Gumbiner Savett’s Mission Statement Makeover

In celebrating its 65th anniversary, Gumbiner Savett Inc. (FY13 net revenue of $16.7 million) of Santa Monica, Calif., unveiled a new company mission, vision statements and core values. After polling staff about the firm’s defining characteristics, the partners took the findings and revamped its previous statement.


“As the year continues, the goal is to make these statements — and what they represent — a part of firm culture,” says managing director Michael Savoy.

The firm chose to roll out the statements and values in January to ring in the New Year, welcome new staff and kick off the year-long anniversary festivities. The goal of the firm in shaping the new language was to clearly define the purpose of all work provided, while taking into account the overall spirit of the firm and its practitioners.

“The statements speak for themselves as to the importance we place on client service and our staff, says Clare Sataloff, HR director. “We have already started to incorporate these concepts into our recruiting and marketing materials.”

Mission: The purpose of our work is to enrich our clients’ lives by facilitating the achievement of their financial objectives and providing career fulfillment for our employees.

Vision: We are dedicated to being the preeminent assurance, tax and business advisory firm for growth-oriented businesses, middle-market enterprises and high-net-worth individuals in Southern California.

Core Values:

A proactive unified team – We take the initiative to provide optimal results for you.
A solutions-centric approach to service – We assess your needs and understand your unique objectives so that we can deliver the right solution.
A pledge to provide market-leading service – We harness collective wisdom, technical experience and advanced resources for you.
A promise of reliability and accountability – We are here when you need us and stand behind everything we do.
A commitment to creating enduring professional relationships – We will be your lifelong advisor and trusted ally.