Mentors' Business Strengths & Experience

While all mentors can assist you in preparing business plans, the following details will give you the full range of their expertise, enabling you to select the right mentors for your business needs.
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After reviewing our Mentors, go to Request a Mentoring Appointment tell us what you need and use the system Calendar to schedule an appointment with the Mentor of your choice.
(Tip: Keep this page open so you can refer to it as you schedule your appointment.)


List of Mentors on Cape Cod

(Scroll down to see MV & Nantucket Mentors & Resource Partners)
Click mentor's name to read details of Mentoring Strengths
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MICHAEL BAKER - Accounting, Finance, Business Plan, Construction, Start-up
ROBERT BOIS - CPA Non Profits
JOHN CAMPBELL - Business Planning, Personnel Issues, E-Commerce, Funding Sources for Technology Start-Ups, General Business Issues
JUSTINA CARLSON - 
JAMES F. DANNHAUSER - (Mentoring by Email only) -  Finance & Banking, Business Strategy & Planning, Financial Statements & Accounting, Non-Profits, Human Resources
ROGER DAY - Planning & Decision Making, Marketing, State & Federal Regulatory Environment for Non Profits, Best Practices for Non Profit Management
JONATHAN DENN - Marketing, Innovation, Strategic Planning, Profit/Loss Analysis & Cash Flow, Prioritizing
SAL DIBUONO - Management, Tax, Controls, Systems, Accounting
ROBERT DOYLE - Business Plans, Marketing, Advertising, Sales
JAMES ENDRESS - Sole proprietor startup & marketing, Non-profit startup, Request for proposal
DAVID EPSTEIN - Retail, Importing, Licensing, Conflict Resolution, Wholesale Sales & Distribution
STEVEN FEIST - Sales Management, Marketing Strategies, Website & Social Media, Market Research
WILLIAM K. FOX - (Mentoring by Email only) - General Management, Operations, Sales & Marketing, Turn-Arounds, Start-ups, Project Management
MARC GOLDBERG - Marketing & Sales, Business Planning, Manufacturing, Non-Profits, Consulting
AUDREY LANG - Accounting & Financial, Business Plans, Buying & Selling Businesses, Analyzing Business Performance, Restaurant, Food Service & Retail Management
MARK LOWENSTEIN - Marketing, Business Plans, General Business Management, Legal, Software/Web Technology, Non-Profits
EDWARD McDONALD - Marketing, Product Development, Exporting, Budgeting, Buy & Sell a Business
JEAN MOJO - Marketing & Advertising, Product Development, Market Research, Sales, Retail
MEGAN MURPHY - Retail, Social Media & Marketing, Business Planning & Development, Networking
MARK OTT - Technology, Mergers & Acquisitions, International, Non-Profits, Consulting
STEVE PINARD - (Mentoring by Email only) - Franchising
JACK REEVES - Retail, Importing, Advertising, Product Development, Marketing
H. PIERRE SALLE - International & US Standards, Start-up, Board of Directors Non-Profits, Business Planning
RON SCHEID - Business Plans, Manufacturing Applications, Warehousing & Inventory Control, Sales & Marketing, Billing, Accounts Receivable, Pricing
WILLIAM SIMPSON - Retail, Non-Profit, Board of Directors, Human Resources, Financial Statement Analysis
VAN C. SMICK - Marketing & Advertising, Small Business Management, Product/Service Offering Development
RICHARD SMITH - Business Startup, Team Building, Business Development, Project Management
THOMAS THEMISTOS - Small Business Accounting, Entity & Corporate Structure, Tax & Tax Planning, Financing
WILLIAM TUXBURY - General Management, Operations, Turnarounds, Manufacturing, Sales & Marketing
DENNIS WALSH - Grant Management, Government Contracting, Shellfish Aquaculture, Government & Regulations
BILL WARNER - Business Plans, Distribution, Marketing Strategies, Sales, Non Profit Boards
JOHN H. WHEELER Jr. - Strategic Planning, Leadership Skills Development, Workflow Optimization, Customer Service Excelence, Project Managemnet, Non-Profits
LYNN VIGEANT - Start up & Development, Financial Statement Analysis, Retail, Business Strategy & Decision Making , Cash Flow & Work Flow

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List of Mentors on Martha's Vineyard

(Scroll down to see Nantucket Mentors & Resource Partners)
Click mentor's name to read details of their Mentoring Strengths

