Our Resources

Years in business

started 2001

Special designations, certifications or honors

• Certified Divorce Mediator

Target business size

Start-ups/small/medium size businesses 500K - 50Mil in annual sales, 1 to 100 employees, all industries, especially Creatives & Architects.

Geographic Area Serviced

• National: currently in NY, NJ, CT, GA, TX, FL, CA

Previous clients

• The Rockwell Group, Tirschwell & Co., Inc, Milestone Images LLC, Callahan Inc., Lothrop Associates, Jewels of SouthEast Asia LLC., Zlokower Company.

Services – Long Description

Profit Acceleration Mastery - Your Roadmap To Success. Work with me and have increased earnings and revenue, make more money and keep more of your money. Your profits are your profits. Susan De Robertis brings over 25 years of experience in finance and accounting, providing services as a CFO for Hire, Business Coach and Public Speaker.

Testimonial

(Business owner) was an outstanding financial manager for my public relations firm for nearly 15 years. Trustworthy, a great problem solver, well-organized, and adept in human relations - I highly recommend "consultant"!

Case Study

The Situation: International. Architectural & Design Firm experienced massive growth and grew from 80 to 200 employees in one year. The Problem: Existing Systems no longer worked, no Accounting Department Head, no Financial Forecasting, and no Revenue Flow. The Consequences: No Cash Flow - $8 Mil in Receivables and no way to bring it in. The Results Produced: Systems were put in place and communication was established with Fortune 500 Clients ( Disney, Sony, Nobu, Planet Hollywood ) - resulting in $1,000,000 in cash received within 8 weeks. $5,000,000 in cash received within the year. Financial planning & forecasting established - CEO’s financial goals realized; he wanted a $250,000 bonus quarterly for himself and the "consultant" made sure he got it! How did the "consultant" do it: Communication and mediation skills were key in negotiating with clients, their legal teams, and their studio heads. All players had to be brought to the table. Most importantly - the "consultant," asked each client why they did not honor the invoices and pay them. ALL of the clients answered the same - they did not understand the invoices and they were not in accordance with the contracts. The "consultant," read each contract, verified the information, and had the invoices revised to reflect the contracts so that the clients could process the payments. The "consultant," saw to it that each and every client was satisfied with the process.

Years in business

102, since 1920

Special designations, certifications or honors

• MWBE, MAS (Master of Ad Specialties)

Target business size

Small, Medium and large businesses, non-profits and universities

Geographic Area Serviced

• USA, International

Previous clients

• Credit Agricole, CIB, Roland Foods, ABC-TV, NY Times, Columbia University, Washington University in St. Louis.

Services – Long Description

Since 1920, we’ve been helping Companies, Non-Profits and Universities achieve their goals through the use of corporate and promotional gifts and awards. In addition, we make display materials so that our customers remain visible and remarkable.

Testimonial

"I wanted to take this opportunity to thank you and your team for the invaluable customer service that you have provided to our organization over the past few years. Your professionalism and diligence with all projects has been stellar. Your team has always done whatever it takes to go above and beyond to ensure that we are completely happy with the finished product. The emphasis is very much on the client which is the reason we trust in your business and quality of service." "Thank you for always being so readily accessible and placing our needs and satisfaction as the priority. This does not seem to be as common in the sales industry and we recognize your drive and enthusiasm to assist our office with our product goals. The truth is that we have worked with other vendors in the past and there is simply no comparison to the excellent communications and overall business relationship that we have developed with you all." "We very much look forward to our future business with Larick for many years to come. Thank you for all that you do!" “I really appreciate you along with your staff. You always helped my A&S team secure great merchandise as gifts for our alums and donors. I’m glad to say good things about your company. "

Case Study

Situation: A university was having a reunion. Their goal was a) to make their attendees smile, b) continue to show-off their university affiliation (to make these attendees feel good about being graduates) and c) encourage donations. The university wanted to give them all tee shirts. Fine. But what kind of tee shirt. Why would any attendee choose to wear those particular shirts vs. any of the many others they would certainly own? What we did: Our solution was to get a better, softer tee shirt that would be preferred to all those other shirts. This way, they would a) advertise the school more vs. less; b) feel better and better about their school and their superior gift and c) enhance the relationship between the attendees and the university, thereby increasing the possibility of increased donations. Results: The university received many positive responses from their event attendees. They were so happy with these shirts that they have continued to use this brand of shirt for the last 12 years, even though it costs a little more. They feel it’s well worth a small extra expenditure to get the results that they wanted.

