: Can assist with company IPO, develop new product or service initiatives, provide leadership training, etc.

Accounting: May perform mock tax audits, manage company financials, perform forensic account services, etc.

Operations: Can help with new production systems, such as Six Sigma, Lean, Agile; may help with core operation functions, such as manufacturing, production, etc.

What does a business consultant do?

Business consultants identify areas of improvement or are hired to implement or facilitate specific company initiatives. For example, a business may hire a consultant to help find weaknesses in its sales processes or develop a strategy for improving customer engagement with its products or services. The consultant may develop and implement a new sales process or execute a customer satisfaction feedback system, such as Net Promoter Score.

Why hire a business consultant?

A company might hire a business consultant when it needs a particular set of expertise or experience that's not readily available within the company but may not warrant bringing on a permanent staff position. For example, the company wants to enter into an international market but lacks experience in launching in foreign markets.

Do I need a business consultant?

A company may wish to hire a business consultant if:

It wants to overhaul their payroll system with an off-site, cloud-based solution but lacks the proper expertise in its current IT department to handle it.

The company's sales are faltering and the need for positive change could determine the company's fate, yet current measures aren't producing results.

Operating procedures are leading to production line hang-ups, and it's interested in specialized workflows. 

How much does it cost to hire a business consultant?

Consultants charge different rates. Some charge an hourly or daily rate, while other consultants charge by the total project. They may charge on a value-based structure in which their compensation is directly tied to your company's performance after their change(s) or consultation has been delivered. For hourly rates, the rates can vary from $150 to $1,000 per hour and beyond.

What is a typical background for a business consultant?

While backgrounds can vary greatly, most business consultants have obtained an MBA and some relevant business experience, such as project management or business development. Most consultants also possess soft skills, such as working well on a team, the ability to publicly present information, such as at a meeting or conference, and problem-solving skills.

Questions to ask when hiring a business consultant:

How much do you charge? Having the right expectations with regards to the company's budget will ultimately determine if a certain consultant is the right fit. 

Do you have a structured approach to your strategy, or do you make it up as you go? There's no one-size-fits-all solution to businesses, but determining the type of approach a consultant takes toward a business could gauge what's in store.

How many years of experience do you have in X industry? Even if not directly related, their skillset should be able to translate. For example, a marketing consultant for an outdoor company may do well in other retail environments.

What sort of analysis or assessment do you typically perform? Some assessments may require little to no interference with daily operations, but others may require multiple team members to be available.

Do you have references or client testimonials? They say, "The proof is in the pudding." Past performance is often a good indicator of how a consultant performs on a job. Check references, reviews, and previous clients to find out how the consultant helped improve their business. 

Find top Business Consultants nearby

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Centric Consulting brings business, technology, and strategic execution.

Seattle Business and Technology Consulting

Our local consultants approach strategy with an eye on execution.

We develop solutions that are dedicated to your complex business and technology needs, positioning clients for sustained success. We also bring expertise and broad industry knowledge to a fast-paced, highly adaptive market.

Through a transparent and collaborative approach to problem-solving, our experts will help:

• Define your strategic needs
• Envision, inspire and transform  your business
• Plan, build and deliver  sustainable solutions

Our greatest motivation is our people, guided by our core values of creating an unmatched experience for our clients, employees, and community.

You deserve an unmatched consulting experience.

Our approach finds balance in your strategic needs and tangible results.

Our local experts deliver the ideal blend of people, process, and technology, supported with integrated change management to help you develop a compelling vision for the future.

How can we help you?

Business Consulting

Together we transform your business from the people to the processes.

Technology Services

Together we plan, build and deliver technology to solve problems.

Digital Solutions

Together we define your digital strategy and make marketing work.

Not sure what you need? Let’s figure it out together.

Our Capabilities

Our Seattle office focuses on delivering quality work while building a long-lasting relationship.

Our key focus areas include:

• Business Strategy
• IT Strategy
• Operational Excellence
• People and Change
• Modern Software Delivery
• Data & Analytics

Our Technology Partners

We are software agnostic, but have established partnerships with recognized leaders in the industry.

View ALL Our Partners

Our Accolades

CLIENT STORY

Improving Healthcare for the Homeless with Microsoft 365 and Teams

See how we helped Portland Street Medicine migrate its current platform, GSuite, to Microsoft 365 and to install and implement Teams throughout the organization.

Microsoft Experts Going Above and Beyond

The direct connection with Microsoft, the ongoing support, and the affirmation is innovative. We would not have gotten that from anyone else. Centric’s vision, combined with our vision, is the piece that’s unmatched.

Diversity and Community

Collectively, we try to make a difference in our community. All our Seattle team members contribute time and talents outside of work. Each quarter we focus on a different charitable organization.

We value diversity in thoughts, clients and employees because we know that diversity enables better solutions. We try to make the world a better place for our clients and in our community.

Build Business Agility Throughout Your Organization To Keep Pace With Rapid Change

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How to create a consultant business plan

• Nirit Braun
• Oct 30, 2023
• 12 min read

When launching your consulting business, one of the essential first steps is crafting a well-structured and detailed business plan. Your consulting business plan is like a strategic playbook that lays out your goals, tactics and financial projections. It not only steers you toward success but also equips you to adapt and thrive in the dynamic world of consulting.

Keep reading for tips on how to build a strong business plan for your business. Use the template provided at the end to get started on your own plan.

Looking to kick off your consultancy business? Create a business website today with Wix.

