Expert Consultancy for Small to Mid-size Business
Our mission is simple: We want to give small to mid-size business owners the knowledge base, insights, and tools to maximize the potential of their operation and, ultimately, drive profits to their bottom line.
We take a holistic approach to consulting, focusing on every aspect your business's operation to identify areas for improvement and growth. We will use collaborative methods to work closely with you and develop customized solutions that meet your unique needs.
Our success is defined by your success! We are incredibly passionate about the work we do and we love to see our clients thrive. Our fulfillment comes from when we are able to help our clients realize the full potential of their business and to reach goals beyond their expectations.
First of all, congratulations! At some point, you made the decision to go out on your own, start your own business, and believe in yourself enough to deliver your product, service, or skill-set to the world; a small minority of people have had the courage to take the leap of faith required to do so. As you have learned, it is a tough world out there and very few care about your successes, your failures, or the challenges you have faced along the way. You are on your own.
After the excitement of starting your own business wears off, things get very real very quick. Perhaps, after some early success, your revenue figures have plateaued or dipped; prospects have gotten thin and you are unsure how to generate more qualified leads; customers stop coming through the door and you don't know how to increase traffic; the market has changed and you need to pivot but you are unsure how; everything gets more expensive to operate and you are not sure where you can cut costs and maintain product and/or service integrity; you can't be everywhere at once and you don't know where to put your attention; you are understaffed and can't find quality help; employee moral is suffering; YOUR moral is suffering and you can't get yourself out of the pit; your business partnership is strained... The list of challenges goes on and on. You are STRESSED! Where do you turn?
There are lots of consultancy firms out there though they are typically geared for large businesses who face a different set of challenges than you do. The consultants overcharge. The consultants don't understand business on the street level. The consultants have never dealt with the challenges of owning and growing a business from the ground up like you have because they have never done so themselves... But somehow, they are experts?
Angelini Advisors is different. We are a collection of entrepreneurs, just like you. We have faced all of the challenges that are required to grow and run a business, just like you. We have dealt with the stresses that come with owning and running a business, just like you. We built our businesses from the ground up, just like you.
We have faced the same adversities and challenges and found success through it all. We have had our ups, we have had our downs. We have had our achievements and we have had our setbacks. Though, through it all, what we all have in common, is that we have been able to find great personal and professional success along the way. We encourage you to lean our our street-level subject matter expertise. We encourage you to learn from the challenges we have overcome. We encourage you to take from us how we have been able to find success.
Angelini Advisors is led by Rick Angelini, a Repeat Entrepreneur and Business Builder with over 25 years of professional experience across multiple industries, and 15 years of business ownership experience. Over his career, he has overseen all aspects of business management and has developed tried and tested methods to get desired results.
Rick has personally generated and managed over $600 million dollars in revenue at the street level. He has managed hundreds of employees and led dozens of teams at the street level. He has pounded pavement, just like you, at the street level. He has stacked revenue and driven profits to the bottom line for multiple companies over his career.
In his most recent business venture, Rick took a company from $800k in annual sales to $25M in annual sales, and ultimately led the company to be acquired by a global Fortune 50 company within 7 years.
A mainstay throughout Rick's professional career is that he has always been an educator, a coach, a counselor, a teacher, a consultant, an advisor. He was able to find great success in the small to mid-size business world and has a passion to help others in the small to mid-size business world. This is how Angelini Advisors was born. Rick has compiled a team of experts across multiple industries with broad subject matter expertise to provide an advisory firm that caters to the small to mid-size business community and is second to none.
There are no courses to sign up for. There are no subscriptions. There are no books to sell. We want to meet with you, in person, at the street level, and see how we can be the best advisors you can partner with to maximize the potential of your business. We will provide a customized consultation package to meet your needs, fit your budget, and help your business grow while working with you side by side and . If you are looking to "unstick" your business or take your successful business to the next level, reach out to Angelini Advisors to schedule you free consultation.
