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visit us online at: WWW.FSBDCSWFL.ORG Follow us: @FGCUSBDC Regional Director, Florida SBDC at Florida Gulf Coast University LOIS KNOX [email protected]

L O I S K N O X - Florida SBDC at FGCU

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Page 1: L O I S K N O X - Florida SBDC at FGCU

visit us online  at: WWW.FSBDCSWFL.ORGFollow us: @FGCUSBDC

Regional Director, Florida SBDC at Florida Gulf Coast University

LOIS [email protected]

Page 2: L O I S K N O X - Florida SBDC at FGCU

HOW WE HELP

BUSINESS CONTINUATION

CAPITAL ACCESS

DATA & BUSINESS INTELLIGENCE INTERNATIONAL TRADE

GROWTH ACCELERATION

GOVERNMENT CONTRACTING (PTAC)When disaster strikes, Florida businesses can find the education,training, and assistance needed to survive through the FloridaSBDC Network’s (FSBDCN) Business Continuation Services.

Contrary to popular belief, there are no grants to fund yourbusiness…but there are plenty ways to get you funded, we’llhelp you put together a successful game plan to secure capital.

Get access to powerful research insights so you can make intelligentbusiness decisions. The Florida SBDC at FGCU provides access todata and information generally unaffordable or unavailable toexisting and aspiring small and medium-sized businesses.

Get equipped with intelligence, tools and training to succeedabroad by strategizing one-on-one with our International Tradespecialist. Our nationally-recognized services will equip yourbusiness with the tools, training, and expertise to succeed abroad.

Whether you’re looking for a traditional bank loan, government-backed loan, or a loan provided by an alternative lender, ourspecialists have the tools, expertise, and resources to help youobtain the financing needed to succeed.

Government contracting may be an avenue to consider, as it canprovide long-term growth for a wide variety of businesses. Everylevel of government buys goods and services, spending billions ofdollars, annually, even during times of economic uncertainty andreduced spending.

State designated as Florida's principal provider of small business assistance [§ 288.001, Fla. Stat.], the Florida SBDC Network is your source for professional business consulting,training, and research - no matter your stage of business.

Page 3: L O I S K N O X - Florida SBDC at FGCU

Growing your small business is a lot harder than itsounds. It takes doing the right things, in the rightorder, at the right time. The growth accelerationtools I use will help you to grow your business inless time with less headaches. I will help yousucceed on your own terms.

ELIZABETH ACEVEDO

[email protected]

One-liner Framework Lean Canvas Green Book Lee Liaison

Let me help you with:

Page 4: L O I S K N O X - Florida SBDC at FGCU

My specialty is helping businesses develop a socialmedia strategy that acts as an economic engine foryour business. I help you create highly engagingchannels that connect, captivate and convert.

THERESA AYERS

[email protected]

Social Media Listening and Monitoring Report Social Media Objectives and KPI Document Social Media Roadmap Content Development Plan Social Media Dashboard/Analytic Monitoring& Planning

Let me help you with:

Page 5: L O I S K N O X - Florida SBDC at FGCU

Ready explore new markets? If global commerce is apart of your company goals: I strategically assistSWFL companies to expand internationally,diversifying their revenue.

KEVIN BRADY

[email protected]

Strategic Business AssessmentsExport Marketing PlansSales FunnelsLead Generation

Let me help you with:

Page 6: L O I S K N O X - Florida SBDC at FGCU

Accurate financial management is one of your mainavenues to success as a business owner. My goal is to helpyou maintain the financial stability in your small business. I will help you keep your business—and dream alive—byeducating you on how to keep your finances in order.

CLARENCE BROUGHTON

[email protected]

Financial AnalysisFinancial Reporting

Let me help you with:

Page 7: L O I S K N O X - Florida SBDC at FGCU

I help clients, like you, successfully navigate thestart-up and growth phases of your small businesses.

DOROTHY BROWNING

[email protected]

Lean Start-Up ModelsDISC Profile Assessments

Let me help you with:

Page 8: L O I S K N O X - Florida SBDC at FGCU

Through my "Business Reimagined" Framework, Ihelp businesses who are affected by the 2020pandemic refine their product or service offerings sothey can stay relevant to their ideal client andremain profitable in their bottom line.

ERICA CASTNER

[email protected]

Sales Offer Strategy Client/Prospect Engagement Identify Referral Partners Sales Presentations "Top of Mind Awareness" Campaigns

Let me help you with:

Page 9: L O I S K N O X - Florida SBDC at FGCU

I provide clients with the necessary tools to plan,start and grow their business.

