If you’re the Do-It-Yourself Entrepreneur, this is the plan for you. Over the course of 8 sessions, I’ll walk you through the process of getting your business funded. This program is great if you need to move quickly, because sessions are scheduled at the pace you need to go. Best of all, this comes with a business plan review.

Program Details

The Accelerated Business Funding Program is aimed at getting you the money you need to start or expand your business quickly. As you progress through each step, I work with you to ensure you’ve covered all the bases.

Step 1: Initial Phone Call

We start with an assessment of your business and identify your business goals. This will provide us a starting point and a target point.

Step 2: Information Gathering

In this step, you’ll start pulling information together. I provide you tips and guidance as where to find the information you need. Keep in mind, this step isn’t about production or creation… it’s simply gathering your documents, so they’re all in one place. In the next steps, you’ll start putting your information to work.

Step 3: Financial Projections

For some, working with numbers can be challenging. I help you simplify the process by providing self-calculating workbooks and worksheets. You plug in the numbers and let the documents do the work for you.

Step 4: Funding Research

Not sure where to go for funding? That’s okay. I’ve got you covered. I provide you resources, so you know where the money is. Plus, you’ll receive tips on how to network and uncover even more sources of funding. The money is out there. You just have to know where to go and position yourself to obtain it.

Step 5: Business Plan

By step 5, you’ve already most of the information you need to create a fabulous business plan. Now it’s about putting it together in a way banks want to see it. I don’t leave you hanging. I provide templates, so you can paint a pretty picture for investors.

Step 6: Finalize Documentation

You’ve got a business plan and financial projections ready for investors. Hand them over to me, and I review them. You’ll get feedback and suggestions to incorporate into your documents, so you can go to investors with your best foot forward.

Step 7: Bank Preparation & Applications

At last! You’re ready to hit the banks, fill out applications, and contact other investors for funding. Before you head off to wow them, I provide tips to increase your chances, answer questions you might have, and help you prepare.

Step 8: Follow-up and Best Practices

We end this leg of the journey with a follow-up session of your interactions with investors and bankers. I leave you with best practices and helpful tips and determine your next steps going forward.

If you’ve never run a business or don’t know where to go for funding, the Start Your Business Right Program is perfect for you. I walk you through the steps of creating a business plan and getting your business setup legal. Plus, I do a business plan review, develop your financial projections, and research extensively for funding opportunities for you.

Program Details

Start Your Business Right is a 12-week program to help you start your business and find the funding you need to be successful.

Step 1: Initial Phone Call

We start with an assessment of your business and identify your business goals. This will provide us a starting point and a target point.

Step 2: Business Planning

Over the course of 4 weeks, we’ll put together a business plan to help you create a roadmap for your company. This is a crucial step in the success of your business, as companies with a plan are twice as likely to succeed than those without. If your seeking funding, your business plan is a must to present to investors.

Week 1 Gather Personal Balance Sheet, Resume, Credit Report
Week 2 Write Company Description
Week 3 Do Market Analysis
Week 4 Create Marketing & Sales Plan

Step 3: Financial Planning

The number one reason for business failure is cash flow problems. Let’s reduce the chances of finance becoming your pitfall by addressing it upfront.

Week 5 Identify Revenue & Expenses*
Week 6 Write First Draft of Business Plan**
*I’ll take the information you’ve put together in Week 5 and create your 5-Year Financial Projections. This will also help me see where you are and start researching funding opportunities for your business.
**Once you’ve drafted your business plan, I’ll review it and provide feedback. That way you’ll be able to present your best to investors!

Step 4: Business Setup

By the time you hit week 7, you’ve done quite a bit of groundwork. Now it’s time to position your company to start accepting business legally.

Week 7 Identify Attorney, Accountant, and Insurance Agent
Week 8 Register Business (State & Domain Name) and DBA (if applicable), Get Employee EIN & Sales & Uses Tax Permit
Week 9 Get Business Licenses & Permits
While you take care of the legal matters, I’ll work on your Growth Potential Package. Growth Potential Package. The growth potential package includes four reports: Industry Matrix, Performance Scorecard, Profitability Report, and Growth Potential Report. These reports are wonderful ways to see how you compare to the industry, the health of your business, and your potential for profit and growth.

Step 5: Get Funded

You’ve prepared your company to do business, now it’s time to obtain the money you need for that firm financial foundation. The last few weeks of the program focuses just on that.

Week 10 Contact Funding Administrators
Week 11 Complete Applications & Meet with Funders
Week 12 Complete a Post-Bank Follow-up with me to troubleshoot and receive best practices going forward

“Run a S.M.A.R.T. Business” is a step-by-step process that helps you create and implement goals that will take your business to the next level. The magic happens not just by setting goals, but working to achieve great results.

Program Details

Over the course of 4 weeks, I coach you through my transformational goal setting system that will help you knock all your major business goals, one by one. Each week, I’ll help you identity actions that’ll consistently move you forward on your journey of creating the business of your dreams.

