Beyond Strategy Consulting

What Beyond Strategy Consulting does

Beyond Strategy Consulting is a privately held, Phoenix-based professional services firm serving social impact organizations, foundations, and community coalitions. It provides strategic planning, collaboration strategy, facilitation, and board development through customized engagements. The firm reports 1-10 employees and says it has worked with more than 50 organizations and collaborations across five states, primarily in Arizona.

Underlying delivery is consulting methodology and facilitated human interaction rather than software: no proprietary technology platform, API, or disclosed data asset is reported. Revenue comes from quote-based, customized project engagements acquired through a direct website contact form, referrals, and professional networks; pricing and revenue are not publicly disclosed, and no resellers or third-party distribution channels are used.

Beyond Strategy Consulting was founded by Cassie Breecher in 2017 after 13 years leading funding strategy, program expansion, and multi-agency social impact collaborations at municipal and state levels.

Name

Beyond Strategy Consulting

Legal name

Beyond Strategy Consulting

Website

https://beyondstrategy.org

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Beyond Strategy Consulting is a Phoenix-based professional services firm providing strategic planning, collaboration strategy, facilitation, and board development to social impact organizations, foundations, and community coalitions through customized, project-based consulting engagements.

Ownership category

akta.pro rank

Product category

Management Consulting for Social Impact Organizations

NAICS

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

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

Organization Design & Change Management Consulting (BPAHACAD), Public Sector & Policy Consulting (BPAHACAN)

Keywords

• Nonprofit strategic planning
• Social impact consulting
• Board development services
• Collaboration strategy facilitation
• Community coalition consulting

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Strategic Consulting Services: Project-based professional services engagement model. The company provides customized strategic planning, collaboration strategy, facilitation, and board development services to social impact organizations. Revenue is generated through consulting engagements with foundations, nonprofits, and community coalitions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Beyond Strategy Consulting is a consulting firm that delivers customized strategic planning, collaboration strategy, facilitation, and board development services to social impact organizations, foundations, and community coalitions. The firm works primarily with nonprofits and grant-makers in Arizona and surrounding states, providing project-based engagements that move clients from vision to actionable plans and engaged governance.

Product overview

Beyond Strategy Consulting is a multidisciplinary professional consulting practice, not a software product company. The firm offers a unified set of consulting services centered on strategic planning, collaboration strategy, facilitation, and board development. These four service offerings work together as an integrated practice — Strategic Planning serves as the foundational planning framework, which is then supported by Board Development for governance alignment, Collaboration Strategy for cross-sector coordination, and Facilitation for execution and engagement. The services are designed to help social impact organizations, foundations, and community coalitions deliver on their missions through customized strategic approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Planning
• Collaboration Strategy
• Facilitation
• Board Development

Quantifiable outcome

• Worked with more than 50 organizations and collaborations since 2017

Named customers35 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Meghan Velasquez (Improvement Assurance Group)coreStrategic or Co-development PartnerSkilled facilitator passionate about increasing social outcomes through leadership development and organizational excellence. Brings expertise in driving improvement and innovation within public sector and nonprofit entities, with focus on collaboration and sustainability.
• Jennifer Dokes (JDD Specialties)coreStrategic or Co-development PartnerAward-winning journalist with over 20 years experience as writer and editor on Arizona Republic editorial board. Founded JDD Specialties in 2014 to provide professional writing services focused on revealing humanity and explaining policies and systems that impact people.
• Regina Kuvakos (WriteSupport)coreStrategic or Co-development PartnerCertified scrum master and founder of WriteSupport LLC. Professional grant writer for over a decade who has helped nonprofit organizations secure millions of dollars. Services include grant writing, research, and administration.
• Bennell LaPorte (LAPORTE & COMPANY)coreStrategic or Co-development PartnerEvent fusion specialist and fundraising expert. Founder and CEO of LAPORTE & COMPANY specializing in immersive event experiences and event fundraising for nonprofit organizations, helping brands communicate messaging through innovative donor engagement.
• Paula De La Cruz-Fernandez (Edita)minorStrategic or Co-development PartnerLeads a transnational enterprise helping individuals manage academic pressures. Team has expertise in writing, archival research, theory of literature, paleography, academic publishing, and career promotion. Digital archivist and cultural heritage manager with over a decade of copy editing experience.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• BoardSource: National nonprofit focused on nonprofit board governance, leadership, and effectiveness. Direct overlap on the board development service line that Beyond Strategy Consulting offers, with comparable nonprofit audience.
• FSG (Foundation Strategy Group): Global social impact consulting firm working with foundations, corporations, and nonprofits on strategy, evaluation, and collective impact. Direct overlap in mission, services, and client base, though at materially larger scale.
• La Piana Consulting: Nonprofit strategy consulting firm supporting nonprofits and foundations with strategic planning, collaboration, and organizational change. Closest comparable in size and service mix, including focused work on nonprofit collaboration and mergers.
• The Giving Practice: Consulting practice of Philanthropy Northwest serving foundations and nonprofits with strategy, facilitation, and leadership development. Comparable in service mix, particularly facilitation and collaboration strategy.
• TCC Group: Consulting firm serving nonprofits, foundations, and government agencies with strategy, evaluation, and capacity building. Highly comparable in target audience and service lines, particularly around strategic planning and impact measurement.
• Camber Collective: Social impact strategy firm working with foundations, nonprofits, and public sector clients on strategy, research, and organizational development. Comparable mid-sized peer with similar mix of strategic planning and collaboration services.
• Arabella Advisors: Philanthropy and social impact advisory firm serving foundations, nonprofits, and impact-oriented donors. Overlapping focus on strategic planning, collaboration, and helping funders/social impact organizations deliver measurable outcomes.
• Harder+Company Community Research: Social research and consulting firm supporting foundations, nonprofits, and public agencies with strategy, evaluation, and learning. Comparable service mix for nonprofit and foundation clients.

Broad incumbents

• The Bridgespan Group: A large nonprofit and philanthropic strategy consulting firm advising foundations, nonprofits, and NGOs on strategy, growth, and impact. Highly comparable service offering but operates at significantly larger scale and broader geographic reach.

Emerging players

• Nonprofit Finance Fund: Nonprofit and social impact consulting and capital provider that advises nonprofits and foundations on financial strategy, leadership, and organizational sustainability. Adjacent peer with overlapping nonprofit audience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bscg

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Beyond Strategy Consulting