HomeMy WebLinkAboutV.A. Dakota County OTB 2022 Client Data - Final.xls2022 OTB YE Data - Final.xls
Business Description Industry Business Stage Business Source City Impacted -
Business
City Impacted -
Resident
Other Cities
Impacted
(Manual)
Other Counties
Impacted
(Manual)
Summary Comments All assistance Provided Total TA
Hours
Q1 TA
Hours
Q2 TA
Hours
Q3 TA
Hours
Q4 TA
Hours Total Equity
Approved
Outside
Financing /
Access to
Capital
Approved
MCCD
Financing
Low-Wealth
Owned (0 = No, 1
= Yes)
BIPOC or
Immigrant
Owned (0 = No, 1
= Yes)
Woman Owned
(0 = No, 1 = Yes)
Towing Service Service Existing - Opportunity Bank_Referral Minneapolis Rosemount Dakota
The client is a towing business located in Minneapolis that is
buying the location that they're operating out of. There is a
need for gap financing for the purchase.
Loan packaging;Loan Facilitation;Loan
Committee;Other Loan Related 48.5 0 29 7.5 12 $ 207,000 $ 2,700,000 $ 150,000 0 0 0
Asian Grocery Market Food Existing - Opportunity Municipality Burnsville Woodbury South Saint Paul Dakota Client needs advising on their new retail/warehouse.
Strategic planning;TA for Existing Clients;Loan
Facilitation;Other Loan Related;Loan
packaging;Initial Consultation;Real estate analysis
31 0 6.5 6.5 18 $ 125,000 $ 1,920,000 $ 125,000 0 1 0
Insurance Agency Professional / Consulting Existing - Opportunity Bank_Referral Hastings Hastings Seeking a loan for a commercial property Other Loan Related;Loan Committee;Loan
packaging;Networking/referrals 24.25 0 0 0 24.25 $ 32,000 $ 140,000 $ 115,000 0 1 1
Home Healthcare Existing - Opportunity Bank_Referral Shakopee Lakeville
Assistance provided to potential loan client as they finalize
their loan request. Loan underwriting, liaising with the SBA
lender, and facilitating the loan request for a new business
location.
Loan Facilitation;Close;Cash Flow Analysis &
Projections;Other Loan Related;Loan
Committee;Loan packaging;Real estate
analysis;Networking/referrals;General business
issues/guidance
94.25 20 15.5 24.25 34.5 $ 89,000 $ 344,000 $ 112,000 1 1 1
Food Co-op Retail Existing - Opportunity Municipality Hastings Northfield
Existing business is expanding into a larger space within
their existing location. Assistance provided with financial
review, loan underwriting, loan facilitation, site visit, and
strategic planning for the business. Loan was approved on
4/14.
TA for Existing Clients;Cash Flow Analysis &
Projections;Relocation Assistance;Other Loan
Related;Loan packaging;Loan
Facilitation;Networking/referrals;Initial
Consultation;Loan Committee
120.5 53.5 67 0 0 $ 135,000 $ 430,000 $ 50,000 1 0 0
Retail Candy Store Retail Start-up MCCD Community
Partner/Member Org
Inver Grove
Heights
Inver Grove
Heights
Seeking assistance for funding a startup authentic Mexican
candy store and supplies also general business guidance
and technical assistance..
Other Loan Related;Loan Committee;Initial
Consultation;Business Plan Development;Cash Flow
Analysis & Projections;Personal Financial
planning;Lease
review/negotiation;Marketing;Networking/referrals
;General business issues/guidance;Loan Facilitation
33 0 0 0 33 $ 5,000 $ 24,000 0 1 0
Landscaping & Lawn Care Service Existing - Opportunity Web Eagan Eagan
Client is looking to purchase an existing lawncare business
in Eagan. They came up against roadblocks with bank
financing and were seeking assistance to navigate the next
steps. Review project and facilitated lender referrals. Partial
funding was obtained
Loan packaging;Other Loan Related;Initial
Consultation;Record
keeping/bookkeeping;Networking/referrals;Loan
Facilitation
27.5 4.5 12 7.5 3.5 0 1 1
BelCom Inc.Service Existing - Opportunity Bank_Referral Richfield Farmington Biz Loan Request 25-35k
TAActivity;Initial Consultation;Cash Flow Analysis &
Projections;General business
issues/guidance;Other Loan Related
4 0 4 0 0 0 1 0
Wood Finishing Construction / Real Estate Existing - Opportunity Entrepreneur Burnsville Apple Valley
Assisted Biz Owner with TA and different resources for his
business we discussed grant options, joining the Burnsville
Chamber, looking at his biz financials. I will continue to
provide biz guidance..
TA for Existing Clients;Cash Flow Analysis &
Projections;Other Loan Related 7.5 7 0.5 0 0 0 1 0
2nd location, restaurant expansion Food Existing - Opportunity Friends_and_Family Minneapolis Maplewood Saint Paul, West
Saint Paul Dakota
I am assisting biz assisting biz client with apply for a grant
for small Latino restaurants and helping her gather required
documents to make sure she will be eligible providing
additional TA.
Loan Facilitation;Other Loan Related;TA for Existing
Clients;General business issues/guidance 8.5 3 1.5 0 4 1 1 1
Fitness Service Existing - Challenged Other Apple Valley Excelsior Loan Facilitation 1 0 1 0 0 0 0 0
Child Care Center Service Start-up Bank_Referral Burnsville Loan Servicing for existing loan client Other Loan Related 0.5 0.5 0 0 0 0 0 0
Candles and fragrance Manufacturing Existing - Opportunity Municipality Burnsville Mendota Heights
Large manufacturing business with factory in Burnsville and
warehouse in Mendota Heights. Continued outreach
regarding expansion plans in both locations.
Real estate analysis;Regulatory assistance 0.75 0.75 0 0 0 0 0 0
Analytics Consulting Professional / Consulting Start-up Other Burnsville Burnsville
A new business start looking for assistance with networking
and sales strategies. Additional questions on HR & staffing /
contractors.
Initial Consultation;Marketing;Networking/referrals 1.5 1.5 0 0 0 0 0 0
Rental space for light industrial / trades Retail Pre-start planning Web Burnsville Burnsville
Client is starting a new property leasing business for light
industrial / trade work. Considering buying a large building
and converting it to a "WeWork" for light industrial.
