WE LOVE LOAN BROKERS (Learn more)
We help people start and grow businesses
Planning / Consulting / Coaching
Figuring it Out
Take your business from an idea to a reality. See clearly where you’re going and how to get there. We’ve done it over 500 times and we can help you too!
Getting It Funded
Whether you’re looking for a 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. Get on top of your business so it isn’t running you. We can show you how.
Time is Treasure
Ernie Hernandez, founder of Lighthouse Packaging, talks about working with us
According to the SBA, the average person will spend
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?
People Are Talking
“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.”
“Beautiful job! Among other things you are amazingly accurate listeners”
"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 ."
“My contact reviewed the plan and said it was “superb” so we had [the investor] sign an NDA and let them read it. I am waiting to hear back.”
“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.”
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.
years in business
businesses created, expanded or rescued
dollars raised through SBA and commercial bank loans, angel, venture and private equity investment
Let’s start the conversation!
Or if you’re in a hurry, schedule a Zoom or telephone session by clicking on the button below
We will speak to your group on any number of entertaining and enlightening subjects. We also offer comprehensive soft and technical skills training and simulations relating to forecasting, scheduling, time management, team building and business planning, business strategy and tactics development. Check out our booking page to learn more.
We have a book!
If you are a D-I-Y kind of person, Killer Business Plan is the book for you. Written in three parts, it will help you choose a business that is right for you, determine if it will make money and then take you step by step through creating the plan you need for bank or investor funding. Couple it with coaching from us and it’s an unbeatable combination! CLICK HERE to purchase!