Business Advisory Services

Aunt Ann’s Agency (AAA)

Aunt Ann’s is a leader in the homecare and staffing industry.

They have been in business more than 50 years. AAA is a 3rd generation, women owned business from grandmother, to mother to daughter! It is the leader in the home health care business as well as an effective and expanding enterprise offering in-house staffing.

“Paul Terry is fantastic. We have worked together for over fifteen years on growth strategies, transitions and partnership facilitation, and his advice has been invaluable to the continued success and growth of my company. We have worked with Paul on foundational issues: decision-making partnerships, transitions, etc. As our company grows, we continue to look to PTA for effective management audits and strategy sessions.”

Denise Collins, CEO
Aunt Ann’s Agency
www.auntannshomecare.com/

Dawson Custom Workroom

Dawson Custom Workroom provides custom sewing and product development for the interior design industry of San Francisco and the Bay Area.

“Paul has been instrumental to the growth of my business. His knowledge and ability to grasp issues confronting small businesses is invaluable. He is an asset to the small business community in the Bay Area. “

David Dawson, Founder, CEO
Dawson Custom Workroom

Feldenkrais Center for Movement Education (FCME)

The FCME Center is an established time health and fitness center in the Bay Area. The partners are experts in their field and are ready to carefully expand but need to manage the existing business at the same time.

“We started working with Paul Terry & Associates because we had too many opportunities and ideas. Paul has helped us to learn to make values based choices that allow us to express who we are and how we want to work and grow our business. Paul has helped with business planning, financial analysis and action steps to help 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 Smith, Founders of FCME
Feldenkrais Center for Movement Education

Good Life Grocery (GLG)

Good Life Grocery is a successful, employee owned, natural food store with two neighborhood locations in San Francisco.

“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

Marchi & Smith

Marchi & Smith offer care and financial management services to the elderly.

“PTA has been instrumental in helping us to value our work and our business in ways far beyond what we might have imagined. We have gained many practical skills and have been able to put our business into perspective in the bigger picture as well. And it’s a lot of fun to work with Paul!”

Travis Smith
Marchi & Smith

Merriwether and Williams Insurance Services

Merriwether and Williams (MWIS) is a successful commercial insurance, bonding and risk management consulting business operating in San Francisco, Los Angeles, San Diego and Oakland.

“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 supporting our commercial development opportunities. Paul understands not only the unique needs of small business seeking to grow, but he also 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

One Big Man & One Big Truck Moving Company Inc.

One Big Man is a long-term, successful Bay Area moving and packing company.

“In different phases of every business, it is a wise business decision to step back, reevaluate and see a new perspective on where your business and business partnership is and where you want it to go. Meeting with Paul Terry & Associates over the years has guided our business and our partnership in a new direction. We continue to have on-going consultations with Paul for his resource of business experience and perspective.”

Fred Wallace, President
One Big Man & One Big Truck Moving Company Inc.

Paiz Public Relations

Paiz Public Relations provides specific public relations in the financial community.

“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. Paul provided a very specific structure to frame our business decisions and direction. I wholeheartedly recommend Paul for anyone who needs help in starting, growing, or guiding their business development.”

Jill Bourque, President
Paiz Public Relations

Prowler Inc

David Prowler works with small and large developers offering sophisticated and effective services that include project development and political consulting.

“Paul has been a great help to me over the past decade as I’ve launched my business. After 25 years in government and as an employee of non-profits, I was ready to start my own enterprise. 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 when asked for referrals.”

David Prowler. President
Prowler Inc.

Sberlo Plumbing

This is a community-based plumbing business focused on providing impeccable quality service and honest feedback to hundreds of homeowners and residents.

“Our relationship with Paul Terry began more than twenty years ago when our business was in its infancy. His spot-on advice, brilliant counsel and warm communication continue to help us as we have grown our business into a corporation. Each step of the way, the support meetings and phone sessions has been invaluable and Paul has always been ready with specific ideas and insightful comments. His thoughtful questions always make us think and this has manifested in some of our smartest business decisions over the years. Having an 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.

Teresa Bright, Attorney At Law

Teresa Bright is an immigration attorney at Simmons & Ungar working with and for legal immigrants starting businesses in the USA.

“I have found Paul Terry to be tremendously helpful, responsive, and knowledgeable. He has provided invaluable assistance to our firm’s business clients.”

Teresa Bright, Partner
Simmons & Ungar

Entrepreneurial Training

CAMEO

Cameo is the “association chamber” for microenterprise in California providing support for over 125 microenterprise training programs in the State.

“Paul created the curriculum and program design which made Renaissance Entrepreneurship Center one of the premier MICROENTERPRISE 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 Terry has been an important reason that Renaissance Center has achieved such excellence and its graduates have achieved such success. Paul continues to help Renaissance and many other CAMEO members with program redesign and analysis.”

Claudia Viek, Executive Director
CAMEO

Renaissance Entrepreneurship Center

This center provides training, consulting and incubator programs – servicing the target markets of socially, ethnically and economically diverse populations.

“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

Social Enterprise Development

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.

“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. We need to meet business goals and consider how to also be socially responsible in how we treat all of our stakeholders. Regular meetings with Paul and his 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

REDF and Portfolio Clients

REDF is a local non-profit center providing direct assistance to a number of specific portfolios of social enterprises that focus on providing work and entrepreneurship opportunities with 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)

The Cerebral Palsy Center

This is a day-time center that while serving its population has started a microenterprise center starting small businesses for people who have CP and yet want to start and sustain a small business enterprise.

“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 micro enterprise program. His resulting, very thorough, business feasibility study was instrumental in helping us convince a foundation to fund this expansion program. Paul provided coaching for the new entrepreneurs and guided us through the business start up process. 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

Assessments for Business Training Organizations

CARAT

California Research and Training is a leading agency for creating standards and metrics in microenterprise and for small business development.

“Our work with Paul Terry and his associates has been of great value. He was able to assess five non-profit/government business centers and complete an in-depth feasibility study for our assessment program. Paul was able to use his years of knowledge and information to assess training programs, business incubators and small businesses. His review and recommendations were very helpful to these State-wide programs we were reviewing. We will continue to work with Paul for his specific consultation and for his perspective on entrepreneurship training, consulting business development.”

Selma Taylor, CEO
CARAT, Oakland, CA

Health and Urban Development (HUD)

Under a sub-contract with RGMA Inc, the PTA Consulting team analyzed the Community Development Programs in over 20 US cities to analyze and identify best practices. The complete products included illustrated workbooks and videos for programs in five cities.

“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. Over my 25 year relationship with PTA, however, what I have appreciated most is their unique understanding and a training model, which allows them to work 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 Jose Redevelopment Center and San Jose E-Center

The Entrepreneur Center in San Jose is a public / private partnership for specific services to small businesses and non-profits.

“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. He and his team were able to interview all the key players and synthesize many of the issues for the eCenter. 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 for his specific consultation and/or his perspective in entrepreneurship training, consulting and/or business development.”

Richard A. Keit, Director of Neighborhood & Business Development
The City of San Jose