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Project Portfolio

Browse through our engagements to learn more about us and our clients.

Michael & Carolyn Payne Group Home

Funding Status
Currently preparing to seek funding to launch
Engagement
Coach Mike has run Excel Sports basketball program for years. Leading elementary age basketball teams of boys and girls his kids have excelled in both school and sport. Mike also is a great referee, and that is where we originally met over 20 years ago. Mike's passion to help inner city kids excel has lead him to a new opportunity that has been laid at his feet: to open a group home for foster-home eligible kids here in Arizona. Mike approached me knowing what we do and asked for our support to build a solid plan that he can take forward with the people presenting the opportunity and the State of Arizona.
Timeline
October 2019 to Present

Emotive Pull Marketing

Funding Status
Not seeking funding at this time
Engagement
After knowing Jennifer Kahtz, the owner of Emotive Pull, for years, and utilizing her amazing talents/services, we have been engaged by Jen to help her change and grow her business. We are starting from the basics working on what the future should look like, and why, and then developing plans and processes to get her from the current state to her desired state. The goal is to create more structure to enable her to focus on training and the growth of the business.
Timeline
September 2019 to Present

Impact Advisors Group

Funding Status
Currently seeking funding
Engagement
Mitch and Chris have been hired as a member of the Board of Advisors for several new start-up initiatives the Impact Advisers Group managing partners are funding. Work includes helping select projects (ventures) for the group, identify and hire CEO candidates for each project, identify and hire key early stage personnel to support each project, manage each project to ensure appropriate plans are in place and that they are executed in a timely manner, and aid in the determination to move projects from concept to the early business development stage. Mitch will support these efforts through each stage of development and funding. As projects become public they will be outlined further.
Timeline
May 2019 to Present

SipScience

Funding Status
Currently seeking funding for growth
Engagement
After supporting the Century Club in their first round of funding and in improving their business plan, the company pivoted to SipScience and providing consumer data in the alcoholic beverage market. After a successful trial in Manhattan with a new mission, they have landed a large funding partner in Nielsen, the ratings company who has challenged them to match their funding so they can expand to 7 new cities nationwide.
Timeline
March 2019 to Present

Greener Pacific

Equity Position
Funding Status
Funded
Engagement
Noy and Tricia were referred to Mitch for help in finding funding for their business. Mitch and Chris liked the concept and began helping them build solid financial projections and a business plan. Along the way, Mitch decided to put together a partnership to invest in the company and provide the required funding. Mitch is the CEO operating out of Phoenix, while Noy and Tricia are the boots on the ground.
Timeline
December 2017 to Present

Deck of Dice

Funding Status
Currently seeking funding for growth
Engagement
Mitch has been working with Tom Donelan, the founder, since July of 2017 to build his business plan, pivot his business and now seek a new round of funding. DeckOfDice has a new licensing agreement with Hard Rock Cafe Casino on-line and needs funds for further development related to new licensing deals with other on-line casinos and gaming sites.
Timeline
October 2017 to Present

Breezing

Funding Status
Currently seeking equity funding.
Engagement
Mitch and Chris have joined the Board of Directors of Breezing.com after Mitch has been supporting the company's start-up and growth since being named their mentor EIR (entrepreneur in residence) in the State of Arizona's Venture Ready Program in July, 2016. After landing a major sale with Nova Nordics in Canada the focus has changed to a focused marketing and sales effort with a goal to ramp up sales and revenues in 2020 in order to achieve a level of regular positive cash flow.
Timeline
July 2016 to Present

Costa Verde Homes

Funding Status
Currently Seeking Funding
Engagement
Jim was in need of raising funds for his investment business when I met him. I provided Jim the template for a business plan and then my input after he presented what he had created for my review. Jim did a great job and did not really require my support beyond the development of the plan. I have helped Jim fund one project and we are constantly looking for new sources of funding for Costa Verde's projects.
Timeline
June 2016 to Present

Focal Point Security

Equity Position
Funding Status
Funded
Engagement
This client is a private company that designs rents mobile closed-circuit television (CCTV) security systems to construction sites and other commercial temporary security requirements. Mitch as worked with the owners on several projects to-date, including 3 rounds of financing, and now Mitch and Chris are equity partners and advisers. The company has grown from an initial inventory of 4 systems to 12 as of May, 2019. We have just landed funding to expand to 22 systems which should enable substantial growth into the future with diminished needs for additional rounds of funding.
Timeline
October 2015 to Present

Az Massage & Healing

Funding Status
Not Seeking Funding at this Time
Engagement
AZ Massage & Healing is a mobile massage therapy company that focuses on contracting with senior living facilities to bring their healing to these communities. I helped launch the business in 2014 and have continued to support the owner as she grows. After establishing goals for 2017 we are now managing the growth as we reach the targets established.
Timeline
December 2014 to Present

Crystal Coffee

Funding Status
Not Seeking Funding at this Time
Engagement
Nick Cicogna came to me looking for a business plan to present to a landlord he was negotiating with to open his new drive through Arizona Coffee concept. He needed a BP ASAP and was willing to accept the fact that he needed to develop it with my help. My task was to develop the financial model and projections. Working together intensely over a two week period we produced a feasible plan for presentation. Nick is now in the progress of putting together an LOI to submit to the landlord. I hope to continue working with Nick once he lands his lease to help him open and then develop a plan to grow into multiple locations.
Timeline
June 2017 to July 2017