Years in business

Since 2006

Special designations, certifications or honors

• Certified Women Business Enterprise for NYC, NYS, PANYNJ, Certified Business Coach, Conversational Intelligence Certification, Certified to administer various behavioral assessments, author of 2 books and multiple articles

Target business size

Corporate, Government, not-for-profit, organizations $5-150 mil in annual revenues, any industry

Geographic Area Serviced

• USA, International

Previous clients

• NYC – various Departments, UBS, The Foundation for Defense of Democracies . Goodwill Industries, MoMA, Awisco, ARC, Industrial Technical Assistance Association, Brooklyn Navy Yard, Frenkel Benefits, Sprout, Acme smoked Fish, Ice Dance Theater, B-Squared, Linda Hamilton, CPA, LS Power, Patina Rentals, Savignano CPA,

Services – Long Description

We offer professional development for leaders through coaching executives to think bigger, resolve conflicts, improve emotional intelligence, reveal blind spots, enhance corporate culture and lead their organizations confidently. We provide an objective mirror so a leader can get unbiased feedback to explore and grow. We also work with senior leadership teams to: - help the company become the company everyone wants to work for - improve communications and collaboration. - address productivity in intercultural environments - provide training on remote team management and team building - build customer service skills and design the customer journey - assess job openings and candidates to find good matches and reduce mis-hires - train and coach managers to become performance coaches because people don’t quit companies, they quit their managers. We use 360 assessments to help leaders develop specific abilities. We also work with assessments that measure communication, motivation, soft skills, decision making and emotional intelligence.

Testimonial

"Being part of a rapidly growing startup environment creates many opportunities as well as challenges. As I’ve taken on new roles along our growth curve, my coach has helped at each stage by coaching me in a variety of ways. She’s helped in letting go of past duties, transferring those activities to direct reports, and carving out new responsibilities in my new roles. Since the dynamics and responsibilities of operating at higher levels of an organization differ compared to lower levels, receiving advice on obstacles and opportunities involving people, politics, and other challenges, has greatly helped frame the right conversations at the right times. Her non biased point of view on difficult situations provides a fresh angle to obstacles and opportunities that may have otherwise gone missing." --Operations Manger , Private Equity Firm

Case Study

Situation; An Executive director of a nonprofit was leading his organization through the challenges of the pandemic. The team performed in-person services while dealing with staff shortages, internal conflicts, less-than-effective legacy employees in key positions, accountability and delegation issues. As a result, client services suffered, morale was low, and he took on too much of his employees’ work, negatively impacting his own work/life balance. Action Taken: He invested in executive coaching over 12 months to improve his abilities to develop and manage others, engage and mobilize his team and create a high performance culture. Results: Observers gave him high ratings in improved delegation, new hires, enhanced team dynamics, and an improved culture for both employees and clients. The time realized by improved delegation and accountability was used to create innovative programs and find additional cost/expense savings. The total amount monetized was $59,363; a ROI of 889.4% when coaching expenses were taken into consideration.

Years in business

35

Target business size

Startups and Solopreneurs

Geographic Area Serviced

• USA/CANADA

Previous clients

• Patriotic Insurance (https://insuranceleadership.com)
• True Compare PEO (https://truecomparepeo.com)
• Avision Design Group (https://avisiondesign.com)
• BESA Home Mortgage (https://besahomemortgage.com)

Services – Long Description

DIGITAL MARKETER & WEB DESIGNER. From the strategy to the execution we help small businesses thrive on the web. My education started at The University of Michigan (BA) and continued at The University of Notre Dame (MBA Marketing). I worked on major mass market brands at Leo Burnett Advertising and Tracy Locke (McDonald’s, Kraft, Pepsi), and then helped build and sell a company called Screenvision. After years selling advertising in non-traditional media brands, I became the Chief Marketing Officer at X10 Therapy where I continue to create marvelous marketing for that organization each day. In addition to that wonderful work, today I help small businesses grow leveraging my deep knowledge of marketing strategy and practice. We usually start with building a website and then build out marketing programs from that.

Testimonial

"PJ does amazing web development work and works quickly. He built out our radio station website within two weeks and has been maintaining it since then. I can say only good things about the work that he does." - Eitan Battat "We are so proud of our Open Nesters website - a site for people in Act III of their lives. PJ and CMO write blogs, produce and syndicate our podcast, and created our marvelous site". - Stacey Krone "My website is my business. I am so glad that I trusted PJ Ewing and CMO." - Esther Russell.

Case Study

The $500,000 YouTube Video. Situation: X10 Therapy needed more business and wanted to make a difference in the lives of its clients and potential clients. Action: CMO did a video shoot, edited the footage and placed the video on YouTube. Results: Shortly after placement organic views started to come in. And phone calls and emails. One video on YouTube and nine (9) years later that video is worth $15,000 per week in new business for X10 Therapy. It is the golden goose that keeps on laying eggs for the company. You can learn more at https://x10therapy.com.

