| "What I appreciate most about working with Paul is his inherent knowledge of business issues faced by small businesses and their owners. Paul has been instrumental in helping our company with resource management strategies, as well as support in our commercial development opportunities. " - Ingrid Merriwether Merriwether & Williams Insurance Services |
| "Our work with Paul Terry has been of great value. He was able to assess key decision-making areas for developing our social business. We need to meet business goals and consider how to also be socially responsible in how we treat all of our stakeholders. We will continue to work with Paul for his specific consultation and perspective in business management, personnel planning and business development." - Michael Berke, Manager Jewish Family and Children's Services |
Client Profiles
Paul Terry & Associates (PTA) provides business management consulting and entrepreneurial training in four primary subject areas:
- BUSINESS ADVISORY SERVICES
- ENTREPRENEURIAL TRAINING
- SOCIAL ENTERPRISE DEVELOPMENT
- ASSESSMENTS FOR BUSINESS TRAINING ORGANIZATIONS
Here are selected client profiles for each specific consulting area:
BUSINESS ADVISORY SERVICES
We provide one-on-one business advisory services to existing business owners, emerging entrepreneurs and senior managers within social enterprises. We use in-depth assessments, business support strategies and our facilitation skills to help plan and implement new product or service expansions, business partnerships or joint ventures and business or employment exit plans.
Selected Clients
Good Life Grocery
Good Life Grocery is a successful, employee-owned, natural food store with two neighborhood locations in San Francisco. PTA has worked with Good Life Grocery for many years to help grow their existing stores, expand into new markets, acquire new locations and train over 75 of their key employees. We continue to work with Good Life to help with key management transitions and strategic planning.
"Our consulting sessions with Paul Terry have been of great value over the last 25 years of our business. Paul is adept at focusing our attention on the immediate problem and helping us to see beyond the distractions. He and his staff have been very helpful in strategic planning, assessing our strengths and opportunities with in-depth analysis, providing excellent customer service training and helping us plan our growth in other specific management areas. Paul has been a great asset to our management team as well as in the continued assessments and growth of our grocery business."
Lester Zeidman, President
The Good Life Grocery
www.goodlifegrocery.com
PTA Approach & Outcome:
For Good Life Grocery, we designed and completed customized training in customer services for retailers and delivered sessions off-site to all 75 employees. We have used our business review process to summarize business management systems and hire senior employees. We used the feasibility study approach to assess expansion and evaluate all business development opportunities.
One Big Man & One Big Truck Moving Company Inc.
One Big Man is a long-term, successful Bay Area moving and packing company. PTA has helped the partners become better business owners and successfully solve management transition issues.
"In different phases of every business, it is a wise business decision to step back, reevaluate your business and business partnership. Meeting with Paul Terry over the years has guided our business and our partnership in many new directions. We continue to have on-going consultations with Paul for his business experience, perspective and mediation expertise."
Fred Wallace, President
One Big Man & One Big Truck Moving Company Inc.
www.onebigman.com
PTA Approach & Outcome:
For One Big Man, we meet monthly and facilitate specific management solutions. We have used our action plan approach to help plan, evaluate and implement significant transitions with the owners.
Merriwether and Williams Insurance Services
Merriwether and Williams (MWIS) is a successful commercial insurance, bonding and risk management consulting business that operates in San Francisco, Los Angeles, San Diego and Oakland. PTA has assisted the company in personnel development, strategic reviews and business planning.
"Paul has been instrumental in helping our company with resource management strategies, as well as support in our commercial development opportunities. Paul understands not only the unique needs of small business seeking to grow, he understands the need to work with us at a pace we can maintain. This sometimes requires both persistence and patience and Paul has a healthy balance of both!"
Ingrid Merriwether, President
Merriwether & Williams Insurance Services
www.mwis.com
PTA Approach & Outcome:
For MWIS, PTA has provided business advisory services to address many strategic planning initiatives. This has helped position the business for growth and replication in other urban locations. PTA has also employed the business action plan to locate, place and hire key management staff.
Sberlo Plumbing, Inc.