JULIO ESTREMERA

[email protected]

Let me help you with: Business Registration Break-even analysis Profit & loss State certification business specific Legal structures

Page 10: L O I S K N O X - Florida SBDC at FGCU

I help clients increase revenues, reduce costs andbecome more secure by leveraging technology.

MARC FARRON

[email protected]

Securing IT InfrastructureBusiness Automation ProcessesTechnology MigrationsIT Equipment Purchases

Let me help you with:

Page 11: L O I S K N O X - Florida SBDC at FGCU

I help small businesses owners maximize theiropportunity to get necessary financing so that theirbusiness might succeed.

TIM HALL

[email protected]

Business PlansFinancial Projections

Let me help you with:

Page 12: L O I S K N O X - Florida SBDC at FGCU

I develop lead generation strategies that help smallbusinesses gain better customer retentionthat ultimately revitalizes your sales pipeline andincreases your overall sales and profits.

DOUG HEFFNER

[email protected]

Operational StrategiesSales StrategiesGrowing Your Business

Let me help you with:

Page 13: L O I S K N O X - Florida SBDC at FGCU

I assist organizational leaders with ways toinnovate. The leading-edge methods I use helpyou to take your business to the next level andprovide the strategy you need to achieve yourorganizational goals.

COTRENIA HOOD

[email protected]

Business Plans OTSW Analysis Operational Plans Strategic Plans

Let me help you with:

Page 14: L O I S K N O X - Florida SBDC at FGCU

I provide clients the skills to prepare, researchand bid on government contracts that willsuccessfully grow their business meeting allrequirements.

MARCUS MCCANCE

[email protected]

Government ContractsProposal FrameworkGoal Management Strategy

Let me help you with:

Page 15: L O I S K N O X - Florida SBDC at FGCU

Marketing is the cornerstone of your small businessgrowth. Using fragmented tactics won't get you theresults you need. I support small business ownersby providing a step-by-step breakdown of marketingfundamentals with techniques that enable you toconfidently implement your marketing initiatives.

ANDREA ROBINSON

[email protected]

Let me help you with: Brand Blueprint Pitch (1-liner) Framework Website Analysis & WireframesMarketing Calendars Campaign Timelines Google Business Navigation

Page 16: L O I S K N O X - Florida SBDC at FGCU

I provide solutions to aid you in increasing yourrevenues, reducing your costs and increasing profitsand new markets.

NEIL SHNIDER

[email protected]

Cash Management Succession Planning Exit Planning Financial Statement Evaluation andDevelopment QuickBooks Training Tax and Financial Management and Planning

Let me help you with:

Page 17: L O I S K N O X - Florida SBDC at FGCU

Today’s financial landscape requires smallbusinesses to adapt quickly and intelligently. I helpyou create a financial wellness plan that providesclarity while positioning you to access the fundingyou need to remain open or scale to the next level.

JULIA SMITH

[email protected]

Financial ReviewsMarket Research

Let me help you with:

Page 18: L O I S K N O X - Florida SBDC at FGCU

I assist your business with access to capital issuesfrom a strategic growth point of view. I can applymy expertise, to help gauge what type of financing—from commercial lending to SBA loans toalternative sources—is the optimal option foryour business success.

SUZANNE SPECHT

[email protected]

Let me help you with: Identify Appropriate Sources of Financing Develop or Refine Business PlanIn-Depth Financial Analysis Professional Loan Packaging Formulate a Comprehensive Finance Strategy Facilitate Effective Lender Relationships

Page 19: L O I S K N O X - Florida SBDC at FGCU

I consult with existing businesses interested inobtaining contracts to sell their goods/serviceswith the Department of Defense (DoD), otherfederal agencies, state and local governmentagencies, and government prime contractors.

MARK ODELL

[email protected]

Let me help you with: Obtaining Registrations (Federal / State / Local)Cybersecurity ComplianceBid/Proposal DevelopmentCost analysisNetworkingContract Administration and Performance

Page 20: L O I S K N O X - Florida SBDC at FGCU

Elilzabeth Acevedo | 3

Theresa Ayers | 4

Kevin Brady | 5

Clarence Broughton | 6

Dorothy Browning | 7

Erica Castner | 8

Julio Estremera | 9

Marc Farron | 10

Tim Hall | 11

Doug Heffner | 12

Cotrenia Hood | 13

Marc McCance | 14

Andrea Robinson | 15

Neil Shnider | 16

Suzanne Specht | 18

Julia Smith | 17

CONSULTANT GLOSSARY

Lois Knox | 1

WE ARE EXPERTS AT THE GAME OF BUSINESS.We provide the tools, strategies, and expertise to help Florida’s business community thrive.

