Swiss Avenue Partners
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Business Expansion Specialists
Swiss Avenue Partners provides business training and solutions for existing businesses guided by smart leaders.
Our team of specialists apply tailored tools, innovation and customized programs to enhance business valuation and leverage human capital.
The focus is on four categories to improve or develop:
- Strategic Planning Tools
- Profitability Modeling
- Generating Revenue
- Structure & Responsibility
For each category we have a set of models that provide the framework and methods to achieve the required momentum.
SANDY BURTON
Sandy Burton is CEO and co-founding Partner of Swiss Avenue Partners.
She has a background in the financial services industry with a combined 8
years experience as a Financial Planner, managing the IPO desk of Everen
Securities in Chicago and then co-founding her own independent asset management
company in Austin, Texas. This was followed by 5 years with an Australian-based
business coaching company managing the Texas office and later, as a senior
member of the San Francisco headquarters for that company. Sandy has
significant experience in managing growth in mid-market businesses and
is now a sought after speaker to various groups that includes successful
women entrepreneurs and business owners.
LINAS JARASIUS
Linas Jarasius is a Partner of Swiss Avenue Partners.
He is a corporate financier, business coach and mentor with experience
in the Australian, Asian, European and US markets. His career began
with 15 years in the IT industry that culminated in founding and taking
public a multi facet, HR-based services provider. He built the company
to a market capitalization of $40 million and led three acquisitions
totalling more than $13 million in that time. He later moved to London
in 2000 where he was the CEO and major shareholder of a Corporate Finance
house that was a joint venture with a UK Top 50 accounting firm. He
relocated to San Francisco in 2005 where he co-founded Swiss Avenue Partners, LLC.
ROY BLAIR
Roy is a Partner of Swiss Avenue Partners. Has a background in
building and developing small businesses and is the founder and
CEO of several successful companies. In 1997 he negotiated a
contract with a big box retailer and grew a small coffee cart
to a multi million-dollar food and beverage company. Additionally
he co-founded a wholesale coffee and equipment distribution company
covering Northern California. He is a third generation Sacramento
native. Married to his high school sweetheart, he and his wife
share a love of the outdoors and family time with their two boys.
PETER SIEFFERT
Peter Sieffert is a Partner of Swiss Avenue Partners.
Peter spent 10 years as business owner and consultant, building several small
businesses in both southern and northern California. He has a diverse
background that extends from engineering to a bachelor's in psychology
and is currently working towards an MBA. He has extensive training
and experience in the coaching field and is currently heading up the
San Diego office of Swiss Avenue Partners.
CONSUELO VALVERDE
Consuelo Valverde is a Partner of Swiss Avenue Partners.
Consuelo has broad international experience in business, science entrepreneurship
and innovation best practices. She promoted the creation of a Science Museum,
an Innovation Center and alternative Funds for S&T in Mexico. Consuelo has also
presented at national and international conferences, as well as in television
and radio programs, covering the subjects of science, technology and innovation.
She has founded several businesses in Mexico and the UK and was instrumental in
launching a growing retail pharmacy targeting the Hispanic market in the US. Her
education includes a BS in Electrical Engineering, a Masters in Computer
Science, and an MBA in Science Entrepreneurship from Cass Business School in London.
She is currently heading up the Silicon Valley Office of Swiss Avenue Partners.
TERESA SOTO
Teresa Soto is a Project Manager with Swiss Avenue Partners.
She comes with a wealth of knowledge and 19 years Project
Management experience in both the IT and Mortgage industries
and her main role is to ensure each project for our clients
is on track and that we deliver on our promises.
ED GATEJEN
Ed Gatejen is a fourth generation entrepreneur in the Sacramento
region and has recently joined the team at Swiss Avenue
Partners in a coaching and leadership capacity. His formal
training was in Electrical Engineering and he has been
involved in the Real Estate industry since 1985. In addition to
owning and running several businesses, Ed has also been involved
in life coaching and motivational work through the world renowned Anthony Robbins.
LAURA CHICK
Laura Chick is our Office Manager and she is the first interface
that the outside world has with Swiss Avenue. Her key
responsibilities revolve around the back office functions,
including accounting and finance, premises, administration,
reception and calendar management for the Partners. Laura
brings over 14 years experience in the legal, industrial and
corporate arenas and she holds a J.D.