Roth Learning

Funding Status
Not Seeking Funding at this Time
Engagement
Thomas Waite and his incredible team were critical members of the teams that launched Keller on-line school for DeVry and The University of Phoenix (Apollo Group). They are now developing their own on-line platform for colleges and came to me for help in developing their business plan and obtaining funding. In December of 2017, Roth chose to go in a different direction with their business.
Timeline
March 2017 to December 2017

Chef Zipora

Funding Status
Not Seeking Funding at this Time
Engagement
I met Chef Zipora and fell in love. Her meatballs are incredible. Her partner, Jennifer Markson, and I have begun working together to develop a business plan and determine the best means for going to market with Zipora’s food and healthy eating message.
Timeline
March 2017 to April 2017

HOMAPP

Funding Status
Not Seeking Funding at this Time
Engagement
Rex came to me with an outstanding idea and a need for money. After research, outreach, and much discussion we have developed a solid business plan and financial projections. We have begun the search for funding so we can get the system built and fully launched. Note that this is world-wide business play with initial revenues coming from the Philippines. In December of 2017 HOMAPP chose to go in a different direction with their business.
Timeline
June 2016 to December 2017

The Platinum Experience

Funding Status
Not Seeking Funding at this Time
Engagement
Leslie Oestmann hired me to be her mentor and help her gain some direction to her business. During that time, we worked on several aspects of her business, including developing a financial model she could use to show her clients the value of what she had to offer. Today Leslie’s business is growing and thriving.
Timeline
May 2016 to October 2016

Bakerson

Funding Status
Currently Seeking Funding
Engagement
Bruce came to me knowing he needed to understand more about what made his business tick. He hired me to do a brief assessment. After talking with the people on his team it was agreed we would develop a means for Bakerson to track activity and project financial results based on resource constraints. The optimal goal was to develop a good set of goals for the company that could be defended, tracked and measured. After some upheaval in the team the project has been put on temporary hold while some clean-up and preparatory activities are completed. After restructuring and implementing portions of the system we developed, further plans have been placed on hold.
Timeline
April 2016 to January 2017

Hypergolic

Funding Status
Currently Seeking Funding
Engagement
Kristy is a lawyer with an amazing concept. I cannot share it with you just yet, but she has engaged me to help her build her business plan and financial projections in order to help her identify the best strategic partners and obtain funding. We are in the process of developing her business plan at this time.
Timeline
March 2016 to June 2017

Century Club

Funding Status
Funded
Engagement
Ayan found me on the internet and reached out to me. He had a business plan but was having no success in getting funding. He hired me to review his plan and then I worked with him to make improvements and also determine exactly how much funding he reasonably needed.
Timeline
February 2016 to June 2017

Pyra Tea (PyraBoost)

Funding Status
Funded
Engagement
Phillip first approached me to see if I could help him fund his idea for a new organic herbal tea product. We worked extensively on his business plan, including research and outreach. In October, 2016 we prepared for a 60 second pitch at the Phoenix Funding Post event. After the event Phillip connected with one of the 12 investors in attendance. They have pivoted to a version of his original product called PyraTea to a new powdered energy drink called PyraBoost that was launched in July, 2017. I am now supporting Phillip as he grows his business now that it has launched.
Timeline
November 2015 to February 2016

Elite Labs

Funding Status
Not Seeking Funding at this Time
Engagement
Amy came to me with a concierge mobile phlebotomy business with a goal to create her own blood screen lab and service. We began working on a business plan, but in the first quarter of 2016 her husband was offered a lucrative overseas position as a surgeon. As a result, Amy closed her business.
Timeline
October 2015 to June 2016

Modify

Funding Status
Not Seeking Funding at this Time
Engagement
Eric came to me with a plan to open a man cave…. or a small coffee type shop. After some market research and financial analysis Eric decided to open his cafe in conjunction with a beauty/health shop in Old Town Scottsdale while we worked on the man cave concept. Since then Eric decided to close the cafe, shelve the man cave, and he is now working at Kadima, a start-up incubator, supporting others starting their businesses.
Timeline
September 2015 to February 2016

Torque Trends

Funding Status
Not Seeking Funding at this Time
Engagement
This client is a private company working on obtaining financing for their new torque reduction boxes for use with electronic vehicles, including fleets. In November they started to convert an F150 from the fleet of the City of Surprise for a trial of their product. The study is scheduled to run for several months with the ultimate goal of obtaining a purchase order from the city to convert their entire fleet of F150’s. They have several other fleet owners waiting for the results of the trial to convert their fleets. In addition, the client’s product is being utilized in several designs for an international competition to develop a better electric vehicle.
Timeline
March 2015 to January 2017

NewTrac Realty

Funding Status
Not Seeking Funding at this Time
Engagement
Supported the launch of NewTrac Realty, a new residential property management and real estate brokerage. The owner, Larry Adams, had been working as an Associate Broker under another brokerage and decided to open his own brokerage. After he obtained his brokerage license I helped move his business data from the old office to his new system and to build the back-office system being used to manage the business. I also supported Larry with several services during the launch of his new business.
Timeline
October 2013 to April 2014