Strategic Essentials

What Strategic Essentials does

Strategic Essentials is a privately held business coaching, consulting, and training firm headquartered in Folsom, California, with regional offices in Reno and Sacramento serving SMB owners, executives, and management teams across Northern Nevada and Northern California. The company operates as a Managing Partner for Leadership Management International (LMI), distributing the proprietary LMI Process methodology - a results-based leadership development system developed by Paul J. Meyer and used in over 70 countries. Service offerings span individual and group coaching, business consulting (exit strategy, cash management, succession planning, HR), and structured training programs including Executive Showcases, In-House Courses, and the SuccessFlex Maximizing Tyme Productivity coaching series.

Revenue is generated through professional services fees across coaching engagements, training programs, and consulting projects, with productized offerings such as SuccessFlex priced at $595 single payment or five monthly installments of $139. The go-to-market is sales-led and event-driven, converting prospects through free initial phone consultations, gated free reports, and a 38-page business motivation blog that has been published since 2009. The company is founder/management-owned, led by certified coach Valerie Cardenas, with no disclosed external investment or institutional backing.Named customer logos include Model Dairy (a mid-size enterprise), Custom Aire, and Stretch Hanger, indicating a mix of SMB and select mid-market clients served primarily through referral and content-driven demand generation.

Name

Strategic Essentials

Legal name

Strategic Essentials Inc.

Website

https://strategicessentials.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Essentials is a privately held SMB coaching, consulting, and training firm based in Folsom, California, serving business owners and executives across Northern Nevada and Northern California using the proprietary LMI Process methodology.

Ownership category

akta.pro rank

Product category

Business Coaching and Consulting

NAICS

Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

C-Suite & Senior Executive Coaching (EDABANAA)

akta.pro secondary industries

Strategy, Decision-Making & Business Acumen Coaching (EDABANAH), Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)

Keywords

• Business coaching services
• Leadership development training
• Small business consulting
• Executive coaching programs
• Organizational development

Headquarters

HQ city

Folsom

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Coaching Services: Individual and group coaching programs including My-Tyme Private Coaching and SuccessFlex coaching series with live interactive learning experiences.
2. Training Programs: Essential Courses including Executive Showcases, In-House Courses, and custom programs such as Productive Leader Solution and Total Leader Solution.
3. Consulting Services: Business consulting covering areas such as business exit strategy, cash management, succession planning, team communication, and HR consulting.
4. Assessments: Psychometric and leadership assessments including DNI 360 and Org Inventory tools.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Strategic Essentials provides business coaching, consulting, and training services to small and mid-sized business owners, executives, and management teams, anchored in the Leadership Management International (LMI) Process methodology. Core deliverables include one-on-one and group coaching, consulting engagements covering exit strategy, cash management, succession planning, and HR/employee retention, plus structured Essential Courses such as Executive Showcases (Productive Leader Solution, Make the Sale) and In-House courses (Total Leader Solution), supported by assessment tools (DNI 360, Org Inventory) and the My-Tyme time management system.

Product overview

Strategic Essentials is a business coaching, consulting, and training company offering a portfolio of services for small to mid-sized businesses. The core offerings include business coaching, business consulting (covering exit strategy, cash management, succession), and human resources consulting. These are delivered alongside structured training programs through Essential Courses (Executive Showcases and In-House Courses), with specific solutions like Productive Leader Solution, Make the Sale, and Total Leader Solution. The company also provides assessment tools including DNI 360, Org Inventory, and My-Tyme (time management system). The flagship program SuccessFlex Maximizing Tyme Productivity offers live interactive coaching for personal productivity enhancement.