This is a community-based plumbing business focused on providing impeccable quality service and honest feedback to hundreds of homeowners and commercial contractors. PTA has planned and implemented solutions at each stage of the Sberlo's growth. We have helped the owners add key personnel, expand new services and negotiate affiliate agreements.
"Our relationship with Paul Terry began more than twenty years ago. His spot-on advice, brilliant counsel and warm communication continue to help us. Each step of the way, the sessions have been invaluable and Paul has always been ready with insightful comments. Our ongoing working relationship with a consultant of Paul Terry's caliber is one of our most important business assets. Working without Paul Terry is like doing acrobatics without a net."
Yoel & Dee-Dee Sberlo, Owners
Sberlo Plumbing Inc.
www.sberlo.com
PTA Approach & Outcome:
We employed a business review process to prepare for a recent ownership transition. Over the last few years, we have used several feasibility studies to assess new market directions. The action plan was used to successfully project and track results for all business initiatives.
Feldenkrais Center for Movement Education (FCME)
The FCME Center is an established health and wellness center for the Bay Area. The partners are the "experts in their field" and have been ready to expand and grow but also need to manage the existing business at the same time. PTA was able to successfully help the partners facilitate movement into the next stage of their business.
"Paul has helped us make values-based choices that allow us to express who we are and how we want to grow our business. Paul has helped with business planning, financial analysis and action steps to better position our center into new markets. We plan to continue working with Paul for his specific insights into our partnerships issues and assessing our expansion plans in the next few years."
Deborah Bowes and Cliff Smyth, Founders of FCME
Feldenkrais Center for Movement Education
www.feldenkraissf.com
PTA Approach & Outcome:
For the FCME Center, we worked with the partners and used a feasibility study to analyze new opportunities and financial analysis skills to help assess and direct new business opportunities. For the timing and scheduling of their experience, we used monthly action plans to track and confirm results.
Prowler Inc
David Prowler works with developers and offers sophisticated and effective services that include project development and political consulting. We have been able to help David focus and implement effective marketing systems that have helped him reach key clients successfully.
"Paul has been a great help to me over the past decade as I've launched my business. Like most entrepreneurs, I 'm happiest providing services to my clients. But the growing and running of a business needs attention, too. His advice has made a real difference and I've happily sent others his way to get the support that I have experienced. "
David Prowler, President
Prowler Inc.
www.prowler.org
PTA Approach & Outcome:
For Prowler, Inc., PTA used business advisory services to clarify key issues and implemented monthly action plans to design specific marketing strategies and track results.
Paiz Public Relations
Paiz Public Relations (Paiz PR) provides specific public relations in the financial community. PTA has been helping Paiz assess directions for existing clients as well as help launch new initiatives and business ventures while respecting a long-term family partnership.
"I've had the pleasure of working with Paul for the past eleven years. During that time, he has given us expert advice and analysis for our business ventures. Paul's vast background in entrepreneurship gives tremendous depth to his consulting. I wholeheartedly recommend Paul for anyone who needs help in starting, growing, or guiding their business development."
Jill Bourque, President
Paiz Public Relations
www.financialpr.com
PTA Approach & Outcome:
For Paiz PR, we used a feasibility study approach to assess new service directions. We also met extensively with the owners to review and frame decisions and implement effective action plans.
OTHER BUSINESS ADVISORY CLIENTS INCLUDE:
Aunt Ann's Home Care, Daly City
Brende & Lambe Landscaping Services, Oakland
Charanga Restaurant, San Francisco
Citizen Films, San Francisco
Dawson Custom Workroom, San Francisco
Ellen Greenberg, AICP, Oakland
Hope Road Consulting Services, San Francisco
Marchi & Smith Care and Financial Services, San Francisco
Yoga Gardens, San Anselmo
ENTREPRENEURIAL TRAINING
PTA has over 20 years of experience in designing subject-specific workshops and long-term training classes. Topics for management issues include customer service, action planning, peer/mentor support systems, project and time management. Business-specific topics include entrepreneurial start-up strategies, small business managing and senior leadership issues. We also facilitate retreats and provide public speaking sessions on a variety of small business topics.
