Forrest Consulting

What Forrest Consulting does

Forrest Consulting is a private strategy consulting and business coaching firm founded in 1988 by Lee Crumbaugh and headquartered in Annapolis, Maryland. The firm serves business owners, C-suite executives, boards, non-profit organizations, associations, and government entities across the United States, providing four integrated service lines: strategy consulting, business coaching (one-on-one and group), professional facilitation, and tailored training workshops. Its core methodology is the FastTrack Strategic Planning System, a strategic gap planning process developed over 35 years and aligned with the International Association for Strategy Professionals Body of Knowledge 3.0, supported by the CLIME implementation model, the iDECIDE decision-making framework, and the Healthy Organization Framework.

The firm is productizing its methodology through the FastTrack™ Strategic Planning Web App, an AI-enhanced web application described as pending launch as of 2025, intended to make the planning process more accessible and cost-effective beyond high-touch engagements. Proprietary intellectual property also includes two published books by the founder (BIG DECISIONS and AHEAD) and periodic Strategic Leader Survey research reports (2012, 2013, 2016). The named coaching bench comprises five credentialed practitioners including an ex-Fortune 500 CFO and an ICF-accredited former NASA engineer.

Forrest Consulting generates revenue through three primary streams: recurring monthly subscription coaching ($335-$1,200 per month across tiered offerings), project-based strategy consulting and facilitation engagements, and paid training workshops ($1,400-$3,200 per session plus expenses). Go-to-market is sales-led, anchored on direct outreach, free consultations, and a multi-channel content engine spanning a blog active since 2007, YouTube video library, LinkedIn presence, monthly newsletter, and published books. Customer logos are predominantly SMBs, non-profits, community foundations, associations, and small municipalities rather than large enterprises.

Name

Forrest Consulting

Legal name

Forrest Consulting

Website

https://forrestconsult.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Forrest Consulting is a private US strategy consulting and business coaching firm founded in 1988, serving business owners, executives, boards, non-profits, and government entities with the FastTrack Strategic Planning System, coaching programs, facilitation, and training workshops.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

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

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Operations & Process Improvement Consulting (BPAHACAB), Organization Design & Operating Model Consulting (BPAHAGAB), Strategy, Decision-Making & Business Acumen Coaching (EDABANAH), Performance Management & Productivity Consulting (BPAHAGAL)

Keywords

• Strategic planning consulting
• Executive business coaching
• Board facilitation services
• Leadership training workshops
• Organization development consulting

Headquarters

HQ city

Annapolis

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, Others

Revenue model

1. Business Coaching Services: One-on-one and group coaching programs for business owners, leaders, professionals, and entrepreneurs. Includes strategic business planning with FastTrack™ subscription, accountability sessions, and ongoing support. Multiple tier options from $335/month (nonprofit team) to $1,200/month (Owner/Executive/Professional).
2. Training Workshops: Tailored in-house workshops and video/face-to-face training on topics including leadership, strategic planning, facilitation, decision-making, and sales. Fee-based programs ranging from $1,400 to $3,200 plus expenses.
3. Strategy Consulting: Professional strategy consulting services including strategic planning facilitation, board development, stakeholder research, environmental scanning, and implementation support for businesses, nonprofits, government entities, and associations.
4. Facilitation Services: Professional meeting and planning facilitation for boards, teams, and groups. Services include board development, strategic planning facilitation, issue resolution, innovation brainstorming, and team building.
5. Research Reports and Publications: Free and paid research reports including Strategic Leader Survey Reports (2012, 2013, 2016) on strategic planning and decision-making practices.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Forrest Consulting provides strategy consulting, business coaching, professional facilitation, and tailored training workshops to businesses, nonprofits, government entities, and associations. Its core methodology is the FastTrack Strategic Planning System, a proven strategic gap planning process developed over 35+ years and aligned with the International Association for Strategy Professionals Body of Knowledge 3.0. The firm also delivers one-on-one and group coaching through the Strategic Business Leader Coaching program, plus facilitation for boards, teams, and planning sessions, and a catalog of workshops on leadership, decision-making, facilitation, and sales.

