Strategic Orientation, Llc

What Strategic Orientation, Llc does

Strategic Orientation, LLC is a private, founder-operated business advisory and coaching practice headquartered in Amelia, Ohio (Cincinnati metropolitan area). Founded in 2016 by Richard Barbercheck following a 40-year commercial banking career culminating as Corporate Chief Credit Officer at First Financial Bank, the firm delivers customized one-on-one coaching, peer-group roundtables, fractional executive and board support, project-based consulting, behavioral (DISC) and financial assessments, and a multi-module training program marketed as the Business Success Program. Its core methodology, branded the 'Waypoints' framework, organizes client engagements around four dimensions: Position, Planning, Performance, and Potential.

The company serves primarily community and small-business owners, with secondary outreach to professionals and executives, across the Ohio/Midwest region. Revenue streams are diversified across (i) recurring coaching and roundtable memberships, (ii) project-based consulting engagements across strategic planning, finance and capital management, operational efficiency, banking relationships, and risk management, (iii) recurring fractional executive retainers, (iv) DISC and financial assessment sales, and (v) training, keynote, and webinar delivery. The firm also resells franchise advisory services through a strategic partnership with Fresh Franchising. Pricing is quote-based and not publicly disclosed; a free 90-minute Strategic Business Assessment is offered as the top-of-funnel entry point, with a sales-led motion reliant on contact-form inquiries, direct phone outreach, and email.

Strategic Orientation has no proprietary technology platform, software product, or AI/ML capabilities; all services are human-delivered by Barbercheck and, where applicable, assessment instruments. Go-to-market is relationship-driven, supported by an active blog with content spanning 2018-2025, a published book ('Bank Like A Boss'), BBB accreditation, NSBA Leadership Council membership, and active participation on Cincinnati-area boards and chambers of commerce. The firm is a sole-practitioner operation with no disclosed employees beyond the founder, and no external capital, subsidiaries, or acquisition history.

Name

Strategic Orientation, Llc

Legal name

Strategic Orientation LLC

Website

https://strategicorientation.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Orientation, LLC is a Cincinnati-area advisory firm that provides business coaching, peer-group roundtables, fractional executive services, consulting, and DISC/financial assessments to small and mid-sized business owners. The company is led by founder Richard Barbercheck, a former C-Suite banking executive delivering all services personally.

Ownership category

akta.pro rank

Product category

Business Consulting Services

NAICS

Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Strategy, Decision-Making & Business Acumen Coaching (EDABANAH), Strategic Leadership & Business Acumen (EDABAAAC)

Keywords

• Business coaching services
• Executive consulting
• Fractional executive services
• Behavioral assessments
• Leadership training

Headquarters

HQ city

Cincinnati

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. Business Performance Coaching: One-on-one confidential coaching sessions with business owners and professionals, delivered on a regular ongoing basis. Customized to current business needs with focus on Position, Planning, Performance, and Potential. Revenue generated through recurring coaching fees.
2. Navigational Roundtable Membership: Peer group membership program combining the power of a peer group with individual coaching. Diverse industry membership structure avoids competitive issues and brings diverse perspectives. Billed on an ongoing membership basis.
3. Consulting Engagements: Project-based consulting with specifically defined outcomes performed over a defined period. Engagements include Strategic & Business Planning, Finance & Capital Management, Operational Efficiency, Team Leadership and Growth, Banking Practices and Relationship Management, and Risk Identification, Assessment & Mitigation.
4. Fractional Executive Services: C-Suite experience and expertise provided at a fraction of the cost of a full-time executive. Includes Board Support, Board Membership, Training, Strategic Planning, and Specialized Consulting. Billed as a recurring service.
5. Assessments (DISC & Financial): DISC Behavioral Assessments and Financial Assessments offered as part of the service suite. Includes Industry Benchmark Reports, Comparative Benchmark Reports, Narrative Benchmark Report, Projections Report, Broker's Opinion of Value.
6. Training & Keynote Presentations: Business Success Program delivered through eight two-hour classes. Keynote presentations and customized workshops. Navigational Conversations training for leaders. Can be presented online, in-person, or both.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Strategic Orientation provides customized business advisory, coaching, consulting, assessment, and training services delivered by founder/CEO Richard Barbercheck. Core offerings include one-on-one Business Performance Coaching, peer-group Navigational Roundtables, Fractional Executive Services, project-based Consulting engagements (strategic planning, finance/capital management, banking relationships, risk mitigation), behavioral (DISC) and financial assessments, and structured training programs (Business Success Program, Navigational Conversations, Keynote Presentations).

