Business Advisor
for over 10 years at various centers, including Orange County, Santa Monica, Long Beach and Pasadena.
Specialties:
Strategic planning, finance, marketing and operations, financial forecasting for start-ups,
profitability assessments and accounting.
Small Business Experience:
Lori has owned several small businesses, most recently
Business Simply Put® which provides on-line products and services to start-ups and small companies.
Fun fact: "
After spending decades focusing predominantly on building my company, I decided to spend more time doing what I love, rock climbing. To be able to continue with my company and visit new areas to climb, I had a Mercedes Sprinter converted to a tiny house complete with a full bathroom, kitchen and internet capabilities. Today I freely travel around the country working, climbing and being passionately engaged with life.
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What I've learned from clients:
"
I learned that every client should receive financial forecasting no matter what. There was a couple I was advising that was about to invest their life savings into a start-up. They had yet to complete a financial forecast and so I walked them through the entire process. They ended up not having the amount of capital needed to bring their concept to fruition. With this knowledge, they were able to apply for a loan to cover the start-up cost and operations."
