What Clients Say

Cayenne gave us the financial and presentation tools that opened the doors to venture capital. Without Cayenne, we would not have been able to raise investment capital.

Mark Trotter, President
Yo! Naturals
San Diego, CA

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Bar, Lounge & Restaurant Business Plan Development

Our experience in food service spans the following areas:

    
  • Fine Dining Restaurants
  • Quick Casual Restaurants, Cafes, and Bistros
  • Quick Serve and Drive Through Restaurants
  • Mobile Food Services
  • Food Service Kiosks
  • Franchisee/Franchisor Concepts
  • Specialty Restaurants
  • Sports Bars
  • Lounges and Nightclubs
  • Specialty Bars

Bar, Lounge & Restaurant Business Plan Consultants

Our consultants with prior experience in the food service industry include:

  Alex Durig, Ph.D. - Principal Consultant

Alex began writing business plans full-time in 2006 after working in sales and management for seven years. He has worked with companies such as Wal*Mart, Ramada Plaza Resorts, and Fairfield Resorts, as well as several small businesses.

Before that he was a college professor for eleven years. Drawing on a background in social psychology and real-world management experience, Alex specializes not only in plan writing but also in start-up and expansion consulting. Alex received his Ph.D. in social psychology from Indiana University. He was a pre-doctoral and post-doctoral fellow in National Institute of Mental Health research training programs. Alex has published two books about autism, "Autism and the Crisis of Meaning" and "How to Understand Autism - The Easy Way," as well as numerous articles in academic journals including a coauthorship in The Encyclopedia of Sociology.

Alex lives in San Francisco and his hobbies include playing guitar and chess.

  Charlie Kickham, MBA - Principal Consultant

Charlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting. Charlie's experience extends from Wall Street to start-ups, delivering large-company fiscal and operational discipline to emerging companies whose structures are most fragile in their early years. Operating both in the trenches as an entrepreneur and on the outside as an investor/advisor, Charlie understands the needs and demands of both. Such experience lends well to start-ups, not only in their quest for capital but also in their need for sound judgment in getting their business off the ground. This includes organizational management, operational strategies, process and technology roadmaps, revenue and cash flow projections, financial models and forecasts, legal and capital structures, advisory board and ramp-up strategies, technology development, and team building.

Charlie's core financial strength blends operational efficiency with a mandate to always improve existing structures and best practices. Such strengths were evident at TD Waterhouse where Charlie helped develop the firm’s global treasury operations and then rose to provide leadership for one of its most profitable and critical business units, directing strategic/operational planning, financial forecasting, budgeting, securities lending, firm funding, cash management, and risk management initiatives, with ultimate responsibility over the firm's cash maximization. Charlie employs such tactics in the start-up environment where the early years of launching are some of the most critical.

Charlie has been, and continues to be, a founding member of multiple internet start-ups in all fields, and operates as managing partner at Avos Holdings focusing on opportunistic investments in real estate and corporate finance.

Charlie holds MBA degrees from both New York University's Stern School of Business and the London School of Economics, and is a mentor both at NYU's Berkley School of Entrepreneurial Studies, and with entrepreneurial programs involving inner-city New York City high school students.

  Jimmy Lewin - Principal Consultant

Jimmy's background includes over 40 years in international, commercial and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and distribution business in California. Today, Jimmy spends his time advising and consulting with entrepreneurs on matters related to business planning, as well as capital markets and funding strategies. In addition, he serves in an advisory role to the National Science Foundation where he provides recommendations on the funding of SBIR/STTR grant proposals.

Jimmy serves on a number of Advisory Boards for emerging companies that have recently raised capital or are about to raise capital. In all of his work, he expresses a strong belief in the importance of customer acquisition, customer retention, and understanding the financial consequences of each and every business activity.

During his 20 years at Security Pacific Bank, Jimmy served in a number of senior management positions in the U.S. and internationally. Applicable assignments included responsibility for the funding of all of the institution's subsidiaries and affiliates domiciled outside of the U.S., general management of two overseas affiliates and general management of the bank's California staff departments.

For two years, he served as President, Director and CEO of Guardian Bancorporation, Los Angeles, California. Jimmy has extensive senior management and Board of Director experience. He is a graduate of the University of Cincinnati where he earned a B.A. in Political Science.

  Rick O'Hara, MBA - Principal Consultant

With over twenty years of experience in management, management consulting, strategic and business planning, financial modeling and analysis, and launching new ventures, Rick has the broad-based experience to quickly comprehend the nuances of your business and create winning solutions that get results.

Rick served as CFO for several startups in multiple industries, including Paramount Digital Entertainment (a division of Paramount Television), Carter Aviation Technologies, and Trinity Thermal Systems. While Director of Business Planning at The Becker Group of Companies, he oversaw development of business plans and financial models for four technology startups, and participated in the merger and IPO of a software firm and hardware manufacturer. As Marketing Manager at Teledyne Analytical Instruments, he managed the launch of four new product lines.

As a management consultant, he has developed business plans, financial models, engineering models, proposals, and white papers used to successfully raise millions of dollars. While still a student at the University of Southern California's MBA program, where he majored in Entrepreneurial Studies, he founded a software firm that developed and published the first business graphics software for microcomputers. Rick received his undergraduate degree from Cornell University.

  Scott Pollov - Principal Consultant

Scott brings nearly two decades of experience in planning, developing, financing, marketing, and managing entrepreneurial and real estate based ventures, both as a principal and as a consultant. He has managed several hundred strategic consulting engagements for companies in nearly every industry and stage of development. Before joining Cayenne, Scott was the co-founder and managing partner of BizPlanIt, a management consulting and capital advisory firm that assisted clients through the process of creating, financing, growing, and sustaining their business. Scott focused on pre-financing transaction preparation and positioning services, including market and competitive research, business planning services, strategic and growth planning, financial analysis and projections, investor presentation materials, recommendations on value enhancement, presentation coaching, advisory board membership, and the identification and development of strategic, marketing, and technology partners.

