Everyone is familiar with having their boss or company CEO lead a training, but who do they call when the boss or CEO themselves need the training? Cue Barbara H. Smith of Barbara H. Smith, LLC.

Barbara had been employed in workforce training for various companies and educational institutions for over 20 years. In 2012, she decided to strike out on her own. Known as “the celebrity speaker and masterful presenter,” Barbara launched a speaking, training, and coaching business to help company leaders. “My background was in information technology, but I also had a personality,” she explains. “Basically, I was a geek with personality.”

Barbara previously connected with the Hampton Roads SBDC while working for a construction firm. “I needed to learn about government contracts at that time, and Debra Farley [Associate Executive Director] from the SBDC advised me,” Barbara recalls.

That SBDC connection would help Barbara as she started her new company. “I was working in my business, but I didn’t know how to work on my business,” she relates. “Debra sat down with me and talked about things like cash flow projections and marketing strategies — stuff I’d never thought about. She really guided me through the process,” Barbara recalls.

Barbara’s business specializes in helping small business, corporate, and government clients with their training needs using technology. “These clients use the technology but sometimes do not understand that technology is only one tool for training”. Understanding how to get results with training using the technology is where being a liaison helps,” she relates. “My business had really taken off. At the start of 2020, I had just set a date for sexual harassment training for the Coast Guard — a $30,000 contract.” But the pandemic took a savage bite out of Barbara’s newly gained momentum, wiping out existing contracts and making new work difficult to find. “That contract evaporated along with others — at that time my contracts were all face-to-face,” Barbara says.

Not one to despair, Barbara turned to her specialty: technology by turning a face-to-face business into something workable for these new times. “I knew how to do use Zoom,” she says. “Because of my technology skills, 2020 turned out to be my best year ever.”

As the nation enters the COVID recovery phase, Barbara’s speaking business is growing by leaps and bounds. Recently, she was selected as one of 13 speaker delegates to represent the United States in Kenya, she has her own TV show (The Barbara H. Smith Show) streaming on the IBMTV network, Amazon Fire, and Roku, and is looking forward to a corporate training session on Excel in Las Vegas.

Barbara credits the SBDC with helping her achieve much of this success. “My income has increased at least 40 percent as a result of guidance from the SBDC,” she notes. “Debra has connected me on so many levels — those connections allowed me to work with platforms and companies that I otherwise could not have accessed.”

Barbara readily recommends the SBDC. “Because of the SBDC, my small business stayed in business during COVID,” she concludes. “I know I can count on them to always point me in the right direction.”

When Mark Helmuth first invented the Wall-Lift in 2005, it was purely out of necessity. As a contractor, he needed a safer and more efficient way to raise walls, so he built a device to do the heavy lifting for him and his crew, literally.

“Necessity is the mother of all inventions,” Mark says. “I had a need to set walls, and the methods that were out there didn’t quite meet my specs. I thought about it, went out and got the components, and within a week and a half I had it all together. On the first job, it worked great.”

That first use quickly turned into dozens. After his fellow contractors saw the machine in action, requests to build more began to filter in. At the urging of a friend in 2016, Mark filed for a patent and began exploring the process of setting up Wall-Lift as a business. His banker referred him to the SBDC center in the Shenandoah Valley and Rockingham area where Allison Dugan’s team helped Mark establish Wall-Lift Inc.

“The SBDC walked me through a lot of things,” Mark says. “I took a lot of the courses they offered, they hooked me up with some shipping guys, and they helped me put together some brochures and marketing,” he adds. He also participated in the Virginia SBDC Network’s Innovation Commercialization Assistance Program (ICAP) to learn about customer discovery and how to match your product to your customers’ needs.

But Mark’s partnership with the SBDC didn’t end there. This past spring, Mark discovered a video of his Wall-Lift posted by what Mark wrote on Instagram, was “an icon of the framing world.” The SBDC was there to help Mark double down on the power of viral marketing in this unique situation.

That video, which has since generated nearly 400,000 views, led to an exponential increase in orders for Wall-Lift almost overnight. Mark has nearly doubled sales from last year already and, with help from the Virginia SBDC Network’s International Business Development Director Aaron Miller, he has shipped as far as Australia, England, Norway, and South Korea. The distribution channels the SBDC helped him establish have paid dividends during that growth — as have partnerships the SBDC helped him secure with two dealers who now sell Wall-Lift.

“I got a large United States map, and I put pins where every sale went so I can see what’s going on,” Mark recalls. “Early on, I saw that if I made one sale in one area, it’s not long before you have two or three more in that same area. That’s when I realized this wasn’t a bad product because it’s selling itself,” adds Mark.