The most valuable asset your business has is YOU! We learn about you, your service, your product and your skill-sets. We learn about your history, your passions, and your end-goals. We learn about the challenges you are trying to solve for. We align ourselves with your objectives and provide for you the knowledge and skill-sets to help you redefine your path to success and meet all of your overarching objectives.
Our team is your expert for understanding your product, your service, your market, and your competition. We will expose how and why your competition is having success, how and why you are not achieving your objectives, and describe in detail how you can turn the tables to increase your prospect pool and bring clients and customers back in your direction.
We take a systematic approach to look at all aspects of your business ensuring we have a thorough understanding of your workflow. We will understand all aspects of your business operations from customer acquisition to billing and everything in between. We will identify areas of opportunity for efficiency, effectiveness, and scalability.
After our discovery phase, we will provide a comprehensive Executive Summary that will outline, in detail, your position in the market place; your business valuation; what we view to be your strengths; and what we view to be your greatest areas of opportunity to meet your end-goals. We will provide targeted strategies to build upon what is working and to take advantage of ways to enhance and improve your business by overcoming the challenges you are facing.
You are busy running your business and may not have the time and resources to implement the solutions we prescribe. Beyond exposing strengths and weak points, and beyond providing solutions for success, we can help you install the methods for success and build the platforms that will take your business to the next level.
We are genuinely invested in the success of our clients who bring us on as trusted advisors. Our success is defined by your success. Just as you want to find repeat customers who love your services, we want you to be ours. We are aware that you will continue to face new challenges as your business evolves, and we want to be a continual partner who is a trusted source of business consultation and advise.
After your initial, free consultation we will suggest a program that we think will be suitable and appropriate to give you the desired results you are looking for, tailored to your budget. Once agreed, we dive into your business with you and get to work with focused purpose.
The only way to truly know and understand your business, your service and your product, know and understand your challenges, and know and understand you is to be with you, side by side. We will be on-site at your place of business, working with you and learning every aspect of how you operate. We will know your product and service. We will know your market. We will know your employees. We will know your prospects. We will know your customers. We will understand your work flow. We will be the extra eyes and ears you don't have and look at your business from an objective perspective. We will ask questions. We will observe. We will learn.
We will spend additional time that is necessary offsite to research, review, game plan, and forecast. It is only then that we can advise. We will present to you a comprehensive assessment of your business along with a detailed agenda of proven, targeted solutions that you can implement and reap the benefits from.
Based on the timeline of implementation, and when we can expect results, we will follow up with you to track progress, monitor success, and work with you to hone the strategies necessary to meet your objectives.
What distinguishes you from the company offering a similar product or service down the street? Are you offering the solutions your target demographic is looking for? Is your pricing in line? Why are you sometimes winning business and why are you many times not? Our Market Evaluation will provide you answers to these questions and give you insight to changes that may need to be made in your offering to overcome the obstacles in front of you.
You have a wonderful product. You have a wonderful service. The customers you have love you. Why don't you have more of them? Our proven cost-effective Branding and Marketing strategies will generate the revenue and profits necessary to pay for the cost of the campaign ensuring a return on your investment.
Finding new prospects, converting prospects into customers, and maintaining or growing revenue streams is one of the most common challenges we address. We have demonstrated, economical methods that we will suggest and implement that have shown to be successful time and again.
Sometimes, customer acquisition can be expensive. It is always less expensive to keep a customer than to get a new one. You get the customers, though they don't come back for more. Why? We identify if this is an issue with the offering, the quality, degraded service levels, price, market conditions, or a combination of reasons. We will identify why you aren't getting the repeat customers and provide suggestions to keep your customers coming back for more.
Operating your business is costly. Sometimes margins are thin. Inefficient work flow will suck your margins dry. We will analyze and assess your operational work flow and your SOPs (or lack thereof), and take advantage of every opportunity to streamline workflow, develop efficiencies, and build economies of scale. Money saved is money earned.