Selected Clients
Renaissance Entrepreneurship Center (RenCenter)
RenCenter targets socially, ethnically and economically diverse populations. Traning and business support systems include two hour through two day workshops as well as eight week and three-month intensive classes with post-training follow-up.
Since 1987 Paul has designed, managed, and implemented the Renaissance training programs, consulting services, and business incubator programs. Paul's style ensures active and engaged learning, with a focus on implementation and successful follow-up for students, program managers and/or business owners.
"Paul Terry is an extraordinary teacher, curriculum designer and business consultant. Paul's consulting services have helped Renaissance grow strategically and effectively. Paul brings enormous creativity, intelligence and experience. His impact has been remarkable—and working with him, a delight."
Sharon Miller, CEO
Renaissance Entrepreneurship Center
www.rencenter.org
PTA Approach & Outcome:
For RenCenter, Paul has utilized his years of small business ownership to develop an approach to program curriculum that is practical, intensive, collaborative and successful for thousands of students and graduates. At RenCenter, Paul has taught feasibility studies, business planning and advanced management training to over 5,000 business students.
Presidio Graduate School (Presidio School of Management)
Paul has facilitated programs and business case studies for the Presidio Executive Program – a five-month weekend residency in sustainability management. Paul was the Project Director for the Spring, 2009 Executive Program and provided on-line webinars with both off-site and on-site consulting support to 24 active participants. In the past, Paul has also both volunteered and worked with Presidio on various advisory committees to help develop a sustainable management and small business development program. Paul co-taught the initial on-line classes in socially conscious entrepreneurship for the degree-completion program at Presidio.
Presidio Graduate School
www.presidiomba.org
PTA Approach & Outcome:
Most recently, PTA provided direct support (on-line, by phone and in person) to students completing a five month intensive program. Paul facilitated group meetings and utilized planning skills to coordinate all students and completed in-depth analysis for business case studies on sustainability project.
California Association of Micro Enterprise Organizations (CAMEO)
CAMEO is the "association chamber" for microenterprise organization in California providing strategic support and training to over 125 members representing thousands of microenterprises. Paul has worked with many CAMEO members and is an expert in small business curriculum development, direct consulting on program development and small business support strategies.
"Paul created the curriculum and program design which made Renaissance Entrepreneurship Center one of the premier microenterprise-based, entrepreneurial training programs in the country. For this contribution he was named 'Entrepreneurship Educator of the Year' by INC Magazine and the Kauffman Foundation. Paul continues to help many other CAMEO members with program redesign and impact analysis as well as speak and lecture on microenterprise projects."
Claudia Viek, Executive Director
CAMEO
www.mircroenterprise.org
OTHER ENTREPRENEURIAL TRAINING CLIENTS:
CARAT (California Resources and Training)
Paul has worked with the Executive Director to provide program design and "train the trainer" sessions for 2008-2009. PTA provided in-depth assessments for business training organizations in microenterprise training, loan programs, business incubation and consulting service.
Good Life Grocery (GLG)
PTA designed and delivered a unique three-month training program for all retail and food sales staff in both stores. The training included a unique 3-step process of external observation, product content education and direct customer engagement.
Inner City Advisors
PTA has worked with the Board of the Executive Director and Program Staff to facilitate the annual Board retreat and help implement new program directions for the following year.
Jewish Family and Children's Services (JFCS)
PTA has provided in depth staff training for managers and key senior employees on work process and time management issues. PTA also designed and presented an eight week course on Business Planning to New Émigrés for Small Business Loan Program and has provided one-on-one consulting advice to individual business loan program recipients.
Technology Incubation Center (TIC), University of Technology, Kingston, Jamaica
Paul was invited to Kingston, Jamaica by the TIC at the University of Technology for a ten day consulting contract. Paul facilitated a full staff retreat, coached their incubator manager and tenants, and taught a staff workshop on time management and customer service.
SOCIAL ENTERPRISE DEVELOPMENT
We work with existing non-profits and ethical businesses to help define, launch and/or expand a social enterprise - utilizing our specific "real-world" business feasibility approach and strategic business planning. The feasibility study helps define the new idea and the business plan helps integrate all critical areas of marketing, management and money.
