The Sage Group starts by asking "why?"

Innovation starts with a series of questions to you, your market ecosystem, and to your company, designed to accurately identify:

  • What is your vision for your personal and professional life?

  • Why and how markets transact;

  • Where new money is going; and

  • How your company is responding today.

This is the data baseline. We leverage this baseline to begin the process of creating a highly differentiated and compelling value proposition that will impact your outcomes personally, professionally, and organizationally.

From this baseline emerges a business model; a way of organizing resources to reach the market and optimize the fulfillment of the value promise.


We build strategic value by:

  • Creating an integrated personal, professional, and organizational wealth plan;

  • Creating a highly differentiated strategy and business model;

  • Creating an investor-grade business plan;

  • Building a winning strategy for communicating your value to your team and your ecosystem; and

  • Creating key performance metrics that helps you manage the efficacy of your team and the velocity of your business.