The Heffelfinger Company

What The Heffelfinger Company does

The Heffelfinger Company (THC) is a privately held, founder-owned boutique consultancy specializing in leadership development, executive coaching, team alignment, and organizational transformation. Founded and operated by principals Lori Heffelfinger (MSOD, PCC) and James Jackman (MSOD) from offices in the Los Angeles, California area (Redondo Beach mailing address, 310 area code), the firm serves C-suite leaders, Fortune 100 executives, mid-level managers, and select policy think tanks. THC positions itself as the preferred coaching provider for Fortune 100 Technology companies and reports client engagements lasting 18+ years with an NPS of 88.

The firm's core service portfolio comprises seven integrated offerings: Leadership-Team Alignment, Executive Coaching, Team Coaching, Strategic Visioning, Assessment Certifications, Cultural Transformation, and Leadership Development, all delivered through the firm's proprietary three-step methodology (Discover, Design, Deliver). Delivery is augmented by validated, licensed assessment instruments including Everything DiSC (Wiley), Five Behaviors of a Cohesive Team (Wiley/Patrick Lencioni), Team Alignment Survey and Employee Passion Survey (Integro Leadership Institute), and the Thomas Kilmann Conflict Mode Instrument (Kilmann Diagnostics). The firm also offers a shorter-format service called Gatherings for Teams and Groups focused on team emotional health.

THC operates a high-touch, principal-led delivery model with no intermediaries, no published pricing, and custom quote-based engagements initiated through a free 20-minute team alignment work audit. Revenue is generated entirely through professional services fees across coaching, consulting, and assessment certification streams. Demand generation relies on an owned content engine (60+ blog posts since 2019 at roughly two posts per month), a LinkedIn presence, an email newsletter, and direct outreach. The company has no disclosed funding, no parent company, no subsidiaries, and no publicly reported financials.

Name

The Heffelfinger Company

Legal name

Heffelfinger Company

Website

https://heffelfingerco.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

The Heffelfinger Company is a privately held boutique consultancy that delivers executive coaching, leadership development, and team alignment services to Fortune 100 executives, C-suite leaders, and mid-level managers using a proprietary Discover-Design-Deliver methodology and validated assessment instruments.

Ownership category

akta.pro rank

Product category

Leadership Coaching & Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro industry

PRIMARYBPACANAA

Corporate & Leadership Development

Business & Public Services/HR, Staffing & Recruitment Services/Training, Learning & Development Services

SECONDARYBPAHAGAB

Organization Design & Operating Model Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Human Capital & Organizational Consulting

SECONDARYBPAHACAA

Strategy & Corporate Development Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYEDABAAAK

Leadership Assessment, 360 Feedback & Development Planning

Education/Corporate Training & Professional Development/Leadership & Management Development

Keywords

• Leadership coaching services
• Executive coaching
• Team alignment consulting
• Organizational transformation
• Leadership development programs

Headquarters

HQ city

Redondo Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Leadership Coaching Services: One-on-one executive coaching engagements for C-suite leaders, Fortune 100 executives, and mid-level managers. Services include Leadership-Team Alignment, Executive Coaching, and Team Coaching delivered through custom engagements.
2. Assessment Certifications: Licensed provider of validated assessment instruments including Everything DiSC, Five Behaviors, Team Alignment Survey, and Thomas Kilmann Conflict Mode Instrument. Revenue from certification programs and assessment administration.
3. Strategic Visioning & Consulting: Organizational transformation and strategic planning consulting services including strategy activation, cultural transformation, and leadership development programs.
4. Workshops & Training: Group workshops and training programs on team development, leadership practices, and organizational change delivered either virtually or in-person.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

The Heffelfinger Company is a boutique business consultancy that delivers leadership development, executive coaching, team alignment, and organizational transformation services to enterprise clients. Engagements are principal-led and follow a proprietary 3-step methodology (Discover, Design, Deliver), supported by licensed administration of validated assessment instruments including Everything DiSC, Five Behaviors, the Team Alignment Survey, and the Thomas Kilmann Conflict Mode Instrument.

Product overview

The Heffelfinger Company (THC) is a consulting and coaching services firm that operates as a single integrated service offering rather than a platform-plus-modules architecture. Their core portfolio centers on leadership development, team alignment, and organizational transformation services. The primary services include Leadership-Team Alignment, Executive Coaching, Team Coaching, Strategic Visioning, Assessment Certifications, Cultural Transformation, and Leadership Development. These services are delivered through consulting engagements, coaching programs, and workshops. THC supplements their service delivery with various assessment instruments including Everything DiSC, Five Behaviors of a Cohesive Team, Team Alignment Survey, Employee Passion Survey, Everything DiSC Productive Conflict, and Thomas Kilmann Conflict Mode Instrument. They also offer Gatherings for Teams and Groups as a specialized service offering. The company is a Wiley Authorized Partner and licensed associate of Integro Leadership Institute.

