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Small Business Management (SBM)

Our Small Business Management (SBM) program combines classes, one-to-one business coaching from an adviser and networking to help you and your business be more successful.

Dedicated to Helping Businesses Succeed

Are you working hard on your business but feeling you are not getting to everything that’s important? The SBM program provides business support, coaching and resources to empower business owners.

How Business Owners Can Benefit from SBM

SBM is designed to guide you towards achieving your business goals through better organization, management and operation of your business. This program includes-

  • One-on-one confidential business advising - 2 hours per month
  • Classes to help you run your business - Industry experts lead in-person classes once per month
  • Collaboration - Exchange ideas and share successes and challenges with other successful business owners
  • Accountability - We help you stay accountable to the goals you set for yourself
  • Continuing Education Credits - This program counts toward CEUs and CEs for many licensing boards

SBM Program Topics

Mission, Vision, Values & Goal Setting
Establish the core of your business by clarifying your purpose, values, and long-term goals. These foundational elements guide decision-making, build consistency, and drive intentional growth.

Systems & Processes
Learn why well-documented systems make your business more valuable, scalable, and less dependent on you. Explore simple tools to map workflows and create operational clarity.

HR: Hiring, Managing, Coaching & Firing
Master the full employee lifecycle—from recruitment and onboarding to performance management and terminations. Learn to build team culture, navigate compliance, and manage with confidence.

Bookkeeping & Accounting Essentials
Understand how to track income and expenses, organize records, and reconcile accounts. Learn to read financial reports (like income statements and balance sheets), plan for taxes, and monitor profitability.

Branding, Marketing & Social Media
Discover how to define your brand, identify your ideal customer, and use modern marketing tools to connect and grow. Includes content planning, engagement tracking, and strategy building.

AI & Cybersecurity
Explore how AI can streamline operations and marketing. Understand the basics of protecting your business against data breaches, scams, and online threats.

Business Legal Considerations
Covers essential legal topics including contracts, employee law, intellectual property, and compliance. You'll gain clarity on how to protect your business and know when to seek legal guidance.

Business Insurance
Learn the types of coverage that protect your operations—like liability, property, and workers’ comp—and how to assess risk to build a more resilient business.

Access to Capital: Lending & Banking
Explore funding options like loans, grants, and lines of credit. Learn how to build lender relationships, prepare financial documents, and use capital strategically.

Building Business Resilience
Develop strategies for navigating setbacks, managing uncertainty, and planning for sustainability. Topics include financial forecasting, contingency planning, and innovation.

You’ll walk away with a stronger grasp of your financials, operations, and team, clear tools and systems to improve how your business runs, confidence in your leadership and a community to support you, and a plan for long-term, sustainable growth.

How to Join SBM

Our next SBM program starts in Fall 2025 (second Thursday of the month, September - May, 9am - 12pm) and is open to owners of established non-competing businesses with at least a year of operation.

  • Cost is $750 for one participant and $250 additional key person from business
  • Third year+ participants can join as Alumni for $400

Apply to join SBM or email us to learn more about the program. 

Dan's Story

Finding value in the SBM program since 2010

“SBM is invaluable! The variety of highly qualified speakers and personal coaching has proven vital in growing a strong and stable company.” -Dan Noble, Premium Property Management

Amy's Story

STAYING ACCOUNTABLE TO BUSINESS GOALS THANKS TO ADVISOR SUPPORT

“What I especially appreciate is the opportunity to work one-on-one with business mentors from around here who understand our local customer needs.” – Amy Church, Willamette Valley Kitchen Co.

Ben's Story

HELPING BUSINESSES GROW

“By implementing what SBM has taught me we have brought our financial systems to a much higher level allowing us to make smart decisions about our company with confidence.” – Ben Deumling, Zena Forest Products