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Small Business Planning
There are 6 expert witnesses in this category

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Chris Tripoli
President
14125 Memorial Drive, Suite 104
Houston TX 77079
USA
phone: 281-293-0077
fax: 281-497-1185
Chris
For over 15 years A'LaCarte Foodservice Consulting Group (A'LaCarte) has been providing operations and growth related consulting to Restaurants, Hotels, Convention Centers, Casinos, Country Clubs, Stadiums and Airports. A'LaCarte has successfully completed projects for start-ups, independent restaurant companies and large multi-unit chains. They have consulted on concept development operations, and growth related matters with a variety of chains (franchisors and franchisees) and independent operators.

Chris Tripoli has over 35 years experience in the Hospitality industry as a Designer, Developer, Owner and Operator. He has provided research and opinions on a variety of legal issues facing the hospitality industry. Mr. Tripoli has written for Food Service News, My Table Magazine, Restaurant Start-up and Growth and has been featured in various other trade publications. He lectures at the Art Institute and teaches courses in opening restaurants and proper growth strategies at the Small Business Development Center of the University of Houston.

Services Include:
  • Concept Development
  • Finance Planning (Mergers & Acquisitions)
  • Business Valuations
  • Operations (Policies and Procedures)
  • Management and Staff Handling (Labor Related)
  • Safety, Sanitation and Food Handling
  • Franchise Development and Field Services
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    Don Smith
    President
    1329 Taughannock Boulevard
    Ithaca NY 14850
    USA
    phone: 607-272-9111
    fax: 607-272-5588
    Don
    Don Smith is a nationally known marketing & sales expert. 40 years as a (1) Fortune 1000 hands-on executive, (2) Consultant with world-class companies, (3) Faculty at Cornell Graduate School of Business, (4) Marketing & sales seminar leader. His expert witness references are outstanding. His 50+ expert engagements include jury trials, arbitration hearings, depositions and numerous expert reports.

    Areas of Expertise
  • Business economic loss: Define lost sales, share and profits.
  • IP: Patents copyrights, trademarks, trade names & trade secrets.
  • Sales channels: Distributors, dealers & reps.
  • Market research: Define market size, growth, share, pricing, trends & customary practice.
  • Marketing & sales effectiveness:My expertise and research quantify this common contract dispute.
  • He is a nationally known public speaker in the development of new products, revitalizing existing products & managing distributors. He has in-depth, practical business experience and excels at explaining complex business issues.

    Clients range from family owned businesses to Fortune 1000 companies including AT&T, Borax, DuPont, ITT, Lockheed-Martin, Lutron, Motorola (Moscow), Rubbermaid, Snap-on Tools, Tyco Electronics (Shanghai), Toshiba & West.
    Distributor & Dealer Litigation: How To Win Cases Through Evaluation of Their Performance
    Scenario: You would like to terminate Midwest Distribution. Ever since the son of the founder became President, Midwest has shifted its emphasis from your Standard and Premium lines (require training and selling time) to your Economy line

    3/2/2002 · Market Research
    Using Marketing, Business & Competitive Research to Win Cases
    Marketing research is a powerful tool that helps lawyers win cases. Examples: Established that a distributor did not implement "effective marketing & sales programs" as required by the contract. The unlawful termination suit was dismissed

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    Cynthia Peacock
    160 Broadway, Suite 705
    New York, NY 10038
    Offices in New York City, Washington, DC, and Philadelphia
    New York NY 10038
    USA
    phone: 212-374-1425
    fax: 800-383-1148
    Cynthia
    Biz Virutoso is the premiere Business Development company for startup, small and medium-sized companies. Their professionals excel in the field of business development and marketing. Biz Virtuoso's experts have decades of experience in the various fields of Business Development, Process Improvement, Branding, Marketing and Executive Coaching.

