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Clients and Projects

I have worked on many projects over the years, acquiring a broad range of experience across a variety of businesses and industries. Some representative examples are listed here.

Flying Embers
flying_embers_logo   Organic Hard Kombucha
Ojai, CA
  Business consulting; capitalization tracking; shareholder relations; special projects

Lark Ellen Farm
lark_ellen_logo   Grainless Granola
Ojai, CA
  Business consulting; business plan development; capitalization tracking; fundraising; product refinement; packaging

Dr. Bob's Donuts & Doyos
dr_bobs_logo   World's first healthy donut company
Roseville, CA
  Business consulting; business plan development; development of Operating Agreement, Private Placement Memorandum; capitalization tracking; fundraising, investment documentation

KeVita, Inc.    
kevita logo   Organic probiotic health beverage company
Oxnard, CA
  Startup consulting; business plan development; development of Private Placement Memorandum; capitalization tracking; investment documentation

Casa Barranca Organic Winery and Estate Retreat
casa_barranca_logo   Historic estate retreat and organic winery
Ojai, CA
  Business plan conceptualization and development, business operations management and consulting, land use and historic preservation consulting, drafted Conditional Use Permit (CUP) application, planned and managed communications and community meetings regarding CUP application, assisted with designation as historical/cultural resource at county, state and national levels; complex process documentation

BottlesUp, Inc.    
kevita logo  

Makers of reusable glass drinking water bottles
Bluffton, SC

  Startup consulting; business strategy and business plan development; capitalization tracking; investment documentation

Terra Oceana
kevita logo   Organic health supplements company
Santa Barbara, CA
  Business and technology infrastructure improvements; sales, marketing & operations consulting; business process consulting

Zhena's Gypsy Tea
kevita logo   Organic, fair trade, gourmet tea company
Los Angeles, CA
  Startup business consulting, capitalization and stock ownership tracking

The Natural Connection
kevita logo   Natural health and holistic lifestyle business
Ojai, CA
  Founder and President, e-commerce, supplier relationships; web design; newsletter design, copywriting and publication

The Equine Sanctuary
kevita logo   Horse rescue, rehabilitation & training; equine-assisted therapy for children, disabled and veterans with PTSD
Ojai, CA
  Operations consulting, fundraising, public relations

Ojai Academy for the Arts
  Arts education academy and business infrastructure support for artists
Ojai, CA
  Arts education and business infrastructure for the local arts community; startup consulting; building Board; non-profit status application; business planning & development; Executive Director services

Ojai Valley Fire Safe Council
kevita logo  

Community education and activities related to wildfire safety
Ojai, CA

  Co-Founder; Board Officer, Grants Manager and Executive Director, government and private grant applications and management


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