Initial Consultation;Business Plan
Development;Strategic
planning;Networking/referrals
1.5 0 1.5 0 0 0 0 0
Restaurant Food Start-up Web Eagan Eagan Loan servicing TA for Existing Clients;Other Loan Related 0.75 0 0.75 0 0 0 0 0
Lawn Care Service Service Start-up Web Eagan Eagan
Initial meeting with a client who is starting a new business,
assistance on first steps, registration, planning, insurance,
bookkeeping, and a wide variety of topic. Passed along
professional referrals.
Initial Consultation;Business Plan
Development;Record
keeping/bookkeeping;Networking/referrals;Busine
ss Registration;Licensing Assistance
2 2 0 0 0 0 0 0
Moving and storage business Service Existing - Opportunity Web Eagan N/A
Existing business in Eagan is seeking land in Dakota County
to develop a new facility. Provided contacts and
recommendations.
Initial Consultation;Real estate analysis 1 1 0 0 0 0 0 0
wood fabrication Construction / Real Estate Pre-start planning Friends_and_Family Eagan Eagan New business start with questions on local regulations, start
up steps, and licensing.
Initial Consultation;Business Plan
Development;Regulatory
assistance;Networking/referrals;Zoning Assistance
3.5 0 3.5 0 0 0 0 0
IT consultant Technology Existing - Opportunity Other Eagan Burnsville IT business looking to grow in Dakota County.Initial Consultation 1.5 0 1.5 0 0 0 0 0
Home remodeling company Construction / Real Estate Client Inquiry Web Eagan Eagan Client looking for legal guidance on partnership formation,
entity restructuring, and POS consultation.
Networking/referrals;Operation/logistics;General
business issues/guidance 1.5 0 0 1.5 0 0 0 0
Healthcare business Health / Fitness Existing - Opportunity Web Eagan Business attended the Business Law Q&A on 3/31 TA for Existing Clients 1.5 1.5 0 0 0 0 0 0
Art studio Retail Existing - Challenged Web Farmington Farmington Ongoing support for existing client TA for Existing Clients 0.5 0 0.5 0 0 0 0 0
Pizza restaurant Food Pre-start planning MCCD Community
Partner/Member Org Farmington Northfield
Startup pizza shop business, assistance provided with
business planning and initial steps toward opening a retail
location in Farmington.
Business Plan Development;Lease
review/negotiation 4 3.5 0.5 0 0 0 0 0
Brewery Manufacturing Pre-start planning Municipality Farmington Farmington
Startup brewery business seeking assistance with initial
steps to help him move from home-brewer to having his
own location and tap room in the future. Connected him
with a mentor and resources.
Initial Consultation;Business Plan
Development;Networking/referrals 2.5 2.5 0 0 0 0 0 0
Grocery Store Retail Client Inquiry Municipality Hastings Other-Other New startup business seeking assistance.Initial Consultation 0.5 0.5 0 0 0 0 0 0
Yoga Blog and Magazine Client Inquiry Web Hastings Hastings Client inquired with questions on SBA EIDL and LLC
organization for multiple business lines.
Initial Consultation;Regulatory assistance;Other
Loan Related 1 0 1 0 0 0 0 0
Restaurant Food Start-up Municipality Hastings Hastings Client is working with local banker on financing back for
new restaurant start up. Seeking assistance with gap
financing.
Initial Consultation;Business Plan
Development;Loan packaging 1.5 0 1.5 0 0 0 0 0
Pottery store and studio Retail Start-up Other Hastings Hastings Legal assistance and accounting/bookkeeping,
Record
keeping/bookkeeping;Networking/referrals;Tax
Advice & Assistance
3.75 0 0 0 3.75 0 0 0
Electrician company Service Client Inquiry Other Inver Grove
Heights
Inver Grove
Heights
Client looking to go over scenarios of possible partnership
with existing remodeling company or starting his own
electrical company.
Business Plan Development;Record
keeping/bookkeeping;Networking/referrals;Genera
l business issues/guidance;Business Registration
3.25 0 0 3.25 0 0 0 0
Page 1 of 6
2022 OTB YE Data - Final.xls
Brewery, Bar, Restaurant Food Pre-start planning Friends_and_Family Lakeville Lakeville
New business start, assistance provided with initial
planning, business plan review, and discussion on financing
options and next steps.
Business Plan Development;Cash Flow Analysis &
Projections;Loan Facilitation;General business
issues/guidance
13.25 5 2.5 5.75 0 0 0 0
Golf simulator with food and beverage Service Start-up Municipality Lakeville Lakeville
New activity center and driving range business seeking
assistance with professional referrals and commercial lease
negotiation.
Initial Consultation;Lease
review/negotiation;Regulatory
assistance;Networking/referrals
2 2 0 0 0 0 0 0
Youth Swim Instruction Health / Fitness Pre-start planning MCCD Community
Partner/Member Org Lakeville Minneapolis Dakota
Entrepreneur is looking for financial support for his youth
swim instruction business which he plans to open in
Lakeville. Discussed business plan and financing
requirements. Provided loan request documents and
discussed loan options.
Initial Consultation;Business Plan
Development;Loan Facilitation 1.5 1.5 0 0 0 0 0 0
custom woodworking Manufacturing Pre-start planning Web Mendota
Heights
Mendota
Heights
Start-up business looking for assistance with first steps to
establish a business, Provided guidance on entity types,
business planning outlines, what to expect with taxes, and
general startup resources.
Initial Consultation;Business Plan
Development;Record
keeping/bookkeeping;Regulatory
assistance;Networking/referrals;Tax Advice &
Assistance
2 2 0 0 0 0 0 0
Bin cleaning service Service Existing - Opportunity MCCD Community
Partner/Member Org
Other-Dakota
County
Other-Dakota
County Client looking for more information on SBA lending.General business issues/guidance;Loan Facilitation 1.5 0 0 1 0.5 0 0 0
Training Professional / Consulting Existing - Opportunity Municipality Rosemount Rosemount Existing client & new business start attended Business Law
Q&A on 3/31 Regulatory assistance;TA for Existing Clients 1.5 1.5 0 0 0 0 0 0
Fitness Franchise Health / Fitness Pre-start planning Bank_Referral Rosemount Rosemount
Working with entrepreneurs in collaboration with their
bank on the development of a new fitness franchise in
Rosemount. Facilitating financing & moving the financial
package forward with the bank.