    Virtuoso Business Plans:
  • Plans with detailed information to obtain loans or lines of credit
  • Plans to attract private investors or new partnerships
  • Plans for businesses looking for operational or expansion funds
  • Virutoso Consulting:
  • Brand development
  • Logo & website creation
  • Marketing collateral development
  • Marketing strategy development
  • Sales and marketing consulting & training
  • Turn key marketing execution
  • Formal business launch & re-launch incentives
  • Executive coaching & training
  • Human resource, labor and employment consulting
  • Sales and development training
  • Business assessments
  • Strategy review and development processes
  • Virtuoso Assistants:
  • Day to day business assistance
  • Event planning and execution
  • Executive office assistance
  • Account management
  • Appointment setting
  • Database management
  • Travel arrangements
  • Blog administration & HTML coding
  • Bookkeeping
  • Bulk mailings
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    Philip Segal
    45 Rockefeller Plaza
    Suite 2000
    New York NY 10111
    USA
    phone: 212-332-2845
    fax: 914-801-5320
    Charles Griffin Intelligence works for individuals, law firms, and companies specializing in Business Intelligence. The company has experience in conducting due diligence, gathering economic and other types of intelligence for domestic competition, international trade, intellectual property disputes, corporate takeovers and governance fights.

    Philip Segal is a New York attorney and fact investigator with experience in U.S. corporate investigations for AmLaw 100 law firms and fortune 100 companies. Previously, Mr. Segal has been a case manager for James Mintz Group and a North American Partner and General Counsel for a British business-intelligence firm. Before becoming a lawyer Segal was a journalist specializing in finance for over 19 years in five countries. He is currently Adjunct Professor, co-teaching Fact Investigation, at the Benjamin N. Cardozo School of Law.

    Expertise
    • Litigation Support
    • Asset Searches
    • Due Diligence
    • International Matters
    • Intellectual Property Protection
    • Consulting For Smaller Companies

    Prevent Corporate Identity Theft: A Consumer's Checklist
    A report on National Public Radio written up here outlines the problem: legitimate businesses are increasingly subject to identity theft. Businesses find imposters are misusing their credit ratings, while there's serious risk that people are using exterminators, contractors and other businesses being run by those same imposters.

    A Fact-Finding Test for Lawyers
    Law schools have known for years that they turn out lawyers without training on how to gather facts. What's changed recently is that law schools are starting to think this isn't such a good idea.

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    Nancy A. Geary, CPA, CLP
    Partner
    3400 Dundee Road, Suite 180
    Northbrook IL 60062
    USA
    phone: 847-291-1333
    fax: 847-291-1190
    Nancy A.
    Nancy A. Geary is both a Certified Public Accountant and a Certified Lease Professional. She received her Bachelors Degree in Accountancy from the University of Illinois. Ms. Geary has been with ECS Financial Services, Inc., a regional CPA firm, since 1984, and a Partner with the firm since 1990. Among other responsibilities, Ms. Geary manages the firm’s Leasing Services Department. Ms. Geary is proficient in various software packages specifically designed for the equipment leasing industry.

    Ms. Geary’s primary areas of concentration include equipment lease portfolio management, accounting and consulting services for the equipment leasing industry, as well as accounting, auditing, income tax planning and compliance and management consulting for a wide variety of closely-held businesses.

    Ms. Geary’s focus on lease portfolio management services includes:
  • Portfolio Management (tracking, billing and reporting lease activity)
  • Lease Accounting
  • Training and Consulting
  • Multi-jurisdictional Sales, Income and Personal Property Tax Reporting.
  • Ms. Geary has served as an instructor for the Equipment Leasing Association (ELA), the Certified Lease Professional Foundation (CLP), the National Association of Equipment Lease Brokers (NAELB) and the United Association of Equipment Lessors (UAEL). She has served in various board and committee positions for the CLP Foundation and UAEL, chaired the CLP Foundation’s committee to rewrite the CLP Exam, and currently serves on the Board of Directors of the UAEL.

    Ms. Geary has written articles published in several leasing publications, and authored the Tax and Financial Accounting chapter of the CLP Foundation’s Handbook of Equipment Leasing.

