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Phase I applicants may elect to apply the company’s entire cash match toward business consulting services provided by Washington Technology Center’s list of preferred business consultants (see below) instead of using these funds for research project costs.
Process:
- Prior to proposal submission and upon request, the company is provided with a business consulting service information packet. Contact Sue Hollis at 206-616-3101 or via email at shollis@watechcenter.org, to answer questions regarding this option.
- At the time of proposal submission, the company can elect to use its entire cash match towards the Business Consulting Services from a consultant through WTC’s list of preferred business consultants (see below).
- After the RTD grant awards have been made, the selected consultant will meet for up to an hour with companies who are awarded the grant and have selected the business consulting option. The purpose of this meeting is to determine the scope of work and the schedule of the business consulting project. If both parties come to agreement of the scope of work and schedule of the consulting project, the company will need to execute a set of professional services contracts documenting the scope of work and deliverables of the project. If an agreement cannot be reached, the company is given an option to redirect its entire cash match towards its research project instead.
- If the company decides to redirect its entire cash match towards its research project, a revised budget will need to be resent to the research institution’s grant office for approval and forwarded to WTC. Project will begin after revised budget’s approval is received by WTC.
Phase II and III applicants may use the company’s cash match to fund a portion of the research project. Alternatively, they may elect to use all or part of the company’s cash match to work with WTC’s list of preferred business consultants (see below).
Process:
- Teams interested in pursuing the Business Consulting option should contact Elaine Kong at 206-616-1078 or elainek@watechcenter.org, or Sue Hollis at 206-616-3101 or shollis@watechcenter.org.
- Once a team has selected a consultant from the list of preferred business consultants (see below), discussions should begin early in the proposal process to allow ample time for formulating a meaningful business consulting proposal and determining the research and business consulting option budgets.
- Teams opting for Business Consulting are required to include in the RTD proposal a project plan approved by the selected business consultant (see project plan outline below).
Business Consulting Project Plan Outline
1. Project Overview
1.1 Purpose, Scope and Objectives
1.2 Assumptions and Constraints
1.3 Project Deliverables
1.4 Schedule, Budget Summary and Payment Terms
Bryan Brewer has worked as a business plan consultant since the year 2000, helping clients raise more than $15 million in angel funding. Prior to that, he has held a number of positions and performed consulting engagements in management, sales, marketing, and technical arenas for organizations large and small. In addition, he has been intimately involved in three startup businesses in the software and Web content areas.
Mr. Brewer holds a Bachelor of Science degree from Florida State University, and has completed graduate studies in law and psychology. He is a graduate of the U.S. Naval Officer Candidate School and served as a Lieutenant JG in the United States Navy. He is married and has two adult sons. He works from his home office on Whidbey Island and travels to Seattle on a regular basis for meetings with clients.
Margaret McCormick
Phone: 206-832-1977
Margaret McCormick, PhD
Margaret McCormick is the President of McCormick Consulting Group, a consulting firm that specializes in assisting early stage companies in a variety of capacities including: strategy, business plan and presentation preparation and market research.
In addition to her consulting work, Dr. McCormick is a partner with Integra Ventures where she leads Integra’s biotechnology investment strategy. She is a Director of PLx, Inc. and an observer to the boards of Tepha, Inc., Ampla Pharmaceuticals and Targeted Growth. In addition, she is the Chairperson of the Biotechnology Scientific Advisory Board of Sigma-Aldrich (NASDAQ:SIAL) and treasurer and on the executive committee of WBBA.
Dr. McCormick has been the founding president of Sapphire Therapeutics (formerly Rejuvenon Corp.), Spectral Genomics (acquired by Perkin Elmer) and Bacterial BarCodes (acquired by BioMerieux). She was formerly with BCM Technologies and McKinsey & Company.
Dr. McCormick earned a Ph.D. in Biology from the Massachusetts Institute of Technology and a BS degree from the University of Wisconsin – Madison.
Dr. Matthew Dunn is Principal of Socratech Consulting, a boutique strategy and technology advisory firm helping companies compete in the networked world economy. Matthew has held many senior positions, including CEO of MusicIP, CEO of Haven Networks, Founding Executive Director of HTNG, Senior VP & CIO of Intrawest Corporation, and multiple diverse positions during 54 dog-years at Microsoft Corporation. He holds a PhD in Digital Media, multiple US Patents, and speaks and writes extensively on digital media and networked-market strategies.
Tom Dorr
Phone: 360-733-4014
Tom Dorr, Director
Current Director of the Small Business Development Center at Western Washington University's College of Business & Economics since September 1996. Tom has spent over 14 years working in small businesses. His experience includes start-ups and turn-arounds in high-tech electronics, telecommunications, and industrial manufacturing where he was instrumental in expanding their businesses and reaching profitability. His strengths are in sales and marketing strategies, new product development, distribution channels (domestic and international), manufacturing issues, and financing. At the SBDC, he has provided over 3,000 clients with small business counseling services that support economic development in the form of capital investment, increased sales, developing new programs, export assistance and pursuing new sources of funding. He has helped raise over $100 million in new investments and create or save over 3,000 jobs for his clients over the last 12 years.
Aaron Ignac, Assistant Director
Aaron has conducted and managed research for the past nine years, and his work has spanned from healthcare to social research organizations. His strengths are in guiding researchers, project management, statistical analysis, and report writing. At the SBDC, he provides research oversight and guidance to a staff of seven researchers, develops standard operating procedures for research procedures, creates professional development curriculum for the Research Center, and manages relationships with 29 business advisors in the 24 SBDC centers across the state.
CJ Seitz, Certified Business Advisor
CJ received a bachelor degree in Accounting and a master’s degree in business administration from Western Washington University and has held several leadership positions in Bellingham nonprofit organizations. She has owned her own business and brings strong financial analysis and marketing skills to clients. CJ has counseled over 200 businesses and generated over $5,000,000 in new investments and over 200 jobs saved or created for her clients in the last two years. CJ’s experience and passion for business development has helped make her clients more competitive and successful
Kevin Hoult, Certified Business Advisor
Kevin entered the business world in the early 1970s in management. Hired in an executive capacity in 1983, Kevin’s responsibilities grew to include marketing, financial analysis, risk management, human resources management, information systems integration and web technology. Kevin earned his MBA from Washington State University in 2001 and has counseled over 200 businesses and generated over $5,000,000 and saved or created over 200 jobs for his clients. He brings a unique blend of technology skills with marketing focus.
Debra Lee, Business Advisor
Debra joined the SBDC in 2007. Before coming to the SBDC, Deb served in senior management positions in real estate, oil refining, and hotel management. She has over 18 years of business experience in Honolulu and an equal amount of time in Washington State. Deb earned her MBA from the University of Hawaii.
Eric Grimstead, Business Advisor
Eric has over 15 years experience in marketing, business development, accounting, and he has also been a small business owner. He has earned a Bachelor’s in Business Administration from the University of Puget Sound. Eric brings a unique experience in financial analysis, marketing and technology applications to his clients.
Below are examples of Washington companies that have benefited from Washington Technology Center's business consulting services. Click on the name of the company to view a "case study" of their consulting project and the outcomes from that collaboration.
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