SME Strategy

What SME Strategy does

SME Strategy Consulting Inc. is a Vancouver-based strategic planning facilitation firm founded in 2011 and led by Managing Partner Anthony C. Taylor, operating with a small 1-10 person core team. The company delivers facilitated strategic planning sessions, implementation support that establishes accountability structures and execution rhythms, stakeholder engagement facilitation, executive keynotes and speaking engagements, a subsidized non-profit strategic planning program ($6,500 versus a regular program price of $13,500 per multi-year engagement), and self-paced online courses (Aligned Strategy and Leading Strategy Execution) hosted on the Thinkific platform. Its primary technology surface is human-led facilitation methodology augmented by content assets (a published book 'Alignment,' a Strategy and Leadership podcast with 367,000+ plays, a YouTube channel with 43,000+ subscribers, and free strategic planning templates/toolkits).

Its business model is a sales-led professional services practice that monetizes engagements on a project/multi-year basis, supplemented by individually sold self-paced courses and keynote speaking fees. Go-to-market relies on direct outreach to mid-market leadership teams ($10M-$150M revenue organizations), amplified by a content marketing engine (blog, podcast, YouTube, monthly newsletter, free downloadable templates) that drives inbound leads. Customer base spans utilities, manufacturing, technology, construction, non-profits, education, and government, with named logos including Kaukauna Utilities, Hydramaster International, Canadian Child Care Federation, PageDNA, Bank of Fiji, UBC APSC, Holcim, WestGen, and The Mommy Support Network.

The company is privately held with no disclosed external funding, no parent organization, no subsidiaries, and no patents, apps, or APIs. It holds no AI/ML capabilities and its competitive position rests on the founder's 15+ years of practitioner experience, the accumulated content brand, and recurring post-engagement check-ins rather than on software or technology differentiation. Recognition includes Clutch awards in 2023 and 2024 and the 2016 Palme Blue for Microenterprise of the Year from the French Chamber of Commerce.

Name

SME Strategy

Legal name

SME Strategy Consulting Inc.

Website

https://smestrategy.net

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

SME Strategy Consulting Inc. is a Vancouver-based strategic planning facilitation firm founded in 2011, led by Managing Partner Anthony C. Taylor. It delivers facilitated strategic planning, implementation support, online courses, and stakeholder engagement services to mid-market organizations, non-profits, and government entities across North America and globally.

Ownership category

akta.pro rank

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Strategic Planning Facilitation Consulting: Professional facilitation services for organizations seeking strategic alignment, delivered through in-person or virtual sessions with leadership teams
2. Strategy Implementation Consulting: Ongoing consulting support for executing strategic plans with accountability structures and execution rhythms
3. Online Courses: Self-paced virtual programs including Aligned Strategy course and Leading Strategy Execution, sold individually
4. Non-Profit Program: Subsidized strategic planning facilitation for non-profit organizations at reduced rates
5. Speaking & Leadership Programs: Executive keynotes and leadership sessions for organizations and conferences

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

SME Strategy provides facilitated strategic planning services for mid-market organizations, helping boards, leadership teams, and staff align around shared strategic outcomes through structured in-person or virtual sessions. Their core offerings include Strategic Planning Facilitation, Strategic Plan Implementation support, Stakeholder Engagement facilitation, and Leadership Development & Speaking. They supplement these professional services with self-paced online courses (Aligned Strategy, Leading Strategy Execution) and a subsidized Non-Profit Strategic Planning Program.

