Services

When You Need Help WIth Business Strategy and Execution

We Help You With . . .

Finding the right talent

Building better operational processes

Aligning employees with strategies

Raising capital to meet demands

Purchase or customize software

Developing solid business Strategies

Create a FUN productive workplace and culture

Beating the competition

Building teams to work better together

Get Executives on point with vision

New product development and services

Managing expenses and cash flow

Training managers and Train the Trainer Programs

Adopt a new process or playbook

Concept | Launch | Early Stage | Expansion | Mature

Some of the ways we help our professional partners and their clients include:

  • New Invention or New Product Launch
    • We can help organize a company for a new product launch including any required validation testing, market research, business operations, sourcing and more.
    • Proof of concept and validation documentation
    • Prepare research, imaging and copy for patent filings, trademark registration, etc.
    • Develop AUTOCAD and mechanical documentation for manufacturing
    • Provide access to hacker space and other low cost prototype development
    • Connect with manufacturing partners to produce short run production
  • Non Profit Funding
    • Preparing modular Grant Proposals for easier submission to multiple sources, identify appropriate grant makers, eligibility criteria and help submit on time for solicited funds.
    • Create donor giving strategies and programs to help reach like minded individuals who will support their efforts in the community.
    • Develop sponsorship programs to solicit corporate sponsors
    • Creative ideas and tools to fund raise successfully
    • Establish a grant management system to track Use of Funds on all grants, donations received
  • Disadvantage Business Entity Submission
    • We meet with your client and collect the appropriate documents, certificates, licenses for you to submit. We can even prepare the documents for you to submit to the state and federal programs.
    • Create documentation to qualify for Federal SBA 8a programs such as forms 1010, 1623, 1790, narratives, licenses, etc. for preparers.
    • Provide mentoring and consulting to Department of Defense programs or General Service Administration cataloging.
    • Help establish DNB and CAGE numbers for your clients
  • Applying to Debt Lenders
    • We help prepare your client’s lending document packets together with you
    • We can introduce your client to numerous local lending officers and sources for capital
    • Microloans, SBA loans, local business grants, PPP, and other sources
    • For credit challenged entrepreneurs we have access to many alternative funding sources as well
  • Applying to Private Equity lenders (Private Placement)
    • We help your client prepare with research and necessary data to create Private Placement memorandum (PPM), pitch deck, website, and other tools to impress investors.
    • Coach business owners on VC, Venture Debt or Angel expectations and how to talk their language
  • Create a Franchising program
    • Help business owners prepare the company structure and draft franchise documents like operations manuals, training manuals, franchise disclosure (FDD), Master Agreements, and more
    • Coach business owners in marketing their franchises, screen applicants and more.
  • Create EXIT strategies and systems
    • Help prepare a business for their closure or exit including sell the company, franchising, ESOP, competitive merger, liquidation, heir transition, take public (IPO), or workout and turnaround consulting when you file for bankruptcy restructuring.
    • We can arrange temporary management and bridge financing in case of death of solo owner until business course is established.
    • We can help connect you with Business Brokers to sell your client’s business
  • IMMIGRATION EB-2 NATIONAL INTEREST WAIVER PETITION
    • We provide you the documentation necessary to achieve success with USCIS NIW Petitions.
    • Our petitions help support answering Dhanasar questions like 1. proposed endeavor is of substantial merit and national importance 2. well positioned to advanced the proposed endeavor 3. significant benefit for national interest
    • Our Petition contains some or all including Executive Summary, Applicants profile, Market Gap, Workforce Statistics, Industry and Market Overview and finally Applicants contribution to the U.S. Economy
  • Reorganization, Work Out and Turnaround Under performing businesses
    • Help facilitate and develop strategic plan for reorganizing the business entity.
    • Identify and mentor personnel through training, commitments and to gain buy in to ensure success moving the company forward
    • Provide interim CEO, CFO, and President management during the process
    • Execute the work out strategies and report to the lenders
  • M&A Planning
    • Provide Due Diligence and Market Research on acquisition targets
    • Identify opportunities from 6 core strategies archetypes: 1. improve performance 2. Reduce capacity 3. accelerate market access 4. Outsourcing makes sense 5. exploit industry scalability and 6. Pick early stage and help grow them.
    • Other considerations include LOB, Roll Up, etc
    • Great an Acquisition team and execute the plan