Selected Clients
Cleanerific and Jewish Family and Children's Services
Cleanerific is a for-profit cleaning business providing service to both residential and commercial clients in the SF Bay Area. PTA provides direct consulting support on developing a successful social enterprise that is both profitable and socially responsible within a highly competitive environment.
"Our work with Paul Terry has been of great value. He was able to assess key decision-making areas for developing our social business – run by a large non-profit in the city. Paul's insight into financials and action planning has been very helpful in growing our business. He has been a mentor for all the issues that arise as a social business enterprise. We will continue to work with Paul for his specific consultation and perspective in business management, personnel planning and business development."
Michael Berke, Manager
Jewish Family and Children's Services
Cleanerific Cleaning Services
www.jfcs.org/Services/Cleanerific
PTA Approach & Outcome:
For Cleanerific, PTA focuses on financial analysis and specific action plans to help plan and implement improvements in focus and services. PTA has worked with personnel issues and revisions for the three year business plan.
The Cerebral Palsy Center for the Bay Area (CP Center)
This is a day-time center providing a full range of services for over 100 clients per day. The CP Center has started a microenterprise center helping create more and support micro businesses for their clients.
"Our work with Paul Terry & Associates was not only enjoyable but also proved to be of great value. The CP Center utilized Paul to assess a business opportunity for our microenterprise program. His business feasibility study was instrumental in helping us convince a foundation to fund this expansion program. We will continue to work with Paul for his specific consultation and his perspective in entrepreneurship training, consulting and business development."
Nancy R. Rosenberg, Executive Director
Cerebral Palsy Center for the Bay Area
www.cpcoak.org
PTA Approach & Outcome:
For the CP Center, we helped develop a feasibility study for the microenterprise program as well as a detailed business plan for a disaster-related product business for three CP Center clients. We helped secure the funding from a local foundation and coached the clients for the initial launch.
REDF and Portfolio Clients
REDF is a local non-profit center providing direct assistance to a number of specific social enterprises. REDF works with non-profit clients who have developed businesses that provide work and entrepreneurship opportunities within very low income and homeless communities.
"Our work with Paul Terry has been very helpful. He has presented to our group of social enterprises and has also provided valuable individualized industry expertise. He is able to mentor social enterprise managers on many small business and management issues, and brings a wise and experienced perspective to this work."
Cynthia Gair, Director of Portfolio and Field Advancement
REDF (formerly The Roberts Enterprise Development Fund)
www.redf.org
PTA Approach & Outcome:
For REDF, we were able to meet with the support staff to review and understand client needs and help implement key strategies for current REDF portfolio clients.
Health and Urban Development (HUD)
Under sub-contract with RGMA Inc, the PTA Consulting Team (including professionals with small business and government management experience) analyzed the Community Development Programs in over 20 US cities to identify best practices. The final work product was intended for "recipients of HUD funding" (cities, counties, states and nonprofit running HUD funded job training and economic development programs.).
"Paul Terry & Associates is one of the most important investments an aspiring entrepreneur can make! Their expertise, ability to dissect seemingly complex business issues and, most importantly, communicate solutions to owners of new and expanding businesses makes PTA a stand-out among business consultants. They work very successfully with business, non-profit and government clients seeking to strengthen their operations."
Jay Smith, Regional Relocation Specialist
U.S. Department of Housing & Urban Development
San Francisco, CA
PTA Approach and Outcomes
The PTA Team required a joint effort of staff and trainers in over 5 cities. The interviews, surveys and videos included on-site program reviews and training services. The completed products included illustrated workbooks and videos for programs in five cities as well as staff training and department orientations.
OTHER SOCIAL ENTERPRISE CLIENTS:
Camera Work, San Francisco
City of East Palo Alto, California
Joshua Venture Fellowship, San Francisco
Manos Development Company, Oakland
Plowshares Nursery (Alameda Point Collaborative)
San Francisco Chamber of Commerce (SFCOC)
San Francisco Unified School District
The Woman's Building, San Francisco
Tri-Cities Development Corporation of Siskiyou County
BUSINESS TRAINING PROGRAM ASSESSMENTS
We provide in-depth business audits or program assessments for small business training centers or non-profit agencies. The objective is to review, assess and improve the quality of business services as well as expand affiliations and other opportunities for all stakeholders.