MICHAEL ADELL - Business Plans, Consulting, Retail Sales, Manufacture's Reps, Marketing Trade Shows
HARVEY JOHN BETH - Financial Management, Information Technology, Negotiations, Non-Profit, Art Operations
DUNCAN COOPER - Engineering, Operations, Finance, Sales & Business Development, Strategic Planning
NANCY GARDELLA - NonProfit Leadership, Marketing, Public Relations/Communications, Busines and Project Development, Staff, Volunteer and Board Development
CLARK RATTET -
NORMAN SOMER - Manufuacturing, Importing, Business Ownership, Sales & Marketing Management
BRUCE STUART - Buying/Selling Businesses, Inventory Management, Managing Services, Supplier Relations, Business Development
NORMAN WERTHWEIN -

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List of Mentors on Nantucket

Click mentor's name to read details of their Mentoring Strengths

JOHN COPENHAVER -
ROBERT KUCHARAVY - Consulting, Branding & Positioning, Strategic Planning, Coordination, Technology Marketing

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Resource Partners

Available by special appointment - Consult your mentor

► Tom Themistos - Financial Analysis
► Al Amir Hajiani - Financial Analysis

► Jane Renzi - Branding, Marketing, Social Media
► Jennifer Kain Defoe - Content Marketing

► Donnie Steel - Digital Marketing
► Angela Gaimari - Social Media Marketing Comm
► Dale Shadbegian - Web Design, Security

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Mentoring Strengths

MICHAEL ADELL - (Martha’s Vineyard)
Business Plans: Includes financials, marketing, cash flow analysis, tactical plans, ROI.
Consulting: Evaluate idea, test market for idea, review market need, how to get there.
► Sales/Retail: Gross margin analysis, display, employee needs, cash flow, proper advertising and marketing, ROI.
► Manufacturer's Reps: How to select, compensate, establish territories, motivate.
► Marketing trade shows: Why and when to enter, best positioning, ROI, attractive offerings.
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MICHAEL BAKER
Career emphasis has been on using knowledge of finance and good management practices, gained through 35 years of varied experiences, to achieve success in a small business environment.
► ACCOUNTING - Experience in all areas of accounting, including budgeting, cash flow analysis and how to read and use financial information to manage a business
► FINANCE - Identify sources of funding for small business and how to access them, knowledge of SBA financing opportunities
► BUSINESS PLAN - Utilize experience gained from 14 years of helping SCORE clients with their business plans, and from teaching entrepreneurship
► CONSTRUCTION - Familiar with all aspects of managing a small construction company, and with issues faced by subcontractors in the construction industry
► START-UP - Knowledge of fundamental issues that need to be addressed in any new business, how to assess the potential for success
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HARVEY JOHN BETH - (Martha's Vineyard)
43 years of varied business experience. 10 years as a CPA/Finanial Systems consultant, 5 years as a CXFO in a smaller electronics company, CFO and founder of a wholesale and Franchise developer of Book and Music retail stores, and 25 years as a CFO and CEO in the government and not-for profit sector. Currently the owner/operator of a small business fine art photography business. 
Finance - Budgeting, planning, controls and financial management. Specialties include Quickbooks, operations, cash flow planning, budgeting for planning and control purposes, teaching many facets of accounting, financial reporting and managing a small business.
Information technology - Inventory control, point of sale, excel presentations, PowerPoint presentations, not-for–profit applications, development, grant and gift tracking
Negotiations - For acquisitions and mergers, leasing space, dealing with lending agencies and suppliers. Also negotiating with Governmental and non-governmental grantors, grant montoring and grant resources. 
Creation of Non-Profit operations - Dealing with NGO’s and other social justice agencies performing humanitarian work locally and globally, also affordable housing programs, hospice, adult continuing education, religious organizations and healthy aging programs.
Developing Art Operations - Involved in Federal, local and State art grantors, program development and operations for wholesale and retail trading

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ROBERT BOIS CPA
Before retirement I was the provider of financial management services to non-profit organizations over the past 40 years. These services were either as a CFO, Treasurer or financial consultant. The types of organizations in which I have been involved are:
► Churches
► Day Care Centers
► Education support groups
► Foundations
► Group Homes
► Hospitals, clinics, health centers, home health & SNFs
► Non-profits and other types of companies requiring accounting help