Product overview

SME Strategy is a consulting firm offering strategic planning and implementation services rather than a unified software platform. The core offering consists of Strategic Planning Facilitation (live facilitated sessions) and Strategic Plan Implementation (execution support). These are supplemented by Leadership Development & Speaking engagements, Stakeholder Engagement services, and a subsidized Non-Profit Strategic Planning Program. The company also offers educational products including the Aligned Strategy Course and Leading Strategy Execution course on the Thinkific platform, along with free resources such as the Strategic Planning Template, Strategic Alignment Toolkit, and Strategic Leadership Foundations course. Content-driven products include the 'Alignment' book by Anthony Taylor and the Strategy and Leadership Podcast. The portfolio is structured as consulting services bundled with optional educational courses and free resources, not a traditional software-as-a-service product.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Planning Facilitation Facilitated strategic planning sessions that create shared clarity and alignment around priorities, direction, and critical decisions for mid-market organizations. Delivered in-person or virtually with leadership teams.
• Strategic Plan Implementation Consulting service that builds the structures, rhythms, and accountability required for consistent strategic execution, helping organizations turn strategy into results.
• Leadership Development & Speaking Executive keynotes and leadership sessions that help teams make better strategic decisions when it matters, delivered by Anthony Taylor.
• Stakeholder Engagement Facilitated sessions designed to earn stakeholder trust and gather honest perspectives for effective organizational decision-making.
• Non-Profit Strategic Planning Program Subsidized fully facilitated virtual strategic planning sessions for select non-profit organizations, including five 3-hour sessions, pre-work, documentation, and quarterly check-ins.
• Aligned Strategy Course Self-paced online course teaching leaders how to facilitate structured strategic conversations with their leadership team.
• Leading Strategy Execution Course On-demand course providing the structure and leadership cadence required to turn strategy into consistent, organization-wide results.

Quantifiable outcome

• Organizations achieve 3-year vision, mission, values, and strategic priorities in intensive 2-day facilitated sessions
• +1 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered minor.

• MacKay CEO ForumsminorStrategic or Co-development PartnerAnthony Taylor serves as a forum chair with MacKay CEO Forums, connecting with senior leaders and business owners to share strategic planning expertise.
• Business Development Bank of Canada (BDC)minorImplementation/ SI/ Consulting PartnerAnthony Taylor serves as a senior delivery consultant through the Business Development Bank of Canada, delivering strategic planning expertise to BDC clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• OnStrategy: OnStrategy is a strategy execution software and consulting firm serving mid-market organizations, directly comparable to SME Strategy's facilitation-plus-execution offering. Both bundle facilitated strategic planning with ongoing execution support for similar buyer profiles.
• Rhythm Systems: Rhythm Systems provides strategy execution software and coaching built around the 'Rhythm of Business' methodology, closely overlapping SME Strategy's planning-to-execution continuum. Both target leadership teams needing structured accountability and execution rhythms.
• Cascade: Cascade is a strategy execution platform used by mid-market and enterprise teams to link strategic plans to execution and reporting. It competes with the implementation tooling layer adjacent to SME Strategy's consulting services.
• AchieveIt: AchieveIt offers strategy execution software for plan management, initiative tracking, and accountability. It overlaps SME Strategy's implementation consulting methodology with a technology-enabled alternative for similar mid-market buyers.
• Palladium Group: Palladium Group consults on strategy execution and the Balanced Scorecard framework, serving a comparable mid-market and enterprise customer base. Its facilitation-led methodology closely mirrors SME Strategy's planning-and-execution approach.

Broad incumbents

• FranklinCovey: FranklinCovey is an established leadership and execution consultancy offering workshops, content, and advisory services to enterprises. It competes with SME Strategy in leadership development and strategic execution, but at significantly larger scale and broader scope.
• Bain & Company: Bain & Company is a global strategy consultancy serving large enterprises on corporate and competitive strategy. While SME Strategy serves a smaller mid-market segment, Bain represents the upper bound of competition for sophisticated strategy buyers.
• McKinsey & Company: McKinsey is a top-tier global management consulting firm with a broad strategy practice. Although typically serving larger clients than SME Strategy, its strategy offerings define buyer expectations and competitive benchmarks for the broader strategic planning category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/smeinsights
• YouTubeyoutube.com/@SMEStrategyINC
• Facebookfacebook.com/Smestrategy
• LinkedInlinkedin.com/company/sme-strategy
• Instagraminstagram.com/smestrategyconsulting

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 SME Strategy