ALL VERTICALS & CLIENT LISTS
Our firm works with a select group of clients committed to sustaining their competitive advantage. We work best with companies who wish to build or enable a performance culture and leverage strategic planning as a tool for long term growth.
Partial Client List







Construction
- AAA Companies
- Access Pacific
- Alcorn Construction
- Amcal Housing
- Capitol Hardware
- Cemen Tech
- Citadel CPM
- Filanc
- Forte Design and Build
- Gothic Landscape
- JF Brennan
- La Crosse Glass & Overhead Door
- LandWorks
- RDM General Contractors
- R.W. Smith Design & Build
- Specialty Environmental
- Sunland Asphalt
-
S&S Builders
- Tozour Energy Systems
- Traffic Management
Consumer Goods, Food and Retail
- Adams Wine Group
- Anita’s Snack Foods
- B-Fresh Floral
- Battery-Biz
- CaliBurger
- Camp Bow Wow
- Coast Packing
- Datepac
- Deschutes Brewery
- Dotta Foods
- Elenita
- Factory Effex
- Fruit Growers Supply
- Gemini Bakery Equipment
- Girard’s Foodservice
- IMD Furniture
- Klipsch
- Knight & Carver Marine
- Justice Stores
- Noble House Furniture
- Northgate Markets
- Ocean Direct
- R.W. Smith
- Reverie
- Streamline Designs / Old Guys Rule
- Supply America
- Tasteful Selections
- Tresierras Supermarkets
- Vander Horst Dairies
Manufacturing and Distribution
- Air Waves LLC
- American Bright LED
- Apperson
- Bal Seal
- CAP Logistics
- Convaid
- Custom Pipe
- Dancker
- Diamond Mattress
- Esco Plastics
- Fralock Corporation
- Hardin Optical
- Industrial Valco
- Machine Specialties
-
Precision Pulley & Idler (PPI Global)
-
Pro Services
- Quality Packaging
- Ray Products
- Ryonet
- Sandmeyer
- Servicon
- Shepard Bros
- Signature Transport
- Southern California Manufacturing Group
- Star Milling
- Stratasys Direct Manufacturing
- Superior Industries International (NYSE)
- TouchUpDirect
- Warmelin Precision
- Warne Mounts
- Wesco Aircraft
Financial Services
- Account Control Technology
- Argus Dental & Vision, Inc.
- Atlantic Pension Services
- Business Finance Capital (BFC)
- CB Richard Ellis
- DLC
- Efinancial
- Eli Global
- Fidelity Life
- Gaspar Insurance
- Kravitz & Associates
- LBW Insurance
- Merrill Lynch
- Mutual Group
- NCS
- Rogers Insurance
- SCA Claims
- TaxAudit
- TransAmerica
- WealthPRIME
Healthcare
- Argus Dental & Vision
- Avita Medical
- Coast Medical Service
- Core Products
- Country Villa Health Services
- Medical Billing Technologies
- MTS Healthcare
- Nexus Clinical Solutions
- People’s Care
- Providence Health Systems
- Sound Eklin
- UTAK Labs
Government and Education
- Boardwalk Solutions
- City of Bend: City Government
- California Institute of Technology (Cal Tech)
- College of the Canyons
- Cuesta Community College
- Film LA
- Horizon Educational Centers
- iLead Schools
- Opportunities for Learning
- SCV Economic Development
- Stanford University
- Synectic Solutions
- Woodbury University
Technology and Engineering
- Argus Consulting
- Atlas Medical
- California Manufacturing and Technology Consulting
- CallSource
- DPS Telecom
- Dynamic Risk Assessment
- Evisions
- Knight & Carver Wind
- Louroe Electronics
- Matthews Studio Equipment
- Megatrax
- Milestone Systems
- NAVIS
- Online Administrators
- Policy Works
- Ram Technologies
Professional Services
- Advisor Resource Council
- Alexander Babbage
- Allinial
- Baker Brands
- Barton CPA
- Building Service Contractors Association International (BSCAI)
- California Manufacturing and Technology Consulting
- Damitz, Brooks, Nightingale, Turner & Morrisset
- Deluxe Corporation
- ExperiencePoint
- Floyd, Skeren, & Kelly LLP
- ForensisGroup
- Hawthorne Direct
- Hedman & Associates
- Opus Agency
- PKF North America
- PLG Consulting
- Poole & Shaffery
- PRG
- Southern California Graphics
- Southwest Solutions
- The Regan Group
- The Sales Factory
- The 360 Companies
Nonprofit
- Ability First
- American Council for Exercise
- Arizona Society of CPAs
- Building Service Contractors
- Association International
- Family Promise
- Greater Phoenix Leadership
- Jr. Achievement
- Los Angeles Firemen’s Relief Association
- Lincoln Training Centers
- National Paper Trade Association
- St. Barnabas Senior Services
Energy and Natural Resources
- Charger Water
- FreeState Electric Cooperative
- I-Dent Group
- Kennecott Energy
- Rio Tinto
- Rio Tinto Minerals
- U.S. Borax
At the heart of strategy are difficult choices that management teams need to make about concentration risk, diversification, and how to ensure that a company’s value proposition continues to resonate in the marketplace. While companies know they must provide unique value, the quest for differentiation can prove to be elusive.
Our Content
The Strategy Page: Megatrend Edition
On the Strategy Page, we thoughtfully examine a range of business trends that inform our clients in the formation of strategy. In our annual trends series (see below), we focus on technology, economic, social, workforce, and political trends shaping our world.
The Strategy Page: AI Economy Edition
The initial reactions to the AI revolution were fear and wonder.
Would millions of workers become obsolete? Could machines eventually control humanity, or destroy it? For the moment, these fears appear to be unfounded.