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JOHN CAMPBELL
25+ years in helping to start and grow high tech businesses.
► BUSINESS PLANNING
► PERSONNEL ISSUES - Hiring/firing/compensation
► E-COMMERCE - using internet to help grow a business
► FUNDING SOURCES - for technology start-ups
► GENERAL BUSINESS ISSUES - Lot of operational experience in multiple countries
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DUNCUN COOPER - (Martha’s Vineyard)
37 years of business experience including Mechanical Engineering, R&D, Operations, Finance, Sales. Industries experienced in: Plastics & rubber Mfg., banking, Insurance, Sales and Operations Consulting. Experience over 37 Years was both as a business owner and as an employee.
Engineering - including product design, product testing, prototyping, pre-production and equipment design for bringing product into production.
Operations - Setting up new production facility, including facility design, equipment specification, hiring people, setting up quality control systems, implementing continuous improvement systems, budgeting for capital expenditures and managing equipment purchases.
Finance - Both as business owner and Commercial Lending Officer, financing has been arrange for working capital, equipment real estate and business acquisitions.
Sales and Business Development - Built and managed Representative Sales Force, designed and implemented social media programs, web page design and promotion of social media and web effort.
Strategic Planning - Resource allocation and analysis to make decision for business on best avenues to expand, enter into new businesses, outsource the need built around a simple understandable process including go/no go benchmarks and cash flow.
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JAMES F. DANNHAUSER
Extensive experience in all aspects of finance, banking, business acquisitions, sales, budgeting and planning.  Have been chief financial officer, an investment banker and a commercial attorney, as well as advisor to small growth companies.  Have also advised non-profits.
Finance & Banking - All facets of finance and banking, including equity and debt financing, cash management, financial controls, budgeting and forecasting, insurance, and payroll.
Business Strategy & Planning - All aspects of strategic planning, including business acquisitions and dispositions, development of business plans, identification of target markets and customers, development of strategic relationships with third parties, and management of rapid growth.
Financial Statements & Accounting - Accounting matters, including preparation and interpretation of financial statements, comparisons to expectations and history, determination of cash requirements and working capital needs.  
Non-Profit Entities - Assist non-profit entities in all aspects of their efforts, including management, communication, information processes, etc.
Human Resources - Building staff and addressing all aspects of personnel management.

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ROGER DAY
30 years experience in financing, working in and consulting to high tech, low tech and no tech start up and early stage businesses. Considerable experience as a board member and as de-facto executive director of non –profit organizations in the arts and social services.
Planning & Decision Making - in a small business environment
Marketing - especially for small businesses operating with constrained resources
Knowledgeable of State & Federal Regulatory Environment - for Non Profit organizations
Experienced with Best Practices - for Non Profit management
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JONATHAN DENN
A business owner and CEO coach with Vistage International with experience in all aspects of hospitality, retail, manufacturing, publishing, property management with skills in financial analysis, operations, employee engagement, B2B, B2C, B2Me, nonprofit, strategic planning, and award-winning marketing.
Marketing: The fatal mistake most entrepreneurs make is to get bogged down in everything except the most important thing—revenue generation.
Innovation: Your business needs to be more innovative than your competitors. What will make your business stand out and succeed in the long run?
Strategic Planning: How to make a great idea a business.
Profit/Losss Analysis & Cash Flow: How to make the numbers work.
Prioritizing: How to cut through the clutter, and laser focus on the most important next step.
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SAL DIBUONO
Retired CPA with a broad range of managerial, accounting, tax and financial reporting experience. Managed corporate accounting and planning functions. Responsible for budget and strategic plans. Developed cash generation models and procedures, financial and management reporting systems. Prepared corporate, trust and individual tax returns.
► Management - Organize and reorganize functions to eliminate non-productive activities and introduce applications and routines to improve efficiency and reduce costs.
Tax - Federal and state tax returns for individuals, partnerships, S-Corporations, C-Corporations and trusts.
Controls - Review internal accounting and operating controls; recommend changes as appropriate.
Systems - Review/recommend accounting systems as appropriate for business and provide implementation guidance.
Accounting - Prepare/review business and personal financial statements; budgets and cash flow. Recommend cash or accrual basis of accounting. Provide guidance on depreciation/amortization methods, handling of accounts receivable and payable, fixed assets and all other assets and liabilities.
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ROBERT DOYLE
45 years in marketing and management including Nestle/Carnation and Coca Cola. Responsibilities included planning, budgeting, new products, advertising, promotion and distribution.
Business Plans - Market research, flexibility, business structure, forecasting sales and cash flow, organization,capital sources, distribution.
► Marketing Advertising - Sales development, promotion, long and short term planning.
Sales - Direct and broker, training, evaluation of sales by channel.
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JAMES ENDRESS
► Sole proprietor business startup
► Sole proprietor marketing
► Non-profit business startup
► Response to a request for proposal

