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The Entrepreneur's Source
The One Stop - One Source Resource for all things Entrepreneurial



Jeff Levy
Coach 425-746-1950  Office 425-746-1950  Toll Free 425-746-4500  Fax

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Welcome

Welcome and congratulations for taking the next step towards achieving your dreams. As a Coach, I enjoy being part of my clients' journey of self discovery. I help guide clients towards self sufficiency by exploring alternate career options in a safe environment. I also coach business owners, providing Rapid Impact Solutions to improve sales, efficiency and profits. I'm confident I can support you in a similar manner. Please take a few minutes to read about me and some of the experiences of my clients. Feel free to contact me at any time using my toll free number above. I look forward to working with you.

Bio Information

Jeff is a coach, speaker, author to individuals interested in exploring self employment with an emphasis in franchising. He is a Washington State "Self Employment Assistance Provider, (SEAP)" Please note open letter explanation of my program below.
His experience includes participation in new technology companies, leveraged buyouts, management buyouts, raising investment capital and coach to hundreds of startup ventures. Jeff has coached over 170+ individuals who have become franchisees and has co-authored the book “Making the Jump – Into Small Business Ownership.”

SPEAKING AND SEMINAR EXPERIENCE:
SBA Lending Conference, featured speaker on franchising
JPMorganChase Seminar Leader in Entrepreneurship and Franchising
Puget Sound Business Journal Business Development Speaker Publishing and Franchising
Roundtable Discussion Leader for NWEN Entrepreneur University
Speaker Workforce Conference, NCDA International Conference
Peoples Bank sponsored Speaker
Bank of America: Private banking group on entrepreneurship
SCORE Technical seminar on evaluating a franchise
Speaker: The Women’s Business Center/Community Capital Development Bank
University of Washington: Speaker, MBA class and Entrepreneur University
North West Entrepreneur Network/Bellevue Community College: panelist and speaker
Speaker at: Workforce; SCORE; Lee Hecht Harrison, Right Management and Rotary.

ACADEMIC AND VOLUNTER ACTIVITIES:
President TES Franchise Association
Fellow, Fordham Consortium on Business
Curriculum Development for SCCC: The Entrepreneurial Toolkit
Seattle University Albers School: Advisory Board Member and founding Chairman of Education
Advisory Board City University Bachelor of Science in Business Administration
Committees: Deans Five Year Strategic Planning Committee; Member Johnson Chair search committee for Academic leader; 15 Year Mentor Award Recognition Albers School at Seattle U.
Past President -The Executive Network of Seattle. Chair, transition small group
Bellevue Business Roundtable: Member

PUBLISHING:
Co-Author: Making the Jump – Into Small Business Ownership
Co-President JAFI Publishing

AWARDS AND RECOGNITION:
2013 Winner Founders Award
2012 Winner Terry O Powell Award for Overall Coaching Excellence
2010 Winner “Outstanding Contributions” to FSBI Brands.
2009 Franchisee of the Year at the Entrepreneur’s Source
2006 Co-Top Performer out of 285 coaches.

SPECIAL DESIGNATIONS
WA State Self Employment Assistance Program (SEAP) qualified provider


Open Letter to Those Seeking Self Employment

In January 2008, Washington State passed the Self Employment Assistance Program WAC 192-200-040 program as law.

What that means is that anyone who is eligible to collect unemployment can do so while exploring self employment. To determine eligibility, please visit http://seap.go2ui.com . It is a simple process to apply.

If you are considering self employment and are open to exploring franchises, my program is state approved under the SEAP. Here is a description of my program. In part two you will see the term and condition for a possible extension.

Part 1 Up to 6 months:*
I first meet an individual for approximately one hour. In this first meeting we discuss their educational and work background, what are their motivations for seeking self employment, have they evolved their vision including goals and needs. This explores their thinking about financial and life style objectives. At least half of this meeting is a discussion and education on the different types of businesses and why franchising is a good option to explore

Before a second meeting, the individual completes a questionnaire that includes work history, likes and dislikes strengths and weaknesses. It allows them to identify industries of interest and has a simple net worth statement so they and I can discuss investment criteria. In preparation for the second meeting, they are required to complete a DISC communication profile and PIAV business values assessment. If you like, I can send you samples.

At the second meeting, I fully review the two assessments and seek to understand the answers on the questionnaire. As well, I am answering questions for the client and helping them to organize their thoughts and possible approaches to seeking self employment.

Before a third meeting, the client signs up for AIM training that I provide. An overview is attached and a video is available to view at www.takeaimfast.com/video . This is a program they take over 60 days. It is designed to help them develop a focus on their primary purpose; develop strategies to achieve their goals, key skills that an individual must do to improve their business skills and a time management module. AIM includes work sheets, written material and web seminars with subject matter experts. AIM was developed in collaboration with E-Myth Worldwide but is owned and distributed by The Entrepreneur’s Source.

At the third meeting, I come prepared to discuss three to four actual business options with the client. My engagement with them usually lasts for two to 6 months and I coach them in how to explore these or other options we may deem as appropriate, based on what we are learning together. My work includes, educating them on business planning, financing, corporate structures, partnerships, etc. I do not charge for my time and I get compensated from the franchise companies if an award is granted. The individual only pays $400. to cover the administrative expenses related to the educational program. There is no charge for the individualized coaching sessions.

I limit my client intake to two categories of seekers; those that don’t know what they want to do and those that have an open mind to exploring franchises. I am happy to take calls from others who have a more specific self employment goal in mind and I will direct them to someone that can help.

Part 2 Up to 6 months extension:*

If the client in the process or has begun their franchise and there is mutual agreement with the SEAP provider and the client, a request for a six month extension will be made to the State of WA. The extension will be requested with the understanding that the client will sign up and pay for Franchise Accelerated Success Training (FAST.) This is a 24 hour on line program supplemented by personal coaching from the SEAP provider. Coaching will be at no cost and the individual will have access for one year. Attached with this document is the AIM-FAST curriculum. The one time cost for the program is $1100.


*Participation with SEAP does not by itself extend benefits. Benefits are based on eligibility as determined by Washington State.

Jeff Levy, Business Coach at The Entrepreneur’s Source® is based in Bellevue and Seattle, Washington, works with individuals considering franchising as a career. For more information, he can be reached at 425-746-1950. JeffLTheESource@comcast.net, or www.TheESource.com/JLevy Book information available at www.makingthejumpbook.com

Testimonials

I am delighted that all went so well and so easily with his search for an appropriate business. It is good to know that you are available to give trustworthy advice. I know that I can depend on your savvy, integrity and ethics to assist prospectors and serious buyers in an exceptionally positive way.
All the best.

Jerry Schlagenhauf
Senior Coach Lee Hecht Harrison

Hi Jeff – I’m off and running!! I do want to express my gratitude for your help. Your input and support was instrumental in my decision to go out on my own. I feel energized for the first time in many years and it is a great feeling. I’ll definitely keep in touch, both for your advice and for your dinner offer.

Bill Clem, CMIT Franchisee






The Entrepreneur's Source

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