Sacramento Professional Advisors Network

What Sacramento Professional Advisors Network does

Sacramento Professional Advisors Network (SPAN) is a 501(c)(6) nonprofit membership organization founded in 2016 that operates a vetted community of approximately 70 professional advisors in the Sacramento region. Its members are primarily mid-market professional service providers — attorneys, CPAs, financial professionals, HR consultants, and specialty business experts — who join through a referral-based, mutual-fit application process managed by the organization. SPAN is governed by an 11-member volunteer Board of Directors and supported by one paid Community Manager, with no parent company, institutional investor, or external ownership.

The organization distributes its value proposition primarily through recurring in-person programming organized across three regional chapters: Downtown Sacramento (third Thursday), Roseville (second Tuesday, led by Fabricio Solis), and Folsom (second Thursday, led by John Joyce). Programming includes monthly structured meetings with diverse professional speakers, quarterly mini-mixers, affinity-group activities (notably Women of SPAN), community-service initiatives such as the American River Parkway Association cleanup, and member appreciation events hosted at sponsor venues. The annual xSPANd Your Leadership Horizon Conference is the flagship leadership development event, most recently held in October 2025 at SAFE Credit Union. Membership management and event registration run on the Wild Apricot SaaS platform; SPAN does not disclose or operate proprietary technology, APIs, or mobile applications.

Revenue is generated primarily through membership fees (a recurring subscription model) supplemented by event sponsorship arrangements with corporate partners including SAFE Credit Union, Colliers Sacramento, Urban Roots, and KW Commercial. Pricing for individual or firm memberships is not publicly disclosed; prospective members are directed to engage existing members before applying. Marketing is community-led, relying on peer referral, LinkedIn member-spotlight content, and event-driven engagement. The geographic footprint is confined to the Sacramento region, and there are no disclosed M&A, fundraising, or external-investment activities.

Name

Sacramento Professional Advisors Network

Legal name

Sacramento Professional Advisors Network

Website

https://sacproadvisors.com

Company type

Private

Founded year

2016

Operating status

Operating

Short description

Sacramento Professional Advisors Network (SPAN) is a 501(c)(6) nonprofit that operates a vetted, referral-based membership community of approximately 70 professional advisors — including attorneys, CPAs, financial professionals, HR consultants, and specialty business experts — across three Sacramento-region chapters.

Ownership category

akta.pro rank

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Membership Fees: SPAN generates revenue through membership fees from its vetted community of professional advisors including attorneys, CPAs, financial professionals, HR consultants, and specialty business experts.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Sacramento Professional Advisors Network (SPAN) is a 501(c)(6) nonprofit membership organization that connects a vetted community of nearly 70 established professional advisors—including attorneys, CPAs, financial professionals, HR consultants, and specialty business experts—through structured monthly peer-group meetings, casual mixers, an annual leadership conference, and member appreciation events. Its core deliverable is access to a curated referral network and continuing education programming designed to generate business opportunities and peer support for member advisors.

Product overview

Sacramento Professional Advisors Network (SPAN) is a nonprofit organization offering a membership-based professional community rather than a traditional technology product. The core offering is the SPAN Membership Community, a vetted network of nearly 70 professional advisors. This is complemented by monthly group meetings held in Downtown Sacramento, Roseville, and Folsom, the annual xSPANd Conference focused on leadership development, and various social and community events throughout the year. The organization uses Wild Apricot membership software to manage operations and member programs.

Differentiator

Problem solved

Functional benefit

Products and services

• SPAN Membership Community Vetted membership community of nearly 70 established professional advisors—including attorneys, CPAs, financial professionals, HR consultants, and specialty business experts—providing peer-group networking, referral relationships, continuing education, and business-development opportunities for member advisors in the Sacramento region.
• Monthly Group Meetings Structured monthly peer-group meetings held across three Sacramento-area chapters—Downtown Sacramento (third Thursday), Roseville (second Tuesday at 7:45am networking and 8:00–9:30am meeting), and Folsom (second Thursday)—for professional development, networking, and collaborative learning among member advisors.
• xSPANd Leadership Conference Annual half-day leadership conference featuring thought-provoking sessions, panels, and workshops led by SPAN members on topics such as navigating difficult conversations, leading with kindness, regenerative leadership, and succession planning.
• Social and Community Events Recurring social and community events for SPAN members, including Member Appreciation Nights, quarterly Mini-Mixers, Women of SPAN activities, and community-service initiatives (e.g., American River Parkway Association Spring Cleanup).

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor.

• SAFE Credit UnionminorGTM or Marketing Partner · 1 October 2025SAFE Credit Union served as the venue sponsor for the 2025 xSPANd Your Leadership Horizon Conference. Eric Grabin from SAFE Credit Union is a board member and sponsor of the organization.
• Urban RootsminorGTM or Marketing Partner · 1 April 2025Urban Roots served as the venue for the April 2025 Member Appreciation & Awards Night.
• HER Women's ConferenceminorGTM or Marketing Partner · 1 March 2025Women of SPAN sponsored the HER Women's Conference in Folsom in March 2025.
• KW CommercialminorGTM or Marketing Partner · 1 January 2025KW Commercial served as the venue for the January 2026 Breakfast Briefing on AI Tools, Trusted Advisors, and the Human Advantage.
• SAFE Credit UnionminorGTM or Marketing Partner · 1 January 2025SAFE Credit Union served as the venue for the January 2025 Breakfast Briefing on Employment Law Update.
• Colliers SacramentominorGTM or Marketing Partner · 1 September 2024Colliers Sacramento served as the venue for the September 2024 Member Appreciation Night.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• YPO (Young Presidents' Organization): Membership-based peer community for executives with regional chapters, regular forums, and member-only leadership programming — directly analogous to SPAN's local-chapter peer structure for established professionals.
• Vistage: Peer advisory group company that organizes executive and business-leader members into monthly facilitated groups for peer learning and referrals — comparable to SPAN in offering curated peer groups, CEs, and referral exchange for professionals.
• EO (Entrepreneurs' Organization): Global peer-group organization for founders/owners with local chapter meetings, peer learning forums, and member-only events — analogous to SPAN's local-group, peer-education, and event-driven engagement model.
• Provisors: Member-based networking organization specifically for trusted advisors (attorneys, CPAs, financial advisors, etc.) organized into local groups — a near-exact structural peer to SPAN's vetted professional-advisor peer group.
• LeTip: Long-standing chapter-based business referral network with one representative per professional category meeting weekly — the closest direct analog to SPAN's one-professional-per-category, vetted, in-person referral chapter concept.
• BNI (Business Network International): The largest global chapter-based referral networking organization for business professionals, organized around in-person weekly meetings and exclusivity-by-category structures — directly comparable to SPAN's vetted local-chapter model for advisors.

Emerging players

• Tiger 21: Peer-group organization for high-net-worth investors with local groups, expert speakers, and member-only events — overlaps SPAN in the curated-peer-group mechanic and event programming, but is narrower in its membership focus on HNW investors.

Broad incumbents

• Sacramento Metro Chamber of Commerce: Regional business membership organization in the same Sacramento geography hosting networking events, mixers, and programming aimed at local business professionals — the broader regional incumbent that SPAN's advisor-specific network sits inside.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sacramento-professional-advisors-network

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Sacramento Professional Advisors Network