Scott has focused extensively on serving companies in the real estate development and finance industries, including master planned community, residential, and commercial developers; multifamily and commercial property investment companies; real estate private equity funds; and commercial and residential mortgage brokers/lenders. Scott has been active as a principal in a real estate investment firm, as well as in the funding of private money and commercial mortgage transactions.

Earlier, Scott worked at at McGladrey & Pullen, a national public accounting firm, where he specialized in financial statement audits for middle market manufacturing, distribution, and medical services companies. Scott holds a B.S. in Accounting and Entrepreneurship from the University of Arizona, and is an inductee in the University's Berger Entrepreneurship Program Hall of Fame for his role in developing BizPlanIt.

  Sarah Thompson, MBA - Principal Consultant

Sarah has over fifteen years of experience in financial modeling, corporate finance, operations and human resource management of small and medium sized businesses. She has worked in and with a variety of industries including food and beverage, consumer goods, wholesale, manufacturing of industrial products, electronics contract manufacturing, medical devices, family entertainment, and construction trades. She has first-hand experience having owned, financed and managed her own small business.

Prior to starting her business consulting company, Thompson Business Solutions, Sarah served as a Corporate Controller for Superior Cake, an equity-owned, rapidly growing industrial bakery. Prior to that she worked for Accellent, an equity-owned medical device manufacturer, where she managed the transition of the Cost Accounting functions for three manufacturing divisions to a Corporate Shared Services model. She has also worked as a Corporate Controller for a craft design and wholesale company and for an industrial composite manufacturer. Sarah also served as Business Unit Manager for New Products at Flextronics, NH, where she managed a cross functional team and completed multiple projects for market launches of customers.

Sarah has knowledge and experience in multiple aspects of business and can help your company get started on the right foot. Sarah has specific expertise in financial forecasting and planning, banking relationships, asset-based lending, international business which includes import/export and outsourcing, production planning, inventory management, ERP system implementation, and small business software programs.

Sarah earned her MBA from the University of Massachusetts and her BA in Political Science and International Affairs from the University of New Hampshire.

Bar, Lounge & Restaurant Experience

Our experience in the industry includes the following:

  • Polynesian Restaurant: Developed business plan, financial forecast, investor presentation, and related materials for Island Luau, a stand-alone 30,000 sq. ft. restaurant, store and banquet facility in Mesa, Arizona.
  • Sports Bar: Developed business plan, financial forecast, investor presentation and related materials for Arena Sports Pub in Bellingham, Washington. The restaurant was capitalized by a $450,000 SBA 7a guaranteed loan.
  • Steakhouse: Developed business plan, financial forecast, and related materials for restaurant management company in Pacific Northwest.
  • Restaurant Franchise Concept: Developed business plan, financial forecast and provided capital formation strategy for North Carolina based organic food restaurant chain.
  • Upscale Restaurant: Developed business plan and related materials for a high energy, upscale restaurant that combines ambience, great wine, fine food, and impeccable service in the Pacific Northwest.
  • Thai Restaurant: Developed business plan, financial forecast, capital formation strategy, and assisted with bank financing negotiations for expansion of a Thai Restaurant chain in Scottsdale, Arizona.
  • Healthy Vending: Prepared a business plan and financial forecast for YoNaturals. YoNaturals is leading the fight against junk food in vending machines with the most comprehensive, healthy vending program in the nation. "Cayenne gave us the financial and presentation tools that opened the doors to venture capital," said Mark Trotter, President. "Without Cayenne, we would not have been able to raise investment capital."
  • Restaurant Chain: Created a business plan and financial projections for Raw Fusion, a chain of health food restaurants and an online provider (RawFusionStore.com) of health food products. Raw Fusion has developed a proprietary food preparation technology and exclusive cuisine serving enzyme-rich foods that are both delicious and nutritious. Russell Halderman, CEO, remarked that "[consultant] was an invaluable part of the startup process. I felt like he was more a member of the executive management team than a consultant. He really helped us clarify and define our business model."
  • Specialty Foods: Developed a business plan, financial forecast, and investor presentation for importer of premium Greek olive oils, cheeses, and other food products. Played a central role in negotiations that resulted in the infusion of more than $1 million in equity capital and purchase order (PO) financing. The company has secured long-term distribution agreements with several major U.S. mass-market grocery chains.
  • Specialty Beverages: Serve as a long-term strategic and financial advisor to a leading provider of premium specialty beverages packaged in "green" containers. The company's mission is to provide the highest quality beverages to the broadest possible market while addressing three fundamental societal needs: (1) environmental protection; (2) natural resource conservation; and (3) good health. The company currently obtains drinking waters from pristine sources in Scandinavia and the U.S., and distributes them in the most environmentally-friendly packaging available, including fully biodegradable cardboard containers and bottles made from plant resin-derived plastics. The products have been distributed through leading U.S. specialty and gourmet food chains since early 1997, and the company has recently entered the mass-market channel.
  • Restaurant Acquisition: Reviewed the business plan for the successful acquisition of Tom's Depot, a historic neighborhood cafe in Los Altos, California. Continued to provide support during the initial period of operations by the new owners.

Note: Some of the activities noted on these pages may reflect experience gained by a consultant prior to his or her association with Cayenne Consulting LLC. Cayenne Consulting does not offer any services that require licensing or registration with the NASD or other federal or state authorities.


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