2016 EUGENE CONSULTANT DIRECTORY s r o s vi d A al ci n a n Fi S C M © INTRODUCTION No man is an island, and neither is a business. To fill this information gap, we called, researched, e- The Eugene Chamber of Commerce supports local There are going to be times when an outside mailed, interviewed, and organized to create the businesses. If you prefer doing business with Chamber perspective is necessary. Whether your business is a rich, wide-ranging list you see here. The list members, we've made it easy for you to identify who's start-up, multi-generational, or in between, it can highlights local experts who specialize in marketing, who—just look for the Chamber logo. benefit from the insights and skills of a seasoned finance, IT, organizational development, strategic consultant. planning, and more. The consultants are organized by Consultants will find this to be a great resource for specialty, though many of them could easily fall into identifying other consultants whose services may Here, with distribution support from the Eugene multiple categories. Many of the consultants we complement their own. If you are a consultant and Chamber of Commerce, MCS Family Wealth Advisors contacted took the time to tell us more about what wish to add or update your directory listing, please provides the first comprehensive list of consultants they do, so we allocated some extra space for them. contact us at: for the Eugene-Springfield area. There have been [email protected]. partial lists in the past, but most of them were little more than a collection of names and phone numbers. Note: This list is for information purposes only; we do not None of them answered the questions we know most recommend any specific consultants. Be sure to do your own research to determine which consultant is right for you. people have about consultants. CONTENTS ENVIRONMENTAL CONSULTANTS 1 FINANCE CONSULTANTS 3 HEALTH CARE CONSULTANTS 7 IT AND WEB CONSULTANTS 8 ORGANIZATIONAL CONSULTANTS 13 MARKETING CONSULTANTS 21 STRATEGIC PLANNING CONSULTANTS 30 OTHER SPECIALTY CONSULTANTS 36 SHORT LISTINGS 39 Proudly Sponsored By: Eugene Chamber of Commerce MCS Family Wealth Advisors Jeannine Erving or Tina Orem Michael Stalker 1401 Willamette Street 360 East 10th Avenue, Suite 200 Eugene, Oregon 97401 Eugene, Oregon 97401 541-484-1314 (p) 541-345-7023 (p) 541-484-4942 (f) 541-345-9871 (f) [email protected] [email protected] www.eugenechamber.com www.mcsfamilywealth.com ENVIRONMENTAL CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee BB&A Environmental Meeting the needs of the company’s clients in the BB&A Environmental provides comprehensive environmental consulting Varies most timely and cost-effective manner is the and engineering services including, for example, Phase I and II Daniel F. Mumford company’s highest operational goal. To this end, the Environmental Site Assessments, underground storage tank Typically bid [email protected] company will maintain the highest standard of investigation, risk-based assessments, stormwater management, soil integrity and honesty, provide the highest quality and groundwater remediation. Operating from office in Eugene and N/A 32986 Roberts Court professional service, work diligently to best serve the Portland, BB&A Environmental serves all of Oregon, southwest Coburg, OR 97408 interests of the client, seek to clearly understand the Washington, and northern California. 541-484-9484 (p) needs and objectives of the client, communicate 541-484-4188 (f) clearly and fully the findings, implications, and Specialty Areas: Environmental, construction www.bbaenv.com problems of the project, and manage and complete projects in an efficient manner for a fair and Years in Business / As a Consultant: 27/27 reasonable fee. Professionals in Firm: 4 Environmental Technologies Group, Inc. To provide cost-effective, innovative solutions for Environmental Technologies Group, Inc. (ETG) excels at providing $2,000 - $70,000 our clients environmental problems. clients throughout the United States with quality environmental Dan Landry and Dave Seaver consulting services. ETG's geologists and scientists specialize in cost- Hourly, fixed, not to [email protected]; effective, innovative solutions to environmental problems from offices exceed time and [email protected] located in