Open Business Advising

Strategy & Planning

 

Strategy & Planning

For business owners or entrepreneurs seeking professional business advising to plan their next steps, make strategic decisions, overcome challenges, and achieve their goals, schedule with one of our Business Advisors.

Schedule an Appointment Below

Having trouble booking? Scroll up to complete your booking.

Looking for Tracy or Lorena’s calendar?

Tracy and Lorena are not accepting any NEW participants, but if you have met with either of them in the past and would like to continue meeting with the same person, click here to schedule with Tracy or click here to meet with Lorena.

Disclaimer:

  1. Specific legal and tax questions are best handled by a lawyer or tax professional. We are happy to talk through your legal and tax questions and if needed, connect you to professional resources that we know and trust.

Frequently Asked Questions

  • Yes — However, if demand is high, we will prioritize BIPOC and/or women-owned businesses in Oregon.

  • No — we can work with any business. However, advisors are most familiar with Oregon-based businesses in a variety of industries including service, manufacturing, construction, retail, food, and home-based businesses. We work with startups, sole proprietors, LLC’s, and S-Corps.

  • Sometimes — You can always book a meeting and run some questions by us. While we can meet with you to discuss your non-profit questions, we are NOT able to enroll non-profits in our long-term support programs due to the limitations of our funding contracts.

  • Yes — The purpose of Open Business Advising is to get you some immediate answers & assistance, build a relationship with our team, assess your needs, create a support plan, and connect you with additional services, resources, and programs as needed.

    After a few meetings, you may be invited to apply for our GroundWork program. Those accepted into this (FREE) program will be able to continue to access our advising services, as well as many additional benefits to enrollment. Eligibility criteria applies, and not everyone will be eligible to continue support. If we are unable to continue working with you, we will do our best to direct you to appropriate resources.

  • No — If we do offer in-person meetings in the future, we will update this page.

  • Yes! — We offer this in Spanish, and English with Interpretation.

  • Tracy and Lorena are not accepting any NEW participants, but if you have met with either of them in the past and would like to continue meeting with the same person, click here to schedule with Tracy or click here to meet with Lorena.