Become a Client

Chairmen’s RoundTable works with privately held San Diego area companies whose annual sales typically range from $2 million to $50 million. The company must be profitable—not a turnaround situation. We don’t write business plans or seek financing. Our goal is to help a good business become even better.

Client company CEOs are expected to participate fully.

Do I Qualify As A Client?

CRT requires clients to meet very specific criteria. If your CEO and company meet the following criteria, we invite you to complete our online application.

The CEO . . .

  • is enthusiastic about receiving outside advice
  • will engage fully in both the sessions with CRT Mentors and the between-session action items they suggest.

The Company:

  • Has annual revenues of $2 million or more (not a start-up)
  • Has five or more employees
  • Is privately held
  • Does not already have a strong set of advisors, such as a board, or the advisors themselves endorse CRT’s involvement
  • Is currently successful and not in a financial crisis
  • Is not actively raising funds or occupied with legal claims and has time to implement new
  • Operates ethically in a reputable industry

CRT may consider a company that does not meet all of the above guidelines if it is experiencing
explosive growth or can otherwise potentially benefit from CRT guidance.