Years in business

9

Special designations, certifications or honors

• Winner of Addy Award for copywriting

Target business size

Small to mid-size businesses from 1 to 40 employees, any industry

Geographic Area Serviced

• USA

Previous clients

• L.H. Frishkoff Tax and Accounting Services, Rici Curly Hair Products, Top Hat Home Services, The Pretty Pink Rooster clothing boutique, Corporate Insight, SolarKal commercial solar advisor

Services – Long Description

Branding, marketing strategy, logo design, web site design and content creation, writing of blogs, email marketing campaigns, social media posting, press release creation and distribution.

Testimonial

“This firm helped us build our company’s marketing plans from the ground up. The owner is highly strategic, with an eye on the tactical execution as well. As an integral part of our marketing team, she created marketing and sales processes that can be used across any of our verticals. She is a flexible team player who can be counted on to pitch in at a moment’s notice. She and her team also helped us determine our company messaging and creative design. I highly recommend this company for any organization that needs new direction or a fresh perspective." Shari W., Sr. Marketing Manager, Corporate Insight

Case Study

The company was in chaos. Making money, but in chaos. New products were being created monthly, without a plan or proper communication to the sales team. The website was outdated. Social media was being used infrequently and incorrectly. Our firm worked with the Research, Product and Sales teams to improve communication, build out a Product Launch marketing plan, create a social media calendar and completely revamped the website design and content. We also instituted additional lead generation for the Sales team through monthly webinars and worked with Sales on a timely follow up plan. There are no longer any surprises or playing catch up. There is a clear plan in place with multiple marketing action steps for each new product. The sales team receives highly qualified leads through the webinars and has an email funnel in place to follow up with these leads. The social media channels are being used for valuable and timely content, using the proper hashtags. The new website is SEO friendly. It's up and running, better reflecting the sophistication of their customers .

Years in business

since 1983

Special designations, certifications or honors

• Certified Senior Advisor

Target business size

We work with small to mid-sized businesses (up to 1,000 employees), franchises, associations, and chambers of commerce

Geographic Area Serviced

• National for self-insured plans, NY, NJ, FL, CT for fully insured plans

Previous clients

• Glen Ridge Country Club, Multimedia Solutions, Central Park Physical Medicine, Hand Over Hand, Meadowland’s Chamber, Metro Builders & Contractors Assn.

Services – Long Description

While employee benefits represent a business’ second highest expense, it is not something business owners like to pay attention to. We take this burden off employers. We will survey your employees to find out what they use and need, review plans design, utilization, demographics, cost level, funding methods, administration fees and services. We will research the market, provide you with reliable information to decide on plan design, employee contributions and budgeting until we have designed the perfect plan for you. We make business owners look like heroes to their employees. But we don’t stop there. Throughout the year we are available to monitor results, resolve claim and billing issues, keep you appraised of legislative updates, and prepare for the next renewal. The Employee Benefits Advisors Group was formed by handpicking experts from every related field to allow our clients to get the advice they need from the best minds available. We see business owners all across the country struggling under the burden of ever-increasing health insurance premiums and legislative mandates that don’t make a lot of sense to them. Because this is not the main focus of their business, many business owners ignore benefits resulting in overpaying for plans that don’t address employee needs and can ultimately lead to reduced productivity, loss of employees and reduced profits, not to mention tax penalties. Our relationships with our clients is not a once-a-year thing. Throughout the year we monitor the frequency and severity of claims utilization to identify potential cost drivers. We service claims and billing issues, provide legislative updates, and keep them informed about new offerings appropriate for the employees. We will also assist you in the negotiations with your current insurers and healthcare providers.

Testimonial

Executive Director of a large Physiatrist Practice: "I have worked with Patti for many years. She has consistently found us the right coverage for our employees at a competitive price and always seems to know when to make changes, Last year she saved us $54,000!"

Case Study

A client was referred to me because she was unhappy with her current broker who did not inform her about the ACA limits on employee contributions towards health insurance premiums, resulting in a tax penalty. The prior year, the broker had put her in a plan that went bankrupt. After reviewing all of the current benefit programs – health insurance, dental insurance voluntary benefits, 401(k) plan and executive benefits, I received broker of record appointments and proceeded to work on the most urgent issue: the health insurance plan that was about to renew. The company had 90 employees, but only 30 were enrolled in the plan. This creates a challenging situation because they cannot be shopped as a small group and have to go through large group underwriting. Many carriers don’t like groups with low participation like this. In addition, the current carrier gave them a 16% increase; partly due to two pregnancies and partly to recoup COVID claims over the past year. Fortunately, I was able to obtain proposals from a couple of carriers for level funded plans. These are self-insured plans where the premiums are billed on a level basis each month so as not to wreak havoc with an employer’s cashflow. At the end of the year the claims paid are reconciled and a percent of the overage (if any is refunded). The health insurance costs were substantially reduced from the renewal, there was a good network match (always a consideration when changing carriers) and the dental plan was improved.