Loan packaging;Loan Facilitation;Franchise
evaluation 1.5 1.5 0 0 0 0 0 0
TBD Pre-start planning Friends_and_Family Rosemount Rosemount General business consulting, legal assistance, bank referral,
zoning/permitting/license guidance
Initial Consultation;General business
issues/guidance;Licensing Assistance;Zoning
Assistance;Other Loan Related
6.25 0 0 0 6.25 0 0 0
Coffee shop Client Inquiry Web Rosemount Farmington Business plan and commercial space Initial Consultation;Business Plan
Development;Networking/referrals 2.75 0 0 0 2.75 0 0 0
Technology Repair Technology Existing - Opportunity Entrepreneur Shakopee Lakeville Ongoing client relationship. Business coaching and insight
as needed.Strategic planning;Real estate analysis 9.5 9.5 0 0 0 0 0 0
Canning and Beverages Wholesale / Distribution Existing - Opportunity Municipality South Saint Paul Anoka Ongoing client advisory to help to expand their business
Cash Flow Analysis & Projections;Personal Financial
planning;Regulatory assistance;Financial
Management Assistance;Strategic planning
2.5 2.5 0 0 0 0 0 0
Plumbing & Heating Construction / Real Estate Existing - Opportunity Municipality South Saint Paul South Saint Paul
Existing business looking to purchase real estate for
expansion. Discussed options & financing and made an
introduction to a local banker.
Real estate analysis;Networking/referrals;Loan
Facilitation 2 2 0 0 0 0 0 0
Retail Business Retail Pre-start planning Municipality South Saint Paul South Saint Paul
The entrepreneur is looking to open a book store and
needs assistance with business planning, projections, and
initial steps to start up.
Initial Consultation;Business Plan
Development;Networking/referrals 2.5 2.5 0 0 0 0 0 0
Brewery / Taproom Service Existing - Opportunity Municipality West Saint Paul West Saint Paul
Financial analysis and examination related to loan request
for financing for business relocation from St. Paul to West
Saint Paul. Discussions around expansion of the business
and financing.
Cash Flow Analysis & Projections;Other Loan
Related;Loan Facilitation;Real estate
analysis;General business issues/guidance
11.5 11.5 0 0 0 0 0 0
Solar panel cleaning Service Client Inquiry Municipality Burnsville Burnsville Client looking for general start-up guidance and lending
information.General business issues/guidance 1 0 0 1 0 1 0 0
Used car sales Retail Client Inquiry Municipality Lakeville Lakeville
Client is interested in starting an automotive resale and
rehab business. Discussed startup steps and resources.
Provided referrals to VocRehab.
Business Plan Development;Networking/referrals 2 0 0 2 0 1 0 0
martial arts instruction and fitness Health / Fitness Existing - Opportunity Municipality Mendota
Heights
Mendota
Heights Loan Facilitation;TA for Existing Clients 2 0 1.5 0.5 0 1 0 0
Dairy technology Technology Start-up Municipality Mendota
Heights
Mendota
Heights
Continued assistance as client expands business,
considering hiring first employee, and continues
fundraising.
TA for Existing Clients;Marketing;General business
issues/guidance 4.25 0 3 0 1.25 1 0 0
Lawn care and snow removal Start-up Bank_Referral Rosemount
New business start seeking assistance with navigating
business registration, first steps, legal aspects, and
Quickbooks setup and training. Provided legal referrals and
introduced OTB Quickbooks expert.
TA for Existing Clients;Record
keeping/bookkeeping;Initial
Consultation;Regulatory assistance;General
business issues/guidance
7.5 7 0.5 0 0 1 0 0
Forestry / Wildlife / Land Managemet Service Client Inquiry Friends_and_Family South Saint Paul South Saint Paul Seeking assistance in Marketing, Potential Business
Partners, Scaling
Initial Consultation;Marketing;Strategic planning;TA
for Existing Clients 10.75 0 0 7.5 3.25 1 0 0
Mobile Game Developer Technology Start-up Municipality Apple Valley Apple Valley Additional Quickbooks training for existing client
TA for Existing Clients;Loan
Facilitation;Networking/referrals;Record
keeping/bookkeeping
8.5 1 2 5.5 0 0 1 0
Mexican Market and Restaurant Food Start-up Municipality Apple Valley Apple Valley
Client is moving ahead with lender presentations.
Continued support provided to polish business plan and
prepare for next steps.
Loan packaging;Loan Facilitation;TA for Existing
Clients;Business Plan Development 11.5 0 7.5 4 0 0 1 0
home healthcare services Health / Fitness Existing - Opportunity Web Apple Valley Apple Valley Existing healthcare business looking to expand to real estate
development for residential care Initial Consultation;Loan Facilitation 1.5 0 1.5 0 0 0 1 0
optical supplies Retail Start-up Other Burnsville Burnsville Continued TA for new, growing optical products business.Business Plan Development;TA for Existing Clients 4.5 4.5 0 0 0 0 1 0
Grocery/Food Hall Food Start-up Web Burnsville Woodbury Dakota;
Washington
New business development reached out to discuss funding
and development incentives in the city and county.
Initial Consultation;Networking/referrals;Financial
Management Assistance 3.5 0 3.5 0 0 0 1 0
Car Wash Service Client Inquiry Municipality Burnsville Edina Client's looking for lending to purchase a car wash business
in Burnsville that's no longer operating.General business issues/guidance 2 0 0 1.25 0.75 0 1 0
Restaurant Food Pre-start planning Bank_Referral Eagan Farmington
Assistance provided to existing loan client who is in the
process of building out his restaurant business.
Troubleshooting various business and planning issues.
Liaising with lead lender and facilitation additional
financing. diti
General business issues/guidance;TA for Existing
Clients;Loan Facilitation;Other Loan
Related;Marketing
12.25 6.5 0 5.75 0 0 1 0
Mentorship & afterschool programming Professional / Consulting Start-up MCCD Community
Partner/Member Org Eagan Eagan Saint Paul Ramsey Mentorship & afterschool programming. Business Plan
Development Business Plan Development 1 0 1 0 0 0 1 0
Restaurant Food Pre-start planning Bank_Referral Eagan Woodbury Discussed financing options and new business plans.
Provided resources and loan application information.Loan packaging;Other Loan Related 1.5 1.5 0 0 0 0 1 0
Grocery & spice market Retail Pre-start planning Web Farmington Farmington Continued TA provided to business regarding business plan
development and submittal to the city for plan approval.Business Plan Development;Loan Facilitation 3 3 0 0 0 0 1 0
Urgent Care/Primary Care Health / Fitness Pre-start planning Municipality Hastings Woodbury New Business start up looking for assistance with initial
planning steps.