As Wall-Lift continues to grow, Mark finds the SBDC to be a reliable ally in his corner. Sales for the product have doubled every year, ballooning from fewer than 10 in his first year to more than 200 units already sold in 2021. He sold eight in one day and 52 in a single month — records he says he wouldn’t be surprised to see broken.

“[The SBDC] asked me, how big do you want to go? I said that if we got to the point where we could sell two a week, that would be great,” Mark says. “Now we’re way past that.”

Less than a mile from the harbor, Captain Groovy’s Grill & Raw Bar has been serving fresh, local seafood to residents and tourists in the Norfolk area since 2007. Captain Groovy’s is named after Owner Sandy White’s late first husband, who passed away in 2000. Sandy is the majority owner while her husband David Watts, a trained chef, runs the kitchen.

Boasting a menu that Sandy says appeals to everyone — with burgers, sandwiches, specialty cocktails, and a rotating “blackboard” menu in addition to all manner of maritime munchies — Captain Groovy’s has enjoyed a consistent run of success since its first year of opening. But when the COVID-19 pandemic hit in early 2020, not even Captain Groovy’s was spared its effects.

“We shut the restaurant down,” Sandy says. “We laid everybody off. We had to figure it out.”

Compounding those unforeseen financial hardships was what Sandy classifies as an uncharacteristically slow 2019 that dug into the restaurant’s “rainy day” account. With their reserves depleted and business grounded for the foreseeable future, Sandy turned to the Hampton Roads SBDC for guidance, both financial and operational.

“We put a lot of effort into [our recovery],” Sandy says. “I took every webinar that [the SBDC] and our local SCORE group put out there — anything I could find that I thought would help. I signed up for everything so I could learn how to do it and do it correctly.”

Over the next few weeks, Sandy and David leaned on guidance provided by SBDC consultants like Mike Austin to plot a course that would keep Captain Groovy’s afloat. To keep customers coming in the door, the restaurant operated on a to-go basis and also established a general store, selling local fare and gifts. They received more than $1 million in COVID-related loans and grants, the majority of which went to rehiring employees.

“I honestly don’t know if we would still be here if not for the [Paycheck Protection Program] loans and the help we got,” Sandy adds.

Now with mask and social distancing mandates lifted in the Commonwealth, Captain Groovy’s is operating at near full capacity five days a week and serving plenty of chatty locals and tourists.

“Customers are coming out. They want to be out,” Sandy says. “The big topic of conversation is their shots — I got mine, did you get yours, how did you react? We’re doing well. We’re proceeding cautiously, but we’re doing well.”

And while Captain Groovy’s may not be full steam ahead quite yet, Sandy says she is happy to put the worst of the pandemic in her wake.

When COVID-19 forced the Bower Center for the Arts in Bedford to close, Executive Director Susan Martin was prepared, and her secret weapon was the SBDC – Lynchburg Region.

Susan was familiar with the SBDC from her work with the Bedford Area Chamber. “I knew the SBDC from their collaborative efforts and youth programming from my time with the chamber,” says Susan. “I knew that they were a great resource.”

When Susan became the Executive Director at the Bower Center in the summer of 2019, she had no way of knowing the hardships that were waiting just ahead in 2020. “The Bower Center for the Arts highlights local and regional culture through multiple exhibits, as well as classes for youth and adults. You name it, we do it,” Susan explains. “We collaborate with public schools, and the Center is celebrating its fifteenth anniversary this year,” Susan adds.

Susan originally reached out to the SBDC for insights on how to reintroduce the Bower Center into the Bedford community. She also needed skilled advice on working productively with a board of directors to accomplish goals and create growth.

“It was a time of transition. There was a need for internal processes since we were essentially reinventing the business,” Susan says. “I reached out for help with marketing, promotion, and training. The SBDC helped us get back out into the community. There was definitely some complexity involved since we were rebranding, in a sense, under a different foundation, and also because we are a 501(c)3 nonprofit. The SBDC was able to guide me through all of that,” Susan continues.

The most invaluable assistance the SBDC provided was guidance applying for vital grants and loans before, during, and after COVID-19. According to Susan, the SBDC was able to locate and assist the Bower Center with two Paycheck Protection Program (PPP) loans through the U.S. Small Business Administration, which offset the hardest portions of the COVID downturn. Additional loans and grants also kept things bolstered as the center waited to return to regular operations.

