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Business Description Industry Business Stage Business Source Business City Resident City Summary Comments All assistance Provided Total TA <br />Hours <br />Q1 TA <br />Hours <br />Q2 TA <br />Hours <br />Q3 TA <br />Hours <br />Q4 TA <br />Hours Equity Approved OTB <br />Financing <br />Approved <br />Outside <br />Financing <br />Other <br />Financing <br />Jobs <br />Created <br />Jobs <br />Retained <br />home based child care Service Start-up Municipality New Brighton New Brighton <br />Assisted start up home based child care <br />business with business structure, <br />bookkeeping and general guidance <br />Initial Consultation;Record <br />keeping/bookkeeping;General business <br />issues/guidance 4 0 0 0 4 <br />Graphic desigen Service Existing - Opportunity Bank_Referral New Brighton Minneapolis <br />Assisted client with negotiating a bigger <br />warehouse space for his graphic design <br />company Real estate analysis 1 1 0 0 0 <br />Telecom and merchant services consultant Professional / Consulting Pre-start planning Municipality New Brighton New Brighton <br />Assisted client with evaluating franchise and <br />advised on different financing options <br />Initial Consultation;Personal Financial <br />planning;Franchise evaluation 3 0 0 3 0 <br />Food/Beverage Food Existing - Opportunity Other Minneapolis New Brighton <br />Assisted client with cash flow projections <br />and start up costs analysis <br />General business issues/guidance;TA for Existing <br />Clients;Cash Flow Analysis & Projections;Other <br />Loan Related 4.25 0 3.75 0.5 0 <br />Consultant to Non Profits, Govts and private <br />sector businesses Professional / Consulting Existing - Opportunity Municipality New Brighton New Brighton <br />Assisted client with strategic growth <br />planning and business structure <br />Initial Consultation;Strategic planning;Business <br />Registration;Tax Advice & Assistance 2 0 0 2 0 <br />real estate photograpy Service Pre-start planning Municipality New Brighton New Brighton <br />Advised client on how to best represent her <br />work as a real estate photographer and show <br />examples how she can best show the <br />strengths of a home for sale. <br />Initial Consultation;Business Plan <br />Development;Real estate <br />analysis;Marketing;Strategic planning 3 1 0 0 2 <br />restaurant Food Client Inquiry Municipality Saint Paul New Brighton Initial Consultation 1 1 0 0 0 <br />Printing company Service Existing - Opportunity Bank_Referral New Brighton Minneapolis <br />Continue to advise entrepreneur on growth <br />strategies, financing options and capital <br />investements <br />Real estate analysis;Loan packaging;Cash Flow <br />Analysis & <br />Projections;Operation/logistics;Financial <br />Management Assistance 11 3 0 6 2 <br />School Transportation Service Existing - Challenged Other New Brighton Coon Rapids <br />Contacted me to set up appointment to help <br />with business plan, and what to expect when <br />applying for a loan. Worked with NDC on <br />financing, still need more money.Initial Consultation 0.75 0 0.75 0 0 <br />Home inspection and radon testing Construction / Real Estate Start-up Municipality New Brighton New Brighton <br />Advised resident on valuing a home <br />inspection business and explained the <br />advantages of an asset purchase over a stock <br />purchase. <br />Business purchase evaluation;Initial <br />Consultation;Strategic <br />planning;Operation/logistics 5 0 3 2 0 <br />Total Direct TA Hours 35 6 7.5 13.5 8 <br />Office Hours, Program Administration, Public <br />Events/Meetings 32 8 8 8 8 <br />10 Totals 67 14 15.5 21.5 16 $ - $ - $ - $ - - - <br /># of Loans 0 <br />Total Leverage -$