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Referral Policy

THE STRATEGY EXPERT® provides business and management solutions to clients to help them achieve sustained success.  

We receive client referrals from past and present clients, other consulting firms and consultants, CPAs, attorneys and strategic alliance partners who also want to help companies grow. We also strategically align with other consulting firms to help support their efforts with their clients. Our presence on an engagement often benefits both the client and the lead consultant.

THE STRATEGY EXPERT® takes pride in our strategic alliance and referral relationships and our ability to offer a percentage of the consulting fees to those referring entities.

For more information on our referral program, send an inquiry to: