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Become a Client
Client Application

We work with privately held San Diego County companies, whose annual sales are in the range of $2 million to $50 million. The company’s CEO is expected to participate fully. 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.

Do I Qualify As A Client?

We welcome your application if the CEO and company fit the following criteria:

The CEO is enthusiastic about receiving outside advice and 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 strategies.
  • Operates ethically in a reputable industry.
We will 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.