"Do not be concerned that you build castles in the sky.  That is where they should be.  Now work to put foundations under them."    - Henry David Thoreau

BUSINESS PLANS AND GROWTH

​

• General business plans, setting goals, and planning, whether the goal is to review existing plans, get advice on retaining competitive strength, or develop new plans.  Business analyses, such as McKinsey 7, SWOT, and SMART Goals can be included.

• Understanding markets, trends, and disruptive forces

• New business development channels, including international business advice

• Negotiating joint operations agreements

• Marketing guidance to launch sale of products and designs from Asia into the USA and improve brand awareness

• Facilitation to advance project team or multi-party discussions for development of new ideas

• Individual coaching sessions or small group discussions with presentations to stimulate thinking.

• Communications plan for networking and use of social media to increase lead generation.

 

CAPITAL

​

• Organizing resources and raising capital

• Process coaching

• Getting it all together

  • Due diligence

    • What documents you need

    • What questions you should ask

    • Steps in the process

  • Valuation

  • Negotiating terms, sale or acquisition

 

FINANCIAL MODELING

​

• Financial feasibility forecasts, ratios, risk evaluation, policies, venture capital modeling

• Cash flow projections, including working capital sufficiency

 

E2, L1 or EB-5 VISA SUPPORT SERVICES 

​

• Coordination with the Visa Attorney to evaluate alternative pathways

• Business plans, employment plans, and related due diligence

• Feasibility analysis document

• Advice on understanding the business environment, taxes and regulations

• Real estate investment advice

• Assisting families, i.e., education plans and advice

 

COMPENSATION

​

• Each project is individually negotiated and crafted to fit your budget. 

• Compensation can be based on an hourly rate, retainer, percentage of new sales or value amount. 

• In some cases, a portion of the compensation can be in the form of a percentage of equity or success fee.