Springwell and Associates

What Springwell and Associates does

Springwell and Associates is a privately-held, boutique management consulting firm headquartered in Charlotte, North Carolina, that delivers executive coaching, organization development, strategic planning, and team retreat services to corporate, nonprofit, and education-sector clients in the United States. Its core product portfolio is organized around four integrated service lines — Leader Development, Organization Development, Strategic Planning, and Team Retreats — designed to bridge the gap between organizational strategy and execution. The firm extends its consulting practice with a published book ('On the Go Coaching: 30 Days of Life and Career Coaching for Women Making Moves') and a thought-leadership white paper ('Human + AI') addressing practical AI adoption for leaders.

The firm is led by Managing Partner Stacey Joseph Harris (20+ years of organizational leadership experience) and operates with a small team of senior practitioners including a Certified Executive Coach and Prosci Change Practitioner (Jossalyn Wilson), an education-sector specialist who has trained over 500 leaders (Jenni Greene), a strategic planning and political campaigns consultant with 100+ campaigns directed (Carrie Griffin Monica), and a PhD-level instructional coaching specialist (Dr. Courtney Tate). Springwell monetizes through project-based and likely hourly/retainer professional services engagements — confirmed by a careers application form requesting 'preferred hourly rate' — with no public fee schedule. Go-to-market is sales-led, running primarily through direct website contact forms, supplemented by content marketing via The Springboard newsletter, gated white-paper downloads, blog content, and case-study publishing. The firm's geographic footprint is regional, focused on the Southeast US, and reported client outcomes include 96% job-relevance ratings and 100% interactivity/support ratings on engagements.

Name

Springwell and Associates

Legal name

Springwell and Associates

Website

https://springwellandassoc.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Springwell and Associates is a Charlotte, NC-based boutique consulting firm offering executive coaching, organization development, strategic planning, and team retreat services to corporate, nonprofit, and education-sector clients in the Southeast US.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Leadership Development & Executive Coaching (BPAHAGAD)

akta.pro secondary industries

Organization Design & Change Management Consulting (BPAHACAD), Corporate Strategy Advisory (BPAHADAA), Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH), Performance Management & Productivity Consulting (BPAHAGAL)

Keywords

• Executive coaching services
• Leadership development consulting
• Strategic planning services
• Organizational development consulting
• Team retreat facilitation

Headquarters

HQ city

Baton Rouge

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

Revenue model

1. Consulting Services: Professional consulting services delivered through individual engagements for leadership development, organizational development, strategic planning, and team retreats. Services are likely structured as project-based or retainer engagements based on client needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Springwell and Associates is a boutique executive coaching and strategic consulting firm that delivers leader development, organization development, strategic planning, and team retreats to corporate, nonprofit, and education-sector clients. Engagements focus on translating strategy into execution through coaching, change management, and transformative team interventions led by senior practitioners.

Product overview

Springwell and Associates offers a portfolio of consulting services organized around four core service lines: Leader Development, Organization Development, Strategic Planning, and Team Retreats. These services work together to help leaders bridge the gap between strategy and execution. The company also offers supplementary products including the book 'On the Go Coaching' and a 'Human + AI' white paper on AI adoption. The core consulting services are delivered by a team of consultants and are designed to work as integrated interventions addressing organizational challenges holistically.

Differentiator

Problem solved

Functional benefit

Products and services

• Leader Development An executive coaching and leadership development service designed for executives and emerging leaders who need to strengthen leadership capability, navigate transitions, and translate strategic intent into execution. Targeted at senior leaders in corporate, nonprofit, and education-sector organizations.
• Organization Development An organizational change and development service that helps organizations navigate transitions, build change capability, and align teams around strategic priorities using a data-driven change management approach. Aimed at corporate, nonprofit, and education clients undergoing transformation.
• Strategic Planning A strategy-to-execution consulting service that guides leadership teams through structured strategic planning processes and supports the operational implementation of strategic priorities. Designed for boards, executive teams, and senior leadership groups.
• Team Retreats A transformative team retreat facilitation service that aligns leadership teams, strengthens collaboration, and accelerates team performance through structured off-site engagements. Targeted at executive teams across corporate, nonprofit, and education sectors.

Quantifiable outcome

• 96% of clients find content job-relevant
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BTS: Consulting firm focused on leadership development, strategy execution, and sales force effectiveness. Comparable to Springwell's Strategy-to-Execution and Leader Development offerings, particularly the emphasis on bridging strategy and execution.
• Korn Ferry: Global organizational consulting firm offering talent management, executive search, and leadership development services. Broad incumbent that overlaps with Springwell across leadership coaching, org development, and strategic advisory, but operates at much larger scale across geographies and industries.
• Spencer Stuart: Global executive search and leadership advisory firm with deep practices in CEO succession and board advisory. Comparable to Springwell at the leadership advisory layer; serves significantly larger enterprise clients.
• Egon Zehnder: Global executive search and leadership advisory firm providing board advisory, CEO succession, and leadership consulting. Comparable to Springwell in serving executive leadership teams, with significantly larger global footprint and board-level relationships.
• Huron Consulting Group: Broad professional services firm with practices in organizational transformation, strategy, and leadership. Comparable to Springwell's Organization Development and Strategic Planning service lines, at materially larger scale and enterprise focus.
• Heidrick & Struggles: Global executive search and leadership advisory firm with practices in culture, organizational transformation, and executive coaching. Overlaps with Springwell's leadership development and org change work but serves a much larger enterprise client base.

Direct peers

• Development Dimensions International (DDI): Specialized leadership development firm delivering leadership assessment, training, and succession solutions to enterprises. Comparable to Springwell across Leader Development and Team Retreats, with greater productized technology and assessment IP.
• Center for Creative Leadership: Nonprofit focused exclusively on leadership education and research, serving executives and teams across sectors. Directly comparable to Springwell's Leader Development and Team Retreats offerings, with stronger research brand and curriculum IP.
• FranklinCovey: Performance and leadership training company delivering content-led programs on leadership, execution, and change. Comparable to Springwell's leadership development and strategic planning offerings, with strong productized curriculum and wider market reach.
• RHR International: Boutique firm specializing in executive coaching, leadership development, and organizational effectiveness for senior leaders. Closely comparable boutique peer delivering executive coaching and leadership development to enterprises, with similar methodology positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/springwellandassoc
• LinkedInlinkedin.com/company/springwellandassociates

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Springwell and Associates