Doc’s Organics

 

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“The SBDC’s support was TREMENDOUS. They helped us secure a $1 million loan to go toward the construction of our organic citrus packing facility, which is the first of its kind in the Imperial Valley. In addition, their knowledge and contacts enabled us to obtain employee training reimbursements and tax credits as well. Thank you SBDC!”

-Gina Dockstader, President</font

 

Client Impact:

Areas of Assistance:

  • Capital Infusion: $1M

  • Obtained Financing

  • Jobs Created: 30

  • Obtained Workforce Training Reimbursements

  • Tax Credits

The entrepreneurial Dockstader family is largely responsible for Calipatria, CA’s reputation as the “Hay Mecca”, and for good reason. The company farms thousands of acres of hay and supplies 60,000 tons annually to domestic and export hay markets.

Looking to vertically integrate its fruit processing, the company reached out to the SBDC for support in building a new facility, ultimately securing $1M in financing via the County of Imperial Agriculture Benefit Program along with significant employee training reimbursements and tax credits.

More good news: new facilities require new employees, and the company expects that the facility will create 30 new jobs as well.

Description of Business:

Doc’s Organics is part of a multi-generational, family-owned agriculture company that has been operating in the Imperial Valley for several generations (www.GoldenEagleHay.com).

Use of Capital Infusion Funds:

The company utilized its $1M in financing to partially fund the construction costs of a new citrus processing plant.

Location:

Calipatria, CA

CM Auto Pros

 

 

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“The SBDC is an excellent friend of ours! They helped get the money we needed to buy new equipment and hire more employees, and now our sales are on pace for a $52,000 increase.”

-Carlos Arreola, President

 

Client Impact:

Areas of Assistance:

  • Capital Infusion: $20,000

  • Obtained Financing

  • Jobs Created: 2

  • Financial Projections

 
  • Business Plan

 
  • Loan Application

 
  • Bookkeeping

After an excellent first 9 months in business, owner Carlos Arreola reached a bottleneck that was holding back the company’s growth. To keep pace with an expanding customer base, he needed new equipment and additional employees to increase capacity. But like many small businesses, CM Auto Pros did not have a formal business plan or the level of financial recordkeeping required by lenders. Then the SBDC entered the picture. After helping Carlos create a business plan and get the company’s books in order, the loan application sailed through and CM’s owner immediately kicked his growth plans into action.

Description of Business:

Opening its doors in May 2016, CM Auto Pros is an automobile repair shop located in Chula Vista, CA, specializing in maintenance and repair of foreign and domestic vehicles.

Use of Capital Infusion Funds:

CM Auto Pros utilized their financing to purchase new equipment and hire two additional employees.

Location:

Chula Vista, CA

Next Door

 

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“I had never bought a business before, and I really had no idea how to make it happen. SBDC was with me every step of the way … they helped value the business and found the best way to finance the deal, and they even coached me through the negotiations. Now we’re off and running! Their support was invaluable.”

-Jack Major, President

Client Impact:

Areas of Assistance:

  • Capital Infusion: $130,000

  • Obtained Financing

  • Jobs Created/Retained: 3

  • Negotiation & Deal Structuring

  • Business Saved from Closure

  • Business Valuation

  • Purchase Agreement/Promissory Note

Jack Major’s favorite place to have a nice glass of wine with his wife Cheryl was only a 3-minute walk from their home. When he learned that their favorite local spot was going to be closing its doors, Jack jumped at the chance to save the business.

But he had a problem. Like most people, he had never purchased a business and was unsure how to proceed. That’s when he contacted the SBDC. After many weeks of working together on business valuation, financing options, and negotiation strategies, the end result was the successful purchase of Next Door (…and at a very favorable price no less).

Description of Business:

Next Door (www.NextDoorSD.com) is a craft wine bar that has been a neighborhood favorite for nearly 10 years. It caters to the more discerning wine-lover looking for an excellent selection of world-class wines in a small, intimate atmosphere with a true sense of community.

Use of Capital Infusion Funds:

The financing was utilized to purchase the business, and it was provided by the sellers.

Location:

San Diego, CA

CM Solar Electric

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“My company has been completely transformed with the incredible support and guidance I received from the SBDC. In just two years, we’ve grown from a small, marginally profitable business into a strong, stable, highly profitable $3M company, and counting.”

-Carlos Melendez, CEO

 

Client Impact:

Areas of Assistance:

  • Capital Infusion: $70,000

  • Obtained Financing

  • Sales Increase: $1.5M

  • Loan Applications

  • Jobs Created: 10

  • Credit Repair

  • Cash Flow Analysis

  • Strategic Planning

CEO Carlos Melendez kept running into the same hurdle. Without financing, the company’s up-and-down cash flow cycles would continue to put a stranglehold on the company’s growth.
Unable to obtain financing, Melendez turned to the SBDC for help. Fast forward 18 months later and financing is no longer a problem. With the cash “hurdle” now overcome, the results are phenomenal: sales have doubled from $1.5M to $3M, the company has 10 new employees, and so long as the sun keeps shining, CM Solar Electric’s future is as bright as can be.

