What The Mastermind Group does

The Mastermind Group, Inc. is a private management consulting firm headquartered in the Seattle/Sammamish, Washington area, founded in 2013 by Bert Holeton — a decorated combat veteran who began his business career in 1970 and brings more than 30 years of consulting experience across 24 industries, from startups to Fortune 100 companies. The firm operates as a network of master consultants and delivers a structured portfolio organized around two pillars: a People Performance System for evaluating, hiring, and developing people, and a five-line consulting practice covering Business Consulting, Executive Coaching, People Consulting, Process Consulting, and Systems Consulting. Underlying the offering are proprietary methodologies — notably the Predictive Performance and Fit System (with a claimed 80% fit-to-responsibility success rate) and the Problem Resolution Process — which are also packaged into branded workshops (The Decision Game, Profit Play Shop, High-Impact Decision-Making) and an online Learning Center.

The firm makes money entirely through professional services: direct consulting engagements, executive coaching and Board of Advisors / Interim CEO placements, and paid workshop registrations. Pricing is quote-based and not publicly disclosed; go-to-market is sales-led, relying on a website contact funnel, phone outreach, in-person workshop events, and client referrals. Customer evidence spans roughly 17 named logos across aerospace (Boeing), banking (KeyBank), insurance, healthcare, manufacturing, marine, automotive, food/agriculture, government (City of Issaquah), education (University of Washington), and nonprofit (Icicle Fund, Alatheia Riding Center) verticals, all delivered within a single US-domiciled entity serving North American clients.

Name

The Mastermind Group

Legal name

The Mastermind Group, Inc.

Website

https://the-mastermind-group.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Sammamish

HQ country

United States

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. Consulting Services: Professional consulting engagements including business consulting, executive coaching, people consulting, process consulting, and systems consulting. Delivered through direct client engagements, typically project-based or retainer arrangements.
2. Workshops and Training Events: Revenue from workshop registrations including The Decision Game, Profit Play Shop, and High-Impact Decision-Making workshops.
3. Board of Advisors Services: Formation and management of advisory boards for organizations, providing executive and leadership guidance.
4. Interim CEO Services: Providing experienced interim executive leadership to organizations needing turnaround or transitional management.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

The Mastermind Group is a network of master business consultants providing management consulting, executive coaching, people consulting, process consulting, and systems consulting services to organizations across North America. The firm also delivers experiential workshops—The Decision Game, Profit Play Shop, and High-Impact Decision-Making—and operates the People Performance System for evaluating and fitting personnel, supported by a proprietary Problem Resolution Process.

Product overview

The Mastermind Group is a network of master business consultants offering a suite of consulting services organized around two core pillars: People Performance and Consulting Services. The People Performance System provides comprehensive human capital evaluation and team assessment. The consulting services portfolio includes five integrated offerings: Business Consulting (strategic planning and issue resolution), Executive Coaching (with Board of Advisors and Interim CEO services), People Consulting (talent acquisition, retention, training, and succession), Process Consulting (process structuring and optimization), and Systems Consulting (IT systems optimization). Additionally, the company offers experiential workshops including The Decision Game, Profit Play Shop, and High-Impact Decision-Making Workshop, delivered through their Learning Center platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consulting Strategic consulting service that helps organizations uncover critical issues affecting strategic planning, marketing, sales, leadership, and human development to achieve and sustain success.
• Executive Coaching Executive leadership and coaching services including Board of Advisors formation and Interim CEO placement to help organizations evaluate and meet executive leadership needs.
• People Consulting Human capital consulting covering talent attraction, hiring, retention, training, development, and succession planning with an expected 80% success rate for position fit.
• Process Consulting Process structuring and optimization consulting based on ANSI/ISO/ASQ Q9001-2008 principles, formalizing best practices to reduce costs and increase net profit.
• Systems Consulting Information technology systems consulting covering communications equipment, computers, servers, software, and IT team role optimization for documenting, tracking, reporting, and analysis.
• People Performance System Comprehensive system for evaluating people and teams, including predictive performance and fit assessments to help businesses identify, hire, promote, and coach the right people with a claimed 80% success rate for fit to responsibilities.
• The Decision Game Workshop Interactive workshop teaching effective strategies to solve critical business challenges using proven-successful decision-making methods.
• Profit Play Shop Workshop focused on creating profitable business strategies and addressing the Three Universal Corporate Goals: protect access and reduce risk, increase business value, and increase compensation.
• High-Impact Decision-Making Workshop Strategic decision-making workshop that teaches a framework for making optimal decisions across sales, marketing, personnel, and long-term strategy.

Quantifiable outcome

• 80% success rate for fit to responsibilities when profiling applicants
• +1 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• EOS Worldwide: Implements the Entrepreneurial Operating System for SMB leadership teams; directly comparable as a methodology-driven consulting practice serving similar mid-market clients with people/process/system focus.
• Strategic Coach: Dan Sullivan's coaching firm for entrepreneurs, focused on decision-making and growth strategies — directly comparable to The Mastermind Group's decision-making and strategic consulting workshops.
• Insights Discovery: Personality and team effectiveness consultancy with workshops and assessments; directly comparable to the People Performance System and People Consulting offering.
• Vistage Worldwide: Peer advisory and executive coaching platform for CEOs and business owners; comparable in target customer (SMB/mid-market leaders) and executive coaching service line.
• ActionCOACH: Global business coaching and consulting franchise focused on SMBs and mid-market companies — directly comparable to The Mastermind Group's target segments and coaching/consulting offering mix.
• Gazelles International (Scaling Up): Implements Verne Harnish's Scaling Up / Rockefeller Habits methodology with mid-market companies; closely comparable in methodology-based consulting for growth-stage businesses.

Broad incumbents

• Korn Ferry: Global organizational consulting firm covering talent, leadership, and strategy; overlaps with The Mastermind Group's executive coaching and people consulting at the enterprise end of the market.
• FranklinCovey: Established leadership and organizational performance consulting/training firm with much broader scale; comparable as a leadership, decision-making, and people performance consulting provider.
• Dale Carnegie & Associates: Long-standing training and consulting firm focused on leadership, sales, and people development; comparable in training/workshop-led consulting model but at much greater scale and geographic reach.

Others

• BMC Software (Business Performance Consulting): Adjacent management and IT systems consulting provider; relevant comparison point for the Systems Consulting line and enterprise IT advisory offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

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 The Mastermind Group