Small Business Technical Assistance

Plain language, no acronyms, no jargon. A business owner sitting across the table needs a next step they can take this week, not a framework.

What this covers

  • One-on-one business counseling

  • Workshops and events, typically two to three per quarter

  • Lender readiness and loan product education

  • Outreach and marketing strategy for regional programs

  • Public speaking for small business, financial institution, and public sector audiences

  • Program record maintenance and outcome reporting against business and impact goals

Who hires this

CDFIs, chambers, economic development organizations, and regional programs hire me to deliver technical assistance on their behalf. Business owners reach me through those programs rather than by direct contract.

What you receive

Counseling session records and follow-up plans. Workshop curricula and materials. Outreach and engagement materials. Activity logs maintained in Salesforce or your system. Outcome reports covering business and impact metrics.

Work like yours

Ongoing technical assistance for a certified CDFI serving Southwest Virginia, including one-on-one counseling, quarterly workshops for small businesses and lenders, and outcome reporting against business and impact goals. Business Bridge Sessions across Tazewell County connecting owners with financing, planning, and business process resources.