Description of Business:

In 2012, after 15 years working as a solar and electrical installer, Carlos Melendez left to start his own company. CM Solar Electric provides solar and electric service to residential and commercial customers throughout San Diego County (www.CMsolarelectric.com).

Use of Capital Infusion Funds:

With its new financial leverage, the company was able to purchase solar panels far in advance at steeply discounted rates compared to its previous “Just In Time” purchasing. The resulting cost reductions and greatly increased profitability were catalysts to the company’s $1.5M sales increase and the creation of 10 new jobs.

Location:

San Diego, CA

IO Environmental Infrastructure

 

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“When the federal budget sequestration hit in 2015, 85% of our federal revenue dried up overnight and many of our competitors went out of business. It is not an overstatement to say that the SBDC kept us in business.”

-Mike Bilodeau, CEO

Client Impact:

Areas of Assistance:

  • New Jobs: 20 Full Time

  • Securing Contracts

  • Government Contracts: $86.2 Million

  • Finding Buyers

  • Capital Infusion: $750,000

  • Hiring New Employees

  • Obtaining Funding

The federal budget sequestration rocked government contractor in 2015, and 85% of the client’s federal contracting revenue vanished in an instant. The SBDC acted immediately by opening doors in the private and public works sector along with the other assistance, and in only two years’ time, the client’s fortunes completely changed course.

The results are nothing short of phenomenal: dozens of new jobs, tens of millions in government contracts, and one very satisfied SBDC client.

Description of Business:

IOEI is a Service-Disabled Veteran-Owned Small Business (SDVOSB) that employs a minimum 40% Veteran workforce to provide a wide range of services to the environmental services industry and the civil infrastructure and facilities construction industry.

Use of Capital Infusion Funds:

The company utilized  financing to double its staff and scale up the company to accommodate its significant growth in government contracting awards.

Location:

San Diego, CA

Miramontes Family Trucking

 

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“I have been in the transportation industry for 30 years, and I always wanted to start my own company. It has been a dream of mine, and now my dream has come to life.”

-Fernando Miramontes, President

 

Client Impact:

Areas of Assistance:

  • Capital Infusion: $40,000

  • Financing

  • Owner Investment: $2,500

  • Business Plan

  • Jobs Created: 1

  • Financial Projections

  • Started New Business

  • Bank Accounts

The SBDC helped the client successfully navigate all aspects of the 6-week financing process including compiling the loan application, assisting with the underwriting process, and communicating regularly with the lender and underwriters to ensure approval of the loan.

Further, the SBDC worked with the client to develop a Business Plan along with creating comprehensive financial projections including a Profit & Loss Statement, Sales Forecast, Operating Expenses, Budget and Balance Sheet.

Description of Business:

The Company provides transportation and logistics services to agricultural customers in Imperial Valley with routes throughout California and Arizona.

Use of Capital Infusion Funds:

The Financing was utilized to purchase the first truck in the company’s fleet and enabled the business to launch and begin operations.

Location:

Brawley, CA

MD Commercial Cleaning

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“The SBDC’s advice and direction was invaluable in so many ways, including helping us obtain a significant four-year contract with MCCS Camp Pendleton. They put our company on an entirely different path.”

-Decarlos Daniels, CEO

 

Client Impact:

Areas of Assistance:

  • Increase in Sales: $3.85M

  • Secure Contracts

  • New Jobs: 5

  • Obtain Financing

  • Government Contracts: $108,000

  • Obtain Certifications

  • Capital Infusion: $10,000

  • Bid Submissions

  • Owner Investment: $10,000

When the owners of MD Commercial Cleaning, Massah Chatton and Decarlos Daniels, reached out to the SBDC in 2014, they were just beginning to investigate government contradicting as a new potential growth channel for their company.

Fast forward to the present: After significant assistance from the SBDC that amounted to an intensive “A-to-Z” education in the world of government contracting, it has now evolved into their main revenue driver and become the foundation of the company.

Description of Business:

A Native-American Owned Business that is DBE/SMBE/SB/MBE Certified, the company provides a variety of cleaning services to commercial and governmental clients in Southern California.

Use of Capital Infusion Funds:

The company utilized an owner investment to augment its working capital to accommodate contracts with the US Navy, Orange County and others.

