You are the backbone of America. You make it great. We need more of you.
We’re here to help you make that happen.
In 2004, we left corporate America to be with each other. What we’ve learned has launched, saved or expanded hundreds of businesses and raised millions of dollars in capital. We can do this for you and your lifestyle business.
We understand mom and pop businesses because we are mom and pop. Click on the statement that best describes where you are to learn more about how we can help.
I’ve been working on my idea for a while now, but all the information I get is really confusing, so I’m not sure if I should go forward. Plus, everyone wants me to create documents that I have never seen before. I need help.
I’ve got my business all figured out, but I’m not sure how to get it funded. Am I bankable? Will someone invest? On top of that, what information should I present? How much is enough? How do I make it believable?
I think I could kill it if I could get bigger. I’m thinking about adding a new product, buying a competitor or merging with another company, but I’m not sure which one would get me where I want to go.
Over the years, we’ve learned a thing or two
Figuring it Out
Using our Seven Step method, you will take your business from an idea to a reality. You will see clearly where you’re going and how to get there. We’ve done it over 500 times.
Getting It Funded
Whether you’re looking for a bank commercial or SBA guaranteed 7a or 504 loan, investor, venture capital or private equity leave with the right presentation package and the confidence to make the pitch.
Making it Sing
Whether your business isn’t making enough sales or is so successful your head is exploding, we know how to get you on top of your business so it isn’t running you.
in capital raised
Dozens of business rescued, improved and made more profitable resulting in happier owners with more free time and peace of mind.
It’s all about what you want
In working with thousands of clients, we’ve learned there is a seven step process that, when followed, can provide a nearly certain path to success when launching or growing a business.
It does not matter where you are in your business journey. When you begin working the steps , your goals become clearer, the path to them more direct and your success more certain.
Once you use this method, it’s yours forever and can be used to realize any goal.
Time is Treasure
According to the SBA, the average person will spend
hours researching and planning their business
How much is an hour of your time worth? How hard is it to find an hour of time to concentrate on your dreams? How many months will it take for you to collect the 400 hours, minimum, you would need? Wouldn’t it be better to be ready to go in 30 days or less?
Time to get started on your dreams
We have the experience to help you get the life you want. Find out in a complimentary consultation; in person, telephone or Skype. The only thing stopping you from the success you want, is you.
Please fill out the form below or call us at 800-741-8444 or 949-336-8284 to set up your consultation.
People Are Talking
“You guys kick ass!”J.J. Synder
“Peter and Lydia have been a big part of our strategic and tactical planning.
They have written two business plans that got us multi-million dollar funding, helped us formalize our in-house processes and procedures and generally have been a good source of sound advice.
They have been a great asset.”Gabe Garcia
“Beautiful job! Among other things you are amazingly accurate listeners”Ron Hodges
"Anything that we didn't quite understand, you guys went the extra mile to just be very kind...and really explain it in a way we could understand.
When you're talking about your own money, every cent makes a difference. It was very enlightening and opened our eyes to a lot of things.
...we love you guys ."Patty Heel
“I contracted with them to refine and produce a business plan for my start up manufacturing company.
I had worked with a business consultant before but didn’t always feel we were on the same page. With Peter and Lydia, I found a company dedicated to understanding my specific needs.
They quickly did this by asking all the right questions. In seemed that in only a matter of a few interactions, we were fluently speaking the same language.”Ernie Hernandez
They took our business concept from a dream to reality. Peter and Lydia took on the task with open arms and asked good questions that we hadn’t even thought of, all on a two week turnaround in December.
They are both extremely professional, efficient and delightful to work with. More importantly, they delivered phenomenal results that landed the approval of the SBA . Peter and Lydia provided 6 STAR service and results.Barb West
We could be your biggest fans!
They Speak !!!
We will speak to your group on the Seven Steps or any number of entertaining and enlightening subjects.
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