This consultation is for clients who 1) have completed at least one section of your business plan and would like a review and feedback, OR 2) have completed a business plan course and are ready for a review of completed sections, OR 3)or have attended the Entrepreneur Orientation AND are ready to develop your business plan. It is highly recommended you to provide what you have so far on your business plan to the advisor prior to your appointment.

This consultation focuses on answering questions about the different legal structures and how to file your legal formation.


Disclaimer: This does not create an attorney/client relationship. It is designed for informative and educational purposes only. Nothing in the Legal Strategy meeting is construed to create an agreement.

In addition, the S. Davis Law Group, PLLC nor the WBC is legally liable for the information given during the consult.

This is for new businesses seeking to establish a brand. During this consultation, you will be coached to identify who you are and how to build brand awareness and a marketing strategy. Clearly defining who you are will help determine how you can utilize your brand to enhance your marketing efforts. Please schedule your next appointment with your Counselor at the end of each session.

This consultation is for small businesses who need assistance responding and recovering from natural and economic disasters impacting their business.

A disaster recovery plan (DRP) is an organized approach to respond to an unplanned incident. A DRP is an essential part of a business continuity plan. Don’t wait until you experience an incident to make a plan. Prepare yourself and your business by having a disaster recovery plan in place.

This consultation provides guidance on how to create contracts and operating agreement.

Disclaimer: This does not create an attorney/client relationship. It is designed for informative and educational purposes only. Nothing in the Legal Strategy meeting is construed to create an agreement.

In addition, the S. Davis Law Group, PLLC nor the WBC is legally liable for the information given during the consult.

This consultation is for existing businesses that would like to rewrite or restructure their business. This includes starting a new business or project and needing to adjust for growth. Businesses must have been in existence for at least 5 years.

Is your established business at a standstill? Are sales stagnant but you’re not sure why? Take the first step of conducting a business assessment to identify areas your business could strengthen.

This consultation is for established business owners who have been profitable for a year or more and are seeking to revisit and revise their plans for growth. This might include assessing where you are and where you’re going as well as developing business strategies, enhancing marketing efforts, and setting priorities to ensure that you and your team are working toward a common goal. You may also choose this appointment if your business plan no longer aligns with your current business model. Be advised th

If you are an established business owner and you are rebranding your business, this session is for you. During this consultation, you will be coached to identify who you are and how to build brand awareness. Clearly defining who you are will help determine how you can utilize your brand to enhance your marketing efforts. This consultation will require multiple counseling sessions. Please schedule your next appointment with your Coach at the end of each session.

Starting and funding a business relies heavily on your personal credit. Learn where you stand and how to improve and maintain your credit score to increase your chance of receiving a business loan.

This session is for those seeking capital. During this time we will analyze your financials, household expenses, and debt-ratio to help you determine whether you could potentially qualify for a loan.

This consultation is for persons in the process of applying for capital who need assistance with their loan application and completing the documentation required.

To assist you in applying for a loan, you must bring to the appointment: your YTD PNL, your Balance sheet, and 3 years of tax return (If you do not have three years of business tax returns, please provide 2 years of personal.) If you are a startup, you will need a 2-year forecast and your business plan.

Do you have questions regarding business banking or lending? Schedule this session for insight and answers into business banking. This consultation is for general questions. If you need assistance with your loan application, please schedule a “Business Loan Assistance” consultation.

This consultation is for those who need assistance in their application for WBENC WBE certification. Our coaches can review your bylaws and required documents before you submit; as well as review a denial to help you understand where your application could get stronger. We do not assist with the application itself.

If you're interested in learning about WBENC WBE certification, attend our training, How to Get WBENC WBE Certified (First Fridays). Visit http://wbea-texas.org/wbc-events-1 to register.

This consultation will provide you with insight on the process of doing business with the federal government including how to set your business up to place bids and how to find opportunities.

You’re certified, now what? If you’re curious about how to leverage your WBE, WOSB, or MBE certification, then this consultation is for you. Learn how to utilize your certification to grow your business and become a supplier or contractor.

This consultation session focuses on improving communication strategies that support your business goals. This may include written communication, public speaking, or creating compelling presentations. Your coach can help you decide which forms of communication are most effective to deliver your message to internal and external audiences, to stakeholders, the media, and the public.

Crises can break your business if not handled correctly. Crisis management takes place before the crisis event occurs by having a plan in place. This consultation will help you develop a plan and/or manage a current crisis you are facing.

The bid process is filled with requirements, specifications, and timelines defined by your potential customer. It is important that you are thorough and timely in your responses. This session will review basic approaches to bids that might aid in your submittal response.

A capability statement is your business's resume that provides a blueprint of your products and/or services you offer. If you do B2B, a capability statement is a must. Our coaches will help you craft the best state that represents your company.

It takes 27 seconds to make an impression on someone and less than five minutes for them to decide on your business. We will help you with your elevator pitch before an event or your competitive pitch.

This session will explore what actions your business might need to develop or enhance to move from supplier to preferred vendor and/or partner status with your customers. Supplier capacity building involves examining growth strategies, core competencies, and resources.

Now that you have won the contract and are providing goods and/or services to your customers, there are things you want to do to position your company for continued client satisfaction. This session will help you not to inadvertently take your customers for granted but be proactive in exceeding corporate and client expectations.