Small Business Advisory is a smart company.  They have helped me in so many facets of my business for the last 7 years or so. Let me think…marketing and market positioning, employment benefits, insurance and financial planning, employee compensation, strategy, valuation, and lately, succession and exit.  Richard is a consummate professional and at 20 years my junior he is wise beyond his years.  I recommend his company for anyone in need of focus, direction, and coaching.

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Gilbert Gamboa, Corporate Image Maintenance
Revenue Range: $1M – $5M

I first engaged Small Business Advisory in 2012 and this was when my revenues were below $5M.  I have now grown so much more and the guidance from Small Business Advisory still resonates in overall perspective and approach with my business.  Richard has helped me in so many different aspects from communication, business strategy, adding new business divisions, employee compensation, tracking, profitability, taxes, and I can go on.  We have grown well together and the relationship goes beyond just business as I have met his family and vice versa.  Richard and Small Business Advisory is by my side and I am more comfortable knowing that I can reach out any time to help with decision-making processes, as a sounding board, and assessments.  

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Jay Patel, Westcoast Management
Revenue Range: $10M – $15M

I have been and am happy with Small Business Advisory.  We have engaged with Richard on such varying issues and oftentimes he has been impartial, balanced, and correct in his positions. I see myself as very capable and confident in my abilities but it is always nice to work with someone at my caliber for different specialties.  Richard has been great throughout our growth from under $5M to now multiples of that.  He has helped with employee compensation, finance, insurance, taxes, strategy, legal entity considerations, valuation, succession and exit, financial vehicles, and a few others.  Engaging Richard and his company is worth the time and cost.

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Randy Larson, Danne Montague King
Revenue Range: $10M – $15M

I have used Small Business Advisory for so many different areas in my business and it has even crossed over to my personal situation with succession/exit planning.  I realized how impactful Richard is during one of our first few sessions when I shared so many things with him and had a question of cash flow for hiring.  After listening and absorbing all I dumped, Richard explained in a very simple and strategic manner that I could hire without worrying bout cash flow.  Richard has a certain way about him that showcases his experience, level of awareness, and making the info chaos into something more clear to tackle. It has been over 6 years and I still love my sessions with Small Business advisory.

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Rocky Castro, Golden State Grating
Revenue Range: $1M – $5M