| "Our relationship with Paul Terry began more than twenty years ago. His spot-on advice, brilliant counsel and warm communication continue to help us. The sessions have been invaluable and Paul has always been ready with insightful comments. Working without Paul Terry is like doing acrobatics without a net. " - Yoel & Dee-Dee Sberlo, Owners Sberlo Plumbing Inc. |
| " Meeting with Paul Terry 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. |
Paul Terry & Associates (PTA) provides business management consulting and entrepreneurial training to existing and emerging ethical businesses, entrepreneurship centers and non-profit based social enterprises. PTA has been facilitating successful business transitions and teaching entrepreneurial solutions for over 25 years to hundreds of clients and thousands of students. PTA works in four primary subject areas and uses specific business products and distinct business services to assess issues, apply solutions and measure results.
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.
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 management 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.
We work with existing non-profits and ethical businesses to help define, launch and 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.
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.
To provide management support and training services in all specific areas, PTA offers four specific client "products" and two distinct "service" approaches. Each consulting engagement is defined by the client's need to assess an opportunity or challenge and complete an effective solution that can be successfully implemented. The range of products and services helps PTA clients achieve success.
The Feasibility Study is an assessment of an emerging business idea to articulate the specific risks and benefits of a new enterprise or expansion of a business offering. PTA provides this service to both existing and traditional for-profits as well as emerging non-profit social enterprises. The process includes a detailed implementation plan and timeline for launching the service or product.
The Business Plan is for clients requiring comprehensive analysis that addresses all transition issues and detailing every aspect of the enterprise. The business planning begins with a comprehensive audit that covers all key areas and potential opportunities of growth. PTA also helps implement the business plan within a specific implementation period to achieve the pre-determined goal.
The Business Review is for understanding any transition that requires detailed information on the "state of the business". This review has been used for a business being bought or sold; to inform a new partner and as an in-depth review for key stakeholders.
The Action Plan is used to plan a series of steps to launch a key business action. The action plan determines business goals and critical benchmarks within a specific timeline. This process has been used successfully in the development of a specific marketing action; the negotiation of a business transfer and adding new senior staff.
The Business Advisory Services are counseling and advisory sessions provided to emerging and developing businesses, their owners or key staff. The process uses a series of one-on-one sessions with detailed action plans and timelines to guide a successful management transition.
The Professional Training sessions are for businesses, non-profits and key staff who request intensive trainings or workshops on current business topics. This includes personal management systems, project development strategies, time management skills, customer service transformations, entrepreneurship training and staff motivational sessions. Customized entrepreneurial training can be designed to fit any client request.