We specialize in providing comprehensive training solutions to nonprofit organizations and community economic development agencies that work with small businesses. We target organizations that often face challenges in recruiting staff with the necessary expertise and experience due to budget constraints. Drawing on our extensive experience of over a decade, we aim to equip your staff with practical skills that contribute to small business growth and your organization's economic impact goals.

Our training programs go beyond theory, offering hands-on, real-world approaches. We have a holistic understanding of small businesses' challenges and focus on imparting immediately implementable strategies. This enables your staff to make a tangible difference in the lives of the small businesses they support.

Our consultants bring a wealth of knowledge and practical experience to help equip your staff with outreach, recruitment, needs assessment, and tailored technical assistance skills. We emphasize the importance of building partnerships and connecting small businesses with vital community resources.

Our training also equips your staff with the tools for effective case management and emphasizes the significance of data collection and reporting. This enables you to measure progress and demonstrate the impact of your programs to stakeholders and funders.

Investing in our training solutions allows you to bridge the gap between budget constraints and the need for experienced staff. Our consultants offer a unique blend of expertise, practical knowledge, and passion for supporting small businesses. Together, we can ensure that your organization is well-equipped to fulfill its mission, achieve economic impact goals, and make a meaningful difference in the communities you serve. 

Our training curriculum includes the following topics and can be customized based on your needs:

Small Business Advisor Training Curriculum Outline

Module 1: Introduction to Small 

Business Advisory Services

• Module 2: Program Marketing, Outreach and Networking
• Module 3: Client Recruitment, Assessment and Onboarding 
• Module 4: Data collection, recording, and reporting
• Module 5: Entrepreneurial Ecosystem Resource Mapping & Partnership Development
• Module 6: Technical Assistance Skills
• 4.1: Business Needs Assessment and Goal Setting
• 4.2: Accounting and Finance including Getting Clients Ready for Funding
• 4.3: Business Strategy and Planning
• 4.4: Marketing and Sales Strategies
• 4.5: Operations and Process Improvement
• 4.6: Human Resources and Talent Management
• 4.7: Advisory Services Delivery and Evaluation