"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

L1 VISA APPLICANTS

 

• BUSINESS INVESTOR FROM BEIJING – Supported lawyer and client for successful L1 Visa application. Developed full business plan documents, including narrative, pro forma, hiring plans and organizational charts. Wrote feasibility analysis and identified risk variables.

 

BUSINESSES – 2015 to 2018

 

• AVIATION BUSINESS, CASE EXAMPLE 1 – Assisted company with finding a buyer, conducting a certified valuation, and negotiating the sale.  Increased final value from 4x to 6.5x EBITA.

 

• AVIATION BUSINESS, CASE EXAMPLE 2 – Assisted company with formulation of presentation documents, growth plans, valuation and negotiating new investment capital and management through selling 50% share.

 

• AVIATION BUSINESS, CASE EXAMPLE 3 – Assisted company with new business development channels in SE Asia, securing preferred vendor status with major airlines there.

 

• TECHNOLOGY BUSINESS, CASE EXAMPLE 1 – Assisted entrepreneur with concept and plans for online platform to sell art and related travel services.

 

• TECHNOLOGY BUSINESS, CASE EXAMPLE 2 – Assisted senior manager at a major software company with coaching to improve customer relationship management and sales skills. 

 

• TECHNOLOGY BUSINESS, CASE EXAMPLE 3 – Assisted virtual reality company with business and financial planning and venture capital opportunities to support desired acquisition of a video game company and brand.

 

• GRAPHIC DESIGN BUSINESS, CASE EXAMPLE – Assisted owner with testing feasibility of ideas for business growth.

 

• MARKETING & AD COMPANY, CANADA – Provided advice on creating a new division for offering services to non-profits organizations and corporate giving entities.

 

• MARKETING & AD COMPANY, USA – Assisted East Coast venture capital group with identifying prospects for acquisition on the West Coast.

 

• MARKETING SERVICES COMPANY, CHINA – Assisted company with vetting ideas for product promotion between USA and China in several industries – education, fashion, wine importing, and aviation.

 

• WEALTH MANAGEMENT SERVICES, CASE EXAMPLE – Partnered with Philadelphia-based merchant bank to design new service offerings for wealthy families from China.   This included research and plans for executive education at top level business schools focused on preparing the next generation of leadership, concierge-based medical plans, and business and real estate acquisitions.

 

NON-PROFIT ORGANIZATIONS

 

• US CHINA AVIATION FRIENDSHIP ASSOCIATION (USCAFA) – Helped in the creation of the organization, development of mission, membership plan, bylaws, and fundraising plan.

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