Eugene, OR, and Stillwater and Tulsa, OK. Services include materials, or competitive due diligence for property transactions, corporate acquisitions, bids 1176 West 7th Ave. subsurface investigations, site remediation, and hydrogeologic studies. Eugene, OR 97402 N/A 541-743-2600 (p) 541-743-2471 (f) Specialty Areas: (1) In-situ remediation of petroleum hydrocarbons and www.etgroupinc.com chlorinated solvents, (2) Soil gas investigations, and (3) Due diligence for corporate acquisitions Years in Business / As a Consultant: 6/27 Professionals in Firm: 7 Essential Consulting Oregon, LLC Essential Consulting Oregon, LLC (EC Oregon) was Most recently, EC Oregon has concentrated on anaerobic digestion $60,000 for feasibility established in 2005 with the mission to cultivate feasibility studies and biogas plant development funded by a studies; $6 million - $18 Dean C. Foor renewable biomass energy solutions for the combination of private investment and grants. million for biogas [email protected] agriculture and business communities. Specialty Areas: Feasibility studies for biogas energy and project Project 1328 W. 2nd Avenue management for biogas plant development. Eugene, OR 97402 $15,000; free initial 541-485-9095 (p) Years in Business / As a Consultant: 15/15 consultation 480-772-4799 (f) Professionals in Firm: 7 www.ecoregon.com Q2 2016 | Page 1 ©MCS Family Wealth Advisors. All Rights Reserved. ENVIRONMENTAL CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee Good Company Making sustainability work. Good Company is a sustainability consulting firm that provides analysis, $5,000 - $450,000 strategy and implementation services to help clients better their Tracy Sagal performance. Our clients share our mission of making sustainability Project, bid [email protected] work and value both critical and creative thinking for their operations, their projects, and their new ventures. N/A 65 Centennial Loop, Suite B Eugene, OR 97401 541-341-4663 (p) Specialty Areas: Analysis: sustainability assessments, carbon footprints, 541-341-6412 (f) market research; Strategy: sustainability plans, marketing and www.goodcompany.com positioning plans, feasibility studies, and business plans; Implementation: program development, strategic partnerships, education and training. Years in Business / As a Consultant: 12/12 Professionals in Firm: 8 RE:think Business—a BRING education and Waste less, earn more. RE:think offers businesses and organizations free, confidential advice to Free to $2,500 consulting program minimize waste and save money, including financial incentives; personalized recommendations; free resources including water saving hourly/project Carolyn Stein devices; educational materials and public recognition. Areas covered: [email protected] waste prevention & recycling; energy efficiency & conservation; water N/A conservation & quality; & purchasing. 4446 Franklin Blvd. Eugene, OR 97403 Specialty Areas: Green team support, waste audit/sort, sustainable- 541-746-3023 (p) event planning, environmentally-preferred purchasing (EPP) advice, and 541-726-9894 (f) special projects research. www.bringrecycling.org Years in Business / As a Consultant: 3/2 Professionals in Firm: 2 Q2 2016 | Page 2 ©MCS Family Wealth Advisors. All Rights Reserved. FINANCE CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee Cardinal Services We simplify being an employer, so you can focus on Cardinal has nearly 30 years of HR expertise you can count on. Small to N/A your business. mid-sized businesses benefit from having our team of HR professionals Louie Liberante provide support and design solutions for clients to achieve their goals. N/A [email protected] N/A 405 Lincoln Street Specialty Areas: Workplace Solutions -- Staffing, Payroll, Employee Eugene, OR 97401 Screening, Benefits, & more. 541-726-8060 (p) 541-726-8889 (f) Years in Business/As a Consultant: 30/30 www.cardinal-services.com Professionals in Firm: 35 Compton Consulting To help companies strengthen their financial position Provide a wide range of management and financial consulting $1,000-$25,000 and improve their management teams. concentrated in 3 primary areas: turning around troubled companies, Clark Compton assisting growing companies in their expansion and reorganization $170/hour, plans, and providing strategic