“The SBDC also provided mentoring during COVID, particularly on how to return to normalcy, even with less staffing opportunities. I am so grateful for their mentorship,” says Susan, who still meets with her advisor once a month. “They have allowed me to vent, and have been a sounding board. They’ve provided me with so many tips and tricks on how to make it through.” The SBDC — Lynchburg Region has kept Susan and Bedford’s Bower Center for the Arts going strong..

Diane Kees enjoys exploring new frontiers as chief operating officer at Micro Harmonics, a company founded by her brother, David Porterfield. The Botetourt County business specializes in components for a variety of applications from COVID research to NASA exploration.

For Diane, working with NASA is all in a day’s work; launching a new business, on the other hand, is not. Faced with the prospect of serving temporarily as the business accountant, Diane contacted the Roanoke Regional SBDC. “The SBDC’s help was lifesaving,” she says without hesitation. “I called the SBDC, and Business Advisor Cheryl Tucker walked me through the accounting process. She also, very patiently, helped me learn Quickbooks,” Diane continues.

Micro Harmonics specializes in components needed for new high-frequency technologies.

“When you work in higher frequencies, having the right component is essential,” Diane says. “We develop components needed for these advanced technologies.” She compared the process to plumbing a house. “When you update a plumbing system, you need the right valves to make the system work,” she notes. The same concept, she believes, applies to business — the “right parts” are needed for success.

A number of people and organizations helped supply those “right parts.” Diane considers the SBDC’s connections “a huge help.” She adds, “If the SBDC doesn’t have someone to help you, they’ll find someone who can.” Recently, Diane has been an active participant in the SBDC’s Botetourt GrowthWheel cohort, one of the many benefits available to Botetourt County Businesses through a collaborative partnership between the Roanoke Regional SBDC and Botetourt County Economic Development.

Diane shared about her GrowthWheel Cohort experience, “We were all in different businesses, but had the same problem.” She also shared that “Only knowing your own specialty doesn’t help much in running a business.”

“It has been an absolute delight to provide guidance, support, and connections to Diane and David over the years as they continue to grow and expand their business” states, Heather Fay, Botetourt Advisor.

“All the help we received from the various organizations very much impacted our growth, and the SBDC is certainly among those organizations,” Diane adds. Micro Harmonic’s growth was reflected in year-end figures: from 2018 to 2019 sales rose to $1 million.

Diane doesn’t hesitate to recommend the SBDC. “The consultants at the SBDC are experts in running a business,” she concludes. “Because of the SBDC, I’m confident because I know where I can turn for help.”

On a whim, Caroline Thomason called the Shenandoah Valley SBDC last year. Today, she’s operating a nutrition coaching practice in the five-figure range. “On paper, all the odds were against starting a business during the pandemic,” Caroline admits.

She decided to do it anyway. “Somehow I just knew the time was right,” she adds. “I’d always wanted my own business. My plan was to go full-fledged into private practice with nutrition coaching.”

Caroline called the Shenandoah SBDC, and Business Analyst Don Crawford returned her call the same day. “We’ve been talking every other week since then,” Caroline says.

Early on, Caroline learned not to follow her inclination to jump the gun. “From the start, Don hit home by emphasizing the importance of having an organized financial plan,” Caroline says. “He helped me lay the foundation for the systems I use in my business today.”

Starting a business during the pandemic, Caroline notes, did have one advantage: telehealth. “Virtual visits were very accepted at that time, which was amazing for me,” she marvels.

Caroline began by developing a plan she believes helped her business grow so quickly. “I started doing memberships — like monthly gym memberships,” Caroline explains. “That gave my clients a more personalized service, and it was more flexible for all of us.”

It was, in Caroline’s words, “a huge hit.”

“Don and I crafted the membership plan together,” Caroline relates. “The SBDC helped me understand the membership model and how it was used in other industries. With the SBDC’s help, I was able to grow my business from a low six-figure to a high seven-figure range in five months.”

“I really think the SBDC’s help with my membership plan allowed the business to take off so fast,” Caroline says. “I was able to leave my full-time job after five months.”

Caroline is happy to recommend the SBDC to others considering a business venture, and plans to continue her relationship with them for the foreseeable future. “I feel like Don Crawford at the SBDC is my best friend,” Caroline concludes. “The SBDC has been with me from the beginning; just knowing they are there is extremely comforting.”

When Diane Roll hit the streets with one of the first food trucks in the Rockingham/Augusta county region in 2011, her first stop was the Shenandoah Valley SBDC. “Just because you’re a good cook doesn’t mean you’re going to be a good business person,” Diane says. “The SBDC helped me find a bank that would give me the small business loan I needed when I first got started.”

