The little company had learned to survive without depending on a distributor or the retail channel. They had learned how to fulfill...

2020 had delivered challenges. The company’s retail strategy had been killed by the pandemic. Depending on a manufacturer that hit supply...

Can we save our way to success? ( Choices: Cut costs now — Maintain— Keep planning) Although the company had done a good pivoting their...

Reviewing costs and choices (Reduce costs Now, Don’t, Maybe Reduce Costs) The company’s founder Jim searched for cost savings in an...

The entrepreneur reviewed the plans with Adam and Sharon. Cutting costs wasn’t going to scale the company. Jim met the team online after...

At the last video meeting, Adam and Sharon looked tired and might leave. Jim, looked for capital to scale the business and potentially...

Banker’s options – Yes, No, Maybe to a loan Jim talked with a potential angel investor and been turned down. He decided to talk to his...

Mike J.’s Options – Yes, No, Maybe to investing in the business Mike J., an angel investor, talked with many small companies. Some were...

Jim’s banker liked him but there was no basis for a loan. Even prior experience didn’t justify consideration. The business was well...

Jim was uncomfortable putting up his personal assets for a bank loan. He was not going anywhere with a notable angel investor, Jim...

Jim choice is to fix the business. He has a number in his head 25% sales growth, that he believes will change the investor’s decision,...

Jim hoped to discount and social media would increase unit sales and revenue. He believed it would strengthen his case for investment and...

The little company had added two new products. One was profitable and selling well, the other died. Old product sales have scaled up but...

Mike J., the angel investor, reached out to check on Jim. He explained that if he detected progress, there could be an investment. Jim...

Jim was frustrated after talking with Mike J., the investor. Mike had asked about customer acquisition costs and Jim’s strategy. Jim...

Jim realized Mike J. would not invest without a winning profitable strategy. Charging more, maybe for shipping, was vital to being...

Jim reassured the team that he still was willing to fund the business for the moment. He asked for ideas that could build profit as well...

Jim put more money in the business. He decided it was time to get more money from his current audience. The group’s current efforts were...

To increase the value of the business Jim decides to invest in more marketing programs. He decided to go outside for help even though...

To make the business profitable, Jim decided to invest in a loyalty program. Fearing that Adam and Sharon were already overtaxed (and...