A. CLIENT CONTACT INFORMATION

Note: To be completed by Director/Business Advisor

B. BUSINESS ADVISOR(S) CONTACT INFORMATION

Note: May need to contact Business Advisor for additional information

C. CRITERIA FOR SUCCESS STORY CANDIDATE

Note: Differing criteria exist for startups and for existing businesses

Startups

Profitability is NOT required IF business has been operating for less than six months. Main point is that SBDC assistance helped a company go from ground zero to opening its doors.

Consulting and/or classes that result in: (check all that apply)

Business plan creationOpening for businessObtaining a loanJob creationMarketing planBusiness setup (license/permits)

Existing businesses

Profitability IS required for businesses operating for more than six months.

Consulting and/or classes that result in: (check all that apply)

% or dollar amount increase in revenues, sales or profits.

Please indicate
or

Debt funding (e.g. loans, factoring, etc.)Equity funding (e.g. personal, angel, venture, etc.)Retaining employeesTurnaround from brink of closure/bankruptcyQuantifiable improvement in operations (e.g. efficiencies, cost reductions, speedier payment of invoices, increased profitability, etc.)Expansion – new product, change of plant/office locationMentoring of business owners/partnerships with SBDC’sObtaining new clients/marketsCreation of new jobs

BACKGROUND INFORMATION

Note: (2-3 sentences per question)

Terms and Conditions

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