Years in business

Since 2006

Special designations, certifications or honors

• Certified Visual Presenter Compton P-ESL and LD Certified Women Business Enterprise for NYC, NYS, PANYNJ

Target business size

Corporate, Government, not-for-profit, organizations $5-150 mil in annual revenues, enterprises, all industries

Geographic Area Serviced

• USA, International

Previous clients

• NYC, Pfizer, Price Waterhouse Coopers, LTD, Citigroup, American International Group, Harry Winston

Services – Long Description

Group and individual work to improve presentation skills, grow confidence and enable career growth. We provide interactive workshops like ‘Communicate with Power, Purpose and Impact’ that help employees improve their communication and presentation skills with colleagues, clients and upper management. We do customized work with individuals and groups to provide professional development in this area. In addition, we work with non-native speakers to reduce their accents and help them become more effective in interacting with others in English based environments.

Testimonial

“The training is not only very useful as usual but also adds a lot of practical value to my current work. The practical and current application of the training is definitely beyond my expectation. The remote approach works brilliantly and if anything adds value in terms of time, focus, energy, and ability to record. I also grew in confidence.”

Case Study

I looked up this company after my promotion was blocked by senior management over concerns about my communication and professional presence. I was completely devastated. My speech coach helped me through this difficult time in my career on many levels. She provided objective feedback, practical tips to improve on whatever area I was concerned about that week, and occasionally, a shoulder to cry on. She was instrumental in helping me improve the impressions I was making at work and in job interviews. Less than 5 months after working with her, I got a job offer at a fantastic company, and credit her for getting my career back on track.

Years in business

Since 2006

Special designations, certifications or honors

• Certified Women Business Enterprise for NYC, NYS, PANYNJ, Certified Business Coach, Conversational Intelligence Certification, Certified to administer various behavioral assessments, author of 2 books and multiple articles

Target business size

Corporate, Government, not-for-profit, organizations $5-150 mil in annual revenues, any industry

Geographic Area Serviced

• USA, International

Previous clients

• NYC – various Departments, UBS, The Foundation for Defense of Democracies . Goodwill Industries, MoMA, Awisco, ARC, Industrial Technical Assistance Association, Brooklyn Navy Yard, Frenkel Benefits, Sprout, Acme smoked Fish, Ice Dance Theater, B-Squared, Linda Hamilton, CPA, LS Power, Patina Rentals, Savignano CPA,

Services – Long Description

We offer professional development for leaders through coaching executives to think bigger, resolve conflicts, improve emotional intelligence, reveal blind spots, enhance corporate culture and lead their organizations confidently. We provide an objective mirror so a leader can get unbiased feedback to explore and grow. We also work with senior leadership teams to: - help the company become the company everyone wants to work for - improve communications and collaboration. - address productivity in intercultural environments - provide training on remote team management and team building - build customer service skills and design the customer journey - assess job openings and candidates to find good matches and reduce mis-hires - train and coach managers to become performance coaches because people don’t quit companies, they quit their managers. We use 360 assessments to help leaders develop specific abilities. We also work with assessments that measure communication, motivation, soft skills, decision making and emotional intelligence.

Testimonial

"Being part of a rapidly growing startup environment creates many opportunities as well as challenges. As I’ve taken on new roles along our growth curve, my coach has helped at each stage by coaching me in a variety of ways. She’s helped in letting go of past duties, transferring those activities to direct reports, and carving out new responsibilities in my new roles. Since the dynamics and responsibilities of operating at higher levels of an organization differ compared to lower levels, receiving advice on obstacles and opportunities involving people, politics, and other challenges, has greatly helped frame the right conversations at the right times. Her non biased point of view on difficult situations provides a fresh angle to obstacles and opportunities that may have otherwise gone missing." --Operations Manger , Private Equity Firm

Case Study

Situation; An Executive director of a nonprofit was leading his organization through the challenges of the pandemic. The team performed in-person services while dealing with staff shortages, internal conflicts, less-than-effective legacy employees in key positions, accountability and delegation issues. As a result, client services suffered, morale was low, and he took on too much of his employees’ work, negatively impacting his own work/life balance. Action Taken: He invested in executive coaching over 12 months to improve his abilities to develop and manage others, engage and mobilize his team and create a high performance culture. Results: Observers gave him high ratings in improved delegation, new hires, enhanced team dynamics, and an improved culture for both employees and clients. The time realized by improved delegation and accountability was used to create innovative programs and find additional cost/expense savings. The total amount monetized was $59,363; a ROI of 889.4% when coaching expenses were taken into consideration.

