James Smith
Private Money Lender and Facility Planning, Design, Construction & Maintenance Manager
- Role
- Managing Principal at Smith Business Advisors, Llc
- Location
- Port Charlotte, FL, US
- LinkedIn followers
- 500 followers
About James Smith
We assist business owners to prepare for the transfer of ownership of their business on…
Experience
Managing Principal
Jan 2009 — Present · Plantation (Fort Lauderdale), FL, US
Founder and co-owner of a professional business advisory/coaching firm specializing in services to the owner/CEO of independent businesses. Our clients include professional service firms (medical and dental practices, architects, engineers, attorneys), personal and home products providers, and home and business services providers. • Assist business owners in preparation of their Exit Plans to receive the best ROI for the time and expense in developing a successful business.• Delivered an ROI ranging from 10 to 42% per our clients.• Assisting the Owners in realizing their Vision, Mission and Goals for their business with an emphasis on differentiating themselves in the eyes of their customers from their competition. • Assisting the Owners in development of the strategy required to achieve their goals and subsequently in formulation of the tactics required to achieve the Strategy.• Oversaw the development and implementation of marketing strategies and tactics such as websites, brochures, presentation materials, logos, etc.• Assisted Owners with development of Business Plans and Financial Business Plans which successfully obtained financing for the business.• Assisted Owners in repositioning and refocusing their businesses to align better with their marketplace and ideal clients.• Assist Owners to full-fill their areas of Need & Want serving clients from legal, architectural and engineering design, healthcare practices & providers, construction companies, technology, caregiver products, office cleaning, to landscape maintenance.Ask for a complimentary copy of our white paper \"Protect YourBusiness with an Exit Plan\", or buy our book \"A Practical Guide to Exit Planning Workbook\".
Education
University of Florida
Master of Science
1963 — 1964
University of Florida
Bachelor of Engineering
1958 — 1963
Skills
- Construction Management
- Public Speaking
- Negotiation
- Contract Negotiation
- Microsoft Office
- Finance
- Budgets
- Analysis
- Marketing
- Strategy
- Performance Management
- Marketing Strategy
- Financial Analysis
- Operations Management
- New Business Development
- Management Consulting
- Change Management
- Account Management
- Team Leadership
- Leadership Development
- Cross-Functional Team Leadership
- Small Business
- Training
- Entrepreneurship
- Organizational Development
- Business Strategy
- Executive Coaching
- Customer Service
- Team Building
- Executive Management
- Project Planning
- Project Management
- Coaching
- Sales
- Business Process Improvement
- Business Planning
- Mergers & Acquisitions
- Consulting
- Microsoft Project
- Leadership
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