Case Studies Club Business Strategy School

Case Success Guide

Overview

SAAP Strategie & Solutions (SAAP) is a small business coaching firm built on close relationships and word-of-mouth referrals, helping owners shift from hands-on managers to strategic leaders or prepare for an exit. Its high-touch approach -- often rolling up sleeves to set up QuickBooks, customize financial reports, and coach one-on-one -- has created deep trust (high customer loyalty)mailchimp.com. However, the client pipeline is unpredictable: referral-driven models can produce "unpredictable fluctuations in client acquisition"kararenninger.com and a lack of diversificationkararenninger.com. The core challenge is to expand deliberately without breaking SAAP's boutique, trust-based model.

In our analysis, we examine SAAP's position across key dimensions -- clients, brand, operations, and finances -- and evaluate potential strategies. We consider pathways from thought-leadership content to strategic alliances, weighing each option's trade-offs. The goal is an actionable plan aligned with SAAP's values (maintaining personalized service) while driving measurable growth (new clients and revenue).

Backstory

SAAP was founded by a veteran small-business operator turned coach. Over the years it earned a reputation for deep, hands-on support. The firm's signature service mix includes setting up and optimizing accounting systems (e.g. QuickBooks, dashboards, KPIs) alongside ongoing strategic coaching. By providing end-to-end guidance -- from bookkeeping to boardroom strategy -- SAAP became a trusted advisor to owner-operators. Its clients typically are established small busines...