At Saadat & Associates, we are experienced, unbiased business growth and profitability professionals dedicated to helping solopreneurs, entrepreneurs and privately held organizations thrive. We identify blind spots, bridge knowledge gaps, and uncover opportunities for sustainable growth. Whether you're launching a startup, revitalizing a struggling organization, or seeking to boost profitability, the OC business advisors provide the strategic guidance and execution required. Led by Mary Saadat, our team operates with unwavering commitment to our Core Values: Integrity, Accountability, and Value. Each associate is selected for their functional expertise and alignment with these principles, ensuring consistent, results-driven support for every client.
If you're ready to launch a new venture or boost profitability, I’m here to help. With over 25 years of hands-on experience in operations, marketing, sales, and business development, I’ve helped businesses overcome challenges and accelerate growth. I lead with full P&L accountability and a strategic focus on profitability. I work closely with entrepreneurs and privately held companies to align vision with execution—developing clear action plans that deliver measurable results. You set the pace. We will get you there!
“Saadat & Associates has been an invaluable asset to our office to assist my medical, surgical, and cosmetic dermatology practice. We had recently undergone significant expansion but were struggling with very high overhead and resultant low profitability. Mary came in with energy and expertise and went to work. Mary's combination of a loving yet no-nonsense personality was refreshing and effective. She observed processes in the front and back office, office management, and spent time with each staff member. After a period of observation and a thorough audit she went to work to help put in place processes, role designations, assignments, and created accountability systems and provided oversight to implement the needed changes impacting profitability. In just a few short months, we have already been able to reduce overhead, increase productivity, and grow our cosmetic practice with the new processes put in place. Saadat & Associates is the best!"
A client aimed to sell their business and associated real estate, seeking a profitable exit and a secure financial future.
Our team of three associates collaborated seamlessly to achieve the client's objectives:
Business Turnaround: Mary Saadat led efforts to enhance operational efficiency and profitability, aligning the business with the client's goal of a successful sale.
Real Estate Transaction: Associates Dan Leonard & Jim Moazez facilitated the sale of the business, the property and implemented a tax-saving strategy to minimize liabilities.
Financial Planning: Mary introduced the client to a financial advisor, who helped invest the proceeds from the sale into lucrative vehicles for retirement.
Through our collaborative efforts, we successfully sold the business, minimized taxes, and optimized investment returns. The client realized a $3M gain, ensuring a secure and comfortable retirement.
Seek out new ideas for revenue generation
Implement cost-containment operational efficiencies
Launch business strategies to enhance profitability
Fill C-Suite gaps with Fractional Leadership services
Our Associate Team of OC business advisors are vetted to adhere to our Core Values. We are a resource for each other and serve our clients to assure that we walk the talk of results. Each Associate is chosen carefully to assure experience, expertise, and a results-driven mindset. Commitment to our Core Values: Integrity, Accountability, and Value is the foundation of selection of our Associate Team. With over 20 years of experience across diverse disciplines, our associates operate with the highest standards, ensuring every client engagement reflects the principles that define our firm.
Ailene, a Certified Business Performance Advisor (CBPA) and holder of the Associate Professional in Human Resources (aPHR) credential, brings strategic expertise in talent acquisition, retention, and human capital management. Through this partnership, clients gain access to tailored HR and PEO solutions that reduce risk, improve compliance, and minimize costly employment-related legal fees—directly enhancing operational efficiency and the bottom line.
With over 20 years of experience driving growth and transformation, Rob brings strategic executive-level marketing leadership to your business. Specializing in revenue expansion, go-to-market strategies, rebranding, product evolution, sales enablement, business pivots, and M&A support, Rob partners directly with CEOs and business owners to unlock untapped potential and accelerate results.
Our licensed real estate associate, Dan Leonard, brings expertise across residential, commercial, and investment property sectors. Dan provides tailored real estate solutions that serve as additional revenue streams for both personal and business growth. Clients leverage property opportunities to drive profitability and long-term value.
Kristy is a client-focused banking professional who brings a personal touch to banking solutions. Kristy delivers tailored banking strategies—including SBA loans and funding options for start-up and growth initiatives. With a strong background in strategic banking, economic development, and policy analysis, Kristy provides expert banking guidance, and dependable support across diverse business environments.
Jim has over 20 years of experience in buying, selling, and merging businesses. With expert guidance from start to finish, Jim brings expertise, proven systems, and a strong network to every transaction. More than just a business broker, this team member offers strategic insight and hands-on support throughout the entire process—from initial planning to post-deal integration. Clients benefit from candid, expert guidance that ensures they're positioned for the greatest possible opportunity for long-term success.
Matt brings over 20 years of executive-level experience in building high-performing teams, optimizing operations, and driving strategic growth. With specialized expertise in working with physicians and medical groups and specialized expertise in Radiology, Matt serves as a Strategic Advisor—collaborating with Mary Saadat or leading engagements independently as a valued associate on our team.
Mitch, our cost reduction associate specializes in uncovering significant savings and efficiency gains through comprehensive, no-risk cost analyses across critical business service areas. Clients typically achieve an average expense reduction of 28%, freeing up resources for growth and reinvestment. What makes this service unique is its performance-based model: there are no upfront fees—Mitch, is compensated only from a portion of the savings achieved, ensuring a win-win outcome that directly improves profitability.
With over 25 years of experience, John is a seasoned sales leader creating high-performing teams and driving revenue growth. As a strategic sales executive, John brings a proven track record of designing and implementing effective sales processes, performance-based compensation plans, and scalable strategies that deliver consistent results. Whether your goal is to strengthen your sales infrastructure or accelerate growth, John provides the expertise to elevate your sales organization.
With decades of experience as a Big 4 CPA, CFO, and entrepreneur, Denny helps businesses build strategic frameworks designed to scale and maximize profitability. By leveraging proactive tax planning—utilizing deductions, credits, and deferrals—Denny assures you retain more of your earnings, enabling reinvestment into growth initiatives. Freed cash flow strengthens your bottom line, attracts top talent, and enhances a profitability competitive advantage.
Business Growth & Profitability Advisors
Providing Services
• Strategy
• Execution
• Accountability
• Results
Mary Saadat, M.A.
Saadat & Associates
mary@saadatassociates.com
OC Business Advisors
Serving businesses in the USA, including Orange County, Los Angeles, and San Diego, California
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