SuccesS Stories

New Business Model developed and rolled out regionally then nationally. Slide presentation created. Financial Models created. Events strategy and Sponsorship program developed. Operations Manual written. Team put in place to manage.

Result: 400+ credit unions joined in and raised over $165 million. 

Developed the syllabus and curriculum to train MBA students on Entrepreneurship. Created the entire  program for 8-16 week courses. Built the state-wide business plan competition and sponsor program. 

Result: Over 3,500 MBA students trained, 1,100+ businesses launched, and over 15,000 jobs created over 10-year period. Achieved #2 Business Plan Competition in US. 

Comprehensive Market Analysis and Competitive Outline. Business plan researched and written. Financial Models developed. Slide presentation created. Marketing materials developed. Operations Manual written. 

Result: Successful Acquisition and Business sold.

Business plan researched and written. New Marketing Strategy Strategy created. Financial Models developed. Slide presentation created. Marketing Materials developed. Operations Manual updated and re-written. 

Result: Acquisition and buyout successful with Service King. 

Online training system created and new training manual developed with 40+ lessons. Video scripts and training videos created. Website developed. Slide presentation created. Financial Model created. 

Result: Launch of global online training system complete with 40+ lessons, videos, and workbooks. 

Training manual designed and written. Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Online training modules designed, built and updated on a regular basis to download.

Result: Launch of national training system for entrepreneurs. 

Created the entire business model, sponsor program, and training system for high school students to compete in The Entrepreneurs Challenge business plan competition. 

Result: 12 high schools in Arizona participated to set the foundation for the Young Entrepreneurs Success System (Y.E.S.S.). 

New Business Plan created to help business brokers market and sell this highly successful insurance company. Comprehensive Market Analysis completed. New Marketing Materials created. Slide deck created. 

Result: Owners had tried for two years to sell the company, after the new Business Plan was completed the business was sold in three weeks for 30% more than previously offered with no success. 

New Sales Training System designed and rolled out to 250 sales reps. Business Plan created to prepare the company for a Merger or Acquisition. Comprehensive Market Analysis completed. Slide deck created. 

Result: Added 20 additional offices over four years, and a Fortune 50 company - that wanted to get into the IT space, acquired the IT company for $425 million. 

Original business plan developed. Slide presentation created. General partnerships negotiated and put in place. Branding created. Marketing Materials developed. Trademark secured. Golf tournaments designed.

Result: Funding secured, and over 20+ corporate sponsors signed on to support events and fundraising.

Original business plan developed. Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Branding created.  Operations Manual written. 

Result: Funding secured. 71 franchisees sold; named one of the fastest growing franchises and recipient of multiple awards. 

Business model researched and developed. Financial Models developed. Slide presentation created. Co-branded Marketing materials developed. Created partnership for national network of medical providers serving corporate wellness clients and employees. 

Result: Launch of national network of medical and wellness professionals.

Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Operations Manual written to tie into Franchise Disclosure Document. 

Result: Launch of franchising system for a national rollout. 

Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Operations Manual written to tie into Franchise Disclosure Document. 

Result: Launch of franchising system for a national rollout. 

Business models developed. Financial Models developed. Slide presentation created. Co- branded Marketing Materials developed. Training system designed and delivered to national network of sales representatives. 

Result: Deal signed to be exclusive  provider of AI Technology for global association, and national network of sales representatives. Private Placement Memorandum built for $30 million capital raise.  

Business models developed to deliver Remote Patient Monitoring services to Medicare patients. Financial Models developed. Slide presentation created. Marketing Materials developed. Training system designed and delivered to national network of sales representatives. 

Result: Funding secured for the launch of national network of medical and wellness professionals.

Financial Models developed. Business models developed to deliver services to Medicare patients.  Slide presentation created. Marketing Materials developed. Training system designed and delivered to national network of sales representatives. 

Result: Launch of national network of medical and wellness professionals.

Developed business model for Young Entrepreneurs Success System for high students to learn about Entrepreneurship. Business plan competition designed and rolled out with four-stage advancement system. Marketing Materials developed. Training system designed - delivered to thousands of students. 

Result: Thousands of young entrepreneurs trained, with many new businesses launched.

Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Operations Manual written to tie into Franchise Disclosure Document. 

Result: Launch of franchising system for a national rollout. 

Slide presentation created. Operations Manual written to tie into Franchise Disclosure Document. 

Result: Launch of franchising system for a national rollout. 

Original business concept created and designed into a model for others to work directly with franchisors. Designed financial models. Developed slide deck and marketing materials. Created new strategic vendor partnerships and subscription/financial models. 

Result: Several franchises sold throughout the country; and an ongoing subscription model. 

Slide presentation created. Marketing Materials developed. General partnerships negotiated and put in place. Operations Manual written to tie into Franchise Disclosure Document. 

Result: Launch of franchising system for a national rollout. 

Designed and built the podcast format to focus on Health & Wellness initiatives. HEALTH BEAT is a fun, upbeat podcast for anyone wanting to learn more about improving their health & wellness with life hacks, and tips from world-class experts.

Result: Over 100 episodes for audio and YouTube channel. 

Created the online training system for medical professionals. Built the business model, sponsor program, and coaching system to help doctors understand the business side of their practice. Created website and new marketing materials. 

Result: Consistently training medical professionals on the aspects of business acumen needed to thrive. 

Slide presentation created. Marketing Materials developed. Financial Models created. 25+ general partnerships negotiated and put in place. Operations Manual written. Online store created. 

Result: Funding secured. New partnerships with other associations and strategic partners put in place. 

Conference concept designed. Slide presentation created. Marketing Materials developed. Financial Models created. 22 vendor partners committed to sponsor the first event. Location secured. Strategic plan for the new year - and 22 vendor partnerships created. 

Result: Highly successful inaugural launch and foundation established for future events. 

Concept of marketing to a wide audience developed. Slide presentation created. Marketing Materials developed. Financial Models created. 15+ General partnerships negotiated and put in place. Developed sales team and training system. 

Result: Funding secured. New partnerships with other associations and strategic partners put in place.