Business Improvement (Established Businesses)
45 minutes
This consultation provides guidance on how to create contracts and operating agreement.
Disclaimer: This does not create an attorney/client relationship. It is designed for informative and educational purposes only. Nothing in the Legal Strategy meeting is construed to create an agreement.
In addition, the S. Davis Law Group, PLLC nor the WBC is legally liable for the information given during the consult.
45 minutes
Is your established business at a standstill? Are sales stagnant but you’re not sure why? Take the first step of conducting a business assessment to identify areas your business could strengthen.
45 minutes
This consultation is for businesses that have been profitable for at least 3 years who are seeking to redevelop their business plan for growth. Choose this appointment if your business concept needs to be revisited or your business plan no longer matches your current business model.
For effective planning, this consultation requires counseling over multiple sessions. You will need to book your next appointment with your Coach at the end of each session.
Capital & Credit
45 minutes
Starting and funding a business relies heavily on your personal credit. Learn where you stand and how to improve and maintain your credit score to increase your chance of receiving a business loan.
45 minutes
This session is for those seeking capital. During this time we will analyze your financials, household expenses, and debt-ratio to help you determine whether you could potentially qualify for a loan.
45 minutes
This consultation is for persons in the process of applying for capital who need assistance with their loan application and completing the documentation required.
To assist you in applying for a loan, you must bring to the appointment: your YTD PNL, your Balance sheet, and 3 years of tax return (If you do not have three years of business tax returns, please provide 2 years of personal.) If you are a startup, you will need a 2-year forecast and your business plan.
30 minutes
Do you have questions regarding business banking or lending? Schedule this session for insight and answers into business banking. This consultation is for general questions. If you need assistance with your loan application, please schedule a “Business Loan Assistance” consultation.
45 minutes
If you don't know your numbers, then you don't know your business. This one-on-one consultation will put you in front of Monireh Abedinnezhad, CPA (certified public accountant), to discuss managing your life and business expenses. She will help you balance your numbers to ensure you are able to contribute to your business savings and manage your business operations expenses.
Certifications & Contracting
45 minutes
This consultation is for those who need assistance in their application for WBENC WBE certification. Our coaches can review your bylaws and required documents before you submit; as well as review a denial to help you understand where your application could get stronger. We do not assist with the application itself.
If you're interested in learning about WBENC WBE certification, attend our training, How to Get WBENC WBE Certified (First Fridays). Visit http://wbea-texas.org/wbc-events-1 to register.
45 minutes
This consultation will provide you with insight on the process of doing business with the federal government including how to set your business up to place bids and how to find opportunities.
1 hour
You’re certified, now what? If you’re curious about how to leverage your WBE, WOSB, or MBE certification, then this consultation is for you. Learn how to utilize your certification to grow your business and become a supplier or contractor.
Strategic Communications
45 minutes
This consultation session focuses on improving communication strategies that support your business goals. This may include written communication, public speaking, or creating compelling presentations. Your coach can help you decide which forms of communication are most effective to deliver your message to internal and external audiences, to stakeholders, the media, and the public.
45 minutes
Crises can break your business if not handled correctly. Crisis management takes place before the crisis event occurs by having a plan in place. This consultation will help you develop a plan and/or manage a current crisis you are facing.
Supplier Development
45 minutes
The bid process is filled with requirements, specifications, and timelines defined by your potential customer. It is important that you are thorough and timely in your responses. This session will review basic approaches to bids that might aid in your submittal response.
45 minutes
A capability statement is your business's resume that provides a blueprint of your products and/or services you offer. If you do B2B, a capability statement is a must. Our coaches will help you craft the best state that represents your company.
45 minutes
It takes 27 seconds to make an impression on someone and less than five minutes for them to decide on your business. We will help you with your elevator pitch before an event or your competitive pitch.
45 minutes
This session will explore what actions your business might need to develop or enhance to move from supplier to preferred vendor and/or partner status with your customers. Supplier capacity building involves examining growth strategies, core competencies, and resources.
45 minutes
Now that you have won the contract and are providing goods and/or services to your customers, there are things you want to do to position your company for continued client satisfaction. This session will help you not to inadvertently take your customers for granted but be proactive in exceeding corporate and client expectations.
45 minutes