Strategic Solutions

Practical Strategies for Measurable Results!

Launch Your Business - The Foundational Blueprint

A friendly advisor discussing startup plans with a young entrepreneur in a cozy office.

Who it's for:
Aspiring entrepreneurs and "Day Zero" founders who have a vision but need a logical map to make it a reality.

What we do together:
We strip away the overwhelm of starting up. I guide you through the essential "logical chain" of business ownership - from choosing the right legal structure and registration to identifying your target market and creating a sustainable business model.

What you'll get:
A clear, actionable blueprint for your first 90 days. You'll walk away with the "Ah-ha" clarity needed to navigate the startup phase without common pitfalls, plus a list of the exact steps required to be officially "Open for Business."

Get started:
Schedule your Strategy Call today.
(No-cost counseling provided through the Dallas Metro SBDC.)

A small business owner reviewing financial documents with a consultant.

A creative brainstorming session with business leaders around a table.

Fund Your Vision - The Capital Readiness Audit

Who it's for:
Entrepreneurs ready to seek outside capital, from SBA loans to private investment, who need to ensure their business case is bulletproof.

What we do together:
We perform a "Bank-Ready" audit of your business model and financials. I guide you through the logic lenders look for, helping you refine your projections and narrative to meet 2026 lending standards.

What you'll get:
A clear understanding of your funding options and a refined strategic plan. You’ll leave with the confidence that your "numbers tell a story" that banks and investors can get behind.

Get started:
Schedule your Funding Strategy call today.

Who it's for:
Established owners who are "already going" but feel they’ve hit a ceiling or are losing their way in the complexity of expansion.

What we do together:
We step back to see the big picture. I help you identify untapped revenue streams and the "Straight Line" to your next level of growth, stripping away the friction points that stall momentum.

What you'll get:
A strategic growth map. You will walk away with a prioritized list of expansion goals and the structural logic needed to scale your revenue without sacrificing your sanity or clarity.

Get started:
Schedule your Scale Your Impact call today.

Scale with Coaching - The Growth Mapping Framework

Helping Businesses Achieve Real Growth.

Optimize Your Results - The Clarity Effect Audit

Who it's for:
Business owners who have a functioning operation but feel bogged down by daily "noise" and inefficiency.

What we do together:
Using the frameworks from The Clarity Effect, we audit your current processes and mindset. We look for the "leaks" in your productivity and profit margins to rewire your business for high performance.

What you'll get:
An optimized action plan. You’ll gain the "Aha!" insight needed to work on your business instead of just in it, resulting in measurable efficiency gains and a more profitable bottom line.

Get started:
Schedule your Business Diagnostics call today.

Ready for Results?

Pick your path and let's build your business.

Launch Your Business

Scale with Coaching

Secure Funding

Business Optimization

Build Your Blueprint

Audit My Funding Strategy

Map My Growth Path

Optimize My Operations

Note: To ensure all SBDC clients have access to timely support, I kindly ask for 24-hour notice for any cancellations. Consistent attendance is the first step toward measurable results.

Frequently Asked Questions

How do I qualify for SBDC-funded advising?

Clients referred through the Dallas Metropolitan Small Business Development Center receive my full advisory services at no direct cost to them - the SBDC covers fees for eligible Texas Small Businesses and Entrepreneurs. To request counseling, please click the link below to be connected to the Dallas Metro SBDC office:

How do I qualify for small business loans and grants?

Qualification depends on revenue, time in business, credit, and collateral - but most entrepreneurs miss hidden grant opportunities. Our Fund phase identifies your best options and prepares you for lender-ready applications.

How do I get started with launch planning?

As your SBDC Advisor, we'll begin with a free 30-minute Discovery call to assess your idea, then build a customized roadmap covering market analysis and business planning - no templates (yet), just strategies tailored to your goals and needs.

How does a 30-min Strategy Call work?

We spend 10 minutes understanding your business and goals, 10 minutes mapping solutions to your Launch / Fund / Scale / Optimize needs, and 10 minutes agreeing on next steps. Video call, no sales pressure, clear action plan.

Is there really no cost for this counseling?

Correct. Because the SBDC is funded by the SBA and the State of Texas, my professional consulting services are pre-funded. You receive executive-level strategy and 'The Clarity Effect' frameworks at no direct cost to you, allowing you to invest your capital where it matters most: your growth.

How do I achieve sustainable growth?

Sustainable growth comes from balancing revenue acceleration with operational capacity - most businesses scale revenue but break operations. Our full Launch/Fund/Scale/Optimize framework prevents that crash. Book a Strategy Call to audit your growth foundation.

What funding paths do you guide me through?

I help you understand and navigate the main funding paths available for your stage of business, including grants, loans, and investors. As your SBDC advisor, I guide you in clarifying your funding needs, reviewing your business plan and projections, and preparing stronger materials so you can apply with confidence and answer funders’ questions clearly.

Do I need a finished business plan before we meet?

Not at all. Whether you have a 50-page draft or just a rough idea on a napkin, we start where you are. My role is to help you move from 'Day Zero' confusion to a foundational blueprint. We will build the logic of your plan together. Note: I don't write your plan - you do. But we'll strategize and build a functional roadmap.

Is my business information kept confidential?

Absolutely. Trust is the foundation of any 'Aha!' moment. As an SBDC Advisor, I adhere to strict confidentiality guidelines. Your proprietary ideas, financials, and strategies stay between us.

Can you help me get a loan?

While I nor the SBDC lend money directly, I specialize in making you 'Capital Ready.' We will refine your business plan and financial projections so you can approach lenders with a practical, bankable strategy that shows measurable potential for results.

I've been in business for years. Can the SBDC still help me?

Yes. Many of my clients are established owners who are 'in business' but feel stuck or overwhelmed by complexity. We use a 'Scale and Optimize' approach to strip away the noise and find the optimal path to your next level of revenue.

How often can we meet?

Business growth is a marathon, not a sprint. We typically meet for 30-minute or 60-minute strategy sessions to dive deep into your operations. Some clients meet with me bimonthly or monthly for ongoing accountability, while others reach out for specific 'pivot points' as they arise. The frequency is dictated by progress.

Do you write the business plan?

I provide the map, but you are the driver. I offer the frameworks, templates, and strategic logic to guide you, but the most successful owners are those who 'own' the process. Think of me as your co-pilot for the journey.

Why should I work with as my SBDC Advisor?

Beyond the SBDC framework, I bring decades of experience as a CEO, international business owner, and author. I don't just provide theory; I provide 'The Clarity Effect' - practical, field-tested strategies designed to take the guesswork out of your growth. I don't know everything - I don't pretend to! But I know we are on this journey together, I genuinely care about your outcome, and I am committed to progress and successful outcomes.

Understanding the process of professional, no-cost counseling.

What if I need to reschedule or cancel my appointment?

Your success is a priority, and our scheduled time is a dedicated commitment to your business growth. If you need to reschedule, please provide at least 24 hours' notice. This allows me to offer that session to another entrepreneur on the waiting list. Thank you for respecting the professional nature of our partnership and the resources provided by the SBDC.