Advance Consulting

What Advance Consulting does

Advance Consulting Inc. is a privately held management consulting and professional development firm founded in 1990 and headquartered in Carmel, California. The firm specializes in transformation of people, teams, and organizations, serving corporate and government clients ranging from Fortune 1000 enterprises to small and mid-sized companies across virtually every major industry and functional area (IT, HR, Finance, Professional Services), as well as federal, state, and local agencies. Under President & CEO Greg Baker since 2005, the firm evolved from a specialized training company into a full-service management consulting practice. Its core IP centers on the Consulgetics™ methodology — a proprietary blend of consulting skills training and energy-management techniques formalized in Greg Baker's December 2019 book "The Energy Equation: Unlocking the Hidden Power of Energy in Business."

The product portfolio combines trademarked training workshops with custom consulting engagements. Training assets include the four-tier Consultative Partnering™ Series (Getting to Consultant™, Essentials of Consultative Partnering™, Advanced Consultative Partnering™, and Consultative Partnering for Leaders™), interpersonal business skills workshops (High Impact Business Presentations™, High Impact Business Writing™, The Connected Interviewer™, Building Business Partnerships™, Consultative Selling™, Consultative Negotiating™), and a Consultant Development Program built on a seven-pillar approach. Consulting services span change management, customer focus, sales and account optimization, matrix design and implementation, and operational governance, delivered alongside executive/team coaching and an Enterprise/Department Analysis and Design Toolset plus an Unintentional Conflict Enterprise Assessment. Delivery formats include on-site facilitated workshops, virtual/remote sessions (e.g., eight 2-hour Essentials Remote modules), and hybrid models.

Revenue is generated almost entirely through professional services engagements — custom consulting, advisory, coaching, and workshop facilitation under multi-year contracts — with smaller ancillary revenue from Greg Baker's speaking engagements and book sales via Amazon and Barnes & Noble. Pricing is quote-based with no-obligation initial consultations and customization billed separately. The go-to-market motion is sales-led and relationship-driven, augmented by a thought-leadership blog and book-as-gateway content funnel. Notable named clients include Kaiser Permanente, Aetna, Cisco, AT&T, Wells Fargo, Bank of America, Deloitte, Merck, Disney, ExxonMobil, the U.S. Air Force, and the Veterans' Administration; the firm also references a GSA contract indicating federal procurement eligibility.

Name

Advance Consulting

Legal name

Advance Consulting Inc.

Website

https://advanceconsulting.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Advance Consulting is a private, Carmel, CA-based management consulting and professional development firm founded in 1990 that delivers the proprietary Consulgetics™ methodology, the Consultative Partnering™ workshop series, and custom consulting engagements to Fortune 1000, mid-market, and government clients across multiple industries.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Marketing Consulting Services (541613), Management Consulting Services (54161)

SIC

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

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Learning, Training & Corporate Education Consulting (BPAHAGAE), Customer, Marketing & Sales Consulting (BPAHACAG), Organization Design & Operating Model Consulting (BPAHAGAB)

Keywords

• Management consulting services
• Consulting skills training
• Organizational change management
• Executive coaching services
• Professional development workshops

Headquarters

HQ city

Carmel

HQ country

United States

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, Infrastructure

Revenue model

1. Professional Services / Consulting Engagements: Custom business solutions engagements where Advance Consulting partners with clients to diagnose problems, develop solutions, build capability and capacity, and help move businesses to sustainable change. Engagement models include coaching, advisory services, and direct consulting delivery.
2. Training Workshops and Programs: Workshop delivery including on-site facilitated sessions, remote/virtual workshops, hybrid delivery options. Workshops include customization options (delivery, scenario/case study, and material customization) with associated customization fees.
3. Book Sales: Sales of 'The Energy Equation: Unlocking the Hidden Power of Energy in Business' through Amazon and Barnes & Noble. The book also serves as a gateway to the Change Management Toolset and broader service offerings.
4. Speaking Engagements: Greg Baker is available for speaking engagements for teams, departments, companies, agencies, and conferences, customized to specific audiences.
5. Coaching Services: Individual executive coaching, team coaching, and training in coaching and feedback. Three delivery models: Executive/Individual Coaching, Team Coaching, and Training in Coaching and Feedback.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Advance Consulting provides management consulting and professional development services to corporate and government clients. Their offerings include consulting skills workshops (the Consultative Partnering Series), interpersonal business skills training, change management consulting, customer focus, sales and account optimization, matrix design, operational governance, executive coaching, and speaking engagements, all built around their proprietary Consulgetics methodology that combines consulting skills with energy management techniques.