MATT WEEDEN
Matt recently joined the team at Swiss Avenue Partners
as the Program Director for Think Big! Matt has spent more than 10 years building
several successful businesses in the greater Sacramento area. He has extensive
experience in building strong teams, corporate finance, and execution. Matt holds
an MBA and spent many years coaching high school water polo and swimming.
TRACY AVVAKUMOVITS
Tracy is the Think Big Program Coordinator in the greater Sacramento area. She has 16+ years with a Fortune 100 company in human resources management, project management & training. She has also owned and built two businesses over the last six years. She has a bachelor degree in Psychology from UC Davis and is a graduate of the Think Big! Program.
Patricia Etchegoin
Patricia Etchegoin is the Director of the Business Expansion
Practice at Austin Management Partners, Swiss Avenue Partner's
Central Texas-based license holder. For the fist 10+ years, she
began her career working in Fortune 500 companies such as Ford
Credit, Procter & Gamble, Dell and AMD in roles ranging from
consumer marketing, business marketing, business development,
and marketing operations. For the last two years, prior to joining
AMP, Patricia has been the managing partner of a family-owned small
business in the restaurant industry, overseeing all aspects of
operations for two stores. Patricia holds an M.B.A. in Marketing
and International Business from the Ross School of Business at the
University of Michigan, and a Bachelor in Business Administration
from Universidad Catolica Argentina
Van Haas
Van Haas is the COO and a Partner of Swiss Avenue Partners Sacramento.
Van has eight years of experience in the insurance and investigations
industry. He carved out and fulfilled a critical role at his previous
company during a period of rapid expansion into the western U.S. Van has
solid experience and repeated success in reducing costs, increasing
productivity, and redesigning processes or structure to improve operational
performance. He has also been on the Board of Directors for a non-profit
group for several years and has served as President. His education includes
a BA double major in Economics and Communication with High Honors from the
University of California, Santa Barbara.
Mike Pizinger
Mike leads the Business Expansion Practice for our central Texas based
license holder, Austin Management Partners.
He brings a wealth of knowledge to the business, stemming from a 17-year
career at Dell, where he operated within a vast set of functions. His
most recent role was Director of Consumer Services Marketing, preceded
by executive level positions in Program Management, Sales Operations,
Segment Marketing, and Engineering Operations. Prior to that, he managed
International Operations, was responsible for worldwide forecasting of all
notebook products, and also started the printer business there.
Earlier in his career, Mike worked for BF Goodrich Aerospace for 5 years
spanning a variety of positions including manufacturing operations,
facilities management, pricing/margin analysis, and business strategy.
Mike holds a B.A. in General Business from the University of Texas at Austin.
Dave Scinto
As a founding partner of Strategic Growth Network and a CPA, Dave brings a
wealth of experience working with business owners, wealth-orientated individuals,
and real-estate investors. Prior to beginning his CPA career in 1987, Dave worked
as a manufacturing analyst for a defense-related aerospace manufacturer. That
experience, combined with his accounting knowledge, allows Dave to understand
a company's operations and goals, and to provide meaningful contributions to
systems related to efficiency and profit enhancement. He has provided consulting
services to clients ranging from small, closely-held companies to large, complex
corporate organizations. His experience includes working with both start-up
enterprises and rapidly expanding organizations. Dave holds a bachelor's degree
in accounting from California State Polytechnic University, Pomona.
Dave is a member of the American Institute of CPA's, the California Society of
CPA's, the Association of Certified Fraud Examiners, and the Government Audit
Quality Control Center. He serves on the board of directors of a handful of
public benefit non-profit agencies, and is active in a local Rotary Club.
Dave is also a part-time accounting instructor at Sierra College.
Martin Riley
Martin has worked 13 years in the commercial banking industry and has been
trained by the largest and most well known banks in the U. S. Martin's primary
responsibilities were to analyze and assess the needs and abilities of a
business to acquire capital as well as helping those businesses structure
their capital acquisition.
Martin has also spent six years as a CFO for a wireless telecommunications
general contractor. In those six years, he helped grow the company from 4
to 20+ employees. Martin's goal is to bring this wealth of experience,
knowledge, and tools to any growth-minded business owner who needs it.