Years in business

Since 2006

Special designations, certifications or honors

• The only crisis management training program with SAFETY Act designation by the Dept. of Homeland Security

Target business size

All organizations. Schools, Health Care, Police Departments, Fortune 500, State and Federal facilities.

Geographic Area Serviced

• USA, International

Previous clients

• Not allowed to list clients on any website.

Services – Long Description

The Red Ball Drills® are a live, “All Hazards” exercise, with NO trauma, NO interruption to work hours, and TOTAL control over who participates. With over seven years of proven outcomes, the Red Ball Drills have been trusted globally to provide live, trauma-informed training which treats participants like subject matter experts. We have conducted the drills domestically and internationally for:  Fortune 100 Headquarter Buildings and Corporate Campuses  Schools/Universities/Daycare Centers  Commercial Properties and Offices  Mining Facilities  Healthcare Facilities (large hospitals, small behavioral health clinics)  Distribution/Manufacturing Facilities  Major League Sports  Non-governmental Organizations (NGO’s)  Esport Events  5 Star Hotels  Stadiums, Convention Centers, Concert Halls, and Arenas  Native American Tribal Facilities The Red Ball Drills program is the only workplace violence/crisis training program recognized by the U.S. Department of Homeland Security (DHS) with SAFETY Act designation. The program provides a comprehensive, process focused approach, utilizing proprietary methodology. Our consultants lead “live” scenarios and in-depth discussions with participants to identify critical information for improving existing policies and procedures or developing new plans. We designed the proprietary Red Ball Drills to provide site-specific recommendations which provide useful protocols and crisis management policy. The red ball acts as an engagement tool, to indicate the exercise has begun. The RBD moderator controls the exercise by leading the conversation, asking questions, and recording observations from participants. All consultants who work at the client site are able to adhere to any pandemic protocols which may be in place for the facility. Additionally, scenarios can be run remotely for staff members who are currently working out of the office.

Testimonial

The Red Ball Drills® program brought a different yet effective method for training staff in our facilities. We believe that the ability to conduct a live drill without interrupting operations has allowed for exponentially higher accessibility to this training as it provides more opportunities to administer the training given its flexible methodology. -- Chief of Protective Services, Cleveland Clinic We’ve worked with Experior Group and Aric Mutchnick since June 2016. Since then we’ve run numerous events and numerous Red Ball Drills® . They have helped me to feel more confident that our security presence and activities are more front-of-mind than they used to be. But more importantly, they help our volunteers and support staff to feel trained without feeling scared. --General Counsel, Esports Company The innovative methods of training offer information presented in a calm environment for our employees to learn the advance preparations that could be their means of survival in a stressful situation. Employees have noted that the training has them feeling more prepared in the event of damaging activities occurring within our offices. PBS senior management feels that the training has improved our office environment by offering techniques that our employees can apply to either the time they spend in our office or anywhere in their day to day lives that will aid them in any potentially harmful situations.” --Director, Facilities and Administration, Public Broadcasting Service (PBS)

Case Study

911 Dispatch for Major Hospital System While conducting the Red Ball Drills in the cancer center of a large health care network, many of the participants indicated that in the event of an active shooter they would call 911. The RBD Moderator decided that it would be prudent to run a drill at the 911 dispatch. Upon arrival, the role player (RP) presented the ball to a 911 dispatcher. Although she became a bit nervous when the ball appeared, the Moderator explained that the drills were not a test, but rather an opportunity to have a discussion of process based on her knowledge. At this point she relaxed and the Moderator explained the scenario was that she receives a call from the cancer center claiming that there is an active shooter on site. The participant had been on the job for 16 years and expertly launched into the questions she would ask the caller. The Moderator stopped her after a moment and asked when she would send police response. She responded that their policy was to dispatch police after all the information was gathered from the caller, so it could be relayed to police enroute. Moderators always carry a stopwatch and asked her to go through the standard questioning process so he could time it. Her questions consisted of a description of the suspect, details from the scene, and more. It took one minute and forty-three seconds to complete her questions (without the time it takes to answer.) This could mean four to five minutes to actually go through the process, before police are even dispatched to scene. The Moderator asked if she could simply ask for verification of a weapon or shots fired and then send response. Then they could ask the follow up questions. She responded, “You know, now that we are talking about it, that makes sense. I could easily gather the information and relay it to responding police at the same time.” At this point, the 911 dispatch manager approached and said, “I am listening to this and I cannot believe we have not had this discussion before.” The Moderator replied that the point of the RBD program is that it provides a dynamic of conversation which leads to incredible process improvements. The Moderator asked how policy could be changed and the dispatch manager indicated that he would send an email to his boss immediately to notify him of the change and all dispatchers would be trained on the new policy by 9am the next morning. In one RBD discussion, we had saved four to five minutes of police response time to an active shooter event, and provided immediate process improvement.

