Excelevate PB LLC
here's the truth
You love your work but it often feels impossible to work for a greater purpose AND make a profit. You need fresh ideas and direction to set your own standard for socially good business.
I know what its like to build a business based on core values.
Just like you, I understand the frustration of navigating the complexities of balancing purpose with profit in business. That's why I empower you to set your own standards for success. Together, we'll weed out the clutter and uncover the best ideas tailored to your unique values, goals, and capacity. With my support, you can achieve your social good goals with gold star performance, equipped with straightforward plans of action for you to shape and define your public benefit.
here's how i can help
Service Offerings
Our service packages are meticulously crafted to accommodate varying budgets, requirements, and capacities, ensuring there's an option tailored just for you.
I offer three categories of support.
Thought
Partnership
I will partner with you to clarify your ideas and bring the best ones to life. I'm available for research, brainstorming, roadmapping, and strategy sessions.
Organizational Structure
Allow me to leverage my expertise and leadership experience to help you build programs and organizations customized to your unique vision and compliant with legal requirements.
Organizational Structure
I offer structural support for social enterprises in the form of business and program modeling and startup documentation and planning. These services are designed to help you bring your vision to life. I will help you build innovative, sustainable, and compliant organization and program models that you can grow into - well suited to meet both current and future needs.
Program Modeling
Essentials
I offer comprehensive assistance to design or update your programs by exploring various structural options, identifying legal considerations, and identifying key decision points to ensure you can make informed values-aligned choices.
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Growth Accelerator
This service provides additional context and direction for selecting and curating a program model. I will help you chart a path forward by thoroughly assessing the environmental landscape of your program and create a detailed road map to guide your implementation or improvement journey.
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This value-add includes everything in the Essentials package.
Gold Standard
This service provides comprehensive support to identify strategic areas of investment. Together we will build a values-based program using a holistic and innovative design method. I will also support understanding and developing sustainable income and funding strategies, establishing metrics for improvement, and conducting preliminary partner or resource identification to ensure the long term success of your initiative.
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This strategic investment offers unparalleled value by including everything in the Essentials and Growth Accelerator packages.
Startup Documentation & Planning
Essentials
I assist or manage the preparation and filing process for your nonprofit formation, including reviewing state and federal formation requirements, preparing formation documents, and handling the filing process.
Federal and state filing fees are not included.
Growth Accelerator
This service includes includes support defining a values-based model and strategy. I provide options and guidance in selecting the most suitable model using a values-based decision making model. This is useful if you anticipate seeking a legal structure or certification of your commitment to serving the public benefit.
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This value-add includes everything in the Essentials package.
Gold Standard
This is designed to support robust business planning for social good. I will provide support to develop key sections of your business plan related to your unique social enterprise, and provide guidance to build your first social good program with recommendations on fiscal considerations, metrics, and partnership building. You will also receive your choice of one additional early stage document (options include full business plan, policies and procedures, or an annual public benefit plan template)
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This strategic investment offers unparalleled value by including everything in the Essentials and Growth Accelerator packages.