Consultants

Investing Locally. The Economic Impact of Microenterprise on the Community.

Catherine MarshallPortrait of Catherine Marshall

CAP Builders

Phone: 925.426.5323
Email: c (dot) m (dot) marshall (at) sbcglobal (dot) net
Website: www.capbuilders.org
Service Area: Throughout California and U.S.

Description of services: I provide training, technical assistance and project management to the microenterprise and asset development fields. This includes a) direct services for practitioners such as board training, strategic and business planning, fund development and marketing and messaging and b) coalition building services to communities and associations wanting to build support for microenterprise development and financial capability programs. To save costs for my clients, I often work virtually, providing webinars or teleconferences with committees and program staff. In the course of my work with clients, I provide grant writing services and, in the Bay Area, I can provide interim E.D. services. Contact me for a free consultation.

Clients include:

  • CFED–facilitated a two year learning cluster program that developed the capacity of eleven state microenterprise associations.
  • California-Nevada Community Action Partnership–operated a program of training and technical assistance to develop the capacity of California Community Action Agencies to provide EITC and Financial Education Programs.
  • Washington State Microenterprise Association: operated a program of training and technical assistance to help build the capacity of seven microenterprise programs in Washington State.
  • Facilitated the launch of three state microenterprise associations: Florida, South Carolina and Michigan.

Constance SparksPortrait of Connie Sparks

Financial Specialist

Phone: 661 753-3379
Email: csparks (at) wadecocapital (dot) com
Websitehttp://www.wadecocapital.com/
Service Area: Throughout California

Description of servicesCapital Development, Business Planning, Business Modeling, Cash Flow Planning, Business Management, SWOT Analysis. Her company is one of few certified by the U.S. Small Business Administration as Technical Assistant.

Connie Sparks is the CEO of Wadeco Capital and Round 1 Funding. Her business and financing career spans over 18 years, helping business owners and managers build transformation and financing strategies to grow their business. Additionally, she consults with numerous clients across the country on raising capital, sustaining and expanding their business, which led to raising more than $44 million through the Small Business Administration (SBA), non-conventional, and hard money lending programs-shaping communities for success.

As an Author, International Business Coach and National Trainer, she educates the business community with a more holistic approach to starting and running a successful business and accessing capital. Her workshops and seminars are presented to educational institutions, associations, and private organizations throughout the country, reaching more than 25,000 business owners and executives nationwide.


Joe MolinaPortrait of Joe Molina

Business Plan Review & Financing Options

Phone: 762.282.4496
Email: metrocollegeonline (at) gmail (dot) com
Service Area: San Diego, Los Angeles, Riverside and San Bernardino Counties

Description of services:Have evaluated many business plans since 2002. We review, edit and format your business plan to Best represent your idea to the lenders. We have worked with many lenders over the years, we know how they Think and What they look for in a business plan.

Our Business Plan Services Include:
• Review business plan and Feedback
• Edit business plan for Content and grammar
• Review financial statements and or proformas
• Provide you with feedback on Budget and projections
Financing Consultation on SBA, Micro Lenders, Factorings, etc.

We provide feedback on what your business plan needs to appear attractive to a lender and at the lowest cost possible. Looking for a SBA, USDA or a Micro loan? we can help!

Clients include:

Chambers of commerce and Cal Poly Pomona program for Veterans.

CAMEO members receive 10% discount on Business Plan Review Services. Please contact me at metrocollegeonline@gmail.com; I’m happy to answer your questions.


Paul Terry & AssociatesPortrait of Paul Terry

Phone: 415.255.0131
Email: pta (at) paulterry (dot) com
Website: www.paulterry.com
Service Area: San Francisco Bay Area

Description of services: Paul Terry & Associates (PTA) provides business management consulting and entrepreneurial training to existing and emerging small businesses, entrepreneurship centers and social enterprises. Paul Terry, principal of PTA, has been providing small business consulting and teaching entrepreneurship for over 30 years to hundreds of clients and thousands of students. Paul specializes in transition management, providing one-on-one business advisory services to help businesses owners address current challenges, facilitate new business opportunities, and implement new product or service expansions. PTA can also provide assistance related to business partnerships, joint ventures and owner exit plans.

Clients include: The Good Life Grocery, San Francisco Natural Medicine, Blue Chair Fruit Company, Renaissance Entrepreneurship Center