get startedConsulting Process

After an introductory phone call, we send you an engagement letter that outlines our consulting process. We then meet face to face to get basic questions asked and answered.  We confirm expected outcomes for the consulting relationship and set a  schedule for future meetings.  Options include a 3 or 4 session consulting package, monthly sessions for 6 to 12 months, and quarterly sessions.  The length, frequency and scope of any consulting relationship matches your specific needs and situation.

Consulting sessions can be in-person, or by phone or video chat, with additional support provided over email.

Action Planning & Advising

Get help with your business management challenges and opportunities. Analyze issues, get advice on implementing do-able goals, and create a plan to move forward.

Partnerships & Joint Ventures

Define the parameters of your business partnership or joint venture.  Assess partner contributions and commitments, resolve conflicts and reach accord in a written agreement.

Ownership Transitions

Get support through a business management transition, loss of a key employee, or preparation for an ownership exit plan. Prioritize and assess roles, set goals and timelines, and create a plan for business valuation and next steps.

Entrepreneurship Training

Build your skills related to goal setting, project analysis, time management, public speaking and action planning in a short-series workshop offered at Paul Terry & Associates.  Sign up for a business planning class offered through Renaissance Entrepreneurship Center or an action planning class offered through UC Berkeley Extension.

Wisdom Circles

Tackle a current business challenge with help from a team of advisors plus directed one-on-one support.  Get in-depth analysis and honest advice from business experts, and create an action plan to implement next steps.

Contract services

Business plan review, employee recruitment, retreat facilitation… tell us what you need! We provide a variety of support services to small business owners, and can refer you to other professionals.