STAGE 5 PARTNERS
The latest developments, partnerships and conversations from Stage 5 Partners.
BUILDING WHAT COMES NEXT
Explore the evolution of our offerings and the relationships that extend what we can bring to clients.
Executive and professional recruiting, technical recruitment and talent strategy across multiple industries.
“Hiring the right leader is an important investment. Our partnership with Cruzader connects that investment with practical coaching to help the leader get established, build relationships and deliver results.”
STAGE 5 PARTNERS | PERSPECTIVES
PEO services combining payroll, payroll-tax administration, HR information systems, employee benefits and employment-compliance support.
“Growing companies need HR systems that work together—from payroll and taxes to benefits, employee information and compliance. Justworks brings those capabilities together, helping owners manage the complexity of being an employer while keeping their attention on running the business.”
STAGE 5 PARTNERS | PERSPECTIVES
Works with medical practices on business development and specialty product offerings, with additional relationships in the construction sector.
“Denise brings relationships in markets where owners often need help strengthening the business behind their technical expertise. That creates opportunities to connect them with practical leadership and operational support.”
STAGE 5 PARTNERS | PERSPECTIVES
Cloud ERP software connecting financial management and core business operations, with integrated automation and reporting.
“When a company outgrows disconnected systems, leaders spend too much time chasing information. NetSuite provides an integrated platform that can support better visibility, stronger controls and more disciplined execution.”
STAGE 5 PARTNERS | PERSPECTIVES
Financial and exit planning for business owners, connecting business value with the owner’s personal financial goals.
“An owner’s exit plan should connect what they want from life with what the business can realistically provide. Ryan’s planning perspective complements our work to strengthen the company and improve its readiness for that transition.”
STAGE 5 PARTNERS | PERSPECTIVES
Business-financing resources, including working capital, lines of credit, SBA loans, equipment financing and receivables financing.
“A sound growth plan has to be supported by capital. ROK gives us another resource to help owners explore financing options that fit the needs of their business.”
STAGE 5 PARTNERS | PERSPECTIVES
Implements, improves and manages HubSpot, connecting sales and marketing processes with the systems, data and automation teams need to execute.
“I’ve worked with Tyler and his team on a number of assignments. They are top-notch, know their business extremely well and are exceptionally good at what they do. They understand how to make HubSpot support the way a business actually works, and I would highly recommend them.”
STAGE 5 PARTNERS | PERSPECTIVES
Bookkeeping, payroll administration, tax preparation and strategy, outsourced accounting and fractional CFO services.
“Owners need financial information they can trust and use. RJM + Co.’s accounting and CFO capabilities complement our work to turn the numbers into clearer priorities, better decisions and stronger operating discipline.”
STAGE 5 PARTNERS | PERSPECTIVES
Digital marketing strategy, paid search and social, SEO, creative, websites and analytics. Sandhill adds specialist marketing execution and measurement to help clients put growth plans into action.
“I brought Robert and the Sandhill team into FLASH Weather AI to help us think through digital marketing and growth. They bring a thoughtful, data-driven approach that connects strategy, creative and execution.”
STAGE 5 PARTNERS | PERSPECTIVES
Assesses current leadership bench strength, defines future requirements, and builds a succession and development roadmap for growth, acquisitions, exits, retirements, and unexpected departures.
“The leadership bench you have today needs to be ready for what comes next—growth, an acquisition, an exit, retirement, or an unexpected departure. BenchBuilt assesses your current bench, defines what the future requires, and builds the succession and development roadmap to bridge that gap.”
STAGE 5 PARTNERS | PERSPECTIVES
Structures acquisition readiness and integration across people, processes, systems, and decision rights to reduce disruption and preserve transaction value.
“An acquisition’s value depends on how well the businesses come together after closing. DealReady brings structure to integration—aligning people, processes, systems, and decision rights—to reduce disruption, preserve valuation, and help deliver the value the transaction was meant to create.”
STAGE 5 PARTNERS | PERSPECTIVES
Business operating system software connecting priorities, scorecards, meetings, issues, to-dos and accountability. Ninety gives clients a shared place to track commitments and sustain execution between advisory and coaching sessions.
“Ninety gives leadership teams a practical way to turn plans into daily execution. Having priorities, scorecards, meetings and accountability in one place helps teams follow through and sustain the work we do together.”
STAGE 5 PARTNERS | PERSPECTIVES
Supports talent and HR systems with tools across six categories: assessments; succession planning; coaching and development; organizational structure; performance management; and culture and change.
“Leaders need practical tools to support their talent and HR systems. The Talent Readiness Toolkit brings together assessments, succession planning, coaching and development, organizational structure, performance management, and culture and change tools—helping leaders turn insight into informed decisions and action.”
STAGE 5 PARTNERS | PERSPECTIVES
Iowa-based PEO integrating HR expertise and technology with payroll, tax administration, employee benefits, workers’ compensation and compliance support.
“Strong HR infrastructure gives a company room to grow. Connectify HR combines hands-on expertise with the systems needed to manage payroll, HR information, taxes, benefits and employment requirements. That coordinated support helps leaders take care of their people and manage their responsibilities with greater confidence.”
STAGE 5 PARTNERS | PERSPECTIVES
Maps people, roles, reporting relationships, decision rights, and accountability across the organization. Identifies gaps and sequences changes to align skills, competencies, and experience with business needs.
“Every person’s role affects how others can perform. Org Design maps the entire organization, aligning people’s skills, competencies, and experience with the responsibilities the business needs fulfilled. It identifies gaps and shows how changes in roles, reporting relationships, or people fit together, creating a practical roadmap to a more effective organization.”
STAGE 5 PARTNERS | PERSPECTIVES
Interim executives and specialist operating talent for performance improvement, manufacturing, supply chain and transformation assignments.
“Sometimes a business knows what needs to change but lacks the expertise or capacity to get it done. MetaOps expands the operating talent we can bring to the table to help clients move from a plan into execution.”
STAGE 5 PARTNERS | PERSPECTIVES
Connects strategic direction to priorities, initiatives, ownership, resources, and a regular execution review process.
“A strategic plan has to make sense to the people responsible for delivering it. Navigator connects the direction of the business to a plan your team believes in, takes ownership of, and is equipped to execute.”
STAGE 5 PARTNERS | PERSPECTIVES
Accelerates leadership effectiveness through practical issue processing, competency development, and coaching applied to current responsibilities.
“Effective leadership takes years to develop. FORGE compresses that timeline by helping leaders build skills, competencies, and judgment through the challenges they face today. It helps them become more effective, faster than relying on experience and hard lessons alone.”
STAGE 5 PARTNERS | PERSPECTIVES
Establishes performance visibility, KPIs, accountability, operating cadence, problem solving, and follow-through.
“An organization’s performance depends on the management system it runs on. When pressure builds, execution falls back on the disciplines actually in place. S5 MOS establishes the visibility, accountability, and follow-through a company needs to perform consistently at a higher level.”
STAGE 5 PARTNERS | PERSPECTIVES
COMPLEMENTARY CAPABILITIES
Specialist relationships that connect clients with additional expertise, systems and resources.
IDEAS IN CONVERSATION
Conversations about leadership, strategy and the practical work of improving business performance.
METAPODPODCAST INTERVIEW · FEBRUARY 18, 2025
Our founder and managing partner, Steve Snedegar, joins Ron Crabtree to discuss manufacturing capacity, automation, workforce challenges and pricing under rising costs.
Watch the interview ↗Read the companion article ↗Meet our founder and managing partner, Steve Snedegar, and explore his background, interview topics and podcast guest package.
Media inquiries: info@stage5partners.com · 855-511-0401
