 | EQMentor: An Online Mentoring/Training Company
Need: Raise Capital to Expand Operations
Challenge: Bridge round of financing between initial seed funding and a full Series A can be difficult to obtain.
Outcome: Helped guide the company through negotiations with a VC equity investor for the amount of financing needed. Quick Quote Form |
 | AMT - Orica A Chilean American Manufacturing/Chemical Company
Need: Business plan and financials to expand operations
Challenge: Limted investors in Chilean market.
Outcome: With a team of students at UCLA's Anderson School, developed a comprehensive South America rollout strategy along with a business plan and financials. Places 3rd in the Knapp New Ventures Competition. Spent several months in Santiago working directly with the company to build an Internet presence. Company was funded and was able to build a new factory.
Quick Quote Form |
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Esperides North America: A Distributor of Fine Italian Sleep Products
Challenge: Develop a Business Plan, Financial Model and Strategic Planning.
Outcome: Developed a comprehensive business plan used to secure financing for the buildout of an HQ store location and warehousing space. Participating in ongoing strategic meetings to advance the interests of the company in its licensed marker.
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 | NetMachine: An Internet Terminal Company
Need: Develop a Business Plan, Financials and International Rollout.
Challenge:
Outcome: Developed and helped execute and international rollout strategy for inexpensive Internet surfing terminals. Product led to production of a celebrity endorsed infomercial.
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 | The Gap: A Fortune-500 Retailer
Need: Research on real estate leasing
Challenge: To cost effectively lease space.
Outcome: Helped research, analyze and develop a real estate leasing strategy for a large global clothing retailer, with the Gap, Old Navy, and Banana Republic stores.
Quick Quote Form |
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Blue Cross & Blue Shield of Florida - A Large Health Insurer
Need: Develop a Business Plan and Rollout Strategy to Bring Latin Consumers to the Florida Healthcare Marketplace
Challenge: To analyze the South America market place to determine the feasibility of bringing health business to Florida.
Outcome: Conducted primary research in numerous Latin American countries to help determine receptiveness to the idea. Helped a team develop an international marketing strategy to bring wealthy foreign nationals to U.S. hospitals for health care needs.
Quick Quote Form |
 | Matchpoint: A Tennis/Fitness Center
Need: A Business Plan and FInancial Model to Raise Capital
Challenge: Working with developer and plans to create a comprehesive plans for investors.
Outcome:Wrote a business plan, financial model, and investor presentation for a large tennis/fitness center in the Mid-Atlantic region, which will operational in the Fall of 2008.
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 | Pocotello Dome: An Indoor Domed Golf Practice Facilty
Need: A Feasibility Study, Business Plan and Financial Model for an Indoor Golf & Entertainment Center
Challenge: To get capital needed to construct and start business
Outcome: Developed a business plan for an Western golf & entertainment facility. Worked with ASATI the makers of inflated domed structures used by groups like the Miami Dolphins as well as miniature gold and other vendors to create a comprehesive picture of the required resources. |
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Molnar Development: A Developer of Real Estate in Eastern Europe
Need: A Business Plan, Financial Model, and Assistance in Raising Capital
Challenge: Finding lenders in Eastern Europe
Outcome: Developed and helped to execute a business plan for a residential builder in an Eastern European country new to the EU. Financing was a major obstacle, but through utilization of our global network, we were able to find numerous contacts and get the project off the ground
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 | Hotel Hacienda Santa Maria Xolostoc: A Mexican 5-Star Resort
Need: To Raise Capital for the Completion of the Resort
Challenge: To gather all of the necessary information in order to put a plan and financial model together.
Outcome: Traveled to Mexico to see the site firsts hand and gather materials for the business plan. Developed a business plan, financial model, and presentation to develop a luxury resort from this 500-yr old Spanish Hacienda in the highlands of Eastern Mexico
Quick Quote Form
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 | Swing Development: A Luxury Home Builder in Arizona
Need: To Develop a Business Plan and Financials for New Development Company
Challenge: To put together information quickly to take advantage of market conditions.
Outcome: In short order, developed a business plan and financial model for a custom builder in Arizona.
Quick Quote Form |
 | Helix Wind: An Alternative Energy Company
Need: Client wants to understand the market for wind power in Europe.
Challenge: Obtaining market data that supports a market entry strategy and sales forecast for the European market.
Outcome: Data was researched and gathered including population, growth rates, wind patterns, business environment, government subsidies, and several other factors. This research was entered into the Blue Horizon Market Entry Matrix and a three-tiered market entry strategy and sales forecast was developed and is being implemented. Quick Quote Form |
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