Envision Group

What Envision Group does

Envision Group (legal entity: EnvisionGroup International) is a Calgary, Canada-based consulting and leadership development firm founded in 1998 by Pat Lipovski. The firm delivers strategy consulting, multi-tier leadership development programs (Emerging Leader through Strategic & Aligned Leader), proprietary frameworks (A.D.A.P.T. talent system, VISION coaching model, 7 C's business development), and licensed psychometric assessments (ProfileXT, CheckPoint 360, Profile Managerial Fit) to enterprise clients across Energy, Airline, Healthcare, Professional Services, and Technology sectors. Service delivery is asset-light: Pat Lipovski and a small support team are the only employees, while delivery is executed by a roster of independent Senior Consulting Partners and Consulting Partners — most of whom are former C-suite executives from major global corporations.

The firm's revenue model is professional services-based and quote-based for most enterprise engagements, with a small packaged-event revenue line from the 'Play to Lead' Canadian Corporate Athlete Certification program (tiered sponsorships $2,500-$15,000). Customer acquisition is predominantly referral-driven, leveraging board positions held by senior partners at corporate and nonprofit organizations worldwide, supplemented by blog content marketing, keynote speaking, and event-based channels. Named enterprise clients include Air Canada, WestJet, Malaysia Airlines, Qatar Airways, Suncor, Halliburton, Schlumberger, KPMG, Novartis, and Stantec, indicating engagement at the executive level across multiple verticals and geographies (Canada, USA, UK, Saudi Arabia, Malaysia).

Adjacent to the core practice, Envision Group operates a healthcare-specific vertical (Practice Management programs, Experience Maker workshops, Clinical Staff Search recruitment) and a wholly-owned bookkeeping subsidiary, Cash Control Inc. (founded 2018), which provides outsourced transaction recording, payroll, tax preparation, and QuickBooks/Dext management to small and medium-sized businesses. The company has no technology products, no AI/ML capabilities, no app or API surface, and no public funding rounds; competitive differentiation rests on senior human facilitation expertise, proprietary methodologies, and multi-decade relationships with C-level buyers.

Name

Envision Group

Legal name

EnvisionGroup International

Website

https://envisiongroup.ca

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Envision Group is a Calgary-based consulting and leadership development firm founded in 1998 that delivers strategy, executive coaching, leadership workshops, and proprietary talent frameworks to enterprise clients in Energy, Airline, Healthcare, and Professional Services across North America, Europe, the Middle East, and Asia Pacific.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Human Resources Consulting Services (541612), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)

akta.pro secondary industries

Organization Design & Operating Model Consulting (BPAHAGAB), Strategic Leadership & Business Acumen (EDABAAAC), DEI, Equity & Inclusion Advisory (BPACAJAJ), Sustainability & ESG Consulting (BPAHACAK)

Keywords

• Leadership development consulting
• Executive coaching services
• Strategy consulting
• Organizational development
• Talent management advisory

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategy Consulting: Advisory services for strategic business plan development, portfolio optimization, market segmentation, technology commercialization, joint venture strategies, sales and marketing campaigns, and project feasibility assessments. Delivered through senior partner engagements.
2. Leadership Development Programs: Multi-level leadership development including Emerging Leader, Engaging Leader, Strategic Leader programs, Playbook Workshops, Executive Branding, and Inclusion & Diversity training. Delivered as workshops, e-learning, coaching, or custom series.
3. Business Development Training: Advanced business development programs using the 7 C's Framework, delivered as in-person or virtual workshops with peer feedback and real-world application.
4. Healthcare Practice Management: Specialized training programs for dental and healthcare practices including Practice Management, Experience Maker workshops, and Clinical Staff Search services.
5. Assessment Services: Psychometric assessments including ProfileXT, CheckPoint 360, and Profile Managerial Fit for hiring, development, and succession planning.
6. ESG Certificate Training: Environmental, Social, and Governance training programs for corporate leaders to understand ESG expectations and integrate them into decision-making.
7. Play to Lead Program: Canadian Corporate Athlete Certification program presented with Canada's Sports Hall of Fame. Tiered sponsorship packages ranging from $2,500 to $15,000 based on participant count.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Envision Group is a consulting and leadership development firm that helps organizations and healthcare practices clarify strategy, build leadership capability, and grow sustainable performance. The firm delivers strategy consulting, multi-level leadership development programs, business development training, ESG training, psychometric assessments, and healthcare/dental practice management services through senior partner engagements, workshops, coaching, and custom learning series.

Product overview

Envision Group is a consulting and leadership development firm offering a portfolio of interconnected programs and services. The core offering consists of multi-level Leadership Development Programs (Emerging Leader, Engaging & Influential Leader, Strategic & Aligned Leader, Playbook Workshops, Executive Branding, Inclusion & Diversity) supported by three optional assessment tools: ProfileXT, CheckPoint 360, and Profile Managerial Fit. Healthcare-specific solutions include Practice Management Programs (Emerging Dental Leader, Engaging Dental Leader, Strategic Dental Leader, Finance for Non-Financial Dental Leadership), Experience Maker workshops, and Clinical Staff Search. The company also delivers the A.D.A.P.T. talent system framework, the VISION Model coaching methodology, Business Development training using the 7 C's Framework, Strategy Consulting services, ESG Certificate Training, and the Play to Lead / Canadian Corporate Athlete Certification program. Cash Control Inc. operates as a bookkeeping sub-brand. Programs are delivered through in-person workshops, virtual sessions, e-learning modules, blended learning, custom series, and one-on-one coaching.

