We Own the Wisdom, You Write the Rules.
Business Forensics and Advisory firm that adds value, reduces risk, and prepares you for growth.
About Us 
Born from the executive table and built for bold reinventions
After years leading corporate HR strategy and operations, our founder saw a gap — small and mid-sized businesses facing high-stakes growth without the guidance they deserved. Sage & Saunter was generated to fill that void: offering sharp, strategic support where it’s most needed, from business forensics and compliance to acquisition readiness and organic scale.
It's all in the name
“Sage” reflects the wisdom behind every recommendation — seasoned, practical, and earned through experience. “Saunter” captures the calm, confident stride of a business that knows where it’s going. Together, they represent our philosophy: offer clarity, move intentionally, and build long-term value.
Born from the executive table and built for bold reinventions
After years leading corporate HR strategy and operations, our founder saw a gap — small and mid-sized businesses facing high-stakes growth without the guidance they deserved. Sage & Saunter was generated to fill that void: offering sharp, strategic support where it’s most needed, from business forensics and compliance to acquisition readiness and organic scale.
It's all in the name
“Sage” reflects the wisdom behind every recommendation — seasoned, practical, and earned through experience. “Saunter” captures the calm, confident stride of a business that knows where it’s going. Together, they represent our philosophy: offer clarity, move intentionally, and build long-term value.
Our mission is simple:
Empower business leaders with the tools, insights, and structure to grow with
integrity — and exit on their own terms.
Our mission is simple:
Empower business leaders with the tools, insights, and structure to grow with
integrity — and exit on their own terms.
Services Business Forensics
Cyber Strategy
A comprehensive plan for securing digital assets, managing cyber risks, and ensuring resilience
against cyber threats.
Compliance/Risk Management
Marketing Strategy
Financial Forensics
Valuations
M&A Advisory
Professional services that guide businesses through mergers, acquisitions, divestitures, sale of the asset, and related transactions
Fractional Services
Values
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No Sugar: Transparency in everything we do to deliver you the solutions you need
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Make it mine: Every solution customized to your unique requirements
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Giving Grit: We lived it, so we can coach you through it
Values
-
No Sugar: Transparency in everything we do to deliver you the solutions you need
-
Make it mine: Every solution customized to your unique requirements
-
Giving Grit: We lived it, so we can coach you through it
Events & Speaking
Strategic Conversations That Move the Room
From boardrooms to breakout sessions, our founder delivers sharp, story-rich insights on HR, culture, and scaling smart.
Book a Speaking Engagement
Looking to energize your next event with grounded, impactful insight? Fill out the form below to start the conversation.
Upcoming events:
Scaling Smart: HR Foundations for Acquisition-Ready Growth
Keynote — Tech Founders Summit, San Francisco
An inside look at how early-stage companies can build lean but effective HR structures that reduce risk, increase valuation, and build buyer confidence.
The Quiet Risk: Compliance Mistakes That Cost SMBs Millions
Panel Discussion — Small Business Legal Forum, Virtual Event
A candid discussion on overlooked HR compliance issues, featuring expert tips for avoiding fines, lawsuits, and deal-breakers in due diligence.
Media & Insights
Tune in to podcasts and interviews featuring our founder, where we dive into
HR strategy, culture, and what makes businesses truly acquisition-ready.
Your HR Blind Spot Is Costing You
In this guest appearance on The SMB Leadership Lab, we unpack the most common compliance mistakes founders make—and how to fix them before they become liabilities.
Fractional HR, Full-Time Impact
On this solo episode, our founder shares real examples of SMBs using fractional HR to scale smart — and stay investor-ready.
Culture That Closes Deals
Why does culture matter in M&A? On Growth With Integrity, we explore how values alignment and clear documentation can make or break a sale.
Let’s Start the Conversation
Whether you’re prepping for growth, planning a speaking event, or just need sharp HR insight — we’re ready when you are.
Let’s Start the Conversation
Whether you’re prepping for growth, planning a speaking event, or just need sharp HR insight — we’re ready when you are.