Accomplishments/Services Provided
Beverage:
Prepared comprehensive business plan. Researched and located potential investors to expand market share of product.
Biotech:
Created comprehensive business plan with audited financials and sophisticated
projection forecast that yielded business valuation model. Secured proprietary
research agreement with Level I Research University (Carnegie Mellon Rating).
Developed private funding source that allowed matching state funds from
Applied Research Initiative ($300,000). Assistance in Private Placement
Memorandum provided additional funding for product launch that was unavailable
without R&D funding. Assisted in money raises from both venture capital
and private equity sources. Pre-IPO effort is designed to take the company
public via reverse merger or through more traditional methods.
Board & Internet Game Developer:
Developed comprehensive business plan and marketing strategies for publicly traded game company.
Construction:
Created comprehensive business plan and financing package for finish carpentry operation. Successfully secured SBA financing. Company was able to more than double sales over the next 12 months to $10+ million.
Construction:
Provided valuation for concrete company employee seeking to purchase company.
Reviewed and created financial package to seek silent partner for future growth of company.
Education:
Developed comprehensive business plan for on-line education program for grades K-16.
Electrical:
Developed comprehensive business plan for electrical device. Working with board and investors to bring product to market.
Entertainment:
Rewrote business plan, facilitated meetings for production to benefit a charity.
Food:
Prepared comprehensive business plan and assisted in locating marketing expertise to expand company presence in marketplace.
Furniture:
Prepared comprehensive business plan. Researched and located potential investors to expand market share of product.
Health Care Insurance:
Rewrote and updated business plan for a patent pending insurance process.
Hi-Tech:
Developed comprehensive business plan for hi-tech firm with patent pending software technology. Design involves an integrated approach to information storage with unified portal accessibility.
Homeland Security:
Developed comprehensive business plan for technology applicable to homeland security. Introductions to politicians and military were made. Will be working on funding raises.
Horticulture:
Prepared comprehensive business plan in order to syndicate company's instructional gardening television program. Company has successfully launched its first syndicated program on the Garden Channel.
Housing:
Assisted in developing comprehensive business plan for composite housing manufacturer. Plan was used to launch financing in equity markets. Company completed $1.5 million in funding.
International Real Estate Development:
Located construction financing and individual investors with equity money for International Developer.
Legislation:
Prepared draft legislation for various entities including surveys as requested.
Manufacturing:
Auto accessories firm was restricted to $200,000 of traditional bank financing in the form of a revolving line of credit. No increases could be obtained with any traditional banking sources. Created comprehensive financing package for presentation purposes. Utilizing SCR developed contacts, presented company with a variety of options to receive financing ranging from $500,000 to $1.5 million.
Manufacturing:
Creation of business plan to secure increased line of credit. Developed
strategic marketing plan to expand revenues of manufacturing company. Provided
direction to complete ISO9000 compliance.
Provided capitalization planning
table and ongoing services in process management for manufacturing
company.
Worked with developer in refining loan package resulting in funding of approximately $30,000,000.
Medical Device:
Developed comprehensive business plan for innovative medical product technology.
Complete ROI analysis, capitalization planning table and product penetration
drivers were developed to provide “what-if” scenarios.
Non-Profit Organizations:
Instrumental in founding of two non-profit agencies. One non-profit contracted with a state government and the other became freestanding. Cultivated relationships with legal, medical and other professional organizations throughout the community.
Pet Industry:
Developed comprehensive business plan and package for potential franchising of business.
Physicians Medical Group:
Developed employee handbook to meet the needs of growing staff issues. Project is ongoing to develop a policy and procedures manual.
Printing Company:
Provided valuation for printing business where a partner was seeking to buy out other partner.
Publishing Company:
Created comprehensive business plan used to obtain debt ($500,000) and venture capital financing ($1,500,000) for high end magazine.
Real Estate Investments:
Created over 150 comprehensive investment proposals for various real estate projects throughout the Southwest resulting in $100,000,000 of equity and $200,000,000 of debt financing.
Recreation:
Developed comprehensive business plan for technology device designed to provide secure storage of recreational equipment. Worked to provide initial investors to bring device to market. Continuing work on future funding raises.
Made introductions for a developer of a recreation facility.
Restaurant:
Organizational structure review included review of reporting forms and revisions, human resource file audit, insurance policy review, and graphics/branding of menus, wine lists, etc. Inventory model created. Financing from several lenders located.
Restaurant:
Provided marketing plan for pizza business. Retained to create package to submit to government agency.
Retail:
Created liquidation plan for retail establishment to meet goals to exit out of business due to move out of area.
Retail:
Worked directly with owner to custom design and develop a comparative analysis of competition. Owner used final report to improve customer service model of store operations.
University:
Negotiated government contracts with the Department of Labor on behalf of a University amounting to approximately $6,000,000 annually.
Video Games Developer:
Critiqued company’s existing business plan and provided assistance in
rewrite. Developing strategies for fund raising in conjunction with national
accounting firm.
Water Purification:
Reviewed business plan. Researched contact data base for company to approach for expansion capital.
Wireless Communications:
Developed pre-IPO proprietary financing package resulting in equity funding of $2.75 million through venture capital group in New York. Also developed equipment lease program in the amount of $2.25 million.