Differentiator

Problem solved

Functional benefit

Brands

• A.D.A.P.T. A talent hub framework with five integrated pillars: Attract, Develop, Assess, Perform, and Thrive. Developed by Sharon Benson and delivered in partnership with Envision Group International.
• VISION Model

Products and services

• Leadership Development Programs Suite of multi-level leadership development workshops and programs for emerging, mid-level, senior, and executive leaders, covering leadership skills, executive branding, and inclusion and diversity.
• Strategy Consulting Strategic consulting services including business plan development, portfolio optimization, market segmentation, technology commercialization strategies, joint venture strategies, sales and marketing campaigns, and project feasibility assessments for enterprise clients.
• Practice Management Programs Specialized leadership and management training programs for healthcare and dental practices, including Dental Leader tracks and Finance for Non-Financial Dental Leadership training.
• Experience Maker Workshops Condensed 1-day team building workshops for dental clinics including the Dental Experience Maker session and Dental Team Planning & Engagement session.
• Clinical Staff Search Specialized recruitment service for healthcare practices to find ideal candidates for roles including Assistants, Hygienists, Associate Dentists, Nurses, Clinic Managers, and Receptionists, using tailored assessment tools.
• A.D.A.P.T. Framework End-to-end talent system framework with five integrated pillars (Attract, Develop, Assess, Perform, Thrive) for workforce management, leadership capability, and performance rhythm.
• VISION Model Coaching Structured coaching approach with six progressive steps (Visualize, Identify, Seek Options, Inspire a Plan, Overcome Obstacles, Next Steps) used to drive transformational growth and empower individuals and teams.
• Business Development Training (7 C's Framework) Advanced business development training program based on the 7 C's Framework (Choose, Connect, Clarify, Compel, Confirm, Continue, Champion) for customer-centered engagement and revenue growth.
• Play to Lead / Canadian Corporate Athlete Certification Leadership experience program presented with Canada's Sports Hall of Fame, fusing elite athletes' mental toughness, discipline, and purpose with corporate mindset and resulting in Canadian Corporate Athlete Certification.
• ESG Certificate Training Environmental, Social, and Governance training program for corporate leaders covering sustainable development, sustainability reporting (GRI, IPIECA, SASB), Paris Climate Agreement, and DRIVE reporting methodology for developing personal ESG leadership action plans.
• Cash Control Inc. Bookkeeping Services Full-service bookkeeping subsidiary offering transaction recording, accounts payable/receivable, bank reconciliation, financial reporting, payroll processing, tax preparation, financial analysis, budgeting, forecasting, and QuickBooks/Dext software management for small and medium-sized businesses.

Quantifiable outcome

• Client company achieved market share growth from 5% to 90% with 30% YOY revenue growth for 18 years under executive coaching
• +3 more outcomes

Named customers27 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

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

• Sharon Benson (Talent Hub / A.D.A.P.T.)coreStrategic or Co-development PartnerSharon Benson developed the A.D.A.P.T. Framework and delivers it in partnership with Envision Group International. A.D.A.P.T. is an end-to-end talent system covering Attract, Develop, Assess, Perform, and Thrive pillars for workforce management.
• Canada's Sports Hall of FameflagshipStrategic or Co-development PartnerCo-presenter of the 'Play to Lead' Canadian Corporate Athlete Certification program. Combines elite athlete mental toughness principles with corporate leadership development. A portion of proceeds supports Canada's Sports Hall of Fame's national education programs.
• Fieldstone EquityminorStrategic or Co-development PartnerRobert Peterson serves as Senior Partner at Fieldstone Equity (Houston-based Merchant Bank) while also serving as Senior Partner at Envision Group. Facilitates connections for financing and strategic advisory engagements.
• Pro-D LearningminorGTM or Marketing PartnerWorkshop and e-learning content provider for Envision Group programs. Listed as content partner for professional development and learning solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• DDI (Development Dimensions International): Specialist leadership development and talent management firm with proprietary assessment tools and multi-level leadership programs. Closely mirrors Envision Group's flagship leadership development programs, A.D.A.P.T.-style talent frameworks, and psychometric assessment-based delivery model.
• Blanchard (The Ken Blanchard Companies): Leadership training and management development firm offering proprietary frameworks (SLII), workshops, and assessments. Directly comparable methodology-based leadership development with global enterprise clients.
• Wilson Learning Worldwide: Sales, leadership, and human performance consulting firm offering proprietary frameworks, assessments, and customized learning programs to global enterprises. Directly comparable methodology-driven approach.
• RHR International: Boutique executive coaching and leadership development firm serving senior executives and boards. Directly comparable premium positioning, C-suite focus, and senior-consultant-led delivery model.
• Center for Creative Leadership (CCL): Nonprofit leadership development and executive education provider with proprietary frameworks, 360-degree assessments, and executive coaching. Direct competitor in leadership development and talent assessment space.
• BTS Group: Strategy execution and leadership development consultancy serving global enterprises with custom programs and simulations. Comparable enterprise leadership development focus and global delivery capability.

Broad incumbents

• Korn Ferry: Global organizational consulting firm offering executive search, leadership development, talent management, and strategy advisory. Directly comparable to Envision Group's leadership and talent advisory offerings but at significantly greater scale with technology-enabled delivery platforms.
• Heidrick & Struggles: Global executive search and leadership advisory firm with growing consulting and culture transformation practices. Comparable in advisory positioning to C-suite executives across industries.
• FranklinCovey: Global training and consulting firm selling proprietary leadership frameworks, workshops, and assessments to enterprise clients. Highly comparable methodology-based delivery model with stronger brand recognition and scaled distribution.
• Egon Zehnder: Executive search and leadership advisory firm serving boards and C-suite globally with deep expertise in succession planning and CEO transitions. Comparable senior executive advisory positioning.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/envisiongroup.ca
• LinkedInlinkedin.com/company/envision-group-ltd-

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

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 Envision Group