Contra Costa SBDCPleasant Hill, CA

“We could not have achieved recent the success we’ve had without the advice from our SBDCadvisor, Gerald Sullivan.”

Melissa and Dustin Yocum

World Class sells and installs residential shutters, blinds, shades, sunscreens and drapery quality products. They are family owned and Diamond Certified company for the last four years.

The clients, a husband and wife, worked with SBDC advisors to improve their financials (and their understanding of them) including Profit and Loss Statement, their pricing strategy, and estimating process. Marketing was another major area of improvement as the clients worked closely with our advisors to upgrade their web site and collateral.

Clients and Lead Advisor, Gerald Sullivan, agreed on Scopes of Work and Action Plans to change P&L format, to develop specific direct costing formulas, increase profit expectations, separate overhead and direct costs and grow operations by hiring a new sales person.

World Class Window Coverings immediately improved gross profit margins, hired an outside sales person and the owners also delegated many routine office responsibilities to a part time employee.  Sales increased $134,28 over a 10-month period.

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Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.