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DAVID EPSTEIN
35 Years executive experience in managing dynamics and operations of multigenerational family business and a mid-size closely held wholesale LLC. Responsibilities included banking, merchandising, operations, product development and importing.
Retail - All areas of P&L , marketing, promotion, sales training, buying, store operations,lease negotiations
Importing ( not export) - Direct & indirect sourcing/importing from Far East, Europe and Brazil, interaction with buying and selling agents, U.S. Customs, freight forwarders
Licensing - Negotiate license agreements as either licensor or licensee, trademark ( not patent) issues
Conflict Resolution - Partnership & family business issues ..expertise & EXPERIENCE of negotiating in, around and out of a family business and partnerships, succession planning
Wholesale Sales & Distribution - Negotiating w/banks for financing, managing a salesforce (no union experience), employee vs independent reps, trade shows, selling to dept stores, independents and volume retailers
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STEVEN FEIST
40 years of profitable international sales management, marketing and operational experience. Developed a global understanding of how to find, motivate and satisfy customers.
Planning, Managing & Building Sales
     • Motivate customer acceptance - Applies to all products and services
     • Building a successful multi-national sales team - Hiring, Managing & Training
     • Developing and managing a network of motivated distributors
► Successful Marketing Strategies
     • Focused on Customer Satisfaction
     • Adverising, PR, Trade Shows, Promotions, Demos
     • E-commerce
► Creating Websites designed to Motivate Customers
     • Web Editor for www.capecod.score.org
     • Effective use of Social Media
► Research Markets to make Smart Decisions
     • Developed techniques to find the best performing distributors and Independent sales reps
     • Identifying customers and their key decision makers
Industry Experience:
► International Sales - Export & Import
Industrial Sales - Metal Cutting & Food Processing
► Textiles - Fashion & Industrial markets
Fashion Jewelry Supplies
Consulting - Export Management serving a wide variety of products & services
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WILLIAM K. FOX - (Email Mentoring)
40 years business experience in small, medium and large work environments as well as new business start-ups and turn-around situations. Responsibilities include full P&L, general management, operations, sales & marketing, product management,new product development and project management. Also adjunct professor of marketing and management, publishing technical articles, business consulting.
General Management - Full P&L management, general management, sales & marketing management, strategic and operational planning & implementation, managerial accounting and financial analysis, budgeting, organizational planning.
Operations - Manufacturing operations planning and control, including materials planning, scheduling, purchasing, inventory control, vendor development, after-market service, parts & accessories sales.
Sales & Marketing - Direct sales and sales management, telemarketing, direct mail and e-Mail marketing, website & social media development, forecasting, product management, advertising, customer service.
Turn-Arounds - Revitalizing under-performing businesses, problem-solving, cost and productivity improvement, process re-organization.
Start-Up's - Conceptualizing new businesses, writing business plans, implementing start-up operations, buying & selling businesses.
Project Management - Conceptualizing projects, project planning , implementation, controls
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NANCY GARDELLA - (Martha’s Vineyard)
Seasoned Nonprofit business leader skilled in imaginative strategic thinking, diverse marketing and public relations including strengthening SEO and social media, building strong staff and volunteer teams, program development, exemplary customer/member service, financial management and project and business management.
Nonprofit Leadership - Including staff and board/volunteer development, strategic planning/thinking, budget development; fund development planning,
Marketing - Including articulating a clear value proposition, building successful social media strategies, integrated marketing plans, destination marketing, and strategies for improving SEO
