Clients

The following represent a sample of recent projects successfully executed by the New Business Institute. To respect the privacy of certain clients that have requested anonymity, we have excluded identifying information from some of the profiles.

Analytica Consulting

  • Developed multimedia website
  • Prepared business plan
  • Prepared 5 year pro-forma financial statements
  • Reinstated legal entity
  • Negotiated large contract with international client

B2Korea

  • Developed business plan for introduction of successful U.S. franchise into Korea
  • Prepared complete set of pro-forma financial statements with sensitivity analysis
  • Business plan selected by franchisor from among numerous candidates as optimal for market entry strategy

Banderas Distribution

  • Secured short-term credit facility for leasing of new warehouse space and expansion into new line of business

Boca Dulce

  • Managed legal formation of company
  • Developed e-commerce enabled multimedia website
  • Prepared overall business strategy
  • Prepared sales execution plan
  • Assisted in product development

Dos Damas Enterprises

  • Developed multimedia, bilingual website
  • Developed search engine marketing plan
  • Developed search engine optimization strategy
  • Prepared full financial model and proforma financial statements
  • Developed business plan and investor presentation

EcoFin Media

  • Developed search-engine optimized website with system to manage registered users
  • Developed pricing model for company’s products and services
  • Configured Customer Relationship Management system and populated with over 700 qualified leads

European E-tailer

  • Developed multimedia, e-commerce enabled website with unique pricing model
  • Developed search-engine optimized website in multiple languages
  • Resolved unique challenges related to multinational pricing, shipping and clearing

Leading U.S. distributor of consumer goods

  • Restructured business as two separate companies
  • Prepared job descriptions for key personnel
  • Identified over 500 new sales leads and populated CRM system with these leads
  • Prepared 5 year  strategic plan with exit strategy

Marilen Floral

  • Developed search-engine optimized website
  • Developed sales collateral (brochures, business cards and signage) in 2 languages
  • Setup LLC structure for company and made federal and state filings
  • Configured CRM system and populated with over 300 qualified sales leads

Medical Market Consulting Latin America

  • Developed search-engine optimized website with robust content management system
  • Drafted original content for website
  • Managed formation of company (LLC registration, operating agreement, state filings and EIN)

MK Machining

  • Provided founders with business plan that included marketing, sales and pricing strategy
  • Developed detailed Total Cost of Ownership analysis for various potential machinery acquisitions

Leading editorial services firm

  • Developed multimedia, search-engine optimized website
  • Setup web-based communications and document management system
  • Trained employees on new system

Newsworks Productions

  • Developed content management system for existing client website
  • Prepared print marketing and sales collateral
  • Provided strategic advice on business plan

Private equity firm

  • Evaluated 3 distinct business opportunities for company
  • Interviewed and researched potential strategic partners
  • Prepared detailed report with specific next steps regarding each business opportunity

Sendas Consulting

  • Developed multimedia website
  • Prepared execution plan template for consulting engagements

SKG Trading

  • Secured line of credit for large inventory purchase

Statewide Hispanic Chamber of Commerce

  • Provided strategic advice on various market opportunities
  • Facilitated training sessions and seminars related to entrepreneurship at client events

TFM

  • Developed robust market analysis for U.S. entry strategy
  • Researched extensive trade and transport statistics to value mulitmodal transport market in metric tons and dollars
  • Identified specific sites for establishing local presence

Veritas Medical

  • Provide management with recommendations related to product developed, sales strategy and marketing execution

Villarq and Associates

  • Developed budgeting system
  • Analyzed cash flow situation and made key recommendations
  • Provided training and tools and cash flow management