    Ms. Geary has participated in several expert witness engagements. Her experience includes preparation of expert witness reports, rebuttal reports, damage analysis and forensic accounting.
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    Andrew Clarke
    CEO
    150 N. Michigan Avenue
    Suite 2800
    Chicago IL 60601
    USA
    phone: 312-726-1981
    Andrew

    Is your organization moving in the right direction?



    Do you have a realistic growth strategy for the next 3-4 years?

    Are management and staff all rowing in the same direction?

    Are marketing and sales working with each other, or against?

    Is technology an asset or a liability at your firm?

    Ground Floor Partners provides strategic advisory consulting services to growing small and middle market businesses and non-profit organizations worldwide. Clients range from promising start-ups with one or two partners to established companies with hundreds of employees.

    At Ground Floor Partners, we focus on business fundamentals: developing and nurturing your core strengths, building a deep understanding of your customer needs, understanding and combating competitive threats, designing sound business processes, and fine-tuning your operations to minimize waste and maximize efficiency. We always take a disciplined, holistic view, so we often see problems and opportunities others might miss. Our ultimate goal is to help your organization grow bigger, faster, and better. And we always work in a collaborative fashion, with plenty of opportunities for dialog and feedback.

    Services Provided
    • Market/Competitor Research and Analysis
    • Marketing Planning
    • Strategy Consulting / Strategic Planning
    • Business Plan Consulting
    • Feasibility Studies
    • Operations Consulting
    • Due Diligence for business buyers and investors
    Common Feasibility Study Mistakes and How to Avoid Them
    A feasibility study should be always completed before launching any major new project, investment or venture. It serves a critical function in independently evaluating a plan or planned course of action, taking a fresh look at the assumptions behind it, the risks it faces and its chances of success.

    Business Consulting: Environmental Scanning
    No successful company can survive and grow without a well researched and clearly articulated strategy.

    How to Select a Business Plan Development Partner
    Success in any business requires that you communicate the essence of the business in a clear and compelling way to investors, strategic partners, key management personnel and others.

    Top 10 Business Plan Mistakes
    When it comes to creating a business plan that attracts investors, these tips will help you get it right the first time.

    Should You Bring In A Consultant To Help Develop Your Business Plan?
    You've decided you need a business plan, but you've been struggling so much with it that you're ready to drop the whole thing. Now may be the time to ask yourself: should I complete the plan by myself or should I hire a consultant? If you decide to hire a consultant, what skills and qualifications should you look for? What services should they provide? Finally, how much should you expect to pay? Let's explore the answers.

    Exit Strategies for Small Business Owners
    Although there are many variations, there are really only a few realistic exit strategies for most business owners. Most strategies only make sense for certain classes of business, so for any given business, even fewer options are viable.

    10/20/2009 · Market Research
    Due Diligence Checklist for Business Buyers and Investors
    You’ve decided you want to either invest in or buy a privately held company. You’ve researched the company, the market, the management team, and their products. You’ve decided to make an offer.

    10/20/2009 · Marketing
    Pay Per Click vs. SEO: Which is Better?
    Search Engine Optimization, or SEO, and Pay Per Click advertising, or PPC, together comprise the bulk of Search Engine Marketing, or SEM. SEO is all about boosting page rankings on search engines through third party links, articles, directory placements, and other means.

    4/25/2006 · Market Research
    The Pros and Cons of Forming a Board of Advisors
    Entrepreneurs often ask me if they should form a Board of Advisors (or “Advisory Board”). My answer is always the same: it depends. The first thing you should understand is that there is a big difference between a Board of Directors and a Board of Advisors. A Board of Directors is a legal entity with well-defined responsibilities and real authority

    4/25/2006 · Market Research
    Twenty Questions to Ask Your Customers
    Your customers can help you unlock the true potential of your business. Knowledge is power, and talking to your customers can help you gain essential knowledge about your markets and competition, maintain and defend your positioning within your industry, and spot new opportunities for growth