Why create a consultant business plan? Top benefits to consider

A business plan forces entrepreneurs to thoroughly evaluate their business idea, target audience and competitive landscape. This process clarifies their vision and mission, ensuring that they have a clear understanding of how their consultancy will provide value to clients. A business plan helps you in the following ways:

Create a business blueprint : With a business plan in place, entrepreneurs looking to start a business can make informed decisions based on a solid foundation of research and analysis. They can choose the most effective strategies for marketing, pricing and service delivery, enhancing their chances of success. Your business plan can also be used to explain what type of business you'll start - whether that's an LLC, Corporation or something else. Learn more about how to start an LLC .

Secure funding : The cost to start a consultancy business can range from around $60 to several thousand dollars . For those seeking external funding, a well-developed business plan demonstrates credibility and professionalism. Investors and lenders are more likely to support a venture with a thought-out plan that showcases its potential for growth and profitability.

Set measurable goals : A business plan sets measurable goals and performance metrics, which is vital with this type of business . This allows entrepreneurs to track their progress, adapt strategies as needed and celebrate milestones along the way.

Want to remind yourself of the basics? Learn more about how to start a service business .

How to create a successful consultant business plan in 6 steps

In this section, we'll break down the key components involved in crafting a successful consultant business plan in six steps.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

An executive summary serves as a concise overview of the consultant's business plan, providing a snapshot of the key components and the business' essence. It's usually the first section investors, lenders and stakeholders read, so it must encapsulate the business' value proposition, objectives, strategies and projected growth. To write a clear executive summary for a consultant business make sure to keep it succinct yet informative. Clearly state the purpose of the business, the services offered, the target market and the unique value proposition. Avoid technical jargon that may confuse readers.

Then you can mention the business' strengths, such as the expertise of the consultants, unique methodologies or specialized services. Emphasize factors that set your consultancy apart from competitors.

Briefly discuss the market need for your services and how your consultancy plans to fulfill it. It’s worth noting that strategy and management consulting, as well as technology consulting, financial consulting and HR consulting are in high demand . Highlight any trends or changes in the industry that your business can capitalize on.

Remember to include a snapshot of your financial projections, indicating expected revenue, costs and profitability. This provides a glimpse into the business' potential financial success.

Example of an executive summary for a consultant business

"XYZ Consulting is a boutique consultancy firm specializing in digital transformation for small and medium-sized enterprises (SMEs). With a team of seasoned professionals, we offer tailored solutions to help businesses harness the power of technology for growth. Our unique approach blends strategic consulting with hands-on implementation, ensuring tangible results. In a rapidly evolving tech landscape, XYZ Consulting is poised to be the partner SMEs need to thrive. Our financial projections forecast a steady growth trajectory, with a focus on achieving profitability within the first two years. With a proven track record and a finger on the pulse of industry trends, XYZ Consulting is well-equipped to guide businesses toward digital success."

02. Business and domain names

Knowing how to name a business is crucial for a consultancy venture and a key step before you register your business . It's the foundation of your brand and influences how clients perceive your services. With Wix , you can use a free business name generator or consulting company name generator as helpful tools for brainstorming unique and memorable names. Ensure the name reflects your expertise and the services you offer.

Similarly, the domain name for your business website is vital. It should be easy to remember, relevant to your services and ideally, match your company name. Check the domain's availability using domain registration platforms. Ensure the domain name aligns with your consultancy's focus and services. Generally, this means keeping it short and easy to spell and pronounce.

Learn more: How to make a consulting website

03. Market analysis and research

Incorporating a thorough market analysis within your consultant business plan is essential. Understand the competitive landscape, target audience and market trends. Research your competitors' strengths and weaknesses, pricing strategies and client base. This information will shape your business strategies and help you identify gaps in the market that your consultancy can fill.

04. Operations plan

The operations plan outlines the logistical aspects of your consultancy. It covers location, premises, equipment and staffing requirements. Determine whether your consultancy will be home-based, have a physical office or operate virtually. Define the equipment and software needed to deliver services effectively. Outline your staffing needs, including the roles and expertise required.

05. Marketing and advertising plan

Your marketing and advertising plan outlines how you will promote your consultant business. Identify the most effective strategies to reach your target audience. Consider content marketing, social media campaigns, networking events and speaking engagements to showcase your expertise. Emphasize how your marketing efforts will build brand awareness and attract clients.

You’ll need to develop a suite of brand assets to use in your marketing as well, starting with a company logo. You can use a free logo maker to get a professional logo in minutes.

06. Financial plan

The financial plan is a critical component of any business plan. It outlines how you will raise money for your business initially and provides a timeline for reaching profitability. Detail your startup costs, including equipment, marketing expenses and personnel. Present your revenue projections, taking into account different pricing models and growth scenarios. Highlight your break-even point and the strategies you'll employ to achieve profitability.

By addressing each part of their plan, entrepreneurs can create a robust business plan that guides them toward achieving their business goals and building a reputable consulting brand.

Consultant business plan examples

These templates illustrate two hypothetical consultant business plans, each tailored to a specific niche. These are just templates and should be adapted to your specific business goals and industry dynamics.

Consultant business plan template 1: XYZ Digital Consultants

XYZ Digital Consultants is a pioneering consultancy firm focused on digital transformation for businesses seeking to thrive in the digital age. Our team of experienced professionals offers strategic guidance and hands-on implementation to drive growth through technology adoption. With projected profitability within two years and a commitment to excellence, XYZ Digital Consultants is poised to lead businesses into a successful digital future.

Company and domain name

Company name: XYZ Digital Consultants

Domain name: xyzdigitalconsultants.com

Market opportunity: The rapid shift toward digital operations has created a substantial demand for expert guidance. Our analysis reveals a gap in the market for holistic digital transformation solutions tailored to the needs of SMEs.

