What We Do

Business Consulting, Marketing, and Brokerage Services

We are business advisors and provide business and marketing consulting services, giving structure and objective input to help guide you through the process of transforming your business into the success you want. With our experience providing small business consulting and small business brokerage services, we will help you incorporate the one important element of business success you may be currently missing; the discipline to regularly schedule structured time, to work ‘on your business’, and not just ‘in your business’.

Business Consulting and Coaching

We will bring proven methods learned from the “masters”, and the experience from many years of helping business owners and entrepreneurs with their success. We will help you clearly see your goals, choose the right paths to them, and create the accountability needed to ensure you stay on course.

Marketing Plan Management

We will help you develop your marketing plan and manage your marketing activities, including:

- A written plan and development of your marketing structure, systems, and activities
- Creative and placement of print and web-based marketing activities and results analysis
- Creation of marketing materials like brochures, business cards, etc.
- Public relations and publicity
- Event planning
- Database management
- Customer contact data and activities management and reporting

Website Remodels

Design facelift
Functionality improvement
Web-based marketing enhancement
Search optimization

Accounting and Financial Management

Bookkeeping & accounting services if needed
Budgeting & forecasting/planning
Cash-flow management, analysis and financial reporting tools

Organizational Development

Org Chart development
Defining the Systems, Processes, and Procedures that put your organization on a solid foundation for sustainable success
Development of HR systems that allow you to practice the proactive, effective communication and people management that ensures your continued growth

Owner Peer Groups

We organize your group and facilitate meetings
You get objective monthly input from other owners
You give and get Annual Peer Board Reviews

Succession Planning and Buy/Sell Brokerage

We partner with Commercial Pacific Brokers Inc, who has been successful in Mergers & Acquisition transactions in the Pacific Northwest for over thirty years.

Together, we have experience in selling a wide array of businesses. We can provide business owners advisory services in all phases of the transaction including; exit strategy, planning, marketing analysis, initial valuation, packaging and marketing, qualification of prospective purchasers, negotiation, due diligence, post-closing transaction planning, and business consulting.