Product overview

Advance Consulting is a management consulting and professional development firm that has evolved from a specialized training company (established 1990) into a full-service management consulting organization. The core product portfolio includes Consulgetics™ (a proprietary consulting methodology combining consulting and energetics), the Consultative Partnering™ Series of workshops (Getting to Consultant™, Essentials of Consultative Partnering™, Advanced Consultative Partnering™, Consultative Partnering for Leaders™), and various interpersonal business skills workshops including High Impact Business Presentations™, High Impact Business Writing™, The Connected Interviewer™, Consultative Selling™, and Consultative Negotiating™. Consulting services encompass Change Management, Customer Focus, Sales and Account Optimization, Matrix Design and Implementation, and Operational Governance. The company also offers Coaching Services, Speaking Engagements, and published The Energy Equation book with an associated Enterprise/Department Analysis and Design Toolset. The offering operates as a unified services portfolio rather than a software platform.

Differentiator

Problem solved

Functional benefit

Brands

• Consulgetics: A methodology combining consulting and energetics - the practice of using energy to inform and power consulting. It is the merging of consulting skills training with the power and insight of managing energy to get things done.
• Consultative Partnering Series
• The Energy Equation

Products and services

• Consulgetics A proprietary consulting methodology that combines consulting and energetics, using energy management techniques to inform and power consulting practices for both internal and external consultants.
• Consultative Partnering Series A suite of consulting skills workshops designed for professionals at all experience levels, from entry-level consultants to executives, teaching partnership-based consulting approaches. Includes Getting to Consultant, Essentials of Consultative Partnering, Advanced Consultative Partnering, and Consultative Partnering for Leaders.
• Getting to Consultant A three-day workshop helping new consultants and individual contributors develop core consulting capabilities and increase the value they contribute.
• Essentials of Consultative Partnering A two-day workshop providing tools and interpersonal skills for achieving exceptional results in projects and client relationships, with over 25,000 professionals trained.
• Advanced Consultative Partnering Advanced consulting skills workshop for senior professionals and managers focusing on leading projects, managing challenging interactions, and communicating value propositions.
• Consultative Partnering for Leaders Executive-level workshop guiding leadership teams in developing vision for change and driving business transformation.
• Consultant Development Programs Comprehensive seven-pillar approach to developing consultants within organizations, addressing skill development, reinforcement, sustainment, and measurement.
• Consultative Coaching and Feedback Workshop teaching managers and senior staff coaching and feedback skills to reinforce consulting partnering behaviors and drive performance improvement.
• Building Business Partnerships One-day workshop providing tools and skills for developing effective long-term relationships with client groups, vendor teams, and cross-functional partners.
• High Impact Business Presentations Workshop developing professional presentation skills using a four-stage Powerful Presentation model: Plan, Prepare, Practice, and Present.
• High Impact Business Writing One-day workshop helping professionals write clear and impactful business communications based on audience understanding.
• The Connected Interviewer Workshop developing client interviewing skills to transform static interviews into dynamic communication that gains information and builds engagement.
• Consultative Selling Sales training course helping professionals close more deals while reducing sales cycle time through consultative selling processes.
• Consultative Negotiating Negotiation skills course providing consultative negotiation models and techniques for achieving successful outcomes in sales and consulting relationships.
• Change Management Services Change management consulting using energy-based approaches to help organizations design and implement sustainable organizational changes.
• Customer Focus Consulting Customer focus consulting that addresses internal and external customer alignment to improve satisfaction, productivity, and employee engagement.
• Sales and Account Optimization Consulting services helping professional service organizations align sales and services functions and enable consultants to identify upsell opportunities.
• Matrix Design and Implementation Consulting to design and implement effective matrix organizational structures with appropriate operational mechanisms and collaborative skill sets.
• Operational Governance Consulting Consulting to define operational decision-making structures that reduce conflict and improve operational performance across the enterprise.
• Coaching Services Executive, team, and individual coaching services using a six-step coaching process to accelerate professional growth and development.
• Speaking Engagements Keynote and speaking engagements by Greg Baker on managing energy in business and organizational transformation topics, customized for specific audiences.
• The Energy Equation Book Book by Greg Baker introducing the energy equation methodology for leveraging internal business energy to achieve marketplace success and drive change. Available on Amazon and Barnes & Noble.