Initial Consultation;Business Plan
Development;Networking/referrals 1.5 0 1.5 0 0 0 1 0
TBD Retail Client Inquiry MCCD Community
Partner/Member Org
Inver Grove
Heights
Inver Grove
Heights
Entrepreneur looking to buy a local business or franchise.
discussed pros / cons of various business scenarios.
provided resources and checklists to assist in next steps.
Initial Consultation;Business purchase
evaluation;Franchise evaluation 1.5 1.5 0 0 0 0 1 0
Brewery Food Pre-start planning Bank_Referral Lakeville Lakeville Reviewed business plan and provided feedback &
additional resources.
Business Plan Development;TA for Existing
Clients;Loan packaging;Loan Facilitation;Other Loan
Related;Initial Consultation;Marketing;Strategic
planning;Networking/referrals
38.5 4 1.5 31 2 0 1 0
Page 2 of 6
2022 OTB YE Data - Final.xls
mobile healthcare business Health / Fitness Start-up Municipality Lakeville Lakeville
New start-up healthcare business looking for assistance and
support related to taxes & record keeping, general start up
best practices.
Initial Consultation;Regulatory assistance;General
business issues/guidance 2.5 2.5 0 0 0 0 1 0
Business planning and consulting Professional / Consulting Pre-start planning Municipality Lakeville Lakeville New business start-up looking for networking & marketing
assistance.
Initial Consultation;Business Plan
Development;Marketing 1.5 1.5 0 0 0 0 1 0
Indoor playplace for kids Health / Fitness Pre-start planning Municipality Lakeville Prior Lake Dakota
New start up business in initial planning stages to open an
indoor playplace for kids in Lakeville area. Discussed
planning, start up budget, insurance, legal concerns, and
provided follow up resources to get the clients started on
the right track.
Initial Consultation;Business Plan
Development;Networking/referrals 2 2 0 0 0 0 1 0
Ear Nose and Throat & Facial Plastic Surgery
Practice Health / Fitness Pre-start planning Municipality Lakeville Other-Other Dakota
Medical doctor looking to start a new practice in Lakeville
area. Discussing business plan, financing option, and market
research.
Initial Consultation;Business Plan
Development;Marketing;Networking/referrals;Fina
ncial Management Assistance;Loan Facilitation
7 0 7 0 0 0 1 0
Martial Arts Studio Health / Fitness Start-up Municipality Lakeville Apple Valley Zoning, city permitting, and SAC fees Initial Consultation;General business
issues/guidance;Licensing Assistance 6.25 0 0 0 6.25 0 1 0
Event rental spaces Retail Pre-start planning Bank_Referral Rosemount Rosemount
Client is starting a new event space rental business. Advising
provided on business plan and financial projections for
bank presentation.
Loan Facilitation;Initial Consultation;Business Plan
Development;Cash Flow Analysis &
Projections;Loan packaging
5.5 0 4.5 1 0 0 1 0
HVAC Company Service Existing - Opportunity MCCD Community
Partner/Member Org Vadnais Heights Rosemount Loan Project Request, Marketing Assistance
TAActivity;Business Plan Development;Cash Flow
Analysis & Projections;Marketing;General business
issues/guidance;Loan Facilitation
4 0 4 0 0 0 1 0
ESL and math and reading program.Other Start-up Other Apple Valley Apple Valley
Client looking for grant, lending, and marketing resources
for their math and reading online program and ESL in-
person program.
General business issues/guidance;Loan Facilitation 4.25 0 0 4.25 0 1 1 0
Medical clinic Client Inquiry MCCD Community
Partner/Member Org Apple Valley Apple Valley Client looking to purchase a business from current
employer who is looking to retire by the end of the year.
Initial Consultation;Business purchase
evaluation;Networking/referrals;General business
issues/guidance
2.75 0 0 2.75 0 1 1 0
TBD Pre-start planning Other Apple Valley Apple Valley General business consultation, lending,
zoning/permitting/licensing guidance, and legal assistance
Initial Consultation;Regulatory
assistance;Networking/referrals;General business
issues/guidance;Licensing Assistance;Other Loan
Related
7.75 0 0 0 7.75 1 1 0
Mobile Car Wash Service Pre-start planning Web Burnsville Burnsville
Client recently moved from TX to MN and wants to restart
his car wash business here. Assistance provided to get
started and navigate licensing locally.
Initial Consultation;Business Plan
Development;Networking/referrals;Licensing
Assistance
2.5 0 2.5 0 0 1 1 0
Restaurant Food Existing - Opportunity Municipality Circle Pines Farmington Assist struggling restaurant with financial guidance and
resources
General business issues/guidance;TA for Existing
Clients;Financial Management Assistance;Other
Loan Related
1.8 0 1.3 0.5 0 1 1 0
transportation Wholesale / Distribution Existing - Challenged MCCD Community
Partner/Member Org Eagan Eagan Assistance with Bookkeeping for an existing client Record keeping/bookkeeping 0.5 0 0 0.5 0 1 1 0
Commercial Laundry Service Pre-start planning Web Eagan Eagan Entrepreneur is seeking basic start up guidance to establish
a commercial laundry business.Initial Consultation;Business Plan Development 1 0 1 0 0 1 1 0
resale vintage toy shop Retail Existing - Opportunity Friends_and_Family Eagan
Initial Consultation;Business Plan
Development;Marketing;Networking/referrals;Gen
eral business issues/guidance;Other Loan
Related;Record keeping/bookkeeping
15 0 14 1 0 1 1 0
Legal and logistics Service Existing - Challenged MCCD Community
Partner/Member Org Eagan Eagan Existing business is struggling to get reestablished post-
COVID. Exploring a new business line of logistics.
Initial Consultation;Personal Financial
planning;Strategic
planning;Networking/referrals;TA for Existing
Clients
9.75 0 0 9.75 0 $ 4,800 1 1 0
Restaurant Food Existing - Opportunity Municipality Farmington Bloomington Minneapolis
Existing business is expanding to a second location.
Discussed expansion, planning, budgeting, and financing
options, and what a bank would require to look at their
project.
TA for Existing Clients;Loan Facilitation 3.5 2 1.5 0 0 1 1 0
PC Repair Technology Start-up Web Farmington Farmington
Newly established business seeking assistance with initial
steps of choosing a business entity, setting up insurance,
and establishing pricing & marketing strategies. Discussed in
depth and provided referrals to local professionals.
Initial Consultation;Business Plan
Development;Regulatory
assistance;Networking/referrals;General business
issues/guidance
2 2 0 0 0 1 1 0
Tire Recycling Manufacturing Pre-start planning Other Hugo Burnsville
The client is starting a tire recycling plant and is looking for
assistance on a number of start-up issues including business
planning, financing, regulatory.