Years in business

Since 2013

Special designations, certifications or honors

• Board Member Child and Family Resources of Morris County, NJ Contributing Author of upcoming treatise to be published by LEXIS NEXIS on Employment Contracts (anticipated publication date May 2024). Guest author on Law360.

Target business size

Small to mid-size businesses, i.e., from 5-500 employees ideally, any industry.

Geographic Area Serviced

• Licensed in NJ and NY, can also work with employers elsewhere on federal legal issues as long as I am not appearing in another state’s courts.

Previous clients

• 1. Liquor distributor in NJ with about 800 employees; 2. Company providing tag labels technology for optics and jewelry in NJ, about 30 employees. 3. Employee and Tenant background screening company in NJ (about 10 employees). 4. HR Consulting firm in Rochester, NY area, about 5 direct employees that has multiple clients for whom my client needs legal review, advice, consulting, etc., 5. Reverse logistics company in Brooklyn NY, specializes in repair and diagnostics of consumer electronics (about 40-50 employees).

Services – Long Description

As an employment attorney, I use my knowledge of employment law to encourage employers to make a paradigm shift in how they relate to their employees and foster a healthier work culture. Lawsuits are avoidable. Audits with steep penalties are avoidable. High employee turnover and its attendant costs are avoidable. Damage to the employer brand and company brand is avoidable. The employer sets the tone for the relationship it will have with its employees. In turn, employees are either the employer’s biggest liability or biggest asset and best brand ambassadors. Using employment laws as a baseline, this is where I help. Actual services include, without limitation: evaluation of current practices, review of policies, employee handbooks, implementation of new policies and practices, informal mediation of internal disputes, monitoring compliance with policies, procedures, and laws, training tailor-made for the client on hot-button employment topics such as DEI, disability accommodation, pay equity, wage and hour issues, I-9 issues and many more. I have also walked employers through difficult terminations designed to ensure safe, amicable outcomes. The above is not an exhaustive list of the services I offer.

Testimonial

"As a business owner and attorney, Janette knows the importance of building strong, lasting relationships with clients. She takes the time to listen and understand their situation, explain the options, and ensure everyone is on the same page before taking action. Janette's legal expertise is second to none, and her dedication to helping her clients do what is right for them is limitless. As a human resource consultant, I am very cautious about who I recommend to my clients. I'm happy to say Janette is my "go-to" attorney when a client needs employment-related legal advice as well as when I need legal assistance. (HR Consulting Firm for whom JSL provides legal services)." "Janette is exceptional! Her expert guidance, timeliness, and understanding of how to meld disparate perspectives are among the best I have witnessed. I can always rely on Janette to accurately determine requirements and work to achieve mutually beneficial decisions among all parties involved. Federal and State Legislation can be complex and difficult to understand, but Janette is able to quickly ascertain how alignment can be accomplished. I look forward to continually working with Janette in the years to come and recommend her unreservedly to those seeking professional judgment and sound advice. (Management Consulting Firm for whom JSL provided legal services)." "I enjoyed being an internal client of Janette's for six years. She guided me through the ins and outs of employment law in the ever-changing staffing industry. Janette was a relied-upon resource for lease agreements, contract negotiations, and more. Her advice kept me in compliance and out of court! Her calm demeanor, patience and pleasant interaction made turned my legal seas into smooth sailing. It's my pleasure to recommend Janette! (VP of a staffing firm in NJ where JSL worked as in-house counsel)."

Case Study

Part I – Client needed to terminate an employee who was showing up to work under the influence of alcohol after multiple chances to seek treatment. Employee’s performance suffered; employee was also behaving in a somewhat threatening manner toward co-workers. Client wanted to effectuate a smooth separation. The employee appeared to be less than stable and also owned multiple guns. The client was concerned the employee, if angry would return to the premises with a weapon. Part II- My firm worked with the client to put together a severance package for the employee, and to plan a private meeting with the employee early in the day before other employees would be present. We walked the client through the process of terminating the employee’s employment and securing the premises post-termination (got all badges and keys back, alerted the front desk not to let the employee into the building, reached out to local authorities, etc.) Part III- The termination went smoothly. The former employee signed a severance agreement, which protected the company from lawsuits. The former employee reached out to the company president with questions. The client and the former employee were able to remain civil thereby avoiding any type of post-termination confrontation.

