What CIMA Advisory Group does

CIMA Advisory Group is a privately-held business consulting and advisory firm headquartered at 333 N Lantana St. Suite 114 in Camarillo, California. Founded around 2010 and owned for 15 years by principal consultant Armando A. Sahagun, the firm provides a broad portfolio of professional services including business coaching, consulting, business entity setup and legal paperwork, tax planning and preparation, bookkeeping and financial management, digital services coaching, startup development, business fundraising, strategic marketing, and personal wealth management education. The company's core technology footprint is none — it operates as a pure human-delivered professional services practice with no proprietary software platform, API, mobile app, or technology product surface.

The business model is sales-led, generating revenue through professional services fees for one-on-one coaching sessions, group coaching programs, and customized consulting engagements. Pricing is not publicly disclosed; the firm offers a free initial consultation with no long-term commitment to lower the barrier to entry, then converts prospects into paid engagements on a project or recurring basis. Its customer base is horizontal, targeting small to medium-sized businesses and entrepreneurs across domestic and international markets, with multilingual delivery in English, Spanish, and Portuguese. Marketing is conducted through a bilingual website, blog content, and organic social media presence on Facebook, Instagram, and LinkedIn, with lead capture via contact forms and direct outreach.

The firm has no institutional funding, no parent company, no subsidiaries, and no disclosed revenue. Its only formal external relationship is a minor referral partnership with Marque Marketing, a digital marketing firm to which CIMA refers clients for branding, CRM, and digital implementation work. Operations are stable but small-scale, with a stated headcount range of 1-10 employees and 15 years of continuous sole-proprietor leadership, indicating a lifestyle consultancy rather than a scaling enterprise.

Name

CIMA Advisory Group

Legal name

CIMA Advisory Group

Website

https://cimabiz.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

CIMA Advisory Group is a privately-held business consulting firm in Camarillo, California, offering coaching, consulting, tax, bookkeeping, and legal services to small and medium-sized businesses and entrepreneurs under sole-practitioner leadership.

Ownership category

akta.pro rank

Product category

Business Consulting Services

NAICS

Management Consulting Services (54161), Offices of Certified Public Accountants (541211), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Strategy Advisory (BPAHADAA)

akta.pro secondary industries

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Fee-Based Advisory (FSAEAAAM)

Keywords

• Business consulting services
• Startup coaching programs
• Tax planning preparation
• Bookkeeping financial management
• Business strategy advisory

Headquarters

HQ city

Camarillo

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

Revenue model

1. Business Coaching and Consulting Services: CIMA Advisory Group generates revenue through professional services fees charged for business coaching, consulting engagements, and advisory services. Services include one-on-one coaching sessions, group coaching programs, and customized consulting engagements. Revenue is project-based or recurring depending on client engagement length. They also offer educational courses and training programs as additional service offerings.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

CIMA Advisory Group is a business coaching and consulting firm that provides one-on-one and group coaching, consulting engagements, business formation and entity setup, tax planning and preparation, bookkeeping and financial management, startup development programs, educational courses, and strategic growth advisory. Its offerings target startups and small to medium-sized businesses domestically and internationally, delivered through a sales-led, relationship-based model anchored by a free initial consultation.