Initial Consultation;Business Plan
Development;General business issues/guidance 3 0 0 3 0 1 1 0
Financial Advising for underserved
communities Professional / Consulting Start-up Municipality Lakeville Lakeville
New business looking to grow and scale up. Seeking
assistance on sales strategies, marketing, networking, and
growth.
Initial Consultation;Marketing;Networking/referrals 1.5 0 1.5 0 0 1 1 0
Auto Repair Service Existing - Opportunity Municipality Saint Paul Maplewood
Minneapolis;
Other-Hennepin
County; Other-
Ramsey County;
Saint Paul
Dakota;
Hennepin;
Ramsey
Loan Request / Commercial Building
Loan Facilitation;Financial Management
Assistance;Loan packaging;Initial
Consultation;General business issues/guidance
9 0 7 2 0 1 1 0
restaurant Food Start-up Municipality South Saint Paul Woodbury Ongoing support for existing client, grant outreach,
potential loan request
TA for Existing Clients;Loan Facilitation;Other Loan
Related 1.5 0 1.5 0 0 1 1 0
Mexican Restaurant Food Existing - Challenged Municipality South Saint Paul South Saint Paul Looking for a Loan Request of 100k for WC/ Equipment TA for Existing Clients 1 0 1 0 0 1 1 0
Mexican Restaurant Food Existing - Challenged Municipality South Saint Paul South Saint Paul Potential Loan Request for Equipment, Marketing,
Operating Capital
TAActivity;Cash Flow Analysis & Projections;Other
Loan Related 8 0 8 0 0 1 1 0
Tattoo Parlor Service Existing - Opportunity Municipality South Saint Paul Apple Valley
Existing business owner is looking to relocate his business
from Newport MN to South Saint Paul. Advising provided
on business plans and next steps for financing.
Initial Consultation;Business Plan
Development;Loan
packaging;Networking/referrals;Other Loan Related
3.5 0 3.5 0 0 1 1 0
Food truck business opening a restaurant Food Existing - Opportunity MCCD Community
Partner/Member Org West Saint Paul Saint Paul Dakota
Existing business looking to expand into a brick and mortar
restaurant location. Discussed broker referrals and
participation financing with LEDC.
Other Loan Related;TA for Existing Clients;Initial
Consultation;Networking/referrals 4.5 1.5 3 0 0 1 1 0
Aesthetics Service Pre-start planning MCCD Community
Partner/Member Org Apple Valley Apple Valley
Developing business continues the planning process to
open their doors in the next 6 months. Provided real estate
broker recommendations, insurance contacts, advising on
loan products and contacts, budgeting and planning.
Loan Facilitation;Record keeping/bookkeeping;Real
estate analysis;Networking/referrals;TA for Existing
Clients;Other Loan Related
5 4 1 0 0 0 0 1
Athletic center Health / Fitness Existing - Challenged Municipality Apple Valley Business owner seeking grants and any financial support for
urgent COVID relief. Provided resources and options for her
to look into.
TA for Existing Clients;Initial Consultation;General
business issues/guidance 2 1.5 0.5 0 0 0 0 1
Promotional items Retail Existing - Challenged Municipality Burnsville Burnsville TA provided on creation of a new business entity, attended
Labor Q&A webinar
General business
issues/guidance;Networking/referrals;TA for
Existing Clients
3.5 3.5 0 0 0 0 0 1
textile production Manufacturing Start-up Municipality Burnsville Burnsville TA provided for existing client.Networking/referrals 2 2 0 0 0 0 0 1
Page 3 of 6
2022 OTB YE Data - Final.xls
custom hat designs Retail Start-up Web Eagan Eagan
Initial meeting with new start up business. Questions
answered regarding registration, taxes, next steps,
bookkeeping and record keeping.
TA for Existing Clients;Initial Consultation;Business
Plan Development;Record
keeping/bookkeeping;Networking/referrals;Busine
ss Registration
2.5 2 0.5 0 0 0 0 1
pottery studio Retail Existing - Opportunity Web Eagan Eagan
Client is considering purchasing a paint-your-own-pottery
franchise. Discussed nuances of the franchise industry,
what to watch out for, provided research and additional
resources to help her make the best decision for her.
Initial Consultation;Strategic planning;Franchise
evaluation 2 2 0 0 0 0 0 1
Massage Therapy Service Start-up Municipality Eagan West Saint Paul
Existing business is expanding to a new brick and mortar
location. Provided business owner with assistance with city
inspections and licensing.
Initial Consultation;Business Registration;Licensing
Assistance 2 2 0 0 0 0 0 1
Salon Service Existing - Challenged Other Eagan Eagan Business plan and financial reports
Record keeping/bookkeeping;Financial
Management Assistance;Initial
Consultation;Business Plan
Development;Networking/referrals
5.25 0 0 0 5.25 0 0 1
insurance agency Professional / Consulting Existing - Opportunity Municipality Farmington Rosemount
Ongoing TA provided for existing client seeking financing
for Real Estate purchase and business expansion, referrals
provided to local bankers and attorney. Business
participation in Labor Q&A webinar.
Real estate analysis;TA for Existing Clients;Loan
Facilitation;General business
issues/guidance;Networking/referrals;Relocation
Assistance
8.25 6 0 2.25 0 0 0 1
Athletic coaching Health / Fitness Start-up Municipality Farmington Farmington Startup business seeking guidance on basic start-up steps,
taxes, bookkeeping, and regulations.
Initial Consultation;Record
keeping/bookkeeping;Regulatory
assistance;Networking/referrals
2.5 2.5 0 0 0 0 0 1
Chiropractic Clinic Health / Fitness Existing - Opportunity Municipality Farmington Burnsville Existing business looking to expand into new space that
they develop and own. Initial discussion on business plans.Initial Consultation 0.5 0.5 0 0 0 0 0 1
Ice Cream Shop Food Pre-start planning Other Farmington Farmington New business start is searching for a location and general
guidance for initial steps to establish the business.
Cash Flow Analysis & Projections;General business
issues/guidance;Initial Consultation;Real estate
analysis;Regulatory assistance;Networking/referrals
10.25 0 2.5 0 7.75 0 0 1
Bakery Retail Existing - Challenged Municipality Farmington Farmington Existing business is expanding next door. Seeking grants or
loans to help finance the move.