Competitor research: We've identified key competitors and their strengths, which informs our strategy to emphasize personalized service and comprehensive implementation.

Location: Primarily virtual, with occasional in-person consultations as needed.

Premises: Home-based setup with access to modern communication tools.

Equipment: High-speed internet, latest software tools and virtual meeting platforms.

Staffing: Founder and lead consultant, supported by contract specialists as projects demand.

Content marketing: Regular blog posts on digital transformation trends, case studies and client success stories.

Social media campaigns: Active presence on LinkedIn and X to engage with potential clients and share valuable insights.

Networking events: Participation in industry webinars, seminars and local business events to showcase expertise.

Speaking engagements: Leveraging speaking opportunities at conferences and workshops to establish authority in the field.

Startup costs (equipment, website development, marketing materials): $15,000

Revenue projections (year one): $150,000

Revenue projections (year two) : $300,000

Break-even point: Achieved by the end of year one

Funding: Initial investment and savings from the founder

Consultant business plan template 2: LeadersEdge Consultants

LeadersEdge Consultants is a dynamic consultancy dedicated to leadership development and organizational excellence. Our experienced team offers customized programs that empower leaders to drive positive change. With a projected growth trajectory and a commitment to fostering impactful leadership, LeadersEdge Consultants is poised to transform organizations and elevate their success.

Company name: LeadersEdge Consultants

Domain name: leadersedgeconsultants.com

Market opportunity: Our analysis reveals a growing need for leadership development programs in diverse industries.

Competitor research: We've identified competitors' offerings and recognized an opportunity to provide a unique blend of coaching, training and strategy implementation.

Location: Virtual consultations, with the option for on-site workshops

Premises: Virtual office setup with video conferencing capabilities

Equipment: High-quality audiovisual tools, assessment software and learning platforms

Staffing : Founder will serve as the lead consultant, supported by certified leadership coaches

Customized workshops: Designing tailored leadership development programs for individual organizations.

Webinars: Hosting webinars on leadership best practices to showcase expertise and engage potential clients.

Thought leadership content: Publishing whitepapers, eBooks and video content on leadership topics.

Collaborations: Partnering with HR and talent development professionals to expand reach.

Startup costs ( making a website , training materials) : $10,000

Revenue projections (year one): $120,000

Revenue projections (year two): $250,000

Break-even point: Achieved within the first six months

Funding: Initial investment from the founder.

How much should you be charging as a consultant?

The amount you charge as a consultant will depend on a number of factors, including:

Your experience and expertise

The type of consulting services you offer

The value you provide to your clients

The market rate for consulting services in your field

In general, consultants charge between $100 and $500 per hour. However, some experienced and highly specialized consultants can charge upwards of $1,000 per hour.

To determine your consulting rate, you can use the following formula:

Consulting rate = Hourly rate * Value multiplier

Your hourly rate should reflect your experience and expertise, as well as the type of consulting services you offer. For example, if you have 10 years of experience and you offer specialized consulting services, you can charge a higher hourly rate than a consultant with less experience and who offers more general consulting services.

Your value multiplier should reflect the value you provide to your clients. For example, if you can help your clients to achieve significant results, you can charge a higher value multiplier.

Here is an example of how to use the formula:

Consultant: Experienced consultant with 10 years of experience offering specialized consulting services

Hourly rate: $200 per hour

Value multiplier: 2

Consulting rate: $200 per hour * 2 = $400 per hour

Can a consulting business be profitable?

Yes, a consulting business can be profitable. In fact, consulting is one of the most profitable industries in the world. According to a report by IBISWorld, the average profit margin for consulting businesses is 20%. This means that for every $100 in revenue, consulting businesses generate $20 in profit.

There are a number of factors that contribute to the profitability of consulting businesses. First, consultants are able to charge high fees for their services. Second, consulting businesses have relatively low overhead costs. Third, the demand for consulting services is high, and it's only expected to grow in the coming years.

Of course, not all consulting businesses are successful. Some consultants struggle to find clients or to charge high enough fees. Others may not be able to deliver the results that their clients expect. However, for consultants who are able to overcome these challenges, the potential rewards are great.

Here are some tips for increasing your chances of success as a consultant:

Specialize in a high-demand area of consulting. This will allow you to charge higher fees and attract more clients.

Build a strong reputation and network of clients. This will help you to generate word-of-mouth referrals and land new clients.

Market your services effectively. Make sure that potential clients know about your services and how you can help them.

Deliver high-quality results. This is the most important thing you can do to ensure that your clients are satisfied and that they continue to use your services in the future.

How much does it cost to start a consulting business?

The cost to start a consulting business can vary depending on a number of factors, such as the type of consulting services you offer, the size of your business and your location. However, in general, you can expect to spend between $10,000 and $50,000 to start a consulting business.

Here is a breakdown of some of the typical start-up costs for a consulting business:

Business formation: $100 to $1,000

Website and domain name: $100 to $2,500

Marketing and advertising: $500 to $5,000

Office equipment and supplies: $500 to $5,000

Professional liability insurance: $500 to $1,000

Other miscellaneous expenses: $500 to $5,000

Total start-up costs: $10,000 to $50,000

You can reduce your start-up costs by working from home, using free or low-cost marketing tools and purchasing used equipment. You can also start your consulting business part-time while you continue to work your full-time job. This will give you a chance to generate revenue and build a client base before you leave your full-time job.

If you need financial assistance to start your consulting business, you may be able to qualify for a loan from a bank or credit union. You may also be able to find investors who are willing to invest in your business.