Product overview

Strategic Orientation is a business consulting firm offering a comprehensive portfolio of advisory, consulting, and training services. The core offering centers on Business Performance Coaching and Navigational Roundtables, supplemented by Fractional Executive Services and specialized Consulting engagements. The company also provides Behavioral (DISC) Assessments and Financial Assessments as analytical tools, alongside structured Training programs including the Business Success Program (8 modules), Navigational Conversations Training, and Keynote Presentations. Additionally, founder Richard Barbercheck authored the book "Bank Like A Boss." All services are human-delivered by certified coaches and consultants rather than software products.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Performance Coaching One-on-one confidential coaching sessions with Certified Business Coach Richard Barbercheck, customized to current business needs and focused on Position, Planning, Performance, and Potential (the 4 Ps) to accelerate business success for business owners and professionals.
• Navigational Roundtables Peer group membership program combining peer-group dynamics with individual coaching. Uses diverse industry membership to avoid competitive issues and bring diverse perspectives, billed on an ongoing membership basis.
• Fractional Executive Services C-Suite experience and expertise provided at a fraction of the cost of a full-time executive, including Board Support, Board Membership, Training, Strategic Planning, and Specialized Consulting. Billed as a recurring service.
• Consulting Services Project-based consulting engagements with specifically defined outcomes performed over a defined period. Engagements include Strategic & Business Planning, Finance & Capital Management, Operational Efficiency, Team Leadership and Growth, Banking Practices and Relationship Management, and Risk Identification, Assessment & Mitigation.
• Franchise Your Business Comprehensive guidance through the franchising process in partnership with Fresh Franchising, including feasibility assessment, legal and financial services, comprehensive marketing and operating plans, and ongoing operational guidance.
• Behavioral Style (DISC) Assessments Comprehensive assessment suite including DISC behavioral assessment, Sales DISC, Team Insights, 360° Survey, Job Benchmarking, and Career Insights to build business relationships and team effectiveness.
• Financial Assessments Suite of financial analysis tools including Industry Benchmark Report, Comparative Benchmark Report, Narrative Benchmark Report, Projections Report, and Broker's Opinion of Value.
• Business Success Program Eight-module training program delivered through eight two-hour classes covering Positioning, Planning, Performance, and Potential, including an individual strategic business assessment and TriMetrix EQ Assessment.
• Navigational Conversations Training Strategic coaching skills training designed to replace ineffective performance evaluations with regular peer-level conversations built around clarity, brainstorming, ownership, engagement, and accountability.
• Keynote Presentations Motivational and educational presentations on organizational culture, success management, innovation, growth factors, and change management, available as 30-60 minute sessions or half/full day seminars.

Named customers6 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.

• Fresh FranchisingcoreStrategic or Co-development PartnerStrategic Orientation partners with Fresh Franchising to guide business owners through the complex process of successfully franchising their business. Services include feasibility assessment, legal and financial services, comprehensive marketing and operating plans, and ongoing operational guidance. Fresh Franchising provides the franchise-specific expertise while Strategic Orientation provides overall business strategy and project management.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Renaissance Executive Forums: Operating as a forum for non-competing executives to meet in monthly peer groups (now part of the Vistage family of brands), Renaissance Executive Forums is a near-direct comparable to the Navigational Roundtable model in both structure (peer group + outside facilitator) and target buyer (SMB owners and presidents).
• EOS Worldwide: EOS implements the Entrepreneurial Operating System (a set of tools and meeting rhythms) into small and mid-sized businesses and trains a network of independent EOS implementers; it is comparable to Strategic Orientation as an entrepreneurial coaching/implementation firm with a proprietary methodology and franchise-style provider network.
• Vistage Worldwide: Vistage runs paid peer advisory groups for CEOs and business leaders, facilitated by chairs who are themselves executives; it competes head-to-head with the Navigational Roundtables concept and also offers executive coaching and speaker/workshop content, making it the most direct scaled analog to Strategic Orientation's peer-group-plus-coaching model.
• ActionCOACH: ActionCOACH is the world's largest business coaching franchise, serving SMB owners with 1-on-1 coaching, group coaching, and workshops — directly comparable to Strategic Orientation's coaching and training offerings and similar in customer segment (community/small business owners).
• Strategic Coach: Founded by Dan Sullivan, Strategic Coach is one of the most established entrepreneurial coaching firms in North America, offering signature quarterly workshop programs and 1-on-1 coaching to business owners — directly comparable to Strategic Orientation's Business Performance Coaching and Navigational Roundtables in target customer, delivery model, and outcome promises.
• Gazelles (Harnish Group): Gazelles, founded by Verne Harnish ('Scaling Up'), coaches growth-stage companies via mastermind groups, Scaling Up implementation, and the Growth Institute curriculum; comparable to Strategic Orientation as a peer-group-based coaching firm targeting owner-led growth companies, with strong content and IP assets.
• EMyth: EMyth coaches small business owners on systematizing operations and runs a coach training/certification program; comparable to Strategic Orientation as an SMB coaching and education firm with a proprietary methodology and certified-coach delivery model.
• Tiger 21: Tiger 21 runs facilitated peer groups for high-net-worth individuals (many of whom are business owners), combining group sessions with individual coaching and investment education; it overlaps Strategic Orientation's combination of peer-group membership and coaching for an owner/executive audience.

Broad incumbents

• Bain & Company: Bain & Company is a top-tier global management consulting firm serving executives on strategy, operations, and organizational effectiveness; it represents the broader incumbent consulting category that Strategic Orientation competes against for the larger end of the same buyer (business owner/CEO) but at vastly different scale and price point.
• McKinsey & Company: McKinsey is the largest global strategy and management consulting firm, advising corporate and institutional clients on strategy, organization, and operations; it is comparable to Strategic Orientation at the category level (executive advisory on strategy and operating performance) but operates at a fundamentally different scale and client tier.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/strategicorientation
• LinkedInlinkedin.com/company/strategicorientation

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 Orientation, Llc