Quantifiable outcome

• Over 25,000 professionals trained through Consultative Partnering workshops
• +1 more outcomes

Named customers28 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered minor.

• Michael Watkins / Harvard Business SchoolminorStrategic or Co-development PartnerMolly McGinn collaborated with Michael Watkins at Harvard Business School to implement 'the First 90 Days', a training program for leaders in new roles.
• Harvard Business SchoolminorStrategic or Co-development PartnerHarry Eggleton has been a facilitator at Harvard Business School as part of executive education and training programs.
• Stanford Graduate School of BusinessminorStrategic or Co-development PartnerHarry Eggleton has been a facilitator at Stanford Graduate School of Business as part of executive education programs.
• Claremont Graduate SchoolminorStrategic or Co-development PartnerHarry Eggleton served on the faculty of Claremont Graduate School in their organization development programs.
• University of San FranciscominorStrategic or Co-development PartnerHarry Eggleton served on the faculty of University of San Francisco in business education programs.
• Cal Poly, PomonaminorStrategic or Co-development PartnerHarry Eggleton served on the faculty of Cal Poly, Pomona in their academic programs.
• Embry-Riddle Aeronautical UniversityminorStrategic or Co-development PartnerMolly McGinn facilitated a multi-day session on designing a Green Live/Work/Play/Learn Park for Embry-Riddle Aeronautical University, bringing together 30 local and national experts.
• Learning For Life Charter SchoolminorStrategic or Co-development PartnerGreg Baker currently serves as Chairman of the Board at Learning For Life Charter School, providing governance and strategic guidance.

Scale indicators6 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• DDI (Development Dimensions International): Global leadership and talent development firm offering consulting, training, and assessments. Overlaps with Advance Consulting's consulting skills training and leadership development workshops at enterprise scale.
• Korn Ferry: Global organizational consulting firm offering leadership development, talent management, and consulting at enterprise scale. Comparable to Advance Consulting on consulting skills and leadership development offerings, but at vastly larger scale and broader portfolio.
• Bain & Company: Top-tier global management consultancy offering strategy and transformation advisory. Overlaps with Advance Consulting's change management, matrix design, and customer focus consulting engagements, but at significantly larger scale.
• Heidrick & Struggles: Global leadership advisory and consulting firm. Comparable to Advance Consulting's executive coaching and leadership development services, but with a heavier focus on executive search.

Direct peers

• BlessingWhite (a GP Strategies company): Engagement and leadership development consultancy offering training and advisory services. Directly comparable to Advance Consulting's consultative partnering and consultant development offerings at a similar boutique scale.
• Center for Creative Leadership (CCL): Nonprofit specializing in leadership education and research, with flagship programs and assessments for individual contributors through executives. Comparable niche overlap with Advance Consulting's executive coaching and leadership development offerings.
• The Forum Corporation: Long-established corporate training and consulting firm focused on leadership, sales, and customer-experience programs. Directly comparable to Advance Consulting's Consultative Partnering™ workshops and is referenced in Advance Consulting's own award history (a team member was a four-time Forum Chairman's Award winner).
• RHR International: Boutique leadership and talent advisory firm focused on executive effectiveness and senior team development. Comparable to Advance Consulting's executive coaching and leadership workshop offerings at boutique scale.
• Wilson Learning: Global training and consulting firm focused on sales, leadership, and interpersonal business skills. Closely comparable to Advance Consulting's Consultative Selling™, Consultative Negotiating™, and High Impact Business Presentations™ workshops.
• FranklinCovey: Global training and consulting firm delivering leadership, execution, and organizational effectiveness programs. Comparable to Advance Consulting's consultant development and interpersonal business skills workshops, distributed via workshop and book channels.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Advance Consulting