Years in business

Since 2014

Target business size

SMBs, Real Estate Investors, Trucking, Cyber Security, Wedding Venues

Geographic Area Serviced

• NY, NJ, PA, CT, VA, CO, MO

Previous clients

• FPS Apparel (A global t-shirt manufacturer), Field of Dreams (Large scale day care center), Various Amazon Trucking companies

Services – Long Description

We lead with education and advising our clients on the risks they face in the marketplace. Using this consultative approach puts our clients in a solid position to grow and thrive. We are veteran owned and with with Save a Suit to assist our veterans with the transition back into civilian life. https://www.saveasuit.org/

Testimonial

"I have been working with Rob for my business insurance needs for my small business. He is an invaluable resource of information and consistently goes above and beyond in helping me handle any insurance needs I have. Much appreciated."

Years in business

15 years in the industry

Target business size

Small-Medium Businesses B to C – Our end product is for any business with a brand name to protect B to B – Businesses that advise or service other businesses (Ex: Web Design, Graphic Design, Business Strategist, Business Coaches, Incubators) Financial Advisors, Accountants, Attorneys, Start-up advisors

Geographic Area Serviced

• USA

Previous clients

• FLOW TECHNOLOGY, JST.B, AAST

Services – Long Description

We help clients save money and avoid legal issues by providing research on any potential brand name, business name, logo, or slogan the business is considering using. The research includes a review of US federal trademarks, state trademarks, and international trademarks, as well as review of use on the Internet, Facebook, Twitter, LinkedIn, and Instagram, Walmart and Amazon. We provide a summary to review the availability of the desired trademark so the client can make an informed decision as to whether to utilize the trademark.

Testimonial

"Trademark Prospector helped me research my Brand name, because I wanted a brand name that I could protect as a federal trademark. Now, I have a brand name that passed federal trademark examiner inspection and is federally protected. Check out my unique fashion brand at www.SheerTheBrand.com." - Sheer Sebag, Founder of Sheer LLC

Case Study

1) Client had a food product that it wanted to sell in a major retail store but the major retail store required the brand name to be trademarked. 2) Client ordered trademark research from Trademark Prospector on the current brand name. 3) Research revealed an inability to federally register the current brand name, and, therefore, Client chose a new brand name. 4) Client ordered trademark research on the proposed new brand name from Trademark Prospector. 5) The new brand name passed the research review, and client went on to utilize the new brand name and to eventually secure a US federal trademark on the brand name.

Years in business

Since 2006

Special designations, certifications or honors

• Certified Women Business Enterprise for NYC, NYS, PANYNJ, Certified Business Coach, Conversational Intelligence Certification, Certified to administer various behavioral assessments, author of 2 books and multiple articles

Target business size

Corporate, Government, not-for-profit, organizations $5-150 mil in annual revenues

Geographic Area Serviced

• USA, International

Previous clients

• Luxholdups, Rosenthal Law Firm, Bischof & Bischof, Calderon Locksmith, United Print Group, Hey Viv, Interwest United Insurance Group, Tom Martin Media, Moped, York Building Services, Rainbow Movers, Art-Trope, Custom Plastics, Daddy-O Productions, Gastronomie 491, Go Baby, Goldstein Law Firm, Joseph Rosenfeld, Cowart Photography, Ryan Consulting Engineers, Tamara Magel, Vooren Films,

Services – Long Description

Most business owners take more time to plan a vacation than they do to plan the growth of their business. We guide you through the creation of your business plan whether if it’s to be used operationally, or to seek a loan or to seek an investor. We coach you to think strategically, stretch your ideas of what’s possible, and plan timelines and milestones. We facilitate the process with your stakeholders, so all voices are heard and there is improved implementation of the finalized plan. We work with business partners, so they communicate well and lead the organization with one voice. We then hold you and other senior leaders in your company accountable to accomplish assigned goals and KPIs (key performance indicators). We also facilitate other high stakes meetings to address conflict resolution, client listening sessions, stakeholder interviews, annual partner reviews, etc.

