1968 S. Coast Highway, Ste 525, Laguna Beach, CA 92651
714-767-2357
800-288-9334

OUR SERVICES

  • Budget Planning is an essential and critical part of your Business Plan when starting a new business or an existing struggling business (Restaurant, Hotel, Retail)
  • We design customized Business and Budget Plans that clearly outline and define your organization’s financial and operational goals, to be used as a development course that helps you analyze your business operation, allocate resources, evaluate performances, formulate plans and successfully execute accordingly
Services 1
  • Effective negotiation tactics and primary points to assist you in buying a business or selling your business (Restaurant, Hotel, Retail)
  • Expert sources from real estate listings, contract interpretation and escrow review to financial resources, lending and sales offers
  • Patios, Dining Rooms, Private Rooms, Wine Cellars, Bars, Front of the House, Kitchen, Back of the House, , Landscaping, Equipment (Restaurant)
  • Front Desk, Rooms, Restaurants, Bars, Banquets, Lobbies, Gift Shops (Hotels)
  • Merchandising, Layout, Fixtures, Backrooms (Retail)
  • Comprehensive retainer agreements for Testimonials (Mediations, Arbitrations and Court Appearances) as an Expert Witness (Restaurant, Hotel, Retail)
  • All necessary material for written and verbal communication reports
  • Outline case theories and highlight any potential disqualifications
  • Surviving and succeeding Cross Examination
  • All types of Feasibility Planning: Economical, Financial, Operational, Managerial, Technical, Legal, and Environmental (Restaurant, Hotel, Retail)
  • Effective Feasibility studies to produce successful assessment plans to determine the overall viability of a proposed existing project, new venture, a merger and/or an acquisition prior to proceeding to the preparation of a detailed Business Plan
  • Assist in clearly identifying the startup costs, projections of profit and cash flow and determination of the return of the investment.
  • Thorough Analysis and Review Process to determine your business’s cash flow, liquidity, and levels of business debt, with clear guidelines and set projections on the current status of the business as well as future changes, utilizing past Financial Trends of existing businesses or projected outcome of a new business to help define the probability of future financial success (Restaurant, Hotel, Retail)
  • Design customized assessments of how viable, stable, solvent, and profitable a business (new or existing), a project, a merger or an acquisition is, how effectively the funds have been invested
  • In-depth analysis of your business current financial situation, with a detailed customized plan to assist you in pursuing and achieving your future business goals and operations objectives (Restaurant, Hotel, Retail)
  • Assist you in determining how your business will afford to achieve its overall strategic goals and operations objectives by defining the activities, resources, equipment and material that are needed to achieve set goals and objectives, as well as the time frames that are needed to reach the desired results
  • Serve as a bridge to connect you with private lenders, loan brokers, financial institutions (retail and commercial banks), investment bankers, investment companies, venture capitalists, brokerage firms, and mortgage companies (Restaurant, Hotel, Retail)
  • Professional services involving investments, lending, financing, and management of money and assets, with a range of financial services, including tax preparation, insurance coverage, and investment portfolios
  • Ready-to-use and apply documents that cover operations and marketing programs that are easy to learn, adopt and execute (Restaurant, Hotel, Retail)
  • Assist you with finding, screening, recruiting and training job applicants, and administering employee-benefit programs,  including compensation and bonus structure, 401K plans, performance reviews, workers’ compensation insurance, termination, and keeping up-to-date with any labor laws that may affect your business (Restaurant, Hotel, Retail)
  • Act as a bridge to provide you and your business with consultancy, assistance, representation before any court, legal advice, advocacy and other related services, such as land acquisition, lease contracts, franchise agreements and power of attorney (Restaurant, Hotel, Retail)
  • Assist you in selecting the proper liquor license for your business according to the requirements of your state. Help you incorporate the chosen liquor license fee into your restaurant business plan, as part of your start-up costs. If you are buying an existing restaurant or hotel, we will help you transfer the liquor license and pay a pro-rated fee, which will net you a significant reduction in cost. We will also help you with buying, selling and renewing liquor licenses (Restaurant, Hotel)
  • Types of liquor licenses: Beer and Wine Liquor License, Restaurant/Hotel Liquor License –aka an “all liquor license”, Tavern Liquor License, and Brewpub Liquor License
  • Assist, direct or lead Contract Management or Contract Administration, including people planning, negotiation, support, coordination and execution of agreed tasks (Restaurant, Hotel, Retail)
  • Set up the management contract, under which the operational control of your business is vested by binding contract in a separate entity, business or persons that will perform the necessary managerial functions in return for a percentage of the business or a set fixed fee
  • Customized business manuals for your various businesses: Company Manuals, Employee Manuals, Office Manuals, Operations Manuals, Training Manuals, Marketing Manuals, Organizational Manuals, Administrative Manuals, Departmental manuals, Multi-Purpose Manuals, and Rules and Regulations Manual
  • Create and deliver specialized and customized marketing strategies and initiatives, from business-to-consumer (B2C) and business-to-business (B2B) services, to local restaurant marketing (LRM), local Hotel marketing (LHM), local store marketing (LSM) and all social media (SM) vehicles and outlets (Restaurant, Hotel, Retail)
  • Devise a plan for an expanded marketing mix for your specific business, which consists of the seven P’s: Product, Price, Place, Promotion, People, Physical evidence and Processes
  • Restaurant Menu Development and Digital Design Engineering (Restaurant, Hotel)
  • Breakfast, Brunch, Lunch, Dinner, Happy Hour, Cyclical, A La Carte, Du Jour
  • Focus on customized dish selections and menu designs, taking into consideration, your brand, your story, the guest base demographics, local ingredients, and area/region specialties
  • Strategic data-driven approach to selecting, buying, presenting, displaying and selling merchandise to maximize your return on investment and satisfy consumer demand, by making the right merchandise available at the right places, times, prices and quantities (Retail)