Which clients to avoid and which to take on?

Here are some tips on which clients to avoid and which to take on in a consulting business:

Clients to avoid

Clients who aren't willing to pay your rates. If a client isn't willing to pay your rates, it's a sign that they don't value your services.

Clients who are unrealistic about their expectations. If a client has unrealistic expectations about what you can achieve, you're likely to set yourself up for failure.

Clients who are difficult to work with. If a client is demanding, rude or disrespectful, it's best to avoid them.

Clients who aren't a good fit for your business. If a client isn't in your target market or if their business isn't aligned with your values, it's best to decline working with them.

Clients to take on

Clients who are willing to pay your rates. This shows that they value your services and are committed to working with you.

Clients who have realistic expectations. This makes it more likely that you will be able to meet their needs and exceed their expectations.

Clients who are easy to work with. This will make the consulting process more enjoyable and productive for both of you.

Clients who are a good fit for your business. This means that they're in your target market and that their business is aligned with your values.

In addition to the above, here are some other factors to consider when deciding which clients to take on:

Your own skills and experience. Make sure that you have the skills and experience to help the client achieve their goals.

The client's budget. Make sure that the client has a budget that's sufficient to cover your fees.

The client's timeline. Make sure that you have the time and resources to meet the client's timeline.

Your gut feeling. If you have a bad feeling about a client, it's best to trust your gut and decline working with them.

It's important to be selective about the clients you take on. By avoiding difficult clients and focusing on good-fit clients, you can set yourself up for success in your consulting business.

Consultant business plan FAQ

What qualifies you as a consultant.

To qualify as a consultant, you need to have the expertise and experience in the area that you're consulting in. You also need to be able to communicate your ideas effectively and build relationships with clients.

How do you start off as a consultant?

How to make 6 figures as a consultant, how do you pay yourself as a consultant, do consultants pay their own taxes, want to create another business plan.

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Sample Consulting Firm Business Plan

Writing a business plan is a crucial step in starting a consulting firm. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring consulting firm business owners, having access to a sample consulting firm business plan can be especially helpful in providing direction and gaining insight into how to draft their own consulting firm business plan.

Download our Ultimate Consulting Firm Business Plan Template

Having a thorough business plan in place is critical for any successful consulting firm venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A consulting firm business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The consulting firm business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your consulting firm as Growthink’s Ultimate Consulting Firm Business Plan Template , but it can help you write a consulting firm business plan of your own.

Consulting Firm Business Plan Example – InsightAdvantage Consultants

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to InsightAdvantage Consultants, our new consulting firm rooted in the vibrant landscape of San Francisco, CA. Born out of a vision to fill the void for high-quality local consulting services, our mission is dedicated to offering unparalleled consulting solutions tailored to the unique needs of businesses in our community. Specializing in strategic planning, management consulting, and financial advisory, we craft personalized solutions that empower our clients to navigate their specific challenges and seize opportunities for growth. With our firm strategically located in San Francisco, we not only ensure our services are highly relevant and specialized for the local market but also contribute actively to the local business ecosystem, making us the go-to consulting firm in the area.

Our success at InsightAdvantage Consultants is driven by a blend of factors. The wealth of experience brought by our founder, who has a proven track record in the consulting industry, sets a solid foundation for our operations. Coupled with our commitment to superior consulting expertise, we stand out as a leader in the field. Our specialized understanding of the San Francisco market further cements our position as the preferred local consulting partner. Since our launch in January 2024, we’ve hit several key milestones, including establishing our brand identity, securing a prime location for our operations, and structuring our business as an S Corporation ready for growth. These accomplishments underscore our readiness and enthusiasm to empower local businesses towards success.

The Consulting Firm industry in the United States, currently valued at over $250 billion, exhibits a robust demand across various sectors, including healthcare, technology, and finance. With an expected annual growth rate of 3-4%, the industry is on a trajectory of steady expansion. A notable trend is the emergence of specialized niche consulting firms like InsightAdvantage Consultants, which cater to specific business needs with highly targeted expertise and solutions. This trend aligns with our focus on the San Francisco market, positioning us to leverage the increasing demand for specialized consulting services in the region.

InsightAdvantage Consultants targets a diverse customer base, starting with local residents to establish a strong community presence. We also focus on small to medium-sized enterprises (SMEs) and tech startups in San Francisco, offering them tailored consulting services to address their unique challenges. By providing strategies for growth, efficiency improvements, and competitive positioning, we aim to support the backbone of the local economy and the dynamic tech startup sector with agile, innovative solutions that drive sustainable success.

Our main competitors include Run Right Business Consulting, with their tailored services and deep local market understanding; Piedmont Avenue Consulting, specializing in marketing and branding strategies; and BookSoEasy, which combines business consulting with technological solutions. Despite the strengths of these firms, InsightAdvantage Consultants remains unmatched in our blend of industry experience, innovative strategies, and deep local market insights. Our diverse team of industry veterans and young innovators enables us to offer solutions that are both time-tested and infused with fresh, forward-thinking ideas. This unique combination, along with our strategic location in San Francisco, positions us as a leader in the consulting industry.

InsightAdvantage Consultants offers a comprehensive suite of services, including Strategic Planning, Management Consulting, and Financial Advisory, each designed to meet our clients’ diverse needs. Our pricing strategy is tailored to reflect the value and customization of our services, with prices varying based on scope and complexity. To promote our offerings, we employ a robust digital marketing strategy, leveraging social media, SEO, and email campaigns, complemented by content marketing to position us as thought leaders. Networking events, referral programs, and targeted advertising campaigns further amplify our visibility and attract a broad spectrum of clients.

