Our Customers

Katz Financial clients are business owners. I help them by:

• Finding working capital that they did not know about, at below-market rates
• Reduce their tax burden to grow net profits
• Protect their business partners, themselves and their families, so they can fully focus on growing their businesses.
• Bring in experts to find the profit leaks in their profit and loss statements.

Biggest Challenge

My biggest challenges are to realize that I do not know everything about business, even though I have two Masters’ degrees in business. Once I accepted that I could not help clients with all their business problems, I created teams of advisors that can solve the problems that I do not have answers for.

I’m inspired by:

Esther and Abraham Hicks inspire me because they taught me to be happy and grateful.  Happiness allows me to attract like minded friends and clients.

Community First

We do complimentary business consultations to help guide their business toward profitable growth.

In Five Years...

In five years, I will be selling my business.  I will get there the same way I teach business owners. (Have processes for all the component parts of my business and keep growing my business profitably)

Community First

We are making all our products in the USA, so we are creating many jobs in the USA. We are also partnering with local universities to help business schools and their students to work with us thereby we are helping them create future business leaders.

In Five Years…

We expect to grow our business to over $10 Million annual run rate from the current annual run rate of $375,000 How will we get there?

• Build a strong and dedicated team.
• Get investment capital of about $1 Million during 2020 year.
• Invest in sales, marketing and product development.
• Utilize social media and other means to increase our market size
• Attend various exhibitions to exhibit and demonstrate our products.
• Sign up many more distributors worldwide to market and sell our products.

Community First

My business brings delicious, beautiful, and healthy challah bread to Orange County. My challah has no dairy, and no preservatives. It is homemade, and hand-braided, and delivered free to most areas of Orange County. My business elevates that status of challah as an important symbol of the Jewish religion

In Five Years…

I see my business becoming a Kosher bakery, and expanding to include a couple more flavors of challah, and traditional Jewish baked goods like hamantaschen, rugelah, honey cake, and kamishbrot. I also want to offer cookies, cakes, and cupcakes so Jews who keep Kosher can purchase these items at a local Kosher bakery instead of traveling to a Kosher bakery in Los Angeles.
I will continue to pursue Open Market OC, Business Network International ( I am a member of the Strategic Alliance 2.0 chapter), the Globe Newspaper of Laguna Woods Village (I am a resident of Laguna Woods), social media, and friends and family to expose my business and challah to potential customers. I will continue to watch the faces of, and listen to the words of people who taste my challah. I will continue to be receptive to the suggestions and comments of experienced business people.

Community First

If businesses and individuals succeed, the community prospers and that translates to prosperity for everyone.

In Five Years…

In five years, my goal is to protect and empower 2,500 business owners through membership in LegalShield and I plan on getting there through education and networking organizations.

Our Customers

Our customers are established business owners looking for non-biased professional guidance on their retirement plans where it is a win-win for both employers and employees.

A well run retirement plan is an essential part of the benefits package offered to employees, helping the business with attracting and retaining a dedicated and talented workforce. It could also offer some tax benefits to the small business owners.

My Biggest Challenge

Surviving in a very volatile Financial Services industry against well established organizations, educating clients and ourselves, as well as adopting to the constant changes in the industry.

Before starting PNR, giving up a very secure employment with tremendous benefits to go into the unknown world of being a small business owner in a highly competitive Financial Services industry.

Business Principles

“A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption of our work. He is the purpose of it. He is not an outsider of our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us the opportunity to do so.”  Mahatma Gandhi

Community First

I am personally involved in many local chambers of commerce, charter member of TiE SoCal (The Indus Entrepreneurs), board member with the Antelope Valley Employer Advisory Council, as well as a member of the California Highway Patrol Senior Volunteer Program. We help employers benchmark their retirement plans, and evaluate service providers, investments and associated fees, whether paid by the employer or employees. 

In Five Years…

Due to the ever-changing business, such as the SECURE ACT and other major changes in the industry, we see tremendous opportunity and will stay focused, have faith and exercise maximum effort to get there.

