The Sage Group
The Sage Group is a Bellevue, Washington-based value transformation consulting firm founded in 2001 that advises private business owners, CEOs, and founders on strategy, market positioning, and value event preparation using its proprietary Path to Value™ methodology.
- Company typePrivate
- Founded2001
- HeadquartersBellevue, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Sage Group does
The Sage Group is a privately held business consulting firm founded in 2001 and headquartered in Bellevue, Washington. It provides value transformation advisory services to private business owners, CEOs, founders, and family business owners, structured around its proprietary Path to Value™ methodology, which integrates personal, professional, and organizational value creation. The firm addresses strategy formulation, market positioning, leadership alignment, talent management, and preparation for value events such as private equity events, venture capital raises, acquisitions, and succession transitions.
The firm delivers a portfolio of interconnected service offerings: Strategy and Planning, Market Activation and Acceleration, and Value Event Preparation sit as core consulting engagements; Sage University™ is a 12-session master course covering the Path to Value curriculum; Sage Speakers is a keynote speaker bureau; and The Great Conversation operates as an executive forum and podcast platform for risk, resilience, and security leaders. Underlying IP includes five registered trademarks — Path to Value™, Sage University™, Mind of the Owner™, Mind of the Market™, and Mind of the Investor™. Recent additions include a Human Capital Practice led by Dr. Daniel Hallak (PhD, Industrial-Organizational Psychology) and a 2025 strategic partnership with Mark L. Vincent of Maestro-level Leaders focused on business continuity and succession.
The Sage Group generates revenue through professional services engagements on undisclosed pricing, with go-to-market executed via direct advisory relationships initiated through website contact forms and augmented by thought leadership channels (podcast, educational content, executive forums, and keynote speaking). The firm operates as a boutique practice with 1-10 employees, no external funding, founder-led management, and no disclosed financials.
The Sage Group firmographics
Firmographics- Name
- The Sage Group
- Legal name
- The Sage Group
- Website
- https://the-sage-group.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Sage Group is a Bellevue, Washington-based value transformation consulting firm founded in 2001 that advises private business owners, CEOs, and founders on strategy, market positioning, and value event preparation using its proprietary Path to Value™ methodology.
- Ownership category
- akta.pro rank
The Sage Group industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Restructuring & Turnaround Advisory (BPAHADAD)
- akta.pro secondary industry
- Restructuring & Turnaround Advisory (BPAHAOAC)
Keywords
Where The Sage Group is headquartered
LocationHeadquarters
- HQ city
- Bellevue
- HQ country
- United States
- HQ region
- North America
Markets served
The Sage Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Advisory and Consulting Services: Professional services engagements including strategy and planning, market activation and acceleration, and value event preparation. Work is delivered through close collaboration with business leaders and their teams.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
The Sage Group product offering
Product offeringCore offering
The Sage Group provides value transformation advisory services to private business owners, founders, and CEOs through its proprietary Path to Value™ methodology. Core deliverables include strategy and planning, market activation and acceleration, and investor-grade value event preparation (capitalization, acquisition, private equity, or venture capital). The firm also delivers Sage University™, a 12-session educational master course, and operates The Great Conversation executive forum and podcast platform for risk, resilience, and security leaders.
Product overview
The Sage Group is a value transformation advisory firm offering a unified portfolio centered on its proprietary Path to Value™ methodology. The portfolio comprises nine distinct offerings: Strategy and Planning (research and strategic planning), Market Activation and Acceleration (market positioning and influence channels), and Value Event Preparation (investor-grade story and business plans) as core consulting services; Sage University™ as a twelve-session educational master course; Sage Speakers (Key Note) as a speaker bureau; The Great Conversation as an executive forum and podcast platform; and the Human Capital Practice and Mind of the Owner™ Practice as specialized advisory practices. These offerings are interconnected components of a single integrated approach rather than independent modules.
Differentiator
Problem solved
Functional benefit
Brands
- SAGE UNIVERSITY™: Educational program with Path to Value Master Course consisting of 12 sessions covering strategic vision, market positioning, investor relations, and leadership development.
- SAGE SPEAKERS
- Path to Value™
- Mind of the Owner™
- Mind of the Market™
- Mind of the Investor™
Products and services
- The Path to Value™ Proprietary, integrated methodology serving as the foundation of all firm offerings; helps private business owners discover, articulate, and execute the principles of value transformation across personal, professional, and organizational dimensions.
- Strategy and Planning Research, strategy development, and planning services that help private owners and CEOs understand their market, articulate vision, validate approach, and formalize strategy and execution plans, all organized through the Path to Value™ methodology.
- Market Activation and Acceleration Strategic market positioning services including messaging development, influence channel creation, partnerships, sales training, and market events designed to drive market conversations and activate ideas into movements.
- Value Event Preparation Investor-grade story and business plan creation to prepare companies for capitalization, acquisition, private equity, venture capital, or growth strategies with partners.