Our operations at InsightAdvantage Consultants are centered around key processes such as client communication, market research, strategy development, project management, and quality assurance, to name a few. We are committed to continuous learning and professional development to stay ahead of industry trends. In the coming months, we aim to achieve several milestones, including securing initial client contracts, achieving operational efficiency, and building a strong local network. These efforts are all geared towards ensuring our firm’s success and sustainable growth.

At the helm of InsightAdvantage Consultants is Lucas Jackson, our President, who brings a wealth of experience and a proven track record from the consulting industry. His expertise in strategic planning, operational efficiency, and business development is invaluable to guiding our firm towards achieving its strategic goals. Lucas’s leadership and deep market understanding ensure we are well-equipped to navigate the industry landscape and achieve lasting success.

Welcome to InsightAdvantage Consultants, a new consulting firm based in the vibrant city of San Francisco, CA. As a local consulting firm, we stand out in a landscape that previously lacked high-quality local consulting services. Our mission is to bridge this gap and offer unparalleled consulting solutions that cater specifically to the needs of businesses in our community.

At InsightAdvantage Consultants, we specialize in a range of services designed to empower businesses to achieve their goals. Our offerings include strategic planning, which helps businesses chart a course for success in an ever-changing market. We also provide management consulting to streamline operations, enhance efficiency, and foster leadership within teams. Additionally, our financial advisory services are tailored to help businesses optimize their financial strategies for growth and stability. Each of these services is crafted with our clients’ success in mind, offering personalized solutions that address their unique challenges and opportunities.

Our firm is proudly based in San Francisco, CA, serving customers within this dynamic city. This strategic location not only allows us to be close to our clients but also to be an integral part of the local business ecosystem. By focusing on serving San Francisco businesses, we ensure that our services are highly relevant and tailored to the specific needs of companies operating in this unique market.

InsightAdvantage Consultants is uniquely qualified to succeed for several reasons. Firstly, our founder brings valuable experience from previously running a successful consulting firm, ensuring that we have the knowledge and skills necessary to deliver exceptional results. Moreover, we pride ourselves on offering superior consulting expertise compared to our competition, setting us apart as a leader in the field. These factors, combined with our deep understanding of the local market, position us as the go-to consulting firm in San Francisco.

Since our inception on January 5, 2024, InsightAdvantage Consultants has achieved several milestones. We have successfully established our brand, starting with the design of our logo and the development of our company name, which resonate with our vision and values. Furthermore, we secured a prime location that not only serves as our base of operations but also reflects our commitment to being an accessible and integral part of the local business community. As a S Corporation, we are poised for growth and are excited to continue building our legacy as we serve and empower businesses in San Francisco.

The Consulting Firm industry in the United States is a thriving sector with a significant market size. Currently, the industry is estimated to be worth over $250 billion, showcasing the high demand for consulting services across various sectors such as healthcare, technology, finance, and more.

Market research indicates that the Consulting Firm industry is expected to experience steady growth in the coming years. With an annual growth rate projected to be around 3-4%, the industry is set to reach new heights as businesses increasingly seek out expert advice and guidance to navigate complex challenges and drive growth.

One of the key trends in the Consulting Firm industry is the rise of specialized niche consulting firms, such as InsightAdvantage Consultants. These firms offer tailored services to specific industries or business needs, providing clients with highly targeted expertise and solutions. This trend bodes well for InsightAdvantage Consultants, as their focus on serving customers in San Francisco, CA, positions them to capitalize on the growing demand for specialized consulting services in the region.

Below is a description of our target customers and their core needs.

Target Customers

InsightAdvantage Consultants will target a diverse range of customer segments, beginning with local residents. This group is essential for establishing a strong community presence and reputation. By focusing on the unique needs and challenges of San Francisco’s residents, InsightAdvantage Consultants will tailor services to offer practical, impactful advice and solutions.

Small to medium-sized enterprises (SMEs) within the city will also form a significant part of InsightAdvantage Consultants’ target market. These businesses, which are the backbone of the local economy, often encounter unique challenges that require specialized consulting services. InsightAdvantage Consultants will provide these companies with strategies for growth, efficiency improvements, and competitive positioning.

Furthermore, tech startups, which are prolific in the San Francisco area, will be another primary customer segment for InsightAdvantage Consultants. This sector is dynamic and requires agile, innovative consulting solutions to navigate rapid growth, funding rounds, and scaling challenges. The firm will offer bespoke services that align with the fast-paced nature of tech startups, helping them to achieve sustainable success.

Customer Needs

InsightAdvantage Consultants caters to the distinct needs of San Francisco residents by delivering high-quality consulting services that align with their diverse ambitions and challenges. Clients can expect tailored solutions that resonate with their unique scenarios, whether they are startups seeking to innovate, enterprises aiming to scale, or individuals pursuing personal growth. This dedication to customization ensures that every strategy is not just a roadmap but a reflection of the client’s vision and potential.

In an environment as dynamic and competitive as San Francisco, customers demand not just advice but actionable insights that can lead to tangible outcomes. InsightAdvantage Consultants rises to this expectation by leveraging cutting-edge research, data analytics, and industry expertise to empower clients with strategies that are both innovative and practical. This approach guarantees that clients not only navigate their immediate challenges but are also equipped for long-term success.

Moreover, InsightAdvantage Consultants understands the value of accessibility and ongoing support for San Francisco’s bustling clientele. Clients have the convenience of engaging with experts who are committed to their success beyond the initial consultation. This includes follow-up services, the provision of resources for implementation, and the availability of guidance through the evolution of their projects or businesses. Such comprehensive support underscores our dedication to not just meeting but exceeding client expectations.