Public Relations/Communications - developing public and organizational communication plans/strategies, networking for success
Business and Project Development- Including development of business and strategic plans, budget development, market research, building strategic alliances
Staff, Volunteer and Board Development - including working with volunteers, team development, long-and short range planning
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MARC GOLDBERG
43 years of industrial and business-to-business marketing, general management and small business ownership experience. For 11 years worked in Commercial Nuclear and Gas Turbine markets, 4 years in general management for a manufacturing company supplying pumps to the oil and gas industry and 28 years owning and managing Marketech, Inc, a company specializing in trade show exhibitor staff training and performance measurement.
Marketing General and Research – market planning and execution, traditional and digital promotion, advertising and market research.
► Business strategy and planning & Turnaround planning and execution
          Creating and executing business plans for new start-ups and business turnarounds
          Nonprofits - strategic planning, board development
Sales – General – creating and executing sales plans, sales skill development and sales compensation. Train sales personnel in sales technique and execution
Manufacturing – production planning, scheduling and execution
Consulting – listening, understanding, probing and mentoring, void of judgment
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ROBERT KUCHARAVY
A results-oriented senior level communications professional with experience in corporate, agency, not-for-profit and educational public relations. Strong background in media and community relations, written and verbal skills, agency management, public relations teaching and training, strategic planning and facilitation.
Consulting - Planning, coordinating, evaluating public relations programs, external and internal public relations resources and communications
Branding & Positioning - Helping companies and organizations with branding and positioning so that they stand out from the competition
Strategic Planning - Utilize my background in media and community relations, public relations teaching, training, strategic planning and facilitation
Coordination - Linking communications programs to various external publics, media, channel partners, resellers and customers, local and regional trade and professional associations and community organizations
Technology Marketing - Knowledge of business to business accounts and directing public relations programs for technology clients
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AUDREY LANG
Accounting & Financial Statements, Business Plans, Buying & Selling Businesses, Analyzing Business Performance, Restaurant, Food Service & Retail Management
Accounting & Financial Statements - Business Plans, Buying & Selling Businesses.
Analyzing Business Performance - Problem Solving, Turn Arounds
Restaurants, Food Service, Retail - Business Management & Operations
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MARK LOWENSTEIN
Mark Lowenstein was a Professor of Business and has background in business development, strategic alliances, marketing and international/domestic sales channel management in the software/high tech industry. He was a principal/founder in two small software high tech startups. Worked with inventors evaluating the commercial feasibility of products and markets. Knowledgeable in Business Model Canvas and Lean Startups.
Marketing – identifying target customers and market segmentation developing 3rd party dealer/distributor networks
Business Plans, Business Models and Business Strategy - written and reviewed business plans, evaluated and developed viable business models and strategic plans
General business management - small and large companies – business development, international business and market analysis
Legal – business contracts and negotiation, incorporation issues and types of corporate entities
Software & Web – High tech and software industry. Wide range of experience in small and large software, hardware and web businesses
Non-Profits - Strategic plans and marketing strategy
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EDWARD McDONALD
► Marketing & Operations and Advertising
► Product Development and Exporting & International
► Budgeting
► Buy & Sell a Business
► Food and Restaurants