TA for Existing Clients;Initial Consultation;General
business issues/guidance;Other Loan Related 4 0 4 0 0 0 0 1
Clothing Boutique Retail Start-up Municipality Hastings Hastings Ongoing servicing and support for existing loan client.Other Loan Related 0.5 0.5 0 0 0 0 0 1
Cleaning, organization, personal assistance Service Existing - Opportunity Municipality Hastings Hastings Additional Quickbooks training for existing client Record keeping/bookkeeping 2.25 1 1.25 0 0 0 0 1
Design & décor Retail Start-up Web Hastings Hastings Client attended Business Law Q&A on 3/31.TA for Existing Clients 1.5 1.5 0 0 0 0 0 1
Auto Repair Service Existing - Opportunity Friends_and_Family Hastings Hastings Growing business seeking guidance on expansion and
scaling up, hiring employees.
Initial Consultation;Loan packaging;Record
keeping/bookkeeping;Regulatory
assistance;Networking/referrals;Loan Facilitation
2.5 0 2.5 0 0 0 0 1
athlete concierge service Service Client Inquiry Other Inver Grove
Heights
Inver Grove
Heights
Client is seeking guidance to start a new concierge service
business for traveling athletes
Initial Consultation;Business Plan
Development;Networking/referrals;General
business issues/guidance
2.5 0 0 2.5 0 0 0 1
Custom clothing Retail Existing - Challenged Web Lakeville Lakeville
Ongoing TA provided on sales & marketing strategies,
website development, goal setting for the new year,
financial management support through internal referral to
CPA advisor.
TA for Existing Clients;Record
keeping/bookkeeping;Marketing;General business
issues/guidance;Financial Management
Assistance;Personal Financial
planning;Networking/referrals
28.5 17 11.5 0 0 0 0 1
Chiropractic clinic Health / Fitness Client Inquiry Other Lakeville Eagan Dakota Client looking for city permitting, licensing, and building
regulatory guidelines for her start-up chiropractic clinic.
Regulatory assistance;General business
issues/guidance;Licensing Assistance 2.75 0 0 0 2.75 0 0 1
Self Service flower farm Retail Start-up Municipality Rosemount Rosemount Ongoing support to existing client TA for Existing Clients 1 0 0 1 0 0 0 1
3D printing, woodworking, laser printing
fabrication Construction / Real Estate Pre-start planning Municipality Rosemount Rosemount
Existing client re-engaged to pick up conversation from
earlier in the year. Discussed business registration and
entity selection and provided referrals to additional
resources.
Marketing;Networking/referrals;Business
Registration 1.5 1.5 0 0 0 0 0 1
Risk management consulting Professional / Consulting Pre-start planning Municipality Rosemount Rosemount
Existing client reengaged from 2021. She is ready to work
on her business planning again and is seeking assistance
with next steps.
Business Plan Development;TA for Existing Clients 1 0 0 1 0 0 0 1
Clothing Boutique Retail Pre-start planning Municipality Rosemount Rosemount New business opening in Rosemount seeking assistance
with financial projections, next steps, and lease negotiation.
Initial Consultation;Business Plan
Development;Lease
review/negotiation;Marketing;Financial
Management Assistance
2.5 0 2.5 0 0 0 0 1
TBD Other Client Inquiry Web Rosemount Rosemount Client reached out for assistance with business planning
and start up help Initial Consultation 0.5 0 0.5 0 0 0 0 1
Entertainment venue Other Existing - Opportunity Web South Saint Paul South Saint Paul
Support provided for new business start, assistance with
referrals and navigating initial steps and business plan
development.
Business Plan Development;Regulatory
assistance;Financial Management Assistance 6 6 0 0 0 0 0 1
Ice Cream manufacturing Manufacturing Existing - Opportunity Municipality South Saint Paul Saint Paul Dakota Existing business owner looking to expand production and
purchase real estate
Initial Consultation;Real estate analysis;Strategic
planning;Other Loan Related 1.75 0 0 1.5 0.25 0 0 1
Mental Health Therapy Health / Fitness Client Inquiry Entrepreneur Apple Valley Apple Valley Dakota Seeking assistance in accounting/financial management
Initial Consultation;Record
keeping/bookkeeping;Lease
review/negotiation;Networking/referrals;General
business issues/guidance;Business Plan
Development;Cash Flow Analysis &
Projections;Loan Facilitation
16.5 0 0 11.75 4.75 1 0 1
Paint & Sip art classes Retail Existing - Challenged Municipality Burnsville Burnsville Existing business owner seeking legal advice on lease issue Initial Consultation;Lease
review/negotiation;Networking/referrals 2 0 0 2 0 1 0 1
Fitness and Health Education Health / Fitness Existing - Opportunity Municipality Eagan Eagan Continued TA for exiting client.General business issues/guidance 1.5 1.5 0 0 0 1 0 1
Retail Retail Start-up Municipality Eagan Eagan Continued TA for existing client.General business issues/guidance 1 1 0 0 0 1 0 1
Dance Education and Mentorship Health / Fitness Existing - Challenged Municipality Farmington Apple Valley Continued support provided to client as they seek funding
for their business expansion.
TA for Existing Clients;Financial Management
Assistance 2.5 0.5 2 0 0 1 0 1
Online T-Shirt company Retail Start-up Municipality Farmington Farmington Seeking grants, legal assistance, and business resources
Initial Consultation;Business Plan
Development;Networking/referrals;General
business issues/guidance;Financial Management
Assistance
14.25 0 0 0 14.25 $ 2,500 1 0 1
Home based Wellness, Pilates, Ayurveda Health / Fitness Existing - Challenged Municipality Hastings Hastings
Home-based business is taking the jump to a brick and
mortar space. Support provided on website issues and
development and SEO work.
TA for Existing
Clients;Marketing;Operation/logistics;Record
keeping/bookkeeping;Personal Financial planning
4.5 3.5 1 0 0 1 0 1
Online retailer Retail Client Inquiry Web Lakeville Lakeville Dakota Client looking for tax consultation.Initial Consultation 0.75 0 0 0.75 0 1 0 1
franchise opportunity Retail Start-up Municipality Prior Lake Burnsville TA for Existing Clients;Lease review/negotiation 3.5 1.5 2 0 0 1 0 1
Early childhood education Service Start-up Other South Saint Paul South Saint Paul Provided business with grant opportunities and assistance
with markets & website questions.