- SAGE UNIVERSITY™ Twelve-session master course covering Path to Value topics including Mind of the Owner™, Mind of the Market™, Mind of the Investor™, strategic action planning, talent management, enterprise sales culture, and leadership under pressure.
- Human Capital Practice Specialized advisory practice led by Dr. Daniel Hallak applying industrial-organizational psychology to team dynamics, executive development, and succession planning for clients walking their Path to Value™.
- Mind of the Owner™ Practice Coaching and advisory practice led by Alan Andersen providing insight and empathy to business owners as they navigate their Path to Value™.
Companies that use The Sage Group
Customer profileSegments3 records
Ideal customer profiles3 records
The Sage Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
The Sage Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mark L. Vincent / Maestro-level LeaderscoreStrategic partnership with Mark L. Vincent, founder and former director of Maestro-level Leaders. Vincent brings extensive global practice on business continuity and succession focused on founders, owners, and CEOs. The partnership recognizes and leverages his experience of over 900 engagements to expand The Sage Group's capabilities in shepherding clients' next right steps in their Path to Value journey.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
The Sage Group competitors and assessment
Company assessmentDirect peers
- Vistage: Vistage runs peer advisory boards and executive coaching for CEOs and business owners, overlapping with Sage's owner advisory, leadership development, and value-event coaching offerings for SMB and mid-market principals.
- EOS Worldwide: EOS Worldwide provides the Entrepreneurial Operating System to private small/mid-market business owners via a network of certified implementers, competing directly with Sage's strategy, leadership, and value-event readiness work for the same founder/owner segment.
- Value Builder System: Created by John Warrillow, Value Builder System is a structured methodology and SaaS-tooled assessment used by advisors to help private business owners increase company valuation ahead of a sale — a direct functional analog to Sage's Value Event Preparation offering.
- Strategic Coach: Founded by Dan Sullivan, Strategic Coach serves entrepreneurs and private business owners with structured coaching programs and proprietary methodologies aimed at helping owners grow, scale, and plan exits — directly overlapping Sage's Path to Value™ positioning.
- The Alternative Board (TAB): TAB provides peer advisory boards, coaching, and strategic facilitation for private business owners preparing for growth or transition — comparable to Sage's combination of owner advisory, strategy planning, and succession support.
Broad incumbents
- Bain & Company: Bain is a top-tier global strategy consultancy serving Fortune 500 and PE clients across strategy, M&A, and value creation — the broad incumbent benchmark for the strategic and value-event advisory work Sage performs for owner-led businesses.
- BearingPoint: BearingPoint is an established global management and technology consultancy offering strategy, transformation, and transaction advisory — a broad incumbent that competes with Sage for mid-market value-event and strategy engagements where larger firm branding is preferred.
- Insperity: Insperity provides HR, payroll, and organizational performance services to SMB and mid-market businesses, overlapping with Sage's Human Capital Practice and leadership/talent management offerings at scale.
Emerging players
- Tiger 21: Tiger 21 organizes peer groups for high-net-worth investors and business owners focused on wealth preservation, exit planning, and post-liquidity investing — an adjacent offering overlapping with Sage's value-event and succession segments.
- Entrepreneurs' Organization (EO): EO is a global peer network for founders and owners of high-growth businesses, providing learning events, forums, and peer exchange that overlaps with Sage's The Great Conversation platform and owner community work.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Sage Group social profiles
Digital presenceThe Sage Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Sage Group leadership team
Management profileNumber of profiles
Profiles4 records
The Sage Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Sage Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Sage Group
What does The Sage Group do?
The Sage Group provides value transformation advisory services to private business owners, founders, and CEOs through its proprietary Path to Value™ methodology. Core deliverables include strategy and planning, market activation and acceleration, and investor-grade value event preparation (capitalization, acquisition, private equity, or venture capital). The firm also delivers Sage University™, a 12-session educational master course, and operates The Great Conversation executive forum and podcast platform for risk, resilience, and security leaders.
Is The Sage Group a public or private company?
The Sage Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Sage Group founded?
The Sage Group was founded in 2001. It employs 1 to 10 people.
Where is The Sage Group based?
The Sage Group is headquartered in Bellevue, United States, in the North America region.
How does The Sage Group make money?
One revenue line is on record: advisory and Consulting Services.
Who are The Sage Group's main competitors?
Direct peers on record are Vistage, EOS Worldwide, Value Builder System, Strategic Coach and The Alternative Board (TAB). Broad incumbents are Bain & Company, BearingPoint and Insperity. Emerging players are Tiger 21 and Entrepreneurs' Organization (EO).
Does The Sage Group have an API?
No public API is recorded for The Sage Group.
What industry is The Sage Group in?
The Sage Group's product category is Management Consulting. Its primary akta.pro industry code is BPAHADAD, Restructuring & Turnaround Advisory, with a secondary code of BPAHAOAC, Restructuring & Turnaround Advisory. Its NAICS code is 54161 and its SIC code is 8742.