UBT

What UBT does

UBT (Universal Business Team) is a privately held Australian management consulting firm, founded in 2009 and structured as UBT Marketing Pty Ltd, that delivers business advisory, coaching, consulting, and training programs to over 3,000 family-owned businesses and small-to-medium enterprises across 19 countries. The firm operates from nine regional offices spanning North America (Bridgewater, NJ), Canada (Winnipeg), the Caribbean (Barbados), Argentina (Buenos Aires), France (Ternay), Australia (Sydney Olympic Park, global headquarters), New Zealand (Auckland and Palmerston North), and the UK (Warwick), with a stated 'follow-the-sun' service model. Its commercial model combines professional-services revenue (consulting engagements, coaching, multi-year in-house training priced at CAD $7,500 per face-to-face day and CAD $1,000 per webinar) with affiliate/referral revenue from a group-buying platform aggregating customer demand for fuel, fleet, freight, insurance, travel, energy, and SaaS through negotiated partnerships with brands including Google, PwC, Vodafone, Ricoh, Qantas, Air New Zealand, Volvo, Mercedes-Benz, Avis, TNT, and Xe.

The product portfolio extends well beyond core advisory into a suite of add-on modules: Streamline3 (proprietary device/IT management), The Precinct (premium co-working and meeting space in Australia, New Zealand, and the UK), HR100 (HR support), UBT Business Assist (household support), travel management, accountancy, legal/risk/compliance, and commercial and asset finance. Distribution is sales-led and direct, delivered through face-to-face client workplace visits, webinars, and a dedicated events/seminars team. UBT is a purpose-driven organization: profits and operational activity are positioned as sustainable funding for OneSchool Global and the Rapid Relief Team, which are listed as flagship strategic partners. The firm is privately held with no disclosed external funding, no M&A activity, no patents or trademarks on record, and no AI/ML capability disclosure; scale signals include a 501–1,000 employee base and a customer footprint collectively employing 56,000 people with an 11% reported average annual business growth rate.

Name

UBT

Legal name

UBT Marketing Pty Ltd

Website

https://universalbusinessteam.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

501–1,000 employees

Short description

UBT is a privately held Australian consulting firm, founded in 2009, that delivers advisory, coaching, training, and group-buying services to over 3,000 family businesses and SMEs across 19 countries through nine regional offices, with profits funding OneSchool Global and the Rapid Relief Team.

Ownership category

akta.pro rank

Product category

Business Consulting Services

NAICS

Professional, Scientific, and Technical Services (54), Computer Training (611420)

SIC

Services-Management Consulting Services (8742), Services-Educational Services (8200)

akta.pro primary industry

Valuation, M&A & Corporate Development (EDABAJAN)

akta.pro secondary industry

End-User Device Management (UEM/MDM, Desktop/Laptop/Tablet) (BPAEAIAB)

Keywords

• Business advisory services
• Management consulting
• Family business consulting
• In-house business training
• Group purchasing platform

Headquarters

HQ city

Essington

HQ country

Australia

HQ region

Oceania

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Advisory and Consulting Services: UBT provides comprehensive business advisory, coaching, consulting services to family businesses and SMEs. Revenue is generated through consulting engagements, strategic advisory sessions, and ongoing coaching programs.
2. Training Programs: In-house training programs delivered face-to-face at client workplaces supplemented with webinars. Pricing is per face-to-face day (CAD $7,500) and per webinar (CAD $1,000). Programs span 3 months to a year depending on business size and needs.
3. Events and Seminars: Major seminars and events managed by dedicated events team for business education and networking.
4. Group Purchasing / Commercial Partnerships: Group buying powerhouse providing products including fuel, motor fleet, freight, insurances, travel, energy and SaaS. Revenue derived from negotiated group deals with providers for the customer community.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels5 records

Core offering

UBT provides business advisory, coaching, consulting, and customized in-house training programs to family businesses and SMEs across 19 countries. The core offering is supplemented by an integrated suite of services including HR support (HR100), accountancy, legal/risk/compliance, commercial and asset finance, travel management, the proprietary Streamline3 device management system, The Precinct co-working facilities, and a group purchasing platform that negotiates competitive pricing with leading corporate brands.

Product overview

UBT offers a unified consulting platform providing business advisory, coaching, consulting, and training programs designed specifically for family businesses and SMEs. The core offering is supplemented by multiple integrated modules including In-House Training (customized face-to-face and webinar-based business training), UBT Business Assist and HR100 (household and HR support services), Streamline3 (device management system), The Precinct (coworking and meeting space facilities), Events and Seminars, Travel Management, Legal and Risk and Compliance, Commercial and Asset Finance, Accountancy Services, and Commercial Partnerships group buying. Together, these modules form a comprehensive ecosystem supporting the operational, financial, and growth needs of family businesses across 19 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advisory, Coaching, and Consulting Services Comprehensive business advisory, coaching, and consulting services delivered to family businesses and SMEs across 19 countries, covering strategic planning, leadership development, operations management, marketing, financial analysis, and ongoing coaching engagements.
• In-House Training (IHT) Customized business training program delivered via face-to-face onsite sessions at client workplaces supplemented with webinars, covering strategic planning, leadership, operations management, marketing, and financial analysis. Priced at CAD $7,500 per face-to-face day and CAD $1,000 per webinar, with full programs spanning 3 months to a year.
• UBT Business Assist Household and community support service providing community-specific products and assistance programs that complement UBT's core advisory offering for family businesses and households.
• HR100 HR support service providing human resources solutions and assistance for family businesses and SMEs.
• Accountancy Services Accounting and bookkeeping services delivered to businesses and households within UBT's customer community.
• Legal and Risk and Compliance Services Legal advisory, risk management, and regulatory compliance support services for family businesses and SMEs.
• Commercial and Asset Finance Financial services providing commercial lending and asset finance solutions for businesses in UBT's customer community.
• Travel Management Business travel management services including booking and coordination for community businesses.
• Streamline3 Proprietary device management system developed by UBT for managing phones and IT services for community businesses and households.
• The Precinct Premium co-working and meeting space facilities offering shared workspaces, meeting rooms, and lounge areas with five-star services, located in Australia, New Zealand, and the United Kingdom.
• Events and Seminars Major seminar and event management services organized and delivered by UBT's dedicated events team for business education, networking, and customer engagement.
• Commercial Partnerships / Group Buying Group buying power service providing access to fuel, motor fleet, freight, insurances, travel, energy, and SaaS products at competitive prices through UBT's collective purchasing power across 3,000+ member businesses and approved corporate partners.