InsightAdvantage Consultants’ Competitors Include the Following Companies

Run Right Business Consulting

Run Right Business Consulting offers a comprehensive suite of services including strategy development, operational improvements, and financial advisory. The firm specializes in serving small to medium-sized businesses across various industries. Their services are tailored to meet the specific needs of each client, ensuring a personalized consulting experience.

Pricing models at Run Right Business Consulting are project-based, with costs varying depending on the scope and complexity of the consulting engagement. This flexibility allows them to cater to a wide range of budgets. The firm reports annual revenues in the mid-range, indicating a stable client base and consistent service delivery.

Located primarily in the San Francisco Bay Area, Run Right Business Consulting has a strong local presence. However, they also serve clients across the United States, leveraging remote consulting capabilities. Their customer segments include startups, established SMEs, and occasionally larger corporations seeking niche expertise.

Key strengths of Run Right Business Consulting include their tailored service approach and deep local market understanding. Weaknesses may include limited international exposure and a narrower service offering compared to larger consulting firms.

Piedmont Avenue Consulting

Piedmont Avenue Consulting focuses on marketing and branding strategies, offering services such as social media management, public relations, and digital marketing. They cater to a diverse clientele, including retail, hospitality, and technology sectors. This specialization enables them to offer deep insights and innovative strategies in these areas.

Their pricing strategy is flexible, offering both retainer-based and project-specific engagements. This allows businesses of varying sizes and budgets to access their services. Piedmont Avenue Consulting’s revenue is competitive, reflecting their strong position in the niche of marketing consultancy.

Based in the San Francisco Bay Area, Piedmont Avenue Consulting maintains a strong local presence while also serving clients nationwide. Their geographic reach is supported by a robust online consulting platform. The primary customer segments include small to medium-sized businesses looking to enhance their market presence and brand visibility.

The firm’s key strengths lie in its specialized focus on marketing and branding, coupled with a strong understanding of digital trends. However, their narrow focus could be seen as a weakness, limiting their appeal to businesses seeking more comprehensive consulting services.

BookSoEasy offers a unique combination of business consulting and technological solutions, with a focus on streamlining operations, improving customer engagement, and enhancing digital presence for their clients. Their services are particularly appealing to the hospitality and retail sectors, where they leverage technology to drive growth and efficiency.

The firm employs a value-based pricing strategy, ensuring clients only pay for tangible improvements and outcomes. This approach has contributed to their competitive positioning in terms of revenue, signaling strong client satisfaction and results-driven service delivery. BookSoEasy operates primarily in San Francisco but has started expanding its services to other major cities across the US.

Their customer base mainly consists of small to medium-sized enterprises seeking to leverage technology for business improvements. BookSoEasy’s strength lies in its ability to integrate consulting services with technological implementation, providing a comprehensive solution to business challenges.

A potential weakness is their sector-specific approach, which might limit their appeal to a broader audience. Additionally, as they expand geographically, maintaining the high level of personalized service that characterizes their San Francisco operations could present a challenge.

Competitive Advantages

At InsightAdvantage Consultants, we pride ourselves on delivering superior consulting expertise compared to our competitors. Our team comprises industry veterans and young innovators, all of whom bring unique perspectives and cutting-edge strategies to the table. This blend of experience and fresh ideas enables us to provide our clients with solutions that are not only time-tested but also infused with innovative approaches. We understand that the landscape of business is ever-changing, and our ability to adapt and foresee shifts in the market sets us apart. Our consultants specialize in various sectors, ensuring that clients receive tailored advice that directly impacts their specific industry challenges and opportunities.

Furthermore, our location in a vibrant city such as San Francisco allows us to stay at the forefront of technological advancements and trends. This geographical advantage complements our commitment to utilizing the latest tools and methodologies in our consultancy services. We leverage local networks and partnerships to offer our clients exclusive insights and opportunities that are not readily available elsewhere. Additionally, our commitment to fostering strong relationships with each client means we go beyond traditional consultancy roles, acting as true partners invested in their success. Our approach is holistic and personalized, ensuring that every strategy we develop is not only innovative but also practical and sustainable in the long run. This unique combination of expertise, innovation, and partnership is what makes InsightAdvantage Consultants a leader in the consulting industry.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

InsightAdvantage Consultants offers a comprehensive suite of services tailored to meet the diverse needs of its clients. With a focus on delivering actionable insights and strategic direction, the firm has positioned itself as a valuable partner for businesses looking to navigate the complexities of today’s market landscape. Among the services offered, Strategic Planning, Management Consulting, and Financial Advisory stand out as core competencies, each designed to address specific areas of client concern.

Strategic Planning is a critical service offered, designed to help businesses define their vision, set achievable goals, and develop a roadmap for success. Clients can expect to engage in deep-dive sessions aimed at understanding their market position, competition, and internal capabilities. The average selling price for Strategic Planning services is typically around $10,000. This price can vary based on the scope and complexity of the project, tailored to meet the unique needs of each client.

Management Consulting is another key service area, focusing on improving organizational performance through the analysis of existing business problems and the development of plans for improvement. InsightAdvantage Consultants leverages industry best practices and innovative strategies to guide leadership teams through transformational changes. Clients opting for Management Consulting services can expect to invest approximately $15,000, depending on the project’s duration and depth.

Lastly, the Financial Advisory service aims to help clients manage their financial strategy, planning, and risk. This service covers a broad spectrum of financial disciplines, including mergers and acquisitions, financial planning, and risk management. With an average selling price of $20,000, this service provides clients with expert advice and insights into optimizing financial performance and achieving long-term financial stability.