Product overview

CIMA Advisory Group is a business advisory firm offering a comprehensive suite of coaching, consulting, and professional services. The portfolio includes core advisory offerings such as Business Entity Setup and Management, Business Formation Legal Paperwork, and Business Coaching and Consulting, complemented by specialized programs including Startup Coaching and Development Programs, Digital Services Coaching and Management, Tax Planning and Preparation, Educational Courses and Training, Personal Wealth Management Education, Bookkeeping & Financial Management, Business Fundraising support, Strategic Marketing & Growth Planning, and Business Strategy and Expansion Support. Together, these services form a holistic business advisory ecosystem addressing the complete lifecycle of business development from formation through growth and expansion.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Coaching and Consulting Expert advice and actionable insights to help business owners make smarter decisions and achieve measurable business results. Targeted at entrepreneurs and owners of small to medium-sized businesses.
• Business Entity Setup and Management Expert guidance on selecting the appropriate business entity type and structure, including registration and setup to ensure legal compliance. For new business founders and SMB owners structuring their entities.
• Business Formation Legal Paperwork Assistance with all required business formation filings and documentation to ensure legal compliance for new businesses. Targeted at entrepreneurs forming a new venture.
• Startup Coaching and Development Programs Personalized coaching and structured guidance to help new ventures build a strong foundation for success. Targeted at entrepreneurs and early-stage startups.
• Digital Services Coaching and Management Coaching and training to strengthen online presence through digital tools, marketing strategies, and systems implementation. For SMBs and startups seeking to improve digital execution.
• Tax Planning and Preparation Professional support for optimizing tax strategies and ensuring compliance through strategic planning and filing assistance. For SMBs, startups, and entrepreneurs.
• Educational Courses and Training Customized educational programs and coaching focused on entrepreneurial growth, financial literacy, and business acumen development. Targeted at entrepreneurs and SMB owners.
• Personal Wealth Management Education Education on wealth preservation, risk management, financial planning, and tax-efficient wealth management techniques. For business owners and entrepreneurs seeking personal financial literacy.
• Bookkeeping & Financial Management Financial record maintenance, cash flow monitoring, and preparation of accurate financial statements for informed business decisions. For SMBs and startups.
• Business Fundraising Advisory support for crafting business plans, investor presentations, and loan packages to secure capital for business growth. For startups and SMBs seeking funding.
• Strategic Marketing & Growth Planning Strategic marketing planning, multi-channel campaigns, website design, SEO optimization, and lead generation strategies. For SMBs and startups seeking growth.
• Business Strategy and Expansion Support Guidance on market expansion, mergers and acquisitions, digital transformation, and international expansion strategies. For established SMBs planning to scale.

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

Partnerships

One partnership is on record.

• Marque MarketingminorGTM or Marketing PartnerCIMA Advisory Group partners with Marque Marketing for expert digital marketing services. Marque Marketing offers digital branding, website and web application development, CRM solutions, business management tools, and AI implementation and training services. CIMA refers clients to Marque Marketing for digital marketing needs, creating a complementary service ecosystem.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Strategic Coach: Strategic Coach provides coaching and strategic planning resources for entrepreneurs and SMB owners, with a focus on structured quarterly sessions. Closely comparable in target customer (entrepreneurs seeking structured growth guidance) and recurring-coaching business model.
• ActionCOACH: ActionCOACH is the world's largest business coaching franchise, serving SMBs with coaching, consulting, and growth advisory. Directly comparable to CIMA in target market (small business owners), service mix (coaching + strategy), and sales-led GTM, but operates at vastly greater scale through a franchised model.
• The Alternative Board (TAB): TAB provides peer advisory boards and one-on-one business coaching for SMB owners and CEOs. Directly comparable in serving small business owners with structured coaching and peer-advisory formats.
• Gazelles International: Gazelles (built around Verne Harnish's 'Scaling Up' methodology) provides structured coaching and growth advisory for SMBs aiming to scale. Comparable in strategy-focused business coaching methodology and SMB target market.
• Cultivate Advisors: Cultivate Advisors provides fractional COO/CMO advisory and business coaching for small and mid-sized businesses. Directly comparable in SMB-focused growth advisory, project-based consulting engagements, and executive-coaching style delivery.

Emerging players

• Palo Alto Software (Bplans): Palo Alto Software / Bplans provides business planning software, templates, and educational content for entrepreneurs and SMBs. Comparable in serving startups/SMBs with formation and planning support, but delivers through a software/SaaS model rather than human advisory.
• Guidant Financial: Guidant Financial specializes in small business funding, retirement rollover (ROBS), and formation/franchise financing advisory. Comparable in serving SMBs needing funding, formation, and tax/structure advice, but with stronger focus on financing transactions.

Broad incumbents

• Vistage Worldwide: Vistage is a large, established peer advisory and executive coaching organization serving CEOs and business owners through group coaching and one-on-one advisory. Comparable in coaching-for-business-owners model, but operates at significantly larger scale and broader enterprise reach than CIMA.

Others

• Entrepreneurs' Organization (EO): EO is a global membership community for entrepreneurs offering peer learning, events, and educational resources. Comparable in serving entrepreneurs seeking growth-stage guidance and peer networking, but as a membership organization rather than fee-for-service consultancy.
• SCORE: SCORE is a nonprofit small business advisory network offering free mentoring, business planning, and startup coaching funded by the SBA. Comparable in serving startups/SMBs with advisory and formation support, but as a free nonprofit rather than a fee-based consultancy.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CIMABIZ
• LinkedInlinkedin.com/company/cima-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 CIMA Advisory Group