Product overview

Forrest Consulting is a strategy consulting and business coaching firm offering a portfolio of consulting services, coaching programs, training workshops, and published intellectual property. Its core offerings include the FastTrack Strategic Planning System (a proven strategic gap planning methodology with an AI-enhanced web app in development) and Strategic Business Leader Coaching (offered in multiple formats: Start-Up/Accountability, Small Business/Nonprofit, Owner/Executive/Professional, and Enterprise). Supporting these are facilitation services, workshops (covering board governance, meetings, leadership, decision-making, facilitation, and sales), and published works including the books BIG DECISIONS and AHEAD: Strategy is the way to a better future, along with the Strategic Leader Survey research reports. Key frameworks include the iDECIDE Decision-Making Framework, the CLIME Model for implementation, and the Healthy Organization Framework. The iDECIDE and CLIME models are embedded within the FastTrack system and coaching programs.

Differentiator

Problem solved

Functional benefit

Brands

• Strategic Business Leader Coaching: A business coaching program offering one-on-one and group coaching services for business owners, leaders, professionals, and entrepreneurs, integrating strategic planning, execution, and accountability.

Products and services

• FastTrack Strategic Planning System

Quantifiable outcome

• Foundation net assets nearly tripled from $28 million to $95 million through strategic planning engagement
• +4 more outcomes

Named customers15 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

Feature6 records

Scale indicators6 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• EOS Worldwide: Provides the Entrepreneurial Operating System for SMBs, including strategic planning, accountability, and coaching through a global network of certified EOS Implementers. Directly comparable to Forrest Consulting in targeting small and mid-market businesses with structured strategic planning and coaching programs.
• ActionCOACH: One of the largest business coaching franchises globally, offering coaching programs for owners, executives, and sales teams across SMBs. Comparable in its coaching-led approach for business owners and entrepreneurs, recurring subscription model, and structured strategic planning methodologies.
• Strategic Coach: Premium coaching and strategic planning program for entrepreneurs and founders, delivered via subscription workshops and 1:1 sessions. Directly comparable subscription-coaching model targeting entrepreneurs seeking strategic clarity, accountability, and growth frameworks.
• Vistage: Peer advisory and executive coaching platform serving CEOs and business leaders through group meetings and one-on-one coaching. Comparable in serving established SMB and mid-market executives with structured strategic planning, peer accountability, and leadership development.
• FocalPoint Coaching: Business coaching and strategic planning franchise working with entrepreneurs and leadership teams using proprietary frameworks. Comparable coaching-led, subscription-based model for SMB owners with structured planning and accountability processes.
• Gazelles International: Strategy and execution consulting firm built around Verne Harnish's Rockefeller Habits methodology for growing companies. Directly comparable focus on strategic planning, execution discipline, and implementation support for SMBs and mid-market companies.

Broad incumbents

• Tony Robbins Business Coaching: Large-scale business coaching and strategic planning offering targeting entrepreneurs and business owners with multi-tier programs. Comparable in target customer and structured coaching methodology, but operates at significantly greater scale and brand recognition.
• Bain & Company: Global management consulting firm providing strategic planning, organizational design, and performance improvement for large enterprises. Comparable in offering strategy consulting and organizational transformation but serves enterprise rather than Forrest's SMB/nonprofit/government mix.
• McKinsey & Company: Global strategy consulting firm offering corporate strategy, organizational transformation, and capability building. Comparable in addressing strategy, organizational design, and implementation but operates at vastly larger scale and serves Fortune 500 clients.

Others

• International Association of Facilitators (IAF): Professional membership organization for facilitators that credentials and connects facilitation practitioners. Comparable as an ecosystem/credentialing body that Forrest Consulting's founder co-founded the Chicago chapter of and that anchors the firm's facilitation service line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 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 Forrest Consulting