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Consultants & Staff ...

The Northern California SBDC - Greater Sacramento office maintains a staff of highly qualified consultants - business people who have been there, done that - to assist our clients.  Meeting with these counselors is no cost to SBDC clients. 

To schedule an appointment (we are unable to accommodate walk-in appointments) contact our main office at (916) 563-3210.  Please Note:  Attendance at one of our introductory seminars may be required prior to this one-on-one consulting.

  Panda Morgan:  SBDC Director

Panda Morgan served as a business consultant for the Greater Sacramento and Yuba Community College SBDC's for thirteen years, specializing in writing business plans, personnel handbooks and marketing strategies. She worked with clients to assist them in structuring their business plan and pro forma projections toward the goal of securing financing.  Panda is the Director for both the SBDC Greater Sacramento and the SBDC Greater Sierra.

Sacramento native, Panda Morgan has owned three businesses; a business planning and development consulting firm, a van and storage company, and a website marketing business. Prior to owning her own companies, Panda worked in the financial industry for over 25 years, with experience in both operations and lending. She holds a B.S. in Business Administration from St. Mary's College in Moraga.

  Clyde Green:  Start-up, Human Resources, Contracts, Insurance, Healthcare,  SBDC Business-Turn-Around Program Consultant

Clyde has more than 29 years of office management, administration and operations. His experience includes managing and directing operating budgets, human resources and operations for large corporations. His proven record of accomplishment for problem solving and profitable operations focus on entrepreneur development.

Tom Alberts: SBDC Golden Sierra Vital Assets Program Consultant

  Ester Gordillo: SBDC Marketing and International Trade Consultant

Ester consults our Spanish speaking clients for all areas of business development, marketing, and public relations. She is also an international import and export trade consultant with the Center for International Trade and Development.

  Dave McDougall: SBDC City of Davis / Elk Grove / West Sacramento Outreach Consultant

Dave has spent the past 20 years as an entrepreneur.  He has owned two different businesses before retiring in 2005.  As a consultant for the SBDC, he specializes in cash flow development, break-even analysis and business plan writing. 

  Craig Hollingsworth: Start-up and SBDC Management Consultant at South Lake Tahoe

Craig specializes in helping clients with business startups, turnarounds and marketing, organizational and financial business plans.

  Jim Ornelas, CPA: SBDC Accounting Consultant

Jim has 30 years of experience in the fields of accounting and taxation, having spent the first 15 years of his career in California State government as a Senior Accounting Officer as well as a Lead Management and Tax Auditor. Mr. Ornelas has been the principal of his own tax and accounting firm for the last 15 years, having received his CPA license in May 1988. His emphasis is on tax planning and preparation and assisting independent owners for growth.

  Christa Peterson: SBDC QuickBooks ProAdvisor Instructor & Consultant

Christa Peterson is an Intuit Certified Advanced QuickBooks ProAdvisor with over 20 years experience in the accounting field.  She is focused on helping small businesses understand their bookkeeping process by helping them setup, cleanup, and maintain their records using QuickBooks accounting software. Proper QuickBooks setup is essential for accurate tax preparation, loan applications, and good management decisions.

  Greg Roquet: Buying and Selling Businesses, and  SBDC Franchising Consultant

Greg has been involved with franchise activities for the last 29 years. He was a franchisee for 12 years, he was a Vice President for Big O Tires franchise for 13 years, and for the last four years.

  Mike Saccomano: SBDC Internet Solutions Consultant

Mike is a small business owner providing internet solutions to small businesses including, but not limited to, e-marketing, e-commerce, and feasibility analysis.

  John Taylor: SBDC Yolo County Rapid Response Program Consultant

  Bill Teeple: Government Contracting and Marketing

 


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