  • Perform due diligence and processes that involve intense analysis of the targeted business to determine if said business is a good investment and if so, how to structure the transaction and determine the cost, while ensuring seamless and smooth transition throughout all stages and levels of each merger and/or acquisition (Restaurant, Hotel, Retail)
  • Assist with the all the necessary steps of targeted acquisition and/or merger, from the Early Phase and the Agreement Phase to the Integration Phase and the Value Attainment
  • Assist with Legal Consultations and Financial Evaluations
  • Deliver operations systems, policies, procedures that are designed and aimed at pleasing guests and customers, increasing sales, traffic counts and repeat visits, making a profit and avoiding potential crises, as well as handling the logistics and the vital components along the way (Restaurant, Hotel, Retail)
  • Deliver a “Service Culture” and a “people-driven” business that are second to none
  • Assist in helping understand the financials that support, drive or regress the business
  • Act as a bridge and a reliable source for state-of-the-art Electronic POS software systems to streamline your operations by automating the transaction process and tracking important sales data. Systems include stationery and portal electronic cash registers and printers, including software (BOH & FOH) to coordinate data collected from daily purchases (Restaurant, Hotel, Retail)
  • Assist you in Retailers can increase functionality by installing a network of data-capture devices, including card readers and barcode scanners, tracking pricing accuracy, inventory changes, gross revenue, and sales patterns, using integrated technology to track data to help you catch discrepancies in pricing or cash flow that could lead to profit loss or interrupt sales and monitoring inventory and buying trends that can help you avoid service issues
  • Draw customized locations as where to place POS cash registers, printers and computer terminals
  • Creating Processes and Systems to attract, screen, select and retain qualified people for a position within your business. Assist in securing an effective workforce, with focus on Retention strategies strengthening the ability of your business to attract and retain your desired workforce (Restaurant, Hotel, Retail)
  • Assist you in creating your own “employer brand” to positively represents your business’ work culture, mission statement, mission objectives, and values, while encouraging professional development, personal growth, transparency, communication and teamwork
  • Detailed Evaluation and Scoreboard Assessment of projected sales goals measured against the merits of potential locations (Restaurant, Hotel, Retail)
  • Assist you in creating and implementing a given Site Selection Criteria from developing a detailed list of selection processes and points, to analyzing qualitative and quantitative factors, to researching competing communities and evaluating data, to evaluating lease incentives and bonuses, to finalizing the decision and memorializing the deal
  • Create customized templates to assist you with Evaluation and Negotiation Skills , as well as Interpersonal and Communication Skills, designed to bring you the desired result (Restaurant, Hotel, Retail)
  • Assist you with Problem Analysis to identify Personal Interests and Professional Goals
  • A sample template is designed in stages: From Preparation Before a Meeting, to Active Listening Skills, to Keeping Emotions in Check, to Clear and Effective Communication, to Collaboration and Teamwork, to Problem Solving Skills, to Decision Making Ability, to Maintaining Good Relationships, and finally to Ethics and Reliability
  • Create, devise and implement customized Business Plans and scout out all the information to create a winning strategy for the targeted business by defining its strengths and challenges, revealing ways to capitalize on its strengths and minimize its challenges, and uncovering every facet of your business that can be developed, grown and scaled (Restaurant, Hotel, Retail)
  • Using our customized and detailed business plans will assist you in considering, evaluating, understanding and following your business concepts through specific outlined details such as Vesting, Business objectives, Mission statement, Keys to success, Industry analysis, Market analysis, Competitor analysis, Strategies, Marketing plan, Management, Organizational structure, Operations, Financial Pro Formas, Break-Even Analysis, Financial Requirements, and Business Summaries
  • Using our standard business plan for your startup business outlined the following categories: Executive Summary, Company Description, Industry Analysis, Market and Competition, Strategies and Goals, Products or Services, Marketing and Sales, Management and Organization, Operations,  Financial Pro Formas, Financial Requirement, and Exhibits
  • Create and implement Business, Sales, Marketing, Operations, Service and Organizational Plans to assist you in turning around your business and making it profitable (Restaurant, Hotel, Retail)
  • Sample causes of struggling businesses: You do not have a clear vision, you do not have a defined company culture with values and expectations, you are not targeting or marketing your business correctly, your product or service doesn’t meet a need, you haven’t succeeded at becoming a “Destination Location”, you have too many competitors and you are not addressing them, your product or service costs too much, and possibly, you are in the wrong business
  • Operations Plans that address Service, building design and décor, and  financial controls
  • Marketing Plans that address the four P’s of marketing: Product, Place, Price, and Promotion
  • Templates and Systems to assist in defining, outlining and implementing Training and Development Programs (Restaurant, Hotel, Retail)
  • Streamlined, focused approaches that provide you constructive feedback for continuous improvement through on-going Training and Development: Analyze, Design, Evaluate, Implement, Train, and Develop
  • Assist you in building a Training and Development Program that is based on the following criteria: Benchmarking against the competition, Surveying and Assessing your Team’s talent, strengths and opportunities, Aligning Training and Development with Management’s business goals and operations objectives, Run it like a thriving business, Weave it into your business’ culture, Keep innovating, and Measure results
  • Legal, Official and Business Translations (Restaurant, Hotel, Retail)
  • Organizational, Administrative and Operations Documents (Domestic and International)
  • All Languages, Certified and Notarized
  • Architectural, Engineering and Contractors Renderings, Blueprints, Sketches, and Schematic Drawings (Restaurant, Hotel, Retail)
  • Proposals, Contracts, and Fees negotiations