1. Transforming the way companies build wealth

2. Company Overview Executive Consulting Firm Headquartered in San Diego
Founded in 1998
Team of 110+

3. Our Vision
To transform the way companies build wealth

4. Our Purpose
To build healthy, growing and resilient businesses that deliver successful futures

5. Value Proposition
Provide personalized solutions, grounded in a keen understanding of finance, that foster courageous leaders, engaged employees and resilient businesses

6. Competitive Advantage
Multi-disciplinary expertise to understand and respond to my unique business needs

7. Positioning
The only executive consulting firm that is committed to delivering everything I need to build wealth and create successful futures

8. Enterprise Wide Perspective
What We Do
Enterprise Wide Perspective
Provide personalized solutions, grounded in a keen understanding of finance, that foster courageous leaders, engaged employees and resilient businesses.

9. Personalized Solutions
Grow Your Business
Develop Your Team
Optimize Technology
Sell Your Business

10. Business Strategy
Technology
Executive Development
Operations
Sales & Marketing
Human Resources
Finance & Accounting
Cost Reduction

11. Executive Consultant Member Benefits
Teaming & Collaboration
Builds a personally and professionally rewarding environment
Multi-disciplinary Team Member
Provides opportunities outside your specific area of expertise
Revenue Sharing Model
Referral income as well as consulting income
Increased Income Potential
Collective, shared networks provide “warm” introductions
Exciting brand and Lead Generating Machine
Executive Consultant Development
Building consulting skills and expanding your professional network

12. Client Sample

13. Learn More
customatrix.com

14. Next Steps Sign a Mutual Non-disclosure Agreement
Review the Executive Consultant Orientation and Benefits/Mutual Expectations for Engagements
Visit the Friday Executive Consultant Development meeting
Sign the Executive Consultant Agreement