Here are some case studies that provide examples of my work. You can read them here or download them.
PLEASE NOTE: I routinely sign or attest to a Non-Disclosure Agreement with every client before entering into an engagement contract for services. This allows me to first ascertain if my services are a good fit yet keep the data confidential while still in the discovery stage. While these NDAs typically expire in 1 to 5 years, I maintain the client’s confidentiality as a matter of courtesy since disclosures may inadvertently impact a company’s strategic planning or proprietary information long after our working relationship has ended.
Case Studies
IDEATION
Development & Launch – MWBE Building Trades Association
Business Plan & Financial Analysis – Animal Boarding
Business Plan & Financial Analysis – Go to Market with a Convenience Food Product
STARTUP
Analysis and Funding - Retail Funding & Acquisition by Inexperienced Owners
Business Plan and Financial Analysis – Real Estate Professional Turned Entrepreneur
EARLY-STAGE
Expansion – Food Prep and Delivery Family Business
Expansion & Funding - Electronics Manufacturing
MANAGEMENT CONSULTING
Canadian Expansion into US – B2B Distributer
(Government) – Funding and Relocation - Retail Storefront
Enterprise Reorganization - Serial Entrepreneur-Real Estate
Management and Employee Shakeup - Retailer of Heating Goods and Services