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Business Consulting in Walnut Creek, CA and San Francisco, CA

Are you an innovative force in your industry? Are you seeking a trusted advisor who can provide strategic and financial services that enhance your enterprise value? Do you want someone who can make intelligent connections for you? SMC’s team of experts has decades of experience successfully advising large organizations, multinationals, and emerging enterprises on local investments, operations, strategy, building partnerships, entering new markets, and securing capital. We consistently add value at the most critical stages of your business evolution. You have great ideas. We have the connections to bring them to life.

What We Do

  • Provide critical support that enables our clients to develop and implement targeted business strategies, make smart local investments, raise funds, and manage operations
  • Advise organizations on expanding into new markets and reduce business costs by finding new production facilities and organizational structures
  • Help our clients accomplish joint ventures, mergers, restructurings, financings and other strategic transactions
  • Support emerging growth enterprises (in areas such as cleantech, biotech, etc.) by leveraging our extensive network of contacts with entrepreneurs

How You Benefit

  • Gain access to multidisciplinary expertise including technology development, corporate finance, management, operations, and law
  • Build new market entry strategies with a nationwide network and a suite of best business practices
  • Achieve long-term competitive advantage and growth with a clear vision in an ever changing, complex world

Request a Consultation

To speak with one of our business consultants, please contact Santa Maria online or call us at (925) 956-7600.

Our Location

Santa Maria & Company

1550 Parkside Drive, Suite 200
Walnut Creek, CA 94596
Main office: 925-956-7600
Toll free: 866-921-3347
Fax: 925-956-7601

Our Providers


I found the rare breed of insurance company that fights for you and stands by you. If you are looking for an insurance company that has integrity and amazing customer service, I would hands down, wholeheartedly recommend Santa Maria

Eli I., Remodeling Contractor
As a home builder in Northern California, I have endured numerous complicated issues while trying to protect my business from unforeseen liabilities, satisfying the multiple requirements of individual municipalities, and doing so at a reasonable expense. Santa Maria and Company has been instrumental in these dealings by providing quality advice, creative alternative solutions, and excellent service.

Dennis C., Home Builder
Santa Maria & Company helped guide our business through a difficult time by being proactive, informing us of potential obstacles, and avoiding surprises. Their customer focus has clearly covered the present, the future, and the 'what if' conditions that all businesses must deal with. We feel that our company is very well prepared to handle our complicated risk-related issues because of their support and guidance.

Robert M., Equipment Manufacturing Executive
The company is sincere, honest, always looking out for our best interests. They continually work to understand our business, to develop strategies to mitigate our exposure. That gives us a real competitive advantage.

Shaun M., Food Industry Risk Manager
Santa Maria & Company has helped us solve some tough insurance challenges, but they continue to identify emerging risks, such as cybercrime, and help us protect against them. Their customer service is fantastic.

Jeff B., Medical Industry CFO
This company knows the local insurance market better than the larger brokers ever could. They are true experts who take the time to explain all of our coverage options and help us make the right decisions. It's almost like having an insurance professional on staff.

Matt A., Food Industry Executive
It is a real advantage to work with risk insurance experts that have underwriting experience. Since we have been working with Santa Maria, we've grown a great deal and other companies are always trying to win our business. Santa Maria has the expertise in insurance and high tech industry risks that we need and their personal service is excellent.

Cynthia G., Technology Industry Executive