Quantifiable outcome

• 11% average annual growth rate for customer businesses
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

13 partnerships are on record, tiered core, minor and flagship.

• RicohcoreOthersApproved provider of business services including workplace technology solutions. UBT's global buying power enables development of special relationships with leading corporate brands to offer high-quality products and services to clients at competitive prices.
• VodafonecoreOthersTelecommunications provider within UBT's portfolio of approved providers offering business communication solutions to UBT's customer community.
• PwCcoreOthersProfessional services firm providing business consulting, advisory and professional services to UBT's customer community through approved provider arrangements.
• VolvominorOthersVehicle manufacturer partner providing motor fleet solutions through UBT's group buying arrangements.
• Mercedes-BenzminorOthersVehicle manufacturer partner providing motor fleet solutions through UBT's group buying arrangements.
• QantascoreOthersTravel partner providing flight and travel services to UBT's customer community through group buying power arrangements.
• TNTminorOthersLogistics and freight provider within UBT's approved provider portfolio offering shipping and delivery solutions.
• GooglecoreTechnology or IntegrationTechnology partner providing SaaS and digital solutions to UBT's customer community through commercial partnerships.
• AvisminorOthersVehicle rental partner providing rental car services through UBT's group purchasing arrangements.
• XeminorOthersCurrency services provider within UBT's portfolio of approved providers offering financial services solutions.
• Air New ZealandcoreOthersTravel partner providing flight and travel services to UBT's customer community through group buying power arrangements.
• OneSchool GlobalflagshipStrategic or Co-development PartnerOneSchool Global is one of the world's most comprehensive, truly global schools with over 100 schools in 21 countries. Everything UBT does provides sustainable funding for education and social welfare programs that are part of their ecosystem.
• Rapid Relief TeamflagshipStrategic or Co-development PartnerRapid Relief Team is a volunteer-driven charity serving people across the globe with care and compassion in their time of need. UBT's business operations support sustainable funding for this charity.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Vistage Worldwide: Vistage is a global peer advisory and executive coaching organization serving CEOs and business leaders, predominantly from SMB and mid-market segments. It is the most direct comparable to UBT given its similar business model of combining group advisory with executive coaching and training for SMB owners.
• Strategic Coach: Strategic Coach provides structured coaching programs and workshops for entrepreneurs and business owners. It is directly comparable to UBT's In-House Training program in its focus on strategic planning, leadership, and growth frameworks for owner-operators.
• ActionCOACH: ActionCOACH is one of the world's largest business coaching franchises serving SMEs globally. It competes directly with UBT in the SMB advisory and coaching segment and operates on a franchise-led model with similar GTM mechanics.
• Entrepreneurs' Organization (EO): EO is a global peer network for business owners and entrepreneurs with members across 60+ countries. Like UBT, it focuses on supporting owner-operators of growth-stage businesses through peer learning, events, and educational programs, making it a highly comparable peer organization.
• The Alternative Board (TAB): TAB facilitates peer advisory boards for SMB owners, providing monthly board meetings, coaching, and strategic advisory services. Its member-driven peer group model closely mirrors UBT's community-based approach to serving family businesses.

Broad incumbents

• BDO Global: BDO is a top-five global accounting and professional services network offering audit, tax, advisory, and consulting services. UBT partners with PwC and offers accounting services that overlap with BDO's mid-market advisory practice, making BDO a broad incumbent peer.
• Dale Carnegie Training: Dale Carnegie Training is an established global training organization delivering leadership, sales, and communication programs since 1912. It competes with UBT's In-House Training product in the broader corporate training market for SMBs and enterprises.
• FranklinCovey: FranklinCovey is a large global training and consulting firm offering leadership, productivity, and execution programs. It overlaps with UBT's training and leadership development offerings but serves a broader enterprise and government client base.

Emerging players

• Sandler Training: Sandler Training is a global sales and leadership training organization with a franchise model delivering corporate training programs. While narrower in scope (sales-focused) than UBT, it competes in the same corporate training and SMB enablement space.
• Gazelles (Scaling Up): Gazelles/Scaling Up delivers coaching and consulting based on Verne Harnish's Scaling Up framework for growth-stage companies. Its coaching certification network is comparable to UBT's structured advisory and training methodology for growth-oriented SMBs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ubt-global
• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 UBT