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JEAN MOJO
Jean spent her career in marketing working with blue chip brands. She is also keenly aware of the issues facing small business owners, having built and managed a successful marketing services agency. Expertise in marketing, advertising and promotion across a wide range of consumer and B2B categories. Jean currently teaches marketing at colleges on the Cape and in Boston.
Marketing and Advertising - all aspects of marketing with particular expertise in advertising, promotion and public relations, positioning and annual planning.
Product Development - development of new product concepts, feasibility assessment, market opportunity, testing
Market Research - development of research plans, tools and analysis, including primary and secondary sources.
Sales - sales planning, training, forecasting and evaluation; development of sales material; shopper marketing planning and execution.
Retail - marketing and advertising planning and execution; staff training; management.
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MEGAN MURPHY
Former Retail owner of a chain of fashion jewelry stores on Cape Cod. Megan was founder, owner and operator for 10 years. Her duties included, manufacturing, design, management, merchandising, product development and sourcing. Currently Megan is a certified life and business coach.
► Retail
► Social Media & Marketing
► Business planning and development
► Networking

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MARK OTT
Over 30 years experience in providing finance and administration support to large and small organizations, of which the past 9 years has been for small private companies and non-profits across many different industries
Technology - All areas of finance, human resources, administration, and IT for hardware, software, and internet companies.
Mergers & Acquisitions - Provided financial support on both the sell side and the buy side for acquisitions ranging in size from $5K to $500K. 
International - 10 years experience providing financial support to companies in Australia, Europe and Asia. 
Non-Profits - Provided financial support to two newly created (spinoff) non-profits.
Consulting - Over 8 years, provided CFO consulting services to companies across many industries ranging in size from startup to $10 million annual revenue. 
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JACK REEVES
40 years of executive experience with a very strong background in both regular retail and the off price business. extremely knowledgeable in the home furnishing business which includes housewares , textiles, table top, furniture and electronics. My strengths would be in product development, assortment planning , advertising and merchandise operations.
RETAIL - Develop sales and margin plans, develop open to buys, product development , advertising
IMPORTING - Identify and establish working relationships with resources in both Asia and Europe, product development and negotiations with resources
ADVERTISING - How to identify the most effective and correct form of advertising for your retail business
PRODUCT DEVELOPMENT - What is needed and how to identify the product
MARKETING - What makes up marketing besides advertising,packaging, sales training, visual display
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H. PIERRE SALLE
Career emphasis - sales, sales management, marketing director, general management of business operations and service on for profit and non-profit Boards of Directors. Three successful startup businesses (B2B), 9 years board Chair/President non-profit national trade association, 41 [30 P&L responsibility] years domestic/international business sales and operations management.
International & US Standards - Certification and certification consulting for virtually all types of business seeking competitive advantage or compliance. ISO 9001, 14001, 50001, AS9100, TL9000, TS16949, OHSAS 18001, etc.
General Management Operations - for service industries including human resources, everyday management activities, P & L critical operations focus
START-UP - knowledge of fundamental issues that need to be addressed in any new business, how to assess the potential for success
Board of Directors - Profit/Non-profit operations and activities
Business Planning - Creation and execution management, including Strategic, Marketing, Sales, Human Resource, and Operations plans in particular for service industries.
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RON SCHEID
Worked with Manufacturing and Distribution clients re computer applications
Business Plans
Manufacturing Applications - Particularly Inventory Control for Mfg Discrete and Process Control including bills of material, scheduling, capacity planning and data collection
Distribution - Warehousing and inventory control
Billing, Accounts Receivable, Sales Analysis, Pricing
Sales and Marketing
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WILLIAM SIMPSON
45+ years of retailing experience; the last 33 years of which was in a Not-Profit environment. Involved in all aspects, with most of the time spent in executive management positions. Deeply involved in leadership/officer positions in organizational, educational, regional and national boards of directors.
► Retail - P & L analysis; customer service excellence; marketing, advertising & promotion; and, strategic planning.
► Non-Profit - Strategic planning, general management, budgeting and financial statement analysis.
► Board Of Directors - Board development, board-management relations, board orientation and leadership development.
► Human Resources - Selection, onboarding, performance appraisal, team building, performance enhance and compensation decisions.
► Financial Statement Analysis - Using financial statements to plan and operate your organization.
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VAN C. SMICK
Marketing executive with experience in all aspects of marketing at large corporations and small private companies. Also experienced in all aspects of running small, professional companies, especially law firms.
► Marketing & Advertising - 10 yrs experience in most facets of B-to-B marketing and advertising for large corporations. Also 10 years exp in B-to-C marketing for small privately held businesses – especially private law firms
► Small Business Management - Over 10 yrs experience in assisting & educating small business owners & attorneys in how to manage their growing companies, including people management, automation, sales & marketing and partner acquisition and/or mergers
► Product/Service Offering Development - 10 yrs experience helping small business owners & attorneys define, delineate, price and market new product and service offerings. 
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RICHARD SMITH
40 years business experience identifying customer needs, competitive capabilities, responsive products and services, and profit optimization. Developed and delivered SCORE courses on starting and growing a small business.
Starting Your Business - Laying a sound foundation for your new business, focusing a business plan on your passion, vision, experience, and competitive advantage to meet customer needs and desires.
Building Your Business - Building your team, operations and offering selections to achieve long-term business objectives.
Business Development - Establishing periodic measurement of business objectives to prioritize problem management and capture opportunities.
Project Management - Defining projects that will best help your business. Planning, and managing the implementation process for effectiveness within cost and schedule constraints.
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NORMAN SOMER - (Martha's Vineyard)
45 years of business experience, consisting of managerial, sales, marketing and business ownership
Manufacturing - Packaging
Importing - Sales manager and VP of Sales and marketing Consumer  Electronics
Managed a national independent sales organization
Business Ownership - Distributorship and Independent Sales Organization, marketing to the Premium and Incentive Industry. Products sold were used in sales and recognition awards
Sales & Marketing Management - Product selection, Hiring independent sales organizations, Participation in trade shows, Securing lines from varied manufactures

