Business Consulting

We Help Your Business Excel!

See What People are Saying

Ray Chubb

Mitch is an expert in Business Coaching! He practices impeccable listening skills which allows him to easily realize solutions for your problems.

Ray Chubb

Business Owner

Leslie O

Mitch is absolutely fabulous! I made the scary decision 4 months ago to quit my full time job and make our part time business into a full time business. There is a reason we went from 4 properties to 22 vacation rental properties under management in 4 months! I highly recommend Mitch.

Leslie Oestmann

The Platinum Experience

Yow

Mitchell, we would like you to consider joining our Board of Advisers. We turn to this board for insight and direction, and Grace and I are both impressed with your knowledge and spirit and would be honored to have you on our advisory board.

Mitchell & Grace Yow

Torque Trends

Mark Rome

​I wanted to let you know that your Pocket Guide to a Great Business Plan was a good read.

Mark Rome

Senior Manager / Veteran Referral Network

Thomas Waite

Mitch is nothing but common sense and I love it and require it.  His advice and counsel has been invaluable. With his network and connections, I feel more confident than ever.

Thomas Waite, PhD

Roth Learning, Inc.

Meghan Uhl

I’m feeling more & more positive with each exchange. We obviously have a lot of work to do and creating that model is key to making some decisions but I think we can make this thing successful. Thanks so much!!!! 

Meghan Url

Focal Point Security

Tarra

This is absolutely fantastic! You're loved and brilliant!

Terra Rose Ganem

TRG Life, LLC

Phillip Mandella

Working with Mitch has been an exciting experience. He taught me how to build a solid business plan and how a business operates.

Phillip Mandella

Owner/Founder PyraTea

Eric C

In terms of beneficial learning, your support and services were great. Looking at what the place might be capable of is also important. Though I realize it’s not practical right now to achieve those numbers, it shows where you should be. Overall, I think it was beneficial for me as a new owner and getting into this crazy world.

Eric Classen

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Niccol

Mitch has helped me with so much - from writing out a business plan and financial projections on my company to networking partnerships and endless emotional support. I would not only recommend Mitch as a mentor, but as a friend. You rock!

Niccol Walsh

Arizona Massage & Healing

Project Portfolio

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

Focal Point Security Equity Position

Funding Status

Currently Seeking Funding

Engagement

This client is a private company that designs and rents mobile closed-circuit television (CCTV) security systems to construction and other commercial clients.  They also have begun designing, installing and supporting permanent commercial security systems too. I have worked with the owners on several projects to-date, including finding them an office space to rent. At this time, we are in the process of updating their business plan and financial projections in order to seek funding for growth. funding. We are currently working to finalize their business plan while simultaneously reaching out to various investor groups.

Timeline

October 2015 to Present

Breezing

Funding Status

Not Seeking Funding at this Time

Engagement

Mitch was appointed as the EIR (Entrepreneur-in-Residence) for Breezing in the State of Arizona's Venture Ready program after they had applied for a grant from the Arizona Innovative Challenge (AIC).  Mitch has been working with NJ, the CEO and technology developer, to develop his business plan, financial projections and pitch for funding.  Breezing made it to one of the 10 finalists in the 2017 AIC but did not make it into the top 6 for funding.  As of March 2018, Breezing has made it through the Venture Ready Financial panel and now has the Final and Graduation panels to complete.  We are actively seeking a business-oriented CEO to help Breezing land funding and lead them to the next level.

Timeline

July 2016 to Present

GreenerPacific Equity Position

Funding Status

Funded

Engagement

Noy and Tricia were referred to Mitch for help in finding funding for their business.  Mitch 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

Opulent Equity Position

Funding Status

Not Seeking Funding at this Time

Engagement

Opulent is a wealth management company focused on wealth growth through the use of life insurance products. They currently have 50+ independent agents and a goal to reach 100 agents by the end of 2018.  Agents are currently in Arizona, New Mexico, California and Colorado.  Mitch provides an advisory service to the company and is a partner.  In addition, Opulent takes on management consulting projects that Mitch helps support from time to time.

Timeline

March 2018 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

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

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

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

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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

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

Oct 2015 - June 2016

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

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

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 Jan 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

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

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 - April 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

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 - July 2017