and transitional planning for physician free 1-hour consult 440 E. Broadway, Suite 30 groups. Eugene, OR 97401 N/A 541-345-0667 (p) Specialty Areas: Business and physician groups 541-343-1599 (f) Years in Business/As a Consultant: 26/26 Professionals in Firm: 1 ECONorthwest Operating since 1974, ECONorthwest is the largest Economics, Finance, and Land Use Planning Consultants $20,000-$200,000 economics consulting firm in the Pacific Northwest. Karen McClain Specialty services: Economic, Financial, and Land Use Planning Varies [email protected] Years in Business/As a Consultant: 40/40 N/A 72 W. Broadway, Suite 206 Professionals in Firm: 45 Eugene, OR 97401 541-687-0051 (p) 541-344-0562 (f) www.econw.com Q2 2016 | Page 3 ©MCS Family Wealth Advisors. All Rights Reserved. FINANCE CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee Green Leaf Financial Consulting, LLC I specialize in Financial Planning and Retirement Building long-term relationships is THE priority at Green Leaf Financial N/A Income Strategies for Business Owners, Families, and Consulting. This can only be done by taking the time to listen and Michael S. Caprai Women in Transition throughout the Pacific understand each of our clients personally. Together, we carefully chart N/A [email protected] Northwest by helping them Plan. Grow. & Protect. a course to help them map their financial actions to their financial their financial future. True Financial Planning is goals. I have been in the financial planning business for 15 years helping N/A 941 Oak Street undertaking a process that drives you toward your professionals, business owners and their families pursue a successful Eugene, OR 97401 goals. financial future through comprehensive planning. 541-349-9335 (p) 503-523-0183 (f) www.greenleaffin.com Specialty Areas: financial planning, wealth management, risk management Years in Business/As a Consultant: 5/17 Professionals in Firm: 2 Guardian Angel Bookkeeping Serivce, Inc. Provide bookkeeping, taxes, payroll and notary We assist customers with tax representation, payroll, bookkeeping, tax N/A services. Small to medium-size businesses. Full cycle, return and notary services. We provide informative and instructional Lee Reams or Jenne Anthony from input to tax preparation. services for business owners to achieve knowledgeable operation of Hourly [email protected] their business. We are knowledgeable in various software and business. N/A 4679 Barger Drive Eugene, OR 97402 Specialty Areas: Income taxes, bookkeepeing and payroll 541-607-5052 (p) 541-607-5056 (f) Years in Business/As a Consultant: 22/15 www.eugenetaxpros.com Professionals in Firm: 2 McDonald Business Services Empower business owners by giving them the tools to Analyze financial statements for accuracy and effective decision- $400-$750 analyze and understand their financial records. making. Diagnose/correct bookkeeper input errors so that financial Valerie McDonald statements are reliable and accurate representations of the business Hourly [email protected] that are ready to be used in the preparation of income taxes and/or as backup for loan applications. Train bookkeepers. An Enrolled Agent (EA) N/A 255 Oakway Center with IRS and a licensed tax consultant with the state of Oregon (OR LTC Eugene, OR 97401 26388C). 541-434-8081 (p) Specialty Areas: QuickBooks, Quicken, Microsoft Excel Years in Business/As a Consultant: 9/25 Professionals in Firm: 1 Q2 2016 | Page 4 ©MCS Family Wealth Advisors. All Rights Reserved. FINANCE CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee MCS Family Wealth Advisors Transform money from a source of worry to a MCS and our consulting associates help businesses reduce risk and $7,500-$50,000 resource for fulfillment. increase wealth, become more successful today and succeed from one Michael C. Stalker generation to the next. To improve business performance, we offer Hourly, daily, project [email protected] assessment, advice, coaching and intervention for key individuals in family and non-family businesses. At the company level, we offer $2,500 360 E. 10th Avenue financial analysis and strategy consulting. Eugene, OR 97401 541-345-7023 (p) Specialty Areas: Family business; expert witness; securities/investment. 