Our Customers

Our customers include other distributors, end users, original equipment manufacturers, NASA and Joe the mechanic.

We offer the following products:
Rubber gasketing spiral wound gaskets, Cut Gaskets, O-rings made with Viton® elastomers, gasket materials, lip seals, mechanical, cartridge, engineered shaft pump and water pump shaft seals, PTFE machined extruded or molded. From FKM Gaskets to Grafoil® Seals, from PTFE resin O-rings to Aflas® and more.  

Biggest Challenge

I wanted to remain in the seal industry and to stay in California. Due to a reduction in force by Garlock, to accomplish those goals required that I create my own company. 31 years later, I’m still glad I did.

Community First

We support the water, wastewater, power generation and other industrial facilities. We keep local municipalities running through superior service and products.

In Five Years…

We plan to continue to grow through the expansion of our web presence, and by lacing social media and e-mail marketing to complement our other target marketing. We intend to capture increased market share or become a critical addition to a larger company.

I hold Lean Six Sigma Black Belt – which is about process improvements. In this way I’m able to evaluate the client requirements and assist them with identifying process improvements to become more efficient. When this happens, the bottom-line is improved. Many times, these opportunities are presented when sourcing new capital for these clients.

Our Customers

Our customers are small and medium sized business owners covering a diverse set of industries seeking strategic insight for growth. Many have become entrepreneurs after working for organizations and lack the understanding that a paradigm shift is required to move from employee to entrepreneur. Mainly, now you are responsible for setting the vision and mission for your organization and securing all of the necessary resources to execute your business plans.

The number one issue remains working capital for small business entrepreneurs.

Too many entrepreneurs were not in a profit/loss role for their prior employer, therefore, they lack the understanding of what is now required to become successful entrepreneurs. They make so many mistakes around capital, capacity, and in some cases customer acquisition and retentions strategies.

My Biggest Challenge

Losing everything I had worked extremely hard to build.

My biggest challenge was after building a $250MM – capitalized billings valued firm – by way of a joint venture, and then having my JV minority shareholders commit fraud and steal revenues that my firm had earned which forced me into several years of litigation that eventually I had to let go due to the extreme costs.

I was devastated. I did not realize that some people are willing to lose to make sure you lose.

I had not imagined that all of my hard work would result in theft rather than a mistake I made. It was a tough lesson to learn. A UCLA leader helped me see the light.

My biggest takeaway is that after that period whenever I entertain a strategic alliance or joint venture, I make sure that we “date before we marry” – meaning that we create a joint project where our firms remain separate until we can determine that our visions and missions are aligned. If and when we establish that we share common interests, I will then entertain a more formal legal structure.

This approach has helped me to avoid a lot of missteps and to understand that what people say and do are not always consistent.

I also learned the importance of keeping a balanced life where I work and play hard. Life is more than my business.

Community First

I have spent probably 10,000s or more volunteer hours offering workshops and free consultations to would-be entrepreneurs. I have made donations to non-profit organizations, served on boards, volunteered for 10-years on the City of Los Angeles Community Plan Update.

I continue to offer educational opportunities and serve on boards.

In Five Years…

     I will continue to build Blu Diamond Advisory and Blu Diamond Capital as my primary focus in the Newport Beach office.

   I would like to see my clients grow beyond their existing operations, while relying upon my firm to assist as they consider their options.

   I expect that we will become a more recognized firm able to take clients from idea to thriving sustainable businesses.

Our Ideal Customers

Our customers are typically small businesses, startups, or entrepreneurs in the early stages of their business, just as I was before, or small business owners looking to expand with a new project. Instead of hiring many freelancers or experts in each different area, you could hire NAV Firm to complete all the digital marketing related tasks. I see a lot of customers trying to get by who don’t have critical marketing assets when they really should have them. NAV Firm focuses on a cohesive brand identity in all aspects of marketing.