Business Plan
Development;Marketing;Operation/logistics;TA for
Existing Clients;Networking/referrals
3.75 1 2 0 0.75 1 0 1
Logistics and organization business Professional / Consulting Start-up Web West Saint Paul West Saint Paul Client is making progress on Business Development -
discussed next steps.TA for Existing Clients 0.5 0 0.5 0 0 1 0 1
Page 4 of 6
2022 OTB YE Data - Final.xls
Photography studio and flex space Service Pre-start planning Web Apple Valley Apple Valley Client attended Business Law Q&A on 3/31.Business Plan Development;TA for Existing Clients 4 4 0 0 0 0 1 1
Ethnic Grocery Store Retail Existing - Opportunity Bank_Referral Apple Valley Farmington African Market is seeking financing for business expansion
including a new freezer. a vehicle, and WC for inventory.Loan packaging;Other Loan Related 2.5 0 0 2.5 0 0 1 1
Event planning & event decor business Service Pre-start planning Municipality Apple Valley Farmington
Existing event planning & decor business is looking to
expand business to add a party venue. Client is considering
renting or buying property in Dakota County, likely Apple
Valley.
Initial Consultation;Real estate analysis;General
business issues/guidance;Loan Facilitation;Other
Loan Related
2 0 0 2 0 0 1 1
beauty retail Retail Existing - Opportunity Municipality Burnsville Bloomington Assistance provided the existing business looking to
strengthen operations and streamline business practices.
Initial Consultation;Networking/referrals;General
business issues/guidance;Financial Management
Assistance
2 2 0 0 0 0 1 1
Wellness & Healthcare Clinic Health / Fitness Existing - Challenged Municipality Burnsville Apple Valley Existing business contacted OTB for help with funding,
marketing, and HR questions.
Record keeping/bookkeeping;Initial
Consultation;Marketing;Operation/logistics;General
business issues/guidance
3.75 0 3.75 0 0 0 1 1
Wholesale Kimchi production Wholesale / Distribution Existing - Opportunity Municipality Burnsville Eagan Entrepreneur is considering buying an existing wholesale
kimchi production business.
Initial Consultation;Business purchase
evaluation;Networking/referrals 2 0 2 0 0 0 1 1
Spa & Salon Service Client Inquiry Other Burnsville Dakota Seeking assistance in working capital Initial Consultation;General business
issues/guidance 0.5 0 0.5 0 0 0 1 1
Substance abuse recovery center Professional / Consulting Start-up Municipality Burnsville Woodbury Dakota Client looking for lending and grant resources
Initial Consultation;Cash Flow Analysis &
Projections;Lease review/negotiation;Loan
Facilitation
7.75 0 0 7.75 0 0 1 1
Legal Consulting Professional / Consulting Start-up Web Eagan Eagan TA provided for new business start. Business owner
attended Business Law Q&A on 3/31.
Initial Consultation;Networking/referrals;Business
Registration;TA for Existing Clients 3 3 0 0 0 0 1 1
Laundromat Service Pre-start planning Municipality Eagan Eagan General business consultation, sewer availability charge,
and legal assistance
Initial Consultation;Regulatory
assistance;Networking/referrals;General business
issues/guidance
3.75 0 0 0 3.75 0 1 1
Aquatics retail Retail Existing - Opportunity Friends_and_Family Farmington Farmington Lending, building codes Licensing Assistance;Other Loan Related 2 0 0 0 2 0 1 1
Dessert Vendor Food Existing - Challenged Other Inver Grove
Heights
Inver Grove
Heights
Long-term client of MCCD expanded her business to include
a trailer last year with MCCD financing. Continued technical
advisory including marketing/networking/financial
management.
TA for Existing Clients;General business
issues/guidance;Marketing;Other Loan Related 5.5 2.5 3 0 0 0 1 1
child care facility Service Existing - Opportunity Web Inver Grove
Heights South Saint Paul continued support for existing client as they think about
business expansion, new business entity, and fundraising.
TA for Existing Clients;Networking/referrals;General
business issues/guidance;Business
Registration;Financial Management Assistance
4 3.5 0.5 0 0 0 1 1
construction Construction / Real Estate Existing - Opportunity Web Inver Grove
Heights
Inver Grove
Heights Ongoing support for existing client TA for Existing Clients 0.5 0 0.5 0 0 0 1 1
Psychiatric Nurse Practitioner Health / Fitness Start-up Other Lakeville Eagan Existing client with existing business looking for assistance
with bookkeeping, financial planning, HR, and Staffing.
Initial
Consultation;Networking/referrals;Operation/logist
ics;General business issues/guidance;Financial
Management Assistance
2 0 2 0 0 0 1 1
Doggie Day Care Service Pre-start planning Web Lakeville Lakeville
Entrepreneur is looking to establish a doggie daycare
business. Considering a franchise or possibly starting her
own business.
Initial Consultation;Business Plan
Development;Networking/referrals;Franchise
evaluation
5 0 2.5 2.5 0 0 1 1
Consulting/therapy business Professional / Consulting Existing - Opportunity MCCD Community
Partner/Member Org
Mendota
Heights
Mendota
Heights Dakota Would like to open up an office and along with small animal
rescue
Initial Consultation;Strategic
planning;Networking/referrals;Other Loan
Related;TA for Existing Clients
2 0 1.5 0.5 0 0 1 1
CNA Training Professional / Consulting Start-up Web North Saint Paul South Saint Paul Ongoing TA for existing client TA for Existing Clients 0.5 0 0.5 0 0 0 1 1
Apple Cider and Juice Food Existing - Opportunity Municipality Other-Dakota
County Saint Paul Ongoing assistance to client as the seek funding for their
large development project
TA for Existing Clients;Record
keeping/bookkeeping;Business Plan
Development;General business
issues/guidance;Other Loan
Related;Networking/referrals
10.63 0 2.5 4 4.13 0 1 1
halal beauty Retail Existing - Opportunity Municipality Rosemount
Ongoing support for existing business owner. Discussed
new grants and funding sources and a possible expansion
to brick and mortar space.
TA for Existing Clients 4.5 1.5 3 0 0 0 1 1
restaurant and market Food Start-up Municipality Rosemount Rosemount site visit and information support regarding services and
lending Initial Consultation;Other Loan Related 2 0 0 2 0 0 1 1
Coffee Shop Food Pre-start planning Municipality South Saint Paul South Saint Paul
Assistance provided to prospective business owner opening
a coffee shop in SSP. Discussed business planning,
commercial leasing, and provided general resources and
referrals.