Diane’s original plan included “grab-and-go” dinners prepared in advance and sold at nearby factories for $6. The idea never took off. “But during that time, I built relationships with companies that would pick up the tab for us to come in and cook,” Diane relates. “That led us into catering.” Another opportunity came when the town of Dayton approached Diane about opening a restaurant. “I was lucky enough to open Dayton Tavern, a full-service restaurant,” she adds. “We had a higher-end clientele there — not to mention the best steaks in 100 miles!”

Diane’s restaurant and catering business continued to expand and prosper, until, as she puts it, “2020 happened.” “COVID temporarily closed the restaurant,” she explains. “We had zero catering and $250,000 in canceled events.” Undeterred by this downtime, Diane began to think about her original idea of “grab-and-go” dinners. She started selling freshly prepared family meals through the Dayton Tavern, a business venture that quickly became popular. “I don’t care how much money you have, everybody likes meatloaf,” she says.

With the “grab-and-go” dinner concept (renamed Your Dinner) now off the back burner, Diane went back to the SBDC for advice. Advisor Don Crawford met with Diane to discuss management, operations, financing, and marketing. The SBDC team also arranged for Diane and her staff to meet with the SBDC’s Retail & Restaurant Advisor Marc Willson.

“We already had a rental space for our catering business,” Diane says. “I decided to rent the whole building for the Your Dinner business. Since we didn’t need all of it, I contacted several other small business owners I knew about sharing the space.” Diane invested her own money to purchase display cases and appliances and to hire three employees to launch Your Dinner. The commitment also allowed two other small businesses to re-locate there and expand. “We now have gourmet popcorn from PrePOPsterous and produce from Radella’s in the North River Marketplace.”

Your Dinner offers everything from fresh soups, salads, and sandwiches to pre-made dinners to take home and heat up. “When you take our food home, put it on your own plate, and heat it in your own microwave, it feels like you made it. There’s a good feeling to it.”

Diane believes in down-home hospitality. It works for her, and she’s happy to pass it on. She is also appreciative of the help she’s received from the SBDC. 

The Vaughans didn’t start out to create a successful jewelry making business. In fact, Anne originally intended the venture to supplement husband Aaron’s income. They invested $500 from their personal savings to purchase some basic tools and gemstones. Between her children’s nap times, Anne created her first designs and exhibited them at the Roanoke City Market on a busy Black Friday in 2006. It marked the launch of a thriving business with online and wholesale customers across the country. “We have a unique product in the American handcrafted jewelry marketplace, specifically layered gemstone jewelry collections,” Aaron explains.

Creating a unique product in a rural area comes with challenges. “We had to train our staff in jewelry making, since most of them come to us with no prior experience. The upside is that most of our makers have been with us between three and nine years, so we are blessed to have a committed staff,” says Aaron.

Anne Vaughan Designs learned about business through the trainings offered by the Roanoke Region SBDC, including the GrowthWheel® program. GrowthWheel provided Anne and Aaron with a “360 view” of the business process. “It covers almost every part of a business, from customer relations to organizational operations and more,” Aaron explains. “The program was especially helpful, because we worked with other local small businesses to see their specific challenges, and then used the GrowthWheel® Framework to walk through the decision-making process and identify ways to resolve and overcome those challenges.”

Aaron and Anne worked closely with SBDC counselors Tom Tanner and Amanda Forrester. “We consult regularly with Tom on quarterly financial reviews and Amanda on networking leads, marketing, and other topics. Having their guidance has been invaluable,” Aaron says. Tom and Amanda helped Aaron and Anne develop cost-efficient systems to maximize profitability, as well as streamline operational systems and software. “Tom Tanner came to our office and spent a half day just going through our financials and making recommendations on how to track expenses differently, make changes to our books, and do an initial cleaning of our data. It was invaluable,” Aaron declares. “Since then, Tom has met with us quarterly to review our financials, ask probing questions about our profit and loss, and identify areas to look into, further based on his expertise.”

The Vaughans are proud to say that they never borrowed any capital, yet have accomplished year-over-year growth since 2006. Anne Vaughan Designs is doing so well that Anne and Aaron are set to participate in a peer advisory group where they will pass on the lessons they have learned over the past 14 years to new start-ups and other businesses in the area. “I am excited to work with other small businesses in our community to help guide them in the same ways that the SBDC has helped us,” says Aaron.