 Biggest Challenge

In 2018, I had serious clinical depression and severe anxiety. This was definitely the most difficult period I’ve ever experienced. I sought medical attention and obtained the help I needed to get through it. I recommend anyone going through depression and anxiety to talk to your doctor about it as soon as possible because they can help.

Community First

Besides helping with local event marketing, I believe that small businesses and entrepreneurs are a highly valuable aspect of the local community. In helping them with marketing I believe I can further help the local community thrive.

In Five Years…

I think NAV Firm will cruise along. I don’t expect rapid growth, but I do expect it to expand slowly over the next five years. I hope we can bring on board more clients and help them navigate the world of online marketing.

Our Customers

Most of my clients, about 95%, are women from the ages of 20 to 85+.  Women go through so many stages in their lives from bringing up children, taking care of elderly parents and grandchildren working at home or in the business workplace, hormonal changes, pregnancies, divorce, separation ~ often all at the same time.

     Life is often stressful in many ways.

I support them in finding solutions from a wellness perspective (health & emotional).  Having a background in Counseling Psychology, Nutrition and Naturopathy as well as Energy Medicine, provides me with a full spectrum to understand the complexity of the issues and offer solutions.  My study with amino acids really helped some of my clients who had biochemical/electrical imbalances, and using bio resonance I could investigate which amino acids would help to balance them naturally. 

My Biggest Challenge

Wow, my life has been busy.  One of my challenges was raising my daughters as a single mom while moving from the Boston area to Southern California to start an engineering software company with an associate. For 20 years, I worked in engineering, designing electronics, managing a computer graphics center for Bell Labs, then moving to California to start a company selling engineering software to sell to companies like Boeing, the Navy, Hughes Aircraft, Rockwell International and many more.  That turned into a multi-million-dollar corporation until my business partner died of lung cancer.  Such an exciting time that ended sadly. I later worked as a Director of Product Marketing for a computer graphics company and left after two years to begin my journey in counseling and natural health that has now lasted for 25 years. Luckily, I had two beautiful daughters who often travelled with me.  We had lots of fun together and celebrated life. Each part of my life has a story – as do we all.  How we get through it one step at a time during challenging/ growth times and celebrating while things are going well.

Community First

I like to think that I am a resource for natural health in my area to support those who also believe in natural ways to stay healthy or regain their health. Well, I am busy, so I have not done a lot of volunteer work.  Being a sole proprietor, wearing many hats keeps me busy full time. I do attend some local events, yet my clients often travel from other cities to experience what I do. I have clients in many states, so that is fun as well.

In Five Years…

Still learning, investigating, purchasing equipment and learning philosophies to help my clients.  I would love to attend the European Academy next year on Energetic Medicine.  So much to always learn and I love it all. I have just started up my newsletter again and hope to attract new clients and continue to support my current client base.

I also want to provide small business tools that will help train, teach, and coach their employees in how to manage issues and barriers they may face in an office environment. 

Our Customers

MJC Consulting customers are individuals who may be struggling with their day to day in the work world and need help managing the drama, deciding on career moves, how to be self-aware.

 

My customers are also small to mid business owners who struggle with high turnover, have customer service issues, high sick calls.

 

My training and coaching will give employees the tools to solve problems quickly and also help with personal development.

 

 

My Biggest Challenge

I had to overcome self-doubt professionally.

 

I was a teenage Mom who took 12 years to get my MBA going to school on and off while my daughter was growing up. My whole career every goal I set I achieved. Every position or job I wanted I achieved, every time I set goals on a salary increase, I achieved, but I still didn’t believe in myself. At the end of my corporate life, I was still looking for validation of my work and knowledge from others, when I should have been validating myself, proving to myself.

Community First

Coaching can be expensive, and many employers do not pay for it. So how can someone who makes a modest income get the services that I provide? I’m trying to help my community get employed and stay employed without losing their minds or jumping from job to job. I also love teaching how to deal with these situations

In Five Years…

 

   I see my business in 5 years holding regular workshops and training both online and in person.

   I also see my workshops being used in bigger corporations teaching their staff how to manage office issues in a fun way!

   My version of Career Trak!!