Mark Odell | 19

Page 21: L O I S K N O X - Florida SBDC at FGCU

Elilzabeth Acevedo | 3

Theresa Ayers | 4

Kevin Brady | 5

Kevin Brady | 5

Dorothy Browning | 7

Erica Castner | 8

Julio Estremera | 9

Marc Farron | 10

RecoverySprint Team

Tim Hall | 11

Doug Heffner | 12

Cotrenia Hood | 13

Marc McCance | 14

Andrea Robinson | 15

Neil Shnider | 16

Clarence Broughton | 6

Suzanne Specht | 18

Julia Smith | 17

START-UP ASSISTANCE

BUSINESS & STRATEGIC PLANASSISTANCE

GOVERNMENT CONTACTING ASSISTANCE

MARKET/SALES GROWTH ASSISTANCE

CAPITAL ACCESS ASSISTANCE

CASH FLOW MANAGEMENT ASSISTANCE

BUSINESS CONTINUATION ASSISTANCE

BUSINESS RECOVERY ASSISTANCE

EXPORT ASSISTANCE

SERVICE DELIVERY AREAS BY CONSULTANT

Mark Odell | 19

Page 22: L O I S K N O X - Florida SBDC at FGCU

DELIVERABLES GLOSSARY Brand Blueprint | 15Break-Even Analysis | 9Business Automation Processes | 10Business Plans | 13Business Registration | 9

Cash Management | 16Client/Prospect Engagement | 8

Cybersecurity Compliance | 10, 19

Disadvantaged Business Enterprise Certification | 21DISC Profile Assessments | 7Exit Planning | 16Export marketing Plans | 5Facilitate Effective Lender Relationships | 18Financial Analysis | 6

Campaign Timelines | 15

Content Development Plan | 4Contract Admin. & Performance | 19

Develop or Refine Business Plan | 18

Financial Reporting | 6Financial Reviews | 17Financial Statement Evaluation and Development | 16

Goal Management Strategy | 14

Government Contracting | 14Green Book Lee Liaison | 3Identify Appropriate Sources of Financing | 18Identify Referral Partners | 8In-depth Financial Analysis | 18IT Equipment Purchases | 10Lead Generation | 5Lean Canvas | 3Lean Start-Up Models | 7Legal Structures | 9Market Research | 17

Networking | 19One-Liner Framework | 3Operational Plans | 12, 13OTSW Analysis | 13

Formulate a Comprehensive Finance Strategy | 18

Google Business Navigation | 15

Marketing Calendars | 16

Pitch (1-liner) Framework | 15Professional Loan Packaging | 18

Registration (Federal, State, Local) | 19Sales Funnels | 5Sales Offer Strategy | 8, 12Sales Presentations | 8Securing IT Infrastructure | 10Social Media Dashboard/Analytic Monitoring & Planning | 4Social Media Listening and Monitoring Report | 4Social Media Objectives and KPI Document | 4Social Media Roadmap | 4State Certification Business Specific | 9 Strategic Business Assessments | 5Strategic Plans | 13Succession Planning | 16Tax and Financial Management and Planning | 16Technology Migrations | 10“Top of Mind Awareness” Campaigns | 8Website Analysis & Wireframes | 15

Profit & Loss | 9Proposal Responses & Framework | 14, 19QuickBooks Training | 16

Page 23: L O I S K N O X - Florida SBDC at FGCU

You will be matched with a consultant within 24-48 hours.

HOW THE FSBDC AT FGCU WORKS

Our business consultants will help you develop a data-basedstrategic plan, map out goals, strategies and tactics and helpyou implement it.

We provide on-going guidance to help you navigate yourbusiness past obstacles, optimize performance and keepyou on the road to success.

SCHEDULE YOUR NO-COST CONSULTATION

GET A STRATEGIC PLAN

GROW & SUCCEED

STEP 1

STEP 2

STEP 3

Page 24: L O I S K N O X - Florida SBDC at FGCU

Follow us: @FGCUSBDCWWW.FSBDCSWFL.ORG

State Designated as Florida’s Principal Provider of Business Assistance [§ 288.001, Fla. Stat.]

FGCU Small Business Development Center Florida Gulf Coast University | Sugden Hall, 2nd Floor10501 FGCU Blvd, S. | Fort Myers, FL 33965

MAIN OFFICE – FORT MYERS PHONE: 239-745-3700E-MAIL: [email protected]