541-345-9871 (f) www.mcsfamilywealth.com Years in Business / As a Consultant: 33/25 Professionals in Firm: 2 Pension Planners Northwest To deliver a customized and client-specific approach We are a Third Party Administration and Consulting firm headquartered N/A to plan administration designed to minimize fiduciary in Eugene, Oregon with an office in Portland. We provide Heidi Bigley ERPA, CPC exposure and business risk. administration, regulatory compliance, fiduciary guidance and high N/A [email protected] touch service to businesses sponsoring Defined Contribution plans in the Pacific Northwest. We have been in operation since 1986. Our firm has N/A 1600 Valley River Drive, Suite 340 an excellent reputation for service, quality and expertise. Eugene, OR 97401 541-852-4868 (p) 541-852-4869 (f) Specialty Areas: N/A www.ppnw.net Years in Business / As a Consultant: 27/12 Professionals in Firm: 20 Promised Land Consulting, LLC To help clients make more money through strategic Promised Land Consulting, LLC specializes in financial accounting and $500-$5,000; free 1-hr financial planning and assistance. assistance to businesses that require the part-time services of a Chief consult Dan Vishny, CPA, MBA Financial Officer. The founder, Daniel Vishny, CPA, MBA, has more than [email protected] 22 years of experience in guiding companies through the complex varies startup processes, financial requirements planning, and implementation 541 Willamette Street, Suite 201 of corporate strategies. No matter what size your company is, Promised N/A Eugene, OR 97401 Land Consulting can add value to your business. 541-357-7417 (p) 503-200-2277 (f) www.promisedlandconsulting.com Specialty Areas: N/A Years in Business / As a Consultant: 4/20 Professionals in Firm: 1 Q2 2016 | Page 5 ©MCS Family Wealth Advisors. All Rights Reserved. FINANCE CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee The R2 Group Creating relevant results. We provide permanent part-time CFO services to organizations with $2 $1,500-$45,000 to $20 million of revenues. Most have internally grown leadership and G. Scott Purcell face struggles with either rapid growth or tough economic times. We Hourly, project (with [email protected] assist with cash-flows, operations, revenue generation, and having the range/not-to-exceed limit) info they need to manage for both health and growth. P.O. Box 21639 N/A Eugene, OR 97402 541-461-2171 (p) Specialty Areas: Process-improvement training through a 10-session 971-275-1841 (f) course, taking the key concepts of Lean and Six Sigma coupled with www.theR2group.com strong relational and problem-solving skills. We offer the One Page www.createimprovedresults.com Business Plan® as a tool to increase communication and drive results. Years in Business/ As a Consultant: 20+/4+ Professionals in Firm: N/A Roehl & Yi Investment Advisors, LLC Roehl & Yi Investment Advisors provides superior and We provide wealth management for individuals and families and Assets >$2 million customized financial planning services that investment and consulting services to qualified retirement plans. Jayman Yi contribute to our clients achieving their financial Fee [email protected] goals. Specialty Areas: Investment management Negotiable 450 Country Club Road, Suite 160 Years in Business / As a Consultant: 30/30 Eugene, OR 97401 Professionals in Firm: 6 541-683-2085 (p) 541-683-6357 (f) www.roehl-yi.com The Roving Controller To provide accounting management services to small Consulting in accounting systems, budgeting & forecasting, variance N/A businesses that typically do not need the services of analysis, cost accounting, cashflow management & accounting Jim Woodard a full-time controller. No business need is too small. oversight. Thirty-four years of experience as small business owner & Hourly, bid [email protected] accounting manager in the construction, manufacturing, retail & wholesale sales, food processing, & nonprofit sectors. Certified N/A 1976 Inland Way QuickBooks ProAdvisor. Springfield, OR 97477 541-913-8565 (p) Specialty Areas: Finance and accounting www.rovcontrol.com Years in Business / As a Consultant: >1/5 Professionals in Firm: 1 Q2 2016 | Page 6 ©MCS Family Wealth Advisors. All Rights Reserved. HEALTH CARE CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee KJ Smith Associates Helping forward-thinking leaders position for what's We serve leaders