Testimonial

“The founder of Driving Improved Results is my executive coach and has been instrumental in helping me navigate the challenges of this latest growth stage for Luxholdups. She has a unique ability to see a situation from 10,000 ft; whether it’s building a team, delegating more effectively or managing different personalities. Her advice and approach is thoughtful, goal oriented and enthusiastic.” CEO, Luxholdups

Case Study

Situation: A and B became partners in a new tech startup because they wanted to create a business. They shared a vision for a solution that could be used to solve a particular problem. They also heard from venture capitalists and other tech strategists that partnering was encouraged. A was very numbers oriented, progress was measured by stats, views per page, pay per click. His view of their strategic planning was data driven. B was more people oriented, focused on the customer experience, customer service, having non-web strategies to support the business outcome. Not only did these two orientations affect business strategy, it effected how they worked together. B took some time off to handle family issues and A resented it because he would not have made the same choice. Action: A and B hired this business coach to work out their differences. She coached them to rediscover why they had chosen each other in the first place, and helped them reestablish trust, empathy and likability. Then in that space of using the prefrontal cortex, she debriefed assessments so they could objectively look at their similarities and differences. They then looked at options for moving forward, dividing duties, growing different parts of the company, using scarce resources in various ways. Results: A and B decided to break up their partnership. They continued as friends respecting each other’s different points of view. They came to the conclusion that, as a startup, they couldn’t work together when they each wanted to follow such different strategies to grow the company. And the resources weren’t present to do both simultaneously.

Years in business

15

Special designations, certifications or honors

• University of Miami Law School, Order of the Coif (Honor Society)

Target business size

$0 – $3 million in annual sales, any industry

Geographic Area Serviced

• New York, Maryland, Washington DC, Florida

Previous clients

• Can not disclose due to attorney client privilege

Services – Long Description

Business Formation, Trademark Filing, Copyright Filing, Website Terms and Conditions, Contract Drafting and Review, Employee Documentation, Employee Handbooks, Non-Disclosure Agreements

Case Study

Services Agreement A business was doing business on a handshake without a contract. They had a dispute with the client over what was ordered and what was owed and had no good documentation of the order or amounts due. To avoid this in the future, the Business sought contract drafting from our firm, which helped them draft a robust Services Agreement. After they implemented their Services Agreement with their clients, they had specific terms of what was ordered, due dates, amounts due, and they had an agreement to enforce in court if the Client breached the agreement. Timely Trademark Filing A business came to our firm because they wanted to be able to keep other companies from operating under its business name in similar fields. After performing trademark research to ensure availability, we filed the business name as a trademark with the USPTO. A few weeks later, another business tried to file the exact same name with the USPTO for the same goods and services. Because the client filed its trademark timely, it was able to keep the other business from filing the trademark and using it.

Years in business

Since 2006

Special designations, certifications or honors

• Certified Women Business Enterprise for NYC, NYS, PANYNJ, IASSC Lean Six Sigma Master Black Belt, PMP

Target business size

Corporate, Government, not-for-profit, organizations mid and large size as well as enterprises, all industries

Geographic Area Serviced

• USA, International

Previous clients

• Glaxo SmithKline, Elnser Engineering Works Inc; Interplex Organization, Tenneco, Continental Food Service, NYC Department of Transportation, , Finance Ministry of Mongolia, Commonwealth of PA, Stone and Webster, Philadelphia Gas Works, Exelon, Delaware River Port Authority, Port Authority of NY/NJ, SEPTA, Amtrak, Central Pennsylvania Transit Authority, Temple University, Harrisburg University, Temple Univ Hospital, US Environmental Protection Agency, Army Corps of Engineers, City Government of Morrow, Georgia

Services – Long Description

Offering training and consultation on Project/Program/Portfolio Management, Lean Six Sigma, Process mapping, Kaizen events, enhanced productivity, business process improvements and voice of the customer. Our instructor/consultant/mentor is a Project Management Professional (PMP) who prepares your PMs to take the PMP certification exam. Our Black Belt and Master Black Belt Lean Six Sigma instructors/consultants/mentors prepare your staff to master Yellow, Green and Black Belt levels of Lean Six Sigma and get certified at each level. We coach and train your team so they can work independently.

Testimonial

“I’m amazed. Our team was able to improve EBITDA by 40% by having engaged employees focus on goals, objectives, and continuous improvement. I can’t thank you enough for the process improvement tools and guidance using the tools. It really created a sense of urgency towards operational excellence.” --VP, Interplex Organization

Case Study

Situation: The company is Monroe Shock Absorbers, part of Tenneco, and this plant was losing $800,000 per year. Part of that loss was due to overtime. Part was due to shipping costs. Action Taken: We conducted a Lean Workshop and then helped the company to identify multiple opportunities for process improvement. They then worked on their own to implement the improvements. Results: The two improvements saved over $1.2 million on an annual basis. We developed and instituted a new level scheduling policy to replace their previous JIT production schedules. This eliminated overtime and Saturday work. The second improvement enhanced their supply chain processes for incoming parts to link them better with the production schedules. They had been spending almost a million dollars per year on expedited shipment costs to make up for the inefficiencies in these processes.