He holds a BA in Economics from SDSU, currently is on the Board for The
Friendship Club and is involved in student ministries and coaching youth athletics.
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Strategy
Tools to figure out how the business arrived at this point and then to develop and implement a plan for future growth.
Models, tools, software that address:
- Developing a Strategic plan
- Creating or managing an existing Market Position
- Creating or balancing an existing Product (or Service) mix
- Corporate Structure (C-Corp, S-Corp, LLC etc) alignment for future growth
- Developing and implementing a Succession Plan
- Capacity modeling
- Valuation modeling
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Structure & Responsibility
This is a core component for any business. A well tuned, efficient and maintained "back office" creates the framework for all other areas of the business to prosper.
Models, tools, software that address:
- Creating a Functional Structure
- Workflow development and management
- Developing and maintaining meaningful Job Descriptions
- Training Program development and management
- Creating or enhancing existing Performance Review processes
Infrastructure Strength to leverage efficiency and sustainability
Operational Potency to boost your company's revenue model
Strategic Development for a clear direction and an embraceable long-term plan
Cultural Solutions to support pace of change and enhance company lifestyle
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Generating Revenue
A series of tools and skills for creating or growing Direct Sales (a Sales Team) and Indirect Sales (via Channels or Alliances).
Models, tools, software that address:
- New techniques for improving effectiveness of your Direct Sales team
- Sales Forecasting, Pipeline management
- Sales presentation effectiveness
- Identifying, acquiring and managing Channel and Alliance partnership relationships
- Maximizing current revenue through Client Base Management
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Profitability Modeling
Tools that focus on where profit will come from, not reporting the historic performance.
Models, tools, software that address:
- Financial modeling
- Budgeting and Projection-vs-Actual tools and methodologies
- Company Dashboard Dials (intranet or internet) development and implementation
- Capacity and Resource management
Click here to see an example of our Dashboard Tools
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Merger & Acquisition
Experienced resources that act as a 'voice of reason' when working with your advisors and professionals in a transaction. Our focus is to help the business owner manage the legal, operational and financial 'do's' and 'don'ts' with practical "real world" experience. Our focus is the BUY side.
Assistance with:
- 'Target' company identification
- Target company Culture match and review processes
- Target company Operational review
- Meetings and negotiations with Target company
- Advisor (legal, accounting, banking etc) selection and/or management
- Deal structuring
- Implementation Strategy development
- Training and Transition plans
PRODUCTS & SERVICES
We focus on skills in four categories and use a series of models that provide the framework and methods to produce the desired outcomes.
Debt Structuring & Banking
Improve or restore liquidity and/or access to capital for expansion. Is your current bank still the best option for your planned or current growth? Our relationship with National, Regional and Community Banks plus external facilities such as CEDLI (California Economic Development Lending Initiative) is focused on maximizing cash within a business.
Assistance with:
- Bank introductions and/or management of relationship
- SBA, Line of Credit, and other financing options
- CEDLI (co-lending) investment application assistance
EVENTS
Sacramento
San Diego
Silicon Valley
Austin Texas
CLIENTS ONLY
Coming soon...
MAIN PROGRAM
Linas and Sandy have worked with me and my business on several
levels for 3 years now. The majority of the benefit to me from
their training has been around channel development. They have a
tool that helps me qualify, solidify and maintain business relationships
that are a "Match" with my practice. I feel like I am one step ahead of
most business owners, because of the training I have received from them.
Thank you Swiss Ave!
Neal Smith
Owner, NKS Financial
www.teamnks.com
The training and support that you have given us over the last few
years has been instrumental in massive changes in our firm. We have
finally broken through staff stagnation. Now we've got a team we are
truly proud of. With client base management we've increased profitability
and kept focused on what truly matters - our clients. Our market
position strategy gives us a super strong internal culture. We were
just named San Antonio's Top 10 Small Business Best Places to Work in 2008!
Teryn Grater
Partner, ATK&G
www.atkgcpa.com
The Swiss Avenue Partner team is very professional and thorough.
They listen very well and implement projects efficiently with
superb follow up. They truly are good business coaches.
