PTA provides business consulting services for a variety of clients.
Click on the links below to view select client and project profiles:
- SMALL BUSINESS MANAGEMENT CONSULTING
- ENTREPRENEURIAL/PROFESSIONAL TRAINING
- BUSINESS PROGRAM ASSESSMENTS
SMALL BUSINESS MANAGEMENT CONSULTING
Blue Chair Fruit Company is an artisanal jam company based in Oakland, CA that uses organic and sustainably grown fruit from local growers. PTA has assisted owner Rachel Saunders with strategic planning, financial reviews and personnel development. We meet to facilitate specific business management challenges. We have used our business action plan approach to evaluate and implement strategic steps, track financial impact and plan transitions.
Founded in 2005, Coyote Coast provides therapeutic support services to teens and families experiencing emotional, behavioral and substance-related difficulties. PTA worked with the owners to assess the current status of the business, address management structure transitions, a new partnership agreement, and develop a business model for expansion.
Based in San Francisco, Double Happiness Health has been providing acupuncture, herbal medicine and therapeutic massage since 2005. PTA has worked with owner Christine Friel on financial analysis and planning actions for growth, as well as appropriate strategies to help make key management decisions.
The FCMA Center is an established health and wellness center for the Bay Area. Founding partners Deborah Bowes and Cliff Smyth are experts in their field and carefully expand and manage the existing business. PTA was able to successfully help the partners facilitate a feasibility study to analyze new opportunities and financial analysis to help assess new business opportunities.
Flair Designs provides branding and design services with a specialty in web for non-profits and purposeful businesses. PTA worked with the owner to assess the current status of the business, time management, and developing marketing action steps.
The 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, acquire new locations and train over 75 employees. We have used our business review process to summarize business management systems and hire senior employees, and our feasibility study approach to assess expansion and evaluate business development opportunities. Paul continues to provide strategic planning direction as a member of The Good Life Grocery’s board of directors.
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 business owner Ingrid Merriwether with personnel development, strategic reviews and business planning. PTA also employed the business action plan to locate, place and hire key management staff.
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. We used our action plan approach to help plan, evaluate and implement the owners’ transitions into new roles and core responsibilities.
David Prowler works with developers and offers sophisticated and effective services that include project development and political consulting. PTA has been able to help David focus and implement effective management systems that have helped reach key clients successfully. We helped clarify key issues and implemented monthly action plans.
Founded in 1989, San Francisco Natural Medicine is one of the largest and most respected naturopathic medical clinics in the state. PTA has helped clinic owners Carl and Michele Hangee-Bauer as an objective advisor focusing on negotiations, facilitation with employees, and financial review. We meet to review detailed financials, facilitate management issues and help the partners clarify role, transitions and make key decisions.
Silver Clouds operates as a restaurant and karaoke bar in the Marina district of San Francisco. PTA worked with the new owners to help prepare for the purchase of the business, including addressing key business start-up strategies and tasks, and drafting a partnership agreement.
Founded in 2011 by a group of clay artists, sfclayworks offers classes, community space and private studios to the public in a 2800 square foot facility. PTA consulted with the business partners on growth issues and then facilitated a business retreat for sfclayworks partners. We were able to review and prioritize key management issues and address the future direction of the business.
Additional Business Advisory Clients include:
Aunt Ann’s Agency, San Francisco
Barrios Painting, San Francisco
Bay Area Medical Academy, San Francisco
Be Hitched, San Francisco
Casa Sanchez, San Francisco
Citizen Film, San Francisco
Cupcakin’ Bake Shop, Berkeley
Cy Lo Builder, San Francisco
Dawson Custom Workroom, San Francisco
Del Popolo Wood-Fired Pizza, San Francisco
Fox Chandelier Cleaning, San Francisco
Integrated Design 360, San Carlos
Kyle Minor Design, San Francisco
La Maison Violette, Berkeley
Little Petunia, San Francisco
Multi Business Solutions, San Francisco
Nature Nurture, San Francisco
Oxgut Hose Company, San Francisco
Riveropolis, San Francisco
Rock & Rose Landscapes, San Francisco
San Francisco Stress and Anxiety Center, San Francisco
Second Act, San Francisco
Suite Foods, South San Francisco
Tag Team Analysis, San Francisco
TeleSmart Communications, San Francisco
Take My Word For It, Oakland
TopShelf, San Francisco
VRS by Victoria, Berkeley
The Wooden Nickel, San Francisco
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 CEO Claudia Viek and many CAMEO members on small business curriculum development, direct consulting on program development and small business support strategies.
PTA worked with Executive Director Selma Taylor to provide program design and “train the trainer” sessions. We provided in-depth assessments for business training organizations in microenterprise training, loan programs, business incubation and consulting service.
PTA 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.
Paul has facilitated programs and business case studies for the Presidio Executive Program, a five-month weekend residency in sustainability management. He provided webinars with both off-site and on-site consulting support to 24 active participants. In the past, Paul has also volunteered and worked with Presidio on various advisory committees to help develop a sustainable management and small business development program.
Renaissance targets socially, ethnically and economically diverse populations. Training 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 PTA has designed, managed, and implemented the Renaissance training programs, consulting services, and business incubator programs. Paul has taught feasibility studies, business planning and advanced management training to over 5,00 business students. He has utilized his years of small business ownership to develop an approach to program curriculum that is practical, intensive, collaborative and successful. Paul’s style ensures active and engaged learning, with a focus on implementation and successful follow-up for students, program managers and business owners.
Technology Incubation Center (TIC), University of Technology, Kingston, Jamaica
PTA was invited to Kingston, Jamaica by the TIC at the University of Technology to facilitate a full staff retreat, coach their incubator manager, work with ten business tenants, and teach a staff workshop on time management and customer service.
Paul teaches at UC Berkeley Extension on Action Planning and Management. Students learn the critical and practical aspects of managing a small business venture and implementing solutions that work. They study the skills needed to effectively manage a small business, including project management, time management, decision making and the ability to manage others. In addition, students learn how to implement a specific business action plan that focuses on effective management solutions.
BUSINESS PROGRAM ASSESSMENTS
California Resources and Training is an industry leader in creating standards and associated training for business development organizations in California. PTA 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.
This day center provides a full range of services to over 100 clients per day. The CP Center started a micro-enterprise center to help create and support micro businesses for their clients. PTA helped develop a feasibility study for the microenterprise program.
Cleanerific is a for-profit cleaning business providing service to both residential and commercial clients in the SF Bay Area. PTA provided direct consulting support on developing a successful social enterprise that would be both profitable and socially responsible within a highly competitive environment. PTA focused on financial analysis and specific action plans to help implement improvements in focus and services.
MEDA is a community-based economic development corporation located in the Mission District of San Francisco. They have been providing a wide range of economic based and business oriented services for over 20 years. PTA has helped MEDA with new program analysis and implementation planning. We developed detailed recommendations related to a new MEDA program offering expanded business services to growing Mission District-based small businesses. We also audited existing programs and conducted a feasibility study to verify the expanded business services
The Entrepreneur Center in San Jose is a public/private partnership providing 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. 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.
Additional Program Assessment Clients include:
City of East Palo Alto, California
Contra Costa Small Business Development Center
Health and Urban Development
Plowshares Nursery (Alameda Point Collaborative)
Tri-Cities Development Corporation of Siskiyou County