Services

We offer targeted consultant services to a diverse range of clients in various industries. Some of our important practice areas are listed below.

Business, Financial, Marketing and Customer Service Plans

 

We have extensive experience with the development or refinement of Business Plans and associated Financial Plans / Pro Formas, as well as the development of comprehensive Marketing & Customer Service Plans and tailored market penetration strategies.  

 

Non-Profit Organization Support

 

We are committed to non-profit charity work and have demonstrated this support in many ways that we now offer to others:

 

  • Non-profit organization set-up:  501-c-3 registration with the IRS, State non-profit entity establishment, etc.
  • Managment organziation support ... articles of incorporation, Board selection advisment, officer and volunteer management structures, etc.
  • Fundraising concepts and planning
  • Charity Event planning and execution including concepts, financial planning, accounting approaches via Quickbooks applications, event execution plans (permitting, work force recruitment & management, security, multi-media advertising, community relations, etc.

Proposal / Grant Writing

 

We have extensive experience with the planning and development of proposal & grant submissions for small and large programs alike.  This includes the submission of such documents for local and federal governement programs (up to $100M), investor funding, real estate development, non-profit event fund raising, small business innovative research (SBIR) grants, County tourism growth grants, etc.  Also have managed large proposal teams up to 50 people geographically dispersed.

Real Estate Development Support

 

Experience with the entire chain of the development, including:

  • site / building acquisition research and analysis, including Comparative Market Assessments (CMAs)
  • short / long term break-even analysis for both purchase and rental cash flows, including mixed use property situations (retail + rental)
  • accomplish full range of construction permitting process, including both the legal and architect / builder requirements ends
  • development of documentation to recruit project investors, including full business and financial plans.

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