Client Case Studies

How should I approach marketing?

I have been getting a bountiful request to help with marketing in the beginning of 2023. Oftentimes, the questions are "where should I conduct marketing?"; "online?"; "promotions?" Unfortunately, those are the wrong questions to ask if a business owner is unable to...

Employee Ownership Agreements

It is difficult selling a piece of your business albeit to those younger and greener than you. Henceforth, a business owner relies on the positive that an offer of equity ownership will instigate further development, loyalty, and dedication to employees who have...

Loan vs. PE

important things to consider when deciding between bank loan and/or PE investment

A unique forensic business

A client I have engaged for the last 6-7 years finally asked for a business appraisal due to the desire to exit the business in the short-term. Her husband has retired and she prefers to join her life partner in this special phase in her life journey. We have explored...

Business non-launch

I want to share an analysis of an expected business launch that prevented a bad decision. An 18 year veteran for yoga came to me for guidance on a business launch she wanted to do that involved retail space in San Diego county. It is quite common for a professional to...

Structuring HR for growth

A company who I helped to get financing requested guidance on how to hire and properly institute a model that fits his leadership style. Essentially, the business had been a 1-man show, operating out of the home, and utilizing a crew of about 4. Amazingly the company...