Initial Appointment: Intake Session

Before we dig deep into the program, we start with an initial intake session. During our session, we’ll talk more about the coaching program and you’ll share a bit about your business. Finally, we’ll dig a bit into your goals for your business.

Week 1: Prepare for Success

During our official first week, we’ll look at the big picture. That is, what’s your long-term vision for your business. Understanding where you want to go and why will be a starting point for setting goals that help you accomplish your end objective.

Week 2: Lay the Foundation

In week two, we dig deep into understanding actions that hinder or help us. We also look at the support and resources available to us, so you can create an environment and accountability network that propels you toward your goals.

Week 3: Get into Action

We make the impossible dream possible in week 3. I share with you the keys to accomplishing your goals without overwhelming yourself. Then we put those strategies into action. Every night, you’ll go to bed as a winner!

Week 4: Rinse and Repeat Troubleshoot

Life is bound to through you a curveball now and again. That’s okay. In the last week, we’ll work through any issues you’ve might have encountered and discuss how you can keep making steady progress, even when you’re faced with the unexpected.

Bonus Session: One-month Accountability

I’m not going to leave you hanging. Sure, you’ll have the tools to accomplish your goals. However, it helps to have a bit of accountability. One month after you finish the program, we’ll touch base again. I’ll be eager to hear your wins and be there to coach you through any challenges you might have faced while we were apart.

“Your Roadmap to Success” is a step-by-step process designed to help you build a firm foundation for your business, while also helping effectively achieve your business goals.

Program Details

There are two types of business plans: One to impress bankers and another to help you realize the full potential of your business. Your Roadmap to Success is the latter and helps you develop a strategic plan to successfully grow your dream business.

Initial Appointment: Intake Session

Before we dig deep into the program, we start with an initial intake session. During our session, we’ll talk more about the coaching program and you’ll share a bit about your business.

Week 1: Establish Goals

During our official first week, we’ll look at the big picture. That is, what’s your long-term vision for your business. Understanding where you want to go and why will be a starting point for setting goals that help you accomplish your end objective.

Week 2: Map Your Business

Every business has a story. That’s why in week two, we look at the past, present, and future of your business. We’ll analyze how key events have shaped your business and opportunities for growth.

Week 3: Solidify Your Vision

In week 3, we focus on your vision. Your vision acts as your far reaching goal and helps guides you in making major decisions for your company.

Week 4: Develop Your Mission Statement

Who? What? and Why? That’s the focus of this week. During week 4, we clarify your offer, your ideal customers, and why you’re in the business that you’re in. It’s your clear messages that’ll be a key element in attracting customers.

Week 5: Put Your Vision into Action

By week 5, you’ve gained a lot of clarity about your business and the direction you want to take it. Now it’s time to put that vision into motion. To do that, we work on an action plan to progress your business from where it is now to where you want it to go.

Week 6: Crush Barriers

Life isn’t perfect. Sometimes we run into roadblocks, sometimes we create roadblocks for ourselves. In week 6, we address issues that might be holding you back from your dream business and work through solutions to move you past barriers.

Week 7: Assess Your Business

In week 7, we put together an inventory of your business’s strengths, weaknesses, opportunities, and threats (SWOT). That is, what are the internal and external factors that affect your business.

Week 8: SWOT Analysis

Once you’re generated your strengths, weaknesses, opportunities, and threats, we complete a SWOT Analysis. This is where we do a deep exploration of how the strengths, weaknesses, opportunities, and threats affect your business.

Week 9: Leverage Your Strengths

In week 7 & 8, you looked at your strengths. Now it’s time to take what you’ve learned and create new opportunities for business based on the strengths of your business. Think of this as an intense brainstorming session aimed at opening doors.

Week 10: Address Your Weaknesses

Every person and every business has limitations. However, those limitations don’t have to hold your business back. We look at those weaknesses and develop solutions to minimize or turn them into non-issues for your business.

Week 11: Running the Triathlon

When it comes to running a successful small business, you are a business triathlete. You don’t just wake up one morning a triathlon winner. You consistently prepare and work your way toward that goal. Week 11, I give you tools to consistently hit those goals.

Week 12: Troubleshoot & Wrap-up

In the final week, we focus on any troublesome issues you encounter while working toward your goals and address any concerns you might have. Then we look at next steps to keep you progressing toward your dream business.

Bonus Session: One-month Accountability

I’m not going to leave you hanging. Sure, you’ll have the tools to accomplish your goals. However, it helps to have a bit of accountability. One month after you finish the program, we’ll touch base again. I’ll be eager to hear your wins and be there to coach you through any challenges you might have faced while we were apart.

Are you ready to take your business to the next level and win contracts? Corporations and government agencies are actively seeking minority-owned businesses to work with. Get certified to take advantage of the opportunities!