Stratego Partners identifies and implements profit improvement and cost saving strategies for our clients.

As former CFOs and operating executives, we are passionate about financial results. We are confident in our abilities, we guarantee our performance and we guarantee our fees.

Stratego Partners holds these ten core values true with every engagement:

  • Guaranteed Performance
  • Trust
  • Minimal Disruption
  • Confidentiality
  • Respect
  • Alignment
  • Collaboration
  • Confidence
  • Knowledge Transfer
  • Passion


Our typical clients are $50 – $500+ million revenue businesses with 300 – 5,000+ employees. We work with public and privately held organizations across a wide range of industries in the manufacturing, distribution, technology and professional services sectors.

What is on your wish list?
The first question we ask every prospect is: “Six months down the road, if a treasure chest with $500,000 to $1,000,000 (or more) showed up on your desk, what would you do with it?”

The response to this question is our client’s “Wish List,” and is usually something or some things that are strategic and business growth oriented:

  • New product development
  • Sales expansion
  • Technology improvements
  • Marketing programs
  • New equipment/facility and capacity improvements

Senior Executives and Company Ownership work with Stratego Partners because of what we allow them to do with the spoils of our treasure hunt, not because of what we do, or how we do it.

How many dollars are slipping through the cracks in non-core areas of your business?
Stratego Partners identifies significant profit improvement opportunities in the non-core cost areas of our clients’ businesses including:

  • Employee Retention Credit (ERC) – Qualification assessment, filing, compliance support  
  • Loan, credit facility costs, and fees
  • Income and non-income tax strategies
  • Health insurance, property and casualty insurance, and risk management
  • Executive compensation and employee benefits
  • Telecommunication, technology and equipment spending
  • Facility, energy, freight, and delivery
  • Professional services, printing, and other large SG&A expenditures

Working side-by-side with C-level executives, Stratego Partners applies well-known and respected techniques to identify concrete profit improvement opportunities that increase our client’s bottom line.

Client assignments are efficient and non-disruptive to day-to-day operations. It is quick and easy to get started. Tangible recommendations are delivered within 30-days and are typically implemented within another 60 – 120 days.

As former CFOs and financial executives, Stratego Partners knows that many consultants promise the world (we’ve been on the client side of the table and have heard it all too). Stratego is very different from the traditional consultancy. We are passionate about profit improvement, we are respectful of our client’s time and resources, we deliver real tangible results and we guaranty our fee.

We collaborate with our clients as trusted advisors. We work with you behind the scenes delivering profit improvement, while you stay focused on strategy and growth.

Our breadth of experience and knowledge transcends many areas of financial, administrative and corporate level costs as well as many industries.

Profit Improvement Expertise Sample of Industries Served
Employee Retention Credit (ERC)

Loan and credit facility costs

Income and other tax strategies

Health insurance and benefits

Property and casualty insurance

Executive compensation

Telecommunication, technology, and equipment costs

Facility and related infrastructure costs

Delivery costs

Healthcare TechnologyReal Estate Development


Professional Services, consulting and management services firms


International Distribution

Commercial Brokerage



The Stratego Approach

We remember our days as CFO’s, and know our clients do not have a great deal of time to spare – particularly for outside advisors and service providers. So we designed our engagements to limit the amount of time and disruption placed on our clients and their staff.

Here is Stratego’s three-phase approach to a typical engagement:

Phase I – Assessment and Recommendations
The first step of the profit improvement process is for Stratego Partners to review key financial documents such as insurance renewal binders, leases, loan documents, and tax returns.

Within 30 days of receiving the necessary documents, we will present Stratego’s recommendations detailing the:

  • Areas for potential profit improvement
  • Projected range of savings and calculation methodology
  • Implementation game plan

At the conclusion of Phase I, our clients are in a position to make an informed decision as to whether they want to move forward and implement the ideas presented.

Phase II – Implementation
The complexity and time considerations for implementation vary by the project.

A loan modification amendment with a client’s existing bank will likely take less than 30 days to implement and only a few hours of our client’s time. On the other hand, a change in our client’s health insurance PPO network will likely involve a significant amount of time coordinating and collaborating with the HR department, the client’s insurance broker, and the optimal PPO network. A project such as this might take three calendar months to implement. For more project results see the Case Studies section in the website.

While the amount of profit improvement and internal resources required will vary by project, our clients know what their time & profit trade-off will be at the end of Phase I presentation and before they commit to Phase II.

Phase III – Monitor Savings
Upon implementation of a recommended profit improvement strategy, Stratego will begin to monitor the profit improvement and send periodic reports. We do this in order to ensure that our clients are aware of the actual results, and we also want to make certain profit improvement is maximized post implementation. After the end of the first year, we meet in order to present the first year profit improvement realized by the client.




What is stopping you from engaging Stratego Partners?
As former CFOs and financial executives, Stratego Partners work side-by-side with organizations’ C-Suite executives, and we know how to speak their language. We apply well-known and respected techniques to identify cost savings opportunities and implement profit improvement recommendations to deliver bottom-line results. Plus, new engagements typically take less than two hours to begin.

Other values we hold true include:

  • We respect our clients’ time, their internal resources, and their external business relationships.
  • We appreciate the sensitive and confidential nature of our client’s financial information.
  • Our work is 100% guaranteed.