Selected Clients
California Resources and Training (CARAT)
California Resources and Training is an industry leader in creating standards and associated training for business development organizations in California. Paul worked with CARAT and five of its constituent member organizations to provide in-depth assessments to analyze major issues and provide realistic and practical recommendations for program improvements.
"Our work with Paul Terry and his associates has been of great value. He was able to evaluate five non-profit business development organizations and complete in-depth organizational assessments. His recommendations were very helpful to these business development organizations. We will continue to work with Paul for his specific expertise and utilize his business development expertise and perspective on entrepreneurship training and business consulting."
Selma Taylor, CEO
CARAT
www.caratnet.org
PTA Approach & Outcome:
Working with CARAT staff, PTA was able to review and assess five California organizations and to recommend specific actions to improve their training and counseling practices.
San Jose Redevelopment Center (San Jose E-Center)
The Entrepreneur Center in San Jose is a public/private partnership for specific services to small businesses and non-profits. Under contract with the San Jose Redevelopment Center and the Small Business Administration, PTA completed an in-depth analysis and audit that was presented to the San Jose Client Counsel for approval and funding.
"Paul and his Associates were able to complete a very detailed assessment of the San Jose Entrepreneur Center (eCenter) including an understanding of the offerings, the contributions of all the partners and recommendations for next steps. The results were reported to the San Jose City Council with a very favorable result. The Redevelopment Agency would have no hesitation in working with Paul and his organization again."
Richard A. Keit, Director of Neighborhood & Business Development
The City of San Jose
www.sjrda.gov
PTA Approach & Outcome:
Working with a PTA team and many San Jose based professionals; we were able to understand, assess and evaluate all key offerings and provide next steps for the Center. The City Counsel of San Jose approved the report and funded the Center for an additional two years.
Contra Costa Small Business Development Center (CCSBDC)
PTA provided an in-depth audit and program review for CCSBDC on their classes, consulting services and loan support program. Recommendations for improvement were presented to Contra Costa County, and implemented by the CCSBDC Director.
SELECTED SPEAKING ENGAGEMENTS
Paul Terry and the PTA Consulting Team members have extensive experience in public speaking, keynote addresses and event facilitation. Paul and others has spoken on small business topics, management issues and motivational concerns for conferences, economic summits, international gatherings and graduations. Selected locations and topics follow:
National Business Incubator Association
Paul was invited to New York by the NBIA Training Institute to give workshops on customer service and program development for business incubator clients. The success was marked by the invitations from various participants to replicate workshops at their respective incubators. Paul has presented at several industry-based conferences as keynote speaker and workshop facilitator.
Maui Economic Board, Hawaii
Paul was invited to present and speak on urban incubation to the Maui Economic Board. Paul presented an urban incubation model to an audience of over 500 local economic and governmental experts.
Technology Incubation Center (TIC), Kingston, Jamaica
Paul was invited to Kingston, Jamaica by the TIC at the University of Technology and spoke to over 50 local, small business owners and managers on improving customer services to small businesses, business corporations and the public.
OTHER SPEAKING ENGAGEMENTS INCLUDE:
American Marketing Association, Oakland CA
American Society of Interior Decorators, San Francisco
Association of Enterprise Organizations, NYC
Business Enterprise Center, Day City, CA
Enterprise & Development Center, Richmond, CA
Hispanic Conference on Small Business, Palo Alto
International Association of Business Communicators, San Francisco
Leadership San Francisco
Mayor's Economic Summit for the City of San Francisco
Mission Economic Development Association, San Francisco
National Community Development Association, Chicago
Notre Dame de Namur University
Renaissance Entrepreneurship Center, San Francisco
San Francisco Chamber of Commerce
San Francisco Mayor's Office of Community Development
San Francisco International Gift Fair
San Francisco State University
Small Business Administration Conference on Women in Business
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