InsightAdvantage Consultants prides itself on delivering high-quality, tailored services that drive value and competitive advantage for its clients. By focusing on strategic planning, management consulting, and financial advisory, the firm ensures that it covers a comprehensive range of needs that are crucial for businesses aiming to thrive in the modern economy.

Promotions Plan

InsightAdvantage Consultants employs a comprehensive suite of promotional methods to attract customers, with a keen focus on leveraging the power of online marketing. In the digital age, establishing a robust online presence is non-negotiable, and InsightAdvantage Consultants recognizes this by prioritizing a well-rounded digital marketing strategy. This includes the utilization of social media platforms, search engine optimization (SEO), and email marketing campaigns, all designed to build brand awareness and drive customer engagement.

In addition to these online marketing efforts, InsightAdvantage Consultants also taps into the potential of content marketing. By creating and distributing valuable, relevant, and consistent content, the firm aims to attract and retain a clearly defined audience. This strategy not only positions InsightAdvantage Consultants as thought leaders in the consulting industry but also helps in building trust with potential clients. High-quality blog posts, whitepapers, and case studies will serve as tools to showcase the firm’s expertise and success stories.

Networking events and industry conferences represent another pivotal promotional method for InsightAdvantage Consultants. By actively participating in these gatherings, the firm has the opportunity to connect with potential clients face-to-face, build meaningful relationships, and stay abreast of the latest industry trends. These interactions often translate into business opportunities and collaborations, further amplifying the firm’s reach and influence within the consulting sector.

Referral programs will play a critical role in the firm’s promotional strategy as well. Encouraging satisfied clients to refer others to InsightAdvantage Consultants not only helps in acquiring new customers but also strengthens the firm’s reputation. Offering incentives for referrals demonstrates appreciation for existing clients while simultaneously expanding the customer base.

Lastly, targeted advertising campaigns, both online and offline, will complement the firm’s promotional activities. These campaigns will be carefully crafted to reach potential clients within specific industries or sectors, ensuring that the messaging is relevant and resonates with the intended audience. By employing a mix of traditional advertising mediums and digital channels, InsightAdvantage Consultants aims to maximize its visibility and appeal to a broad spectrum of clients.

In conclusion, InsightAdvantage Consultants employs a diverse range of promotional methods to attract customers, with a strong emphasis on online marketing. By integrating content marketing, networking, referral programs, and targeted advertising into its promotional strategy, the firm is well-positioned to build its brand, engage with potential clients, and achieve sustainable growth in the competitive consulting industry.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of InsightAdvantage Consultants, there are several key day-to-day operational processes that we will perform.

• Client Communication: Maintain open lines of communication with clients through emails, phone calls, and meetings to understand their needs and provide timely updates.
• Market Research: Conduct continuous market research to stay updated on industry trends, challenges, and opportunities relevant to our clients’ businesses.
• Strategy Development: Develop customized strategies for each client, focusing on their specific goals, challenges, and market position.
• Project Management: Utilize project management tools to track progress, manage deadlines, and ensure that all team members are aligned and accountable.
• Data Analysis: Analyze data from various sources to inform strategies, measure performance, and make data-driven decisions.
• Quality Assurance: Regularly review and assess the quality of our work to ensure that it meets high standards and delivers value to our clients.
• Professional Development: Engage in continuous learning and professional development to enhance our skills and stay ahead of industry changes.
• Networking: Actively participate in local and industry-specific events to build and maintain a strong professional network in San Francisco and beyond.
• Financial Management: Monitor and manage the firm’s finances, including budgeting, invoicing, and financial reporting, to ensure healthy cash flow and profitability.
• Feedback Collection: Solicit feedback from clients post-engagement to identify areas for improvement and strengthen client relationships.
• Marketing and Business Development: Implement marketing strategies and business development activities to attract new clients and retain existing ones.
• Team Collaboration: Foster a collaborative work environment where team members can share ideas, solve problems together, and contribute to each other’s professional growth.
• Compliance and Ethics: Ensure that all business practices comply with local laws and regulations and adhere to the highest ethical standards.

InsightAdvantage Consultants expects to complete the following milestones in the coming months in order to ensure its success:

• Launch Our Consulting Firm : Successfully establish and officially launch InsightAdvantage Consultants, including setting up a fully functional office in San Francisco, CA, and a polished online presence that showcases our value proposition and services offered.
• Secure Initial Client Contracts : Within the first three months, secure at least 3-5 initial client contracts through networking, marketing efforts, and leveraging personal and professional contacts. This will provide an early revenue stream and case studies/testimonials for future business.
• Achieve Operational Efficiency : Streamline business processes, including client onboarding, project management, and billing, to ensure operations are as efficient and scalable as possible. Proper use of technology and software tools should be integrated to support these operations.
• Build a Strong Local Network : Participate in local business events, join relevant associations, and actively engage with the business community in San Francisco. Building a strong local network will be crucial for word-of-mouth referrals and gaining trust within the community.
• Develop a Robust Marketing Strategy : Implement a comprehensive marketing strategy that includes digital marketing (SEO, content marketing, and social media), speaking engagements, and workshops. This strategy should aim to establish InsightAdvantage Consultants as thought leaders in the industry.
• Hire and Train Key Staff : As revenue starts to grow, hire additional consultants and support staff to ensure the ability to scale operations without compromising on the quality of service. Implement a training program to ensure all team members are aligned with the company’s methodologies and values.
• Get to $15,000/Month in Revenue : This is a critical financial milestone that indicates the business is gaining traction. Achieving this goal will likely require a combination of increasing the client base, possibly raising prices for services (based on the value delivered), and ensuring high levels of client satisfaction for repeat business and referrals.
• Establish Partnerships : Form strategic partnerships with other businesses and organizations that can offer complementary services or refer clients, such as law firms, accounting firms, and local business associations. These partnerships can help expand the client base and add value to InsightAdvantage Consultants’ offerings.
• Implement a Client Feedback System : Develop and implement a systematic approach for collecting and analyzing client feedback to continuously improve the service quality and address any areas of concern. This will not only help in refining the services but also in retaining clients and encouraging referrals.
• Evaluate Expansion Opportunities : After achieving a stable client base and consistent revenue growth in San Francisco, begin evaluating opportunities for expansion either by offering additional services or by extending the geographic reach to other cities or regions.