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BRUCE STUART- (Martha’s Vineyard)
Started 1/1/66, and built Retail “POWERsports” recreational products business with 2 partners. Grew business to Gross sales of approximately $3m annually. Sold business in 2004.
Buying/Selling Small Businesses -.Working with partners. Real Estate as a key Component of business strategy.
Inventory Management - “Floor Planned” “unit” inventory management with Parts, accessories and service ancillary support departments
Managing Services - as the main product, or as a department
Supplier Relations - Managing multiple locations
Business Development - Transitioning from Hobby business to professional format.
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THOMAS THEMISTOS
► Small Business Accounting
► Entity & Corporate Structure
► Tax & Tax Planning
► Financing

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WILLIAM TUXBURY
35 years of management experience for small to mid-sized manufacturing businesses serving industrial and defense markets. Responsibilities included full P&L, general mgmt., operations, sales, marketing, product development, engineering, finance and accounting.
General Management - Full P&L mgmt., business strategy and plans, strategic planning, financial controls and budgeting, organizational strategies, building and motivating teams.
Operations - Material control (scheduling, purchasing, inventory control), customer service, structuring and streaming operations.
Turnarounds - Revitalizing under-performing businesses, problem solving, cost and productivity improvement, process and system re-engineering, business and product development, bottleneck elimination.
Manufacturing - Structure, asset utilization, material flow, quality, scrap reduction, shop floor control and communications.
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DENNIS WALSH
40+ years’ experience in overseeing multiple projects in diverse fields while simultaneously managing procurements, contracts, grants and finances. 25 years’ experience in marine biology and shellfish aquaculture. Managed over $66M in federal and $22M in state grants and met all federal and state audit requirements.
Grant Management - System for Award Management (SAM), Grant Administration Procedures, Best Practices, Financial Management and Financial Capacity, Satisfactory Continuing Control, Federal Financial Report (FFR) and Milestone/Progress Report(MPR)
Government Contracting - Procurement, Contract Documents, Description of the Work, Term, Compensation, Indemnification, Termination, Required Clauses
Shellfish Aquaculture - Research & Development, Microalgae Cultivation, Shellfish Cultivation, Shellfish Hatchery
Government & Regulations - Civil Rights, Equal Employment Opportunity, Disadvantage Business Enterprise, Americans with Disabilities Act, Drug & Alcohol MIS Reporting
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BILL WARNER
35 years of experience in the industrial distribution business, as a sales manager an owner of a small successful start-up business.  Company became an industry leader in it’s field, servicing the aerospace, electronics, and defense markets
Business Plans - start-ups, operations, marketing,exit strategies
Distribution - Selling standard and custom products to the proper markets
Marketing Strategies - Importance of Customer Service, advertising
Sales - Building a successful sales team for both inside /outside sales personnel
Non Profit Boards - Experience growing and expanding client based non profits
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JOHN H. WHEELER Jr.
Over 20 years of experience advising small, mid and large companies, non-profits and municipal departments in Strategic Planning, Leadership Skills Development, Culture creation, Workflow optimization, Customer Service Excellence and project management.   Sought out local and national speaker and workshop leader in areas of expertise.
Strategic Planning - All facets of strategic planning, from vision development, through Mission and Values identification, SWOT analysis, to development of short-term objectives and implementation plans with follow up activities
Leadership Skills Development - Identification of leadership style and linkage to corporate culture
Workflow Optimization - Review of process flows, recommendations for process improvement yielding higher productivity, lower costs and more satisfied employees
Customer Service Excellence - Frequent speaker and workshop leader on best practices for delivery of superior customer service
Project Management - Extensive experience as project manager, from development of project plans through monitoring of plan execution
Non-Profits - Creation, Board composition, Strategic Planning, Plan execution management
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LYNN VIGEANT
15 years Public Accountant for large and small businesses.  Broad understanding of business practices and financial decision making.  Later became a successful small business entrepreneur who built several profitable businesses: book selling, publishing, antique maps - retail and wholesale.  Extensive experience with starting a company, publicity, retail buying and selling, also self-published a book.
Start up & Development
Financial Statement Analysis
Retail
Business Strategy & Decision Making
Cash Flow & Work Flow
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