Location:

Fallbrook, CA 92028

William Painter

 

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“The SBDC helped guide us from an unorganized small entity into the streamlined, successfully funded company that we have become. They have been truly vital to our company’s success, and we will continue to rely upon the SBDC’s valuable guidance as we continue our expansion.”

-Matthew Decelles, CEO

Client Impact:

Areas of Assistance:

  • Capital Infusion: $780,000

  • Financing

  • Owner Investment: $100,000

  • Financial Modeling & Analysis

  • Accounting

Despite getting off to a very fast start in a fiercely competitive market, William Painter, Inc. hit a major financing roadblock that was making further growth extremely difficult. Without outside capital, the company’s significant progress would have been stopped in its tracks.

With various assistance from the SBDC including introductions to lenders, financial analysis, modeling, and accounting guidance, the client has raised well over $600,000 among bank loans, private equity, private loans and owner investment, and now has set its sights on reaching $5M in revenue.

Description of Business:

William Painter is an E-commerce company that manufactures and sells a self-branded line of upscale sunglasses, and their products have been featured in Esquire, Cosmopolitan, Maxim and Us Magazine.

Use of Capital Infusion Funds:

The Company utilized its funding to expand its product line and launch global marketing campaigns that have fueled the company’s expansion.

Location:

San Diego, CA

Aloha Fleet Services

 

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“Thanks largely to the SBDC, we landed the two biggest contracts in our company’s history and increased our profit margins by over 20%. We’re having our best year ever, and it simply would not have happened without their help.”

– David Tilbury, President, Aloha Fleet Services

 

Client Impact:

Areas of Assistance:

  • New Employees: 8

  • Marketing Strategy

  • Revenue: 26% increase

  • Sales Training

  • Profitability: 20% increase

  • Financial Models

  • Owner Equity Investment:$18,000

  • Permits & Licenses

  • Contracts: CA Highway Patrol, San Diego Unified

David Tilbury, Founder and President of Aloha Fleet Services, contacted the SBDC to help his company obtain new customers and increase sales.

SBDC advisor Jonathan Irwin worked with Aloha on a variety of strategies and training that enable the company secure contracts with the two largest customers in their history.

“We learned to deeply understand the sales process from the customer’s perspective, and within a matter of weeks we began winning contracts that we had never won before,” said Tilbury.

The improvements didn’t stop there. As with most small business owners, David had little experience in the financial management of a business. After analyzing the company’s job costs and profit margins, the SBDC helped increase profit margins by 20% and also created financial models that now give Aloha far greater control of its business and its profitability.

Additionally, the SBDC worked with Aloha to obtain required permits and licenses such as a Tax Identification Number from the Internal Revenue Service and a Seller’s Permit from California’s Board of Equalization.

“I knew Aloha’s business inside and out from a similar company of mine on the East Coast that grew to $2M in revenue. With a little help from their friends here at the SBDC, I see no reason why Aloha can’t achieve the same success.”

– Jonathan Irwin, SBDC Business Advisor

Company Name:

Aloha Fleet Services

Description of Business:

Aloha provides vehicle maintenance and detailing services for commercial and government fleets throughout San Diego County including California Highway Patrol and San Diego Unified School District.

Location:

Encinitas, CA

Grant Marketing Group

The old adage that “the cobbler’s children have no shoes” is a huge problem for almost every small business.  Entrepreneurs typically run a lean shop – lots of work and few if any employees.  Their time is focused on delivering for their clients with precious little left to focus on growing their own business.

This was the position that Grant Marketing Group, a San Marcos based Internet marketing and web design agency found itself.  As Grant Marketing CEO Jeremy Fusselman put it this way, “I was spending far too much time “in” my business instead of “on” my business.”  His clients loved the job he did, but the business wasn’t growing the way he wanted it to.

Enter the San Diego and Imperial Valley SBDC with both an opportunity and an out-stretched hand of help. SBDC had been undergoing some exciting, but challenging changes and realized it needed a complete redesign of its Internet presence.  As the successful proposer on the project, Grant Marketing Group undertook the redesign and rebranding effort.

An experienced Internet marketer, Jeremy first got to know the SBDC – its staff, clients, and services. These would be the key to building a successful web presence and gaining another happy client.  What he did not expect was that exposure to the core practices of the SBDC would help him significantly revise his path as a business owner.

As important as an attractive, informative website is, it is no substitute for the hard, person-to-person marketing that grows most service businesses.  This personal contact is a hallmark of the SBDC and it has now been integrated into the Grant Marketing Group strategic plan.

As Grant Marketing Group continues to serve the SBDC’s Internet needs, Jeremy continues to build his networks as he prepares to take his business to the next level of success.   As Jeremy puts it, “Our project for the San Diego and Imperial Valley SBDC came at the perfect time for us to understand and implement the sound business growth strategies the organization imparts to our clients.”