of organizations in transition, providing situational $2,500-$75,000+ next intelligence, expert guidance, thoughtful planning, and effective Kathy Smith execution of change strategies. We bring keen analytical skills and Project, bid [email protected] deep experience managing the people side of change in response the most critical challenges so Boards, CEOs and management teams can N/A 296 E. 5th Ave., Suite 325 tackle change with confidence. Eugene, OR 97401 541-688-7545 (p) Specialty Areas: Strategic and scenario planning, market analysis and www.kjsmithmarketing.com qualitative customer research , business planning, complex project management, change strategy, leadership retreat and stakeholder group facilitation. Years in Business / As a Consultant: 15/15 Professionals in Firm: 1, plus network of business associates Pure Success Coaching To help physicians heal healthcare by enjoying I help physicians who are frustrated, overwhelmed or stuck to thrive as $250-$3,500 medicine more. people and physicians so they have the fulfilling life and career they Deborah Munhoz always wanted. My approach is uniquely effective because I use an hourly, daily, project [email protected] innovative combination of personal development and leadership tools so physicians find their fun in medicine. N/A 1745 Coburg Road #159 Eugene, OR 97401 Specialty Areas: Monthly Women’s Physician Circle 541-687-5856 (p) www.puresuccesscoaching.com Years in Business / As a Consultant: 10/12 Professionals in Firm: 1 Q2 2016 | Page 7 ©MCS Family Wealth Advisors. All Rights Reserved. IT AND WEB CONSULTANTS Project Range Billing Method Company Mission Description Minimum Fee BlackWire Marketing, LLC N/A We have been providing internet marketing consultation for a global $1,500-$5,000 audience for 15 years providing technical services, software, training, Greg Hughes and support for all aspects of technology marketing. Varies [email protected] N/A 1292 High Street, Suite 219 Specialty Areas: Web development/design; mobile marketing/text Eugene, OR 97401 message marketing; mobile site design; full SEO and social media 541-343-3653 (p) marketing services and training. 541-653-9739 (f) www.blackwiremarketing.com Years in Business / As a Consultant: 10/15 Professionals in Firm: 3 BlueHat Design To help small business in the process of creating and I help small businesses in the process of setting up and running a $2,000-$6,000 running a website. website. I am a WordPress specialist. My services include web site Jack Wheeler design, development, and photography. Hourly w/fairly firm [email protected] estimate Specialty Areas: Front-end web design, Wordpress, usability, user 4544 Fox Hollow Road experience. No minimum fee Eugene, OR 97405 541-654-5483 (p) Years in Business / As a Consultant: 8/14 www.bluehatdesign.com Professionals in Firm: 1 Borek Business Solutions It’s our mission to build long-term relationships with Our staff has decades of collective experience across a range of $1,000-$250,000 our clients while providing business and information disciplines as well as certifications on world-class technologies. We’ve Roger Borek technology solutions that can help your company been bringing this expertise to small and midsize businesses across Hourly, project, fixed bid [email protected] improve efficiency, responsiveness, and productivity; Oregon and the Pacific Northwest since 1999. As a Microsoft® Gold enhance profit potential; and gain a strategic Certified Partner, we specialize in implementing Microsoft Dynamics™ N/A 1144 Willagillespie Road competitive advantage in your marketplace. GP, as well as Microsoft® SQL Server and other Microsoft technologies. Suite 28, Eugene, OR 97401 This product and geographical focus allows us to continually sharpen 541-345-3883 (p) our knowledge about Microsoft business solutions and the value they 866-811-3375 (f) bring to regional business markets. You can count on us to provide www.borekbusinesssolutions.com local, personal service, training, and support as you need it. Specialty Areas: Accounting (ERP) software, business intelligence, and custom development. Years in Business / As a Consultant: 10/10 Professionals in Firm: 4 Q2 2016 | Page 8 ©MCS Family Wealth Advisors. All Rights Reserved.
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