Initial Consultation;Business Plan
Development;Lease
review/negotiation;Networking/referrals
1.5 1.5 0 0 0 0 1 1
CRE entity Construction / Real Estate Start-up Bank_Referral West Saint Paul Shakopee Reviewed scheduled interest rate adjustment for an
existing loan client TA for Existing Clients 0.75 0 0.75 0 0 0 1 1
Hair Salon Service Existing - Opportunity Web West Saint Paul West Saint Paul
Ongoing support for existing client, grant and funding
research, business plan development for new business
venture.
Strategic planning;General business
issues/guidance;TA for Existing Clients;Other Loan
Related;Business Plan Development;Business
Registration
6.5 0 4.5 2 0 0 1 1
Chicken Food Truck Food Existing - Opportunity Municipality Apple Valley Apple Valley Existing loan client, closed retail location, new focus on
events Other Loan Related 1.25 1.25 0 0 0 1 1 1
Coffee Shop Retail Pre-start planning Municipality Apple Valley Farmington In-depth assistance on business plan and development for
new cafe in Apple Valley.
Business Plan
Development;Networking/referrals;Financial
Management Assistance;Loan Facilitation;Cash Flow
Analysis & Projections
18 12.5 3.5 2 0 1 1 1
Day Spa Service Start-up MCCD Community
Partner/Member Org Apple Valley Apple Valley Loan Initial Consultation;Loan packaging;Other Loan
Related 3.25 0 0 0 3.25 1 1 1
Autism Clinic Professional / Consulting Pre-start planning Bank_Referral Burnsville Burnsville
Underwriting loan request for financial support of
commercial property purchase. Referral to internal
bookkeeping expert to assist with Quickbooks set up.
Loan packaging;TA for Existing Clients;Loan
Facilitation;Record keeping/bookkeeping;Other
Loan Related
7 7 0 0 0 1 1 1
Custom screen printing Retail Existing - Opportunity Entrepreneur Burnsville Mendota
Heights
Assistance provided to existing business owner regarding
website development, quickbooks and record keeping.
TA for Existing Clients;Initial Consultation;Record
keeping/bookkeeping;Marketing;Networking/refer
rals
5 2.5 0.5 2 0 1 1 1
Photography studio Professional / Consulting Start-up Municipality Burnsville Burnsville
Client is restarting an existing business after a long hiatus
due to an injury. Assistance provided to help re-engage
with customers and ramp back up.
TA for Existing
Clients;Networking/referrals;Financial Management
Assistance;Initial Consultation;Marketing;General
business issues/guidance
19 0 6.5 12.5 0 $ 4,000 1 1 1
Spirit wear Retail Start-up Other Burnsville Burnsville General business consulting, web building, brand
development, legal assistance, and grants
Initial Consultation;Marketing;General business
issues/guidance 2.75 0 0 0 2.75 1 1 1
Real Estate Investment Construction / Real Estate Existing - Opportunity Web Eagan Eagan
Assistance provided as client seeks to establish next steps in
business development. Discuss financing option,
creditworthiness, and business planning.
Initial Consultation;Business Plan
Development;Personal Financial
planning;Networking/referrals;Loan Facilitation
6.5 6.5 0 0 0 1 1 1
Page 5 of 6
2022 OTB YE Data - Final.xls
Salon, spa, wellness center Service Pre-start planning Web Eagan Eagan
Entreprenuer seeking support and financial assistance to
get her business up and running. Discussed grants and
financing process as well as budgeting and personal
financial health. Provided general guidance on business
startup and resources.
Initial Consultation;Business Plan
Development;Personal Financial
planning;Networking/referrals;Loan Facilitation
2.5 2.5 0 0 0 1 1 1
Yoga Studio Service Start-up Municipality Farmington Farmington client has a new cleaning business and requested assistance
for initial filing steps.Initial Consultation 0.5 0 0.5 0 0 1 1 1
Beauty Supply Retail Existing - Opportunity Municipality Farmington Lakeville Ongoing assistance to existing client. Facilitation with
microgrant receipt and compliance.
TA for Existing Clients;Financial Management
Assistance 5 4 1 0 0 1 1 1
Clothing business Retail Start-up MCCD Community
Partner/Member Org
Inver Grove
Heights Eagan Ongoing TA for existing client TA for Existing Clients 0.5 0 0.5 0 0 1 1 1
Mexican Restaurant Food Existing - Opportunity Other Inver Grove
Heights
Inver Grove
Heights Dakota
Food truck business owner is opening a Restaurant and will
have catering services (food truck) for events. The client
needs some advice in regards to licenses and permits to
operate.
General business issues/guidance;Business
Registration;Initial Consultation;Loan
Facilitation;Financial Management Assistance;Lease
review/negotiation;Other Loan Related
35 0 4.5 11.5 19 1 1 1
Hardwood Floor Contracting Service Start-up Other Inver Grove
Heights
Inver Grove
Heights
Client started a hew hardwood floor refinishing business
with her husband. Assistance provided on licensing, start up
steps, owner's draws, and other start up basics. Provided
resources and ongoing support.
Initial Consultation;Networking/referrals;General
business issues/guidance;Business Registration 2 0 2 0 0 1 1 1
Senior living facility Health / Fitness Pre-start planning Municipality Mendota
Heights Little Canada Client inquiry; lending Initial Consultation;Other Loan Related 0.75 0 0 0 0.75 1 1 1
Cleaning business Service Pre-start planning Other Rosemount Rosemount Client is seeking guidance on starting a residential and
commercial cleaning service.
Initial Consultation;Business Plan
Development;Networking/referrals 1.5 0 1.5 0 0 1 1 1
Soul food restaurant Food Start-up MCCD Community
Partner/Member Org Rosemount Rosemount Dakota
Soul food restaurant looking for business development
consulting, grant resources, credit analysis, food licensing
and legal assistance.
Initial Consultation;Networking/referrals;General
business issues/guidance;Licensing Assistance 12 0 0 0 12 1 1 1
Restaurant Food Pre-start planning Other Saint Paul Lakeville Client is looking for a $65,000 loan to open an Ethiopian
Restaurant
Business Plan Development;Lease
review/negotiation;General business
issues/guidance;Business Registration;Initial
Consultation
10 0 0 0 10 1 1 1
eCommerce Coffee Retail Start-up Web West Saint Paul West Saint Paul Existing TA client interested in financing for her new coffee
roasting business Loan packaging;TA for Existing Clients 3.5 0 0 3.5 0 1 1 1
TA HOURS 1,093 300.5 317.3 218 257.13
PROGRAM HOURS 796 227 187 182 200
ANNUAL TOTAL 1,889 527.5 504.3 400 457.13 593,000$ 5,545,300$ 576,000$ 58 90 85
Page 6 of 6