Greg Cushard
President & CEO, Rubicon Oil
www.rubiconoil.com
We have worked with Swiss Avenue Partners over the last eight months. They have
helped us through every phase of our business. Our employees have responded
very positively towards the changes that we have made. We all feel we are
part of the team; all moving in the same direction. Our company is now ready
to grow dramatically without the usual growing pains a company feels because
of the structural work we have done with Swiss Avenue Partners. I would not
hesitate to recommend Swiss Avenue Partners.
Michelle O. Nelson, CPA, CFE, CVA
Partner – Mann, Urrutia, Nelson, CPAs & Associates, LLP Sacramento
www.muncpas.com
Teaming up with Swiss Avenue Partners has been a very positive experience.
Their personalized service is outstanding, and with the guidance provided
in setting up systems and business structure we are now in a position to
further our growth. Their entire staff is extremely professional and always
willing to address our needs.
Chris Mann
Partner - Mann, Urrutia, Nelson, CPAs & Associates, LLP Roseville
www.muncpas.com
We went to Swiss Avenue because we knew we had a good business, but there was
something missing. We weren’t maximizing the people and skills we had.
Linas and Sandy and their team were instrumental in helping us identify the
strengths and weaknesses we had and why we were hitting up against certain walls.
They were great at separating perception from reality.
One of the real problems we had was in not holding each other fully accountable
for our actions – or lack thereof. A pattern had developed of people not doing
what they said they would do, and there being no real consequences of that.
Swiss Ave helped change our culture and opened the door for people’s feet to
be held to fire for not living up to agreed expectations. This was a dramatic
cultural change for us organizationally.
They also helped us greatly in the areas of strategy/pricing, organization of
business functions and training systems. They provided more than just theories.
They provided practical tools for us to use in our business and assisted in
their implementation.
Swiss Ave took a good business and helped set it on the path to being a great
business, and we are eternally thankful to them for that.
George Graziano, CPA
Partner – Scinto Graziano, LLP
www.fsa-cpa.com
THINK BIG! PROGRAM
I don’t know if you all appreciate how much I look forward to these
classes. I have such admiration for what you do, how you do it and
how you all have your act together! You are a perfect walking
example of the services you provide.
Ilene Goldstein Block
Berry & Block LLP
Attorneys at Law
www.berryblock.com
Swiss Avenue Partners has been a client of mine for some time. This last year,
I got to return the favor. Sandy and Linas and the team they have put together
had supported my business long before I actually became a client of theirs.
I don't know that I have ever met a group that is as genuinely motivated by the
success of their clients as is Swiss Avenue. I count them as great friends and
they are my most trusted business advisors.
When the opportunity came up to attend the Think Big workshops, there was no
hesitation on my part. I enjoyed it, I find it indispensable to my business,
and expect to continue with whatever is next.
Ben Hardt
Owner - Vandelay Industries
www.sayvandelay.com
As a newer business we didn't want to grow ourselves in a position of working
70-80 hours a week. We wanted "smart" growth. In addition to the business
expansion tools and knowledge we gained, we learned how to develop effective
referral/channel relationships. We now spend less time at networking events,
we don't make cold calls, and we have experienced 250% growth.
Valerie Dow, Owner
www.cybertary.com
Swiss Avenue has been an invaluable partner in the enhancement of my
business plan, management team, organizational efficiencies and growth
planning. I am always rewarded for my investment with them.
Lawrence A. Hansen
Capital Planning Advisors, Inc.
Financial Advisor & Principal
www.capitalplanningadvisors.com
Sandy, things went very well at the channel meeting with the insurance
company. I am going to be working with one of the head agents in-charge
of their high net worth division to develop what our channel relationship
will look like. To quantify the results I would say this will add somewhere
between $50 - $100k in additional revenue over the next few years. I have
a meeting set for Monday or Wednesday next week to work with them on how
to Tee us up and get more specific on the parameters of our relationship.
I went in with no expectations and felt very comfortable the whole time.
I feel very good about duplicating this in the future and not worrying so
much about closing the deal... But I sure am glad that we have a channel
relationship in the development here!
Thanks for the help yesterday,
Jeff Peek
TPBS Capital Management
www.tatewealth.com
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