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Client Examples

Access Medical

Access Medical ( retained us to assist with the company’s expansion and small business financing needs. We conducted a thorough analysis of all company systems and operations and provided a detailed written report on how to achieve maximum efficiency with the expansion. We also provided a pro forma budget for all potential and known costs relating to the expansion. Finally, we assisted the Company in applying for an SBA loan to help fund the expansion.

Independence Alternative Energy

IAE ( retained us to assist with strategic partnership development and to identify funding sources for several of its alternative energy projects. We are currently providing ongoing consulting relating to the development and business finance of two micro power plants.


Intelliversity ( retained us to develop its business plan and IRS 501c3 application. We worked closely with Intelliversity’s founder and board to develop a strong charitable purpose statement, sustainable business model and future funding strategy. We then completed the IRS application and all associated documents.


Intelmusic ( retained us to develop its business plan and pro forma financial summary. We conducted a full market study and detailed business model analysis to empower Intelmusic to plan for the development of a nationwide business expansion.

PEI Worldwide

PEI ( retained us to assist in updating its business plan and model and to develop strategic relationships globally. Currently, we are working with PEI to develop and expand its operations plan, re-draft its private placement memorandum, draft and negotiate licensing agreements and increase working capital.

Rize Industries

Rize ( retained us to consult regarding its business and financial model and to find creative ways to improve cash flow. Currently, we anticipate working with Rize to complete an angel investor network submission and to assess small business financing options.


TraXem ( retained us to write its business plan and to consult with regard to its financial model. Currently, we are working with TraXem to complete an angel investor network submission and to obtain an unsecured line of credit.

Zen's Purple Garden

Zen’s Purple Garden ( retained us to provide business coaching focused on developing a scalable business model with maximum cash flow. We are currently providing financial analysis in preparation of the Company’s plans to submit its plan to angel investors.

EDS Ember Deflector

EDS ( retained us to create submission documents for the professional angel investor community, including reworking the company financials, exit strategy and go-to-market strategy. We are currently awaiting response from the initial angel investors.

Contech, Inc.

Contech ( us to develop an entire investor package, including a one-pager, executive summary, edit of business and financial plans, go to market strategy, funding strategy and submissions to angel investors. In addition, we are sourcing joint venture partners for the company.

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