PTA provides a full range of business consulting services for a wide variety of clients.
Click on the links below to view select client and project profiles:
- BUSINESS ADVISORY SERVICES
- ENTREPRENEURIAL/PROFESSIONAL TRAINING
- BUSINESS PROGRAM ASSESSMENTS
- PUBLIC SPEAKING
BUSINESS ADVISORY SERVICES
Blue Chair Fruit Company is an artisanal jam company based in Oakland, CA that uses organic and sustainably grown fruit from local growers and produces between 50 and 100 unique flavors per year. PTA has assisted owner Rachel Saunders with strategic planning, financial reviews and personnel development. We meet regularly (by phone, on-site and in-person) to solve and facilitate specific business management challenges. We have used our business action plan approach to evaluate and implement strategic steps, track financial impact and plan growth into new markets.
Based on Potrero Hill 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, and recommended appropriate strategies to help make key management decisions.
The FCME 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 at the same time. PTA was able to successfully help the partners facilitate movement into the next stage of their business. We used a feasibility study to analyze new opportunities and financial analysis to help assess new business opportunities. We also used monthly action plans to track and confirm results.
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, expand into new markets, acquire new locations and train over 75 employees. We designed a customized training in retail customer service 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, and our feasibility study approach to assess expansion and evaluate business development opportunities. Paul continues to work with Good Life during key management transitions and provide strategic planning direction as a member of The Good Life Grocery’s board of directors.
Happy Together Preschool offers an intimate, nurturing, high-quality program for 2-5 year olds emphasizing principles of self-expression, connection and well-being. It has been growing steadily and offering more services to the East Bay community. PTA has used an objective process to identify key issues and recommend timely improvements. We meet regularly with co-owners Monica Haddad and Tim Silk to review financial results, facilitate the business partnership and look at planning for the years ahead with clear financial and management models.
IT Briefcase provides guidance, structure and leadership to help small and medium-sized businesses achieve their information technology goals. PTA helps IT Briefcase’s owner, Michael Cecchini, analyze strategies and make action-based management decisions. We have regular phone consultations to review specific client issues and marketing plans, and set specific actions for both short and long-term planning.
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 helped address many strategic planning initiatives to position the business for growth and replication in other urban locations. 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.
Paiz Public Relations (Paiz PR) provides specific public relations in the financial community. PTA helped owner Jill Bourque assess directions for existing clients as well as help launch new initiatives and business ventures while respecting a long-term family partnership. We used a feasibility study approach to assess new service directions, as well as review and frame decisions and implement effective action plans.
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 to design specific marketing strategies and track results.
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 roles and key decisions.
Sberlo Plumbing, Inc.
This was a community-based plumbing business focused on providing impeccable quality service and honest feedback to hundreds of homeowners and commercial contractors. PTA planned and implemented solutions at each stage of Sberlo Plumbing’s growth. We helped the owners Yoel and Dee-Dee Sberlo add key personnel, expand new services and negotiate affiliate agreements. The action plan was used to successfully project and track results for all business initiatives. PTA used several feasibility studies to assess new market directions. We employed a business review process to prepare for an ownership transition.
Additional Business Advisory Clients include:
Aunt Ann’s Home Care, Daly City
Citizen Film, San Francisco
Coyote Coast Youth and Family Counseling, Orinda
Cy Lo Builder, San Francisco
Dawson Custom Workroom, San Francisco
Estelle Solomon Landscaping, El Cerrito
Marchi & Smith Care and Financial Services, San Francisco
SF Clayworks, San Francisco
SF Guitarworks, San Francisco
Starter Bakery, Oakland
Suite Foods, South San Francisco
Take My Word For It, Oakland
The City Kitchen, 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. Paul co-taught the initial on-line classes in socially conscious entrepreneurship for the degree-completion program at Presidio.
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 7,500 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 for a ten-day consulting contract. Paul facilitated a full staff retreat, coached their incubator manager, worked with ten business tenants, and taught 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 successfully start and effectively manage a small business, including project management, time management, decision making and the ability to manage others. In addition to gaining an understanding and appreciation of basic business operations and management systems, 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. 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.
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 as well as a detailed business plan for a disaster-related product business for three CP Center clients. We coached the CP Center clients through the initial launch.
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. PTA also worked on revisions for a three-year business plan.
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.
Under sub-contract with RGMA Inc, the PTA Consulting Team (including six 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. The project was a joint effort of staff and trainers in over 5 cities. The completed products included illustrated workbooks and videos for programs in five cities.
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
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. PTA was able to meet with staff to review and understand client needs and help implement key strategies for REDF portfolio clients.
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
Plowshares Nursery (Alameda Point Collaborative)
San Francisco Chamber of Commerce
San Francisco Unified School District
Tri-Cities Development Corporation of Siskiyou County
Paul Terry and the PTA Consulting Team have extensive experience in public speaking. We have spoken on small business topics, management issues and motivational concerns for conferences, economic summits, international gatherings and graduations. Previous topics include: Seven Factors for Success, The Art of Business, Growth as a Spiral, Success Requires a Balance, and Business Planning 101.
Past speaking engagement include:
American Marketing Association, Oakland CA
Association of Enterprise Organizations, NYC
Hispanic Conference on Small Business, Palo Alto
Leadership San Francisco
Maui Economic Board, Hawaii
Mayor’s Economic Summit for the City of San Francisco
National Business Incubator Association
Notre Dame de Namur University , Belmont
San Francisco Chamber of Commerce
San Francisco State University
Small Business Administration Conference on Women in Business
Small Business Week San Francisco
Technology Incubation Center, Kingston, Jamaica