Are you getting the best value for your own materials, supplies, tools, and equipment? Are you getting the best quality afforded to you? Might you be able to enhance quality and drive down cost? Our experts will assess your product costs and advise if there are ways you can lower your costs while maintaining the integrity of your goods and services.
Financial awareness is one of the most important skill-sets that any business owner can have. Aside from making sure you have the tools to make sure your books are in order, bills are paid, and money is collected from customers, we will make sure that you learn how to use your financial data to make the most educated business decisions possible based on accurate, quantifiable information. Learning how to read and interpret your financial statements will tell a story that will allow you to see your business in a different light and allow you to make business decisions with confidence. When built properly, the numbers never lie.
You have gotten to the size that managing your business's human resource needs are a time suck. You don't have enough time to keep up, though you aren't big enough to hire an HR manager. Labor laws are complex. You don't have time for recruiting, hiring, and on-boarding. Processing payroll is aggravating. You didn't start your business to become caught up with the burdens of HR. Let our HR experts show you how you can minimize the time spent dealing with HR matters in a cost-effective way.
You may have heard that people don't quit jobs, they quit managers. Poor leaders can create workplace toxicity and drive good employees away, as well as customers. Whether it is ineffective communication, micro-management, incompetence, unrealistic expectations, or just a negative presence, bad managers will cost you a lot of money. We can work with your leaders and coach and counsel them to to be effective, respected, and get results from those they manage.
The best of the best have coaches. When pride and ego can be put aside to realize and understand that true growth comes from learning, and that learning can come from others, it provides a level of vulnerability that allows the growth to take place. At Angelini Advisors, we have each been through a lot over our professional careers and have had wonderful mentors and coaches in our own right. We have all had tremendous success in our professional careers and take pride in passing it forward. Running a business is not easy, especially if you are facing challenges that seem insurmountable. Let us work with you to be a sounding board, someone that cares, someone that has been in your shoes and understands what you are going through, and provide you the techniques we have learned and used over the years to navigate through the rough seas.
You are ready to move on to your next adventure or you are ready to retire. You aren't sure what your business is worth. You aren't sure how to sell your business or to who. You don't know where to sell your business. You aren't sure how to dissolve your partnership. At Angelini Advisors, we have been through it all. We have purchased business, we have sold business, and we have dissolved partnerships. We are here to provide you with expert advice on what your next moves are, pitfalls to avoid, and to make sure you get the most out of the sale of your business.
Whether over the phone or in person, we are ready to start working with you to reach your business goals!
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Please reach us at Help@angeliniadvisors.com if you cannot find an answer to your question.
We are located in the San Francisco Bay Area and primarily work with our clients who are in the SF Bay Area also. We will travel outside of the region to support businesses with multiple locations, or for clients outside of the region upon request.
There is not a one size fits all approach to our pricing structure. While most businesses face many of the same challenges, every business we work with has their own specific set of circumstances that are unique to them. Pricing for our services will be established during our initial, free consultation based on the unique needs and budgets of each client we work with.
Angelini Advisors has a strong track record of delivering results for clients, with a focus on measurable outcomes and tangible business impact. Each associate was personally selected by Rick Angelini based on a stringent set of criteria including small to mid size business ownership experience, proven individual success over a career, specific subject matter expertise, the ability to analyze, strategize, implement and teach, attention to detail, exemplary communication skills, and a passion for helping others.
Angelini Advisors is in it for the long haul with you every step of the way. Our approach is to earn the trust in our services beginning with our first project together, and to be your go-to partner for all of your needs as your business evolves. We are able to work with you through on-going projects or simply as needs arise.
Angelini Advisors has come up with many creative to solutions for our clients to secure our services. Based on certain qualifying factors, we may be able to invest our time in your business in alternative ways.
Yes! When you are our client, our time is your time. We will work with you when it is most appropriate to give the best service we can, including evening hours.
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