Differentiator

Problem solved

Functional benefit

Brands

• SuccessFlex: A coaching series focused on maximizing time and productivity using the My-Tyme system based on Paul J. Meyer's methodologies.
• My-Tyme
• Executive Showcases

Products and services

• Business Coaching One-on-one and team coaching services for business owners, executives, and managers focused on leadership development and performance improvement, including My-Tyme Private Coaching and SuccessFlex group coaching.
• Business Consulting Advisory services covering business exit strategy, cash management, team/client/vendor communication, and succession planning implementation for small and mid-sized businesses.
• Human Resources Consulting HR advisory and employee retention consulting to help organizations manage staffing challenges, reduce turnover, and address employee-related issues.
• Essential Courses Training programs including Executive Showcases and In-House Courses designed for leadership and productivity development, with named programs Productive Leader Solution, Make the Sale, and Total Leader Solution.
• SuccessFlex Maximizing Tyme Productivity
• Productive Leader Solution Executive showcase program within Essential Courses focused on leadership productivity and effectiveness skills for executives.
• Make the Sale Sales training and coaching program designed to improve sales performance and commission earnings.
• Total Leader Solution In-house comprehensive leadership development program for managers and supervisors delivered within Essential Courses.
• DNI 360 Assessment 360-degree leadership assessment tool for evaluating leadership behaviors and their impact on organizational culture.
• Org Inventory Assessment Organizational assessment tool to identify gaps between current performance and potential.
• My-Tyme Time Management System Time management and productivity planning tool and coaching methodology valued at $100, used in coaching sessions and able to integrate with electronic devices or be transferred to digital format.

Quantifiable outcome

• Over $500,000 added to bottom line (Model Dairy case study)
• +4 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Leadership Management International (LMI)coreStrategic or Co-development PartnerStrategic Essentials is a Managing Partner for Leadership Management International, Inc., distributing the LMI Process methodology for leadership development and organizational transformation. The partnership provides access to proprietary tools including the My-Tyme time management system, DNI 360 assessment, and comprehensive leadership development curricula developed by LMI founder Paul J. Meyer. The LMI Process has been used in over 70 countries worldwide.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• BetterUp: Digital-first executive coaching platform combining 1:1 coaching with AI-driven personalization. Emerging player applying technology-enabled delivery to the same executive coaching market Strategic Essentials addresses through traditional methods.

Direct peers

• EOS Worldwide: Franchise network of EOS Implementers delivering the Entrepreneurial Operating System to SMB leadership teams. Directly comparable model: licensed methodology, regional implementers, focus on leadership team development and accountability.
• Tony Robbins Business Coaching (Results Coaching): High-profile business and performance coaching brand targeting entrepreneurs and SMB leaders. Comparable customer (business owners seeking performance improvement) and pricing tier (premium coaching engagements).
• Gazelles International: SMB executive coaching firm built on Verne Harnish's Rockefeller Habits / Scaling Up methodology. Comparable focus on leadership development, strategic planning, and execution for growth-stage SMBs.
• Vistage: Peer advisory and executive coaching organization for SMB CEOs and business owners. Closely comparable target customer (SMB executives) and business model (membership-based coaching and peer groups), but operates at much larger scale.
• Sandler Training: Franchise-based sales and leadership training organization serving SMB and mid-market clients. Comparable in offering sales training programs (e.g., 'Make the Sale' overlaps with Sandler curriculum) alongside management coaching.
• ActionCOACH: Global business coaching franchise serving SMB owners with coaching, consulting, and training. Most directly comparable peer — also a franchise-style operation coaching entrepreneurs on profitability, leadership, and growth.

Broad incumbents

• DDI (Development Dimensions International): Global leadership development firm offering assessments, executive coaching, and training programs. Comparable in leadership assessment and development services, but serves large enterprise clients as a broad incumbent.
• FranklinCovey: Large-scale leadership and organizational performance company built around proprietary content (e.g., The 7 Habits). Comparable in delivering leadership development training and assessments to executives and management teams, but at enterprise scale.
• Dale Carnegie Training: Established global corporate training company offering leadership, sales, and communication courses. Comparable in delivering training programs and executive development content, but operates as a broader incumbent with much larger global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/sacstrategic
• Facebookfacebook.com/valerie.cardenas.1428
• LinkedInlinkedin.com/company/strategic-essentials-inc-

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 Strategic Essentials