Services of the Idea Analyst and Associates (IAA)

Instructs, encourages, and advises small business owners through the various stages of business development and capital acquisition. Knowledge is shared regarding the various programs offered through the government agencies, banking institutions and other funding sources. Assistance is provided to help business owners develop a solid foundation from which to operate. Idea Analyst and Associates has identified the gaps in the system which do not adequately perpetuate the growth of many viable entrepreneurs.

Whether you are starting or expanding your business, Idea Analyst and Associates can assist you with everything from developing an effective business plan to putting you in touch with a funding source that will meet the current financing needs of your business.

Specific Services Include:

• Business Plan Development
• Pro Forma Financial Projections (Cash Flow and Profit and Loss)
• SBA (Small Business Administration) loan packaging - 7A, 504
• Research to include feasibility studies and legal research (i.e. matters regarding eligibility for certain programs or resources)
• Grant Writing
• Fiscal sponsorship application for documentary filmmakers
• Copywriting
• Developing an effective marketing campaign

Credentials

• Knowledge of various programs offered through the government agencies, banking institutions, and other funding sources.
• Over 10 years of experience in the various areas of business development and capital acquisition.
• SBA loan packaging (funding) success regarding businesses from a multitude of industries.
• Vast resources of grant funding programs available for non-profit organizations.
• Funding source relationships have been developed (i.e. SBA Preferred Lenders identified and relationships are established).
• Business plan development experience in a variety of industries for operational and capital acquisition purposes, as over 100 plans have been prepared since the inception of the business.
• Extensive grant writing experience in various areas of priority to include: youth and education, pragmatic technical training programs, documentary film making, performing and visual arts

About the Founder

Lisa Pellegrene began her consulting practice in Los Angeles, CA in 2001. Her first client was a non-depository financial institution seeking funding from the SBA under their Economic DIsaster Loan Program. It was at this time that Lisa became quite familiar with the Code of Federal Regulations as it pertained to Small Business Administration loans and worked closely with the Senate Small Business Committee. Lisa went on to assist many businesses with services such as SBA loan packaging, grant funding requests, and business plan development. She has assisted a wide range of clients encompassing many different industries from healthcare providers to filmmakers. She also developed the social accountability through entrepreneurship business model, as 5% of fees received by Idea Analyst and Associates are donated to a charitable cause of the clients choice. Past clients include businesses such as West Coast Ultrasound Institute, Beverly Hills, CA; Pacific Media Partners, Los Angeles, CA; Third Wind Technologies, Boca Raton, FL; and Image Locations, Los Angeles, CA. In the fall of 2003, Lisa established Feelanthropy Foundation, a non profit organization based in Los Angeles promoting animal welfare.