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.

Group

SANDY BURTON

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 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 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 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 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 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 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 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 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 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

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 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

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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

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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

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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

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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

Group

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

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EVENTS

Sacramento


Think Big! Program Preview

Topic: Creating More Referrals: Our tools are proven to help identify, create and manage the best resources of referrals for your business.

Date: July 14th (Wednesday)

Place: Roseville, CA

Time: 1.00pm - 2.30pm

RSVP: laura@swissavenuepartners.com
            Laura Chick (916) 934-0626



Click here to register 
http://www.thinkbigprogram.com/free-training-workshops.aspx  




CLIENT CONFERENCE 2011 (San Diego, CA)

*** Stay tuned for dates and exact location




For more information about any of our Sacramento events, please contact Laura Chick (916) 934-0626 laura@swissavenuepartners.com

San Diego

No current events


 

For more information about any of our San Diego events, please contact Peter Sieffert (760) 277-7446 peter@swissavenuepartners.com

Silicon Valley

No Current Events
For more information about any of our Silicon Valley events, please contact Laura Chick (916) 934-0626 laura@swissavenuepartners.com

Austin Texas


Think Big! Program Preview 


Topic: Creating More Referrals: 
Our tools are proven to help identify, create and manage the best resources of referrals for your business.

Date: June 8th (Tuesday)

Place: Austin, TX

Time: 9.00am - 10.30am

RSVP:
laura@swissavenuepartners.com
Laura Chick (916) 934-0626

Click here to register
http://www.thinkbigprogram.com/free-business-workshop-signup.aspx?workshop=3  


For more information about any of our Austin, TX events, please contact Sandy Burton (916) 934-0626  sandy@swissavenuepartners.com

CLIENTS ONLY

Coming soon...

MAIN PROGRAM

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

CONTACT US

Sacramento Office

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129 Biscayne Way
Folsom, CA 95630
Contact Laura Chick
(916) 934-0626
laura@swissavenuepartners.com

San Diego Office

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4909 Murphy Canyon Rd, Ste 120
San Diego, CA 92123
Contact Peter Sieffert
(760) 277-7446
peter@swissavenuepartners.com

Austin Office

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3101 Bee Caves Road, Suite 305
Austin, TX 78746
Contact Laura Chick
(916) 934-0626
laura@swissavenuepartners.com