InsightAdvantage Consultants management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Lucas Jackson, President

Lucas Jackson brings a wealth of experience and a proven track record of success to InsightAdvantage Consultants. Having previously helmed a consulting firm, Lucas has demonstrated an exceptional ability to lead, innovate, and drive growth within the consulting industry. His expertise spans strategic planning, operational efficiency, and business development, making him well-positioned to guide InsightAdvantage Consultants towards achieving its strategic goals. Lucas’s leadership skills, combined with his deep understanding of the consulting market, ensure that InsightAdvantage Consultants is not just equipped to navigate the complexities of the industry but is also poised for lasting success.

To reach our growth goals, InsightAdvantage Consultants requires $397,000 in funding. This capital will be allocated across both capital and non-capital investments, including location buildout, equipment, working capital, initial marketing, and staffing. These resources are crucial for establishing our operations, securing a competitive position in the market, and laying a foundation for future growth and profitability.

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Rfq 24-014qp construction management services package (fhwa).

CITY OF SEATTLE NOTICE TO CONSULTANTS FOR

RFQ 24-014QP  Construction Management Services Package (FHWA)

The City of Seattle, through its Department of Transportation (SDOT) solicits interest from qualified consulting firms with expertise in Construction Management Services to provide support for an assortment of capital projects anticipated to have Federal Highway Administration (FHWA) funds. The professional services sought include construction engineering, resident engineering, general inspectors, specialty inspectors (primarily archaeological), office engineers with administrative support and document control, and public outreach support. Consultant staff will support SDOT’s in-house construction management staff, which is led by the SDOT Construction Engineer. Services are for construction management phase only.

Project Description: SDOT has identified the following list of potential FHWA funded projects. The services assigned against this contract will be standalone negotiated hourly rate contract between the City and Consultant over scope, budget, and schedule with each completed negotiation documented, authorized, and issued to the Consultant via Contract Supplement. The scope, schedule, and budget for these projects will vary. There is no minimum guarantee of work from this solicitation. The approximate individual project budgets for the five (5) listed projects range from $70,000 to $1,500,000. The City anticipates the awarding of one contract from this solicitation starting in Q3 2024 and ending in Q3 2028 with the option to extend if needed.

• STIP SEA-253 Denny Way Preservation: Grind and overlay asphalt pavement between 5th Ave and Stewart Ave (including Yale Ave).
• STIP SEA-235A Alaskan Way Protected Bike Lane: This project will build a protected bike lane on Alaskan Way between Virginia St and Broad St. The project includes adjusting the current lane widths to accommodate the new bike lane.
• STIP SEA-255 Beacon Ave S and 15th Ave S Safety: Project will construct a protected bike lane along Beacon Ave S between S Spokane St and 15th Ave S, on 15th Ave S. between Beacon Ave S and 14th Ave S, and on Golf Dr S between 15th Ave S and S Charles St. Scope elements include curb and gutter, sidewalk, curb ramps, storm drainage improvements, concrete and asphalt paving, tree pits, signal modifications and pavement markings.
• STIP SEA-247 Pedestrian Refuge Islands: Improve pedestrian safety at unsignalized intersections through installation of 8 pedestrian refuge islands. One location will require a new ADA compliant ramp.
• STIP SEA 234 Transportation Demand Management (TDM) and Wayfinding Expansion: The project will expand the City’s TDM programs to reach key underserved travel markets or not currently served. It will implement Seattle Pedestrian Wayfinding Plan around major event destinations in the Downtown Seattle Regional Growth Center to support walking between major transit hubs and end destinations.

DBE goals will be set per project. The first two projects assigned (STIP SEA-253 and SEA-255) are listed above and each project has a mandatory DBE 19% Goal.

Consultants will be evaluated and ranked on qualifications of key personnel, firm experience, ability to meet schedule, approach to work, familiarity with WSDOT/FHWA standards, past performance, and approach to meet the DBE goal.

Consultants must register with a free account at Bonfire, SDOT’s Procurement Portal ( https://cityofseattle.bonfirehub.com/ ), to access solicitation documents, meeting links, and submit their response. A virtual pre-submittal meeting is scheduled for May 22, 2024 at 9AM. Electronic Submittals must be uploaded to Bonfire by June 6, 2024 at 4PM.

Americans with Disabilities Act (ADA) Information: The City of Seattle in accordance with Section 504 of the Rehabilitation Act (Section 504) and the Americans with Disabilities Act (ADA), commits to nondiscrimination on the basis of disability, in all of its programs and activities. This material can be made available in an alternate format by emailing Tom Hewitt at [email protected] or by calling 206-615-1974.

Title VI Statement: The City of Seattle, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C. 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that in any contract entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full and fair opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

All prospective consultants are advised that federally funded projects will be held to federal Equal Employment Opportunity (EEO) requirements.

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