Differentiator

Problem solved

Functional benefit

Products and services

• Leadership-Team Alignment Consulting, coaching, and workshops delivered to senior leadership teams to align them to organizational vision, mission, values, and purpose and to one another, creating Agile Organizations through strategy and culture alignment. Targeted at Fortune 100 Technology companies, think tanks, and large enterprise leadership teams.
• Executive Coaching
• Team Coaching
• Strategic Visioning
• Assessment Certifications
• Cultural Transformation
• Leadership Development
• Gatherings for Teams and Groups
• Everything DiSC Assessment Certification
• Five Behaviors of a Cohesive Team

Quantifiable outcome

• Net Promoter Score (NPS) of 88—the top percentile
• +3 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• WileycoreStrategic or Co-development PartnerLicensed publisher relationship for Five Behaviors® of a Cohesive Team assessment and program. THC is a certified provider delivering the Five Behaviors model developed by Patrick Lencioni and published by Wiley.
• Everything DiSC (Wiley)coreStrategic or Co-development PartnerWiley Authorized Partner for Everything DiSC assessments including Productive Conflict module. THC is certified and licensed to administer DiSC assessments and provide certifications.
• Integro Leadership InstitutecoreStrategic or Co-development PartnerLicensed associate and certified provider of Trust Inside Assessments including Team Alignment Survey and Employee Passion Survey. Uses Intégro's Personal Responsibility Model and frameworks.
• Kilmann DiagnosticsminorStrategic or Co-development PartnerProvider using Thomas Kilmann Conflict Mode Instrument (TKI) to help clients understand conflict styles and develop healthier approaches to conflict resolution.
• Ian Ziskin (Lives Lost and Leadership Found)minorStrategic or Co-development PartnerLori Heffelfinger contributed an essay titled 'Resilience Without Regret' to the book Lives Lost and Leadership Found: Lessons from Special Somebodies, led by author Ian Ziskin. Published October 6, 2025.
• Denise KirwanminorOthersIndependent consultant Denise Kirwan collaborates with THC on strategic planning and organizational transformation engagements, co-authoring blog posts on strategic planning topics.
• Gordon TredgoldminorOthersAward-winning corporate motivational speaker whose quote is featured in THC blog content, indicating thought leadership alignment and cross-promotion.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• FranklinCovey: Global leadership and organizational development firm offering training, coaching, and consulting—operates in overlapping leadership-development space with THC but with a much broader portfolio and scaled delivery model.
• Korn Ferry: Global organizational consulting firm with a substantial leadership development, executive coaching, and talent management practice—competes for similar enterprise leadership-transformation engagements but at vastly greater scale and broader service portfolio.
• Heidrick & Struggles: Global leadership advisory and executive search firm providing executive coaching, leadership assessment, and organizational consulting—directly comparable to THC in Fortune 100 executive coaching engagements, but operating at much larger scale.
• DDI (Development Dimensions International): Global leadership development firm providing assessment, executive coaching, and team performance services—comparable to THC in Fortune 100 leadership and team-alignment engagements but operating at significantly larger scale.

Emerging players

• Wilson Learning: Sales and leadership development provider offering assessment-based training and coaching—partial overlap with THC in leadership development and assessment-instrument delivery for enterprise clients.

Direct peers

• Ken Blanchard Companies: Leadership training and consulting firm using proprietary and licensed assessment instruments—comparable to THC in delivering leadership programs, team development, and certified assessment-based services to enterprise clients.
• Marshall Goldsmith Group: Executive coaching and leadership development firm specializing in C-suite coaching and stakeholder-centered coaching—comparable boutique, principal-led delivery to Fortune 100 executives, similar in positioning and methodology.
• RHR International: Boutique firm specializing in executive coaching, leadership development, and team effectiveness—closely mirrors THC's boutique, principal-led model and Fortune 500 client base.
• Egon Zehnder: Leadership advisory firm focused on executive coaching, team effectiveness, and CEO succession—most directly comparable to THC in boutique Fortune 500 coaching and team-alignment work, with similar relationship-based, principal-led delivery model.
• Center for Creative Leadership (CCL): Research-driven leadership development provider offering executive coaching, 360 feedback, and team leadership programs—closely comparable to THC in leadership assessment, coaching, and team-alignment offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-heffelfinger-company
• Xx.com/ldhtrekker

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Heffelfinger Company