Table Of Content2016 EUGENE
CONSULTANT
DIRECTORY
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INTRODUCTION
No man is an island, and neither is a business. To fill this information gap, we called, researched, e- The Eugene Chamber of Commerce supports local
There are going to be times when an outside mailed, interviewed, and organized to create the businesses. If you prefer doing business with Chamber
perspective is necessary. Whether your business is a rich, wide-ranging list you see here. The list members, we've made it easy for you to identify who's
start-up, multi-generational, or in between, it can highlights local experts who specialize in marketing, who—just look for the Chamber logo.
benefit from the insights and skills of a seasoned finance, IT, organizational development, strategic
consultant. planning, and more. The consultants are organized by Consultants will find this to be a great resource for
specialty, though many of them could easily fall into identifying other consultants whose services may
Here, with distribution support from the Eugene multiple categories. Many of the consultants we complement their own. If you are a consultant and
Chamber of Commerce, MCS Family Wealth Advisors contacted took the time to tell us more about what wish to add or update your directory listing, please
provides the first comprehensive list of consultants they do, so we allocated some extra space for them. contact us at:
for the Eugene-Springfield area. There have been [email protected].
partial lists in the past, but most of them were little
more than a collection of names and phone numbers. Note: This list is for information purposes only; we do not
None of them answered the questions we know most recommend any specific consultants. Be sure to do your own
research to determine which consultant is right for you.
people have about consultants.
CONTENTS
ENVIRONMENTAL CONSULTANTS 1
FINANCE CONSULTANTS 3
HEALTH CARE CONSULTANTS 7
IT AND WEB CONSULTANTS 8
ORGANIZATIONAL CONSULTANTS 13
MARKETING CONSULTANTS 21
STRATEGIC PLANNING CONSULTANTS 30
OTHER SPECIALTY CONSULTANTS 36
SHORT LISTINGS 39
Proudly Sponsored By:
Eugene Chamber of Commerce MCS Family Wealth Advisors
Jeannine Erving or Tina Orem Michael Stalker
1401 Willamette Street 360 East 10th Avenue, Suite 200
Eugene, Oregon 97401 Eugene, Oregon 97401
541-484-1314 (p) 541-345-7023 (p)
541-484-4942 (f) 541-345-9871 (f)
[email protected] [email protected]
www.eugenechamber.com www.mcsfamilywealth.com
ENVIRONMENTAL CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
BB&A Environmental Meeting the needs of the company’s clients in the BB&A Environmental provides comprehensive environmental consulting Varies
most timely and cost-effective manner is the and engineering services including, for example, Phase I and II
Daniel F. Mumford company’s highest operational goal. To this end, the Environmental Site Assessments, underground storage tank Typically bid
[email protected] company will maintain the highest standard of investigation, risk-based assessments, stormwater management, soil
integrity and honesty, provide the highest quality and groundwater remediation. Operating from office in Eugene and N/A
32986 Roberts Court professional service, work diligently to best serve the Portland, BB&A Environmental serves all of Oregon, southwest
Coburg, OR 97408 interests of the client, seek to clearly understand the Washington, and northern California.
541-484-9484 (p) needs and objectives of the client, communicate
541-484-4188 (f) clearly and fully the findings, implications, and Specialty Areas: Environmental, construction
www.bbaenv.com problems of the project, and manage and complete
projects in an efficient manner for a fair and Years in Business / As a Consultant: 27/27
reasonable fee. Professionals in Firm: 4
Environmental Technologies Group, Inc. To provide cost-effective, innovative solutions for Environmental Technologies Group, Inc. (ETG) excels at providing $2,000 - $70,000
our clients environmental problems. clients throughout the United States with quality environmental
Dan Landry and Dave Seaver consulting services. ETG's geologists and scientists specialize in cost- Hourly, fixed, not to
[email protected]; effective, innovative solutions to environmental problems from offices exceed time and
[email protected] located in Eugene, OR, and Stillwater and Tulsa, OK. Services include materials, or competitive
due diligence for property transactions, corporate acquisitions, bids
1176 West 7th Ave. subsurface investigations, site remediation, and hydrogeologic studies.
Eugene, OR 97402 N/A
541-743-2600 (p)
541-743-2471 (f) Specialty Areas: (1) In-situ remediation of petroleum hydrocarbons and
www.etgroupinc.com chlorinated solvents, (2) Soil gas investigations, and (3) Due diligence
for corporate acquisitions
Years in Business / As a Consultant: 6/27
Professionals in Firm: 7
Essential Consulting Oregon, LLC Essential Consulting Oregon, LLC (EC Oregon) was Most recently, EC Oregon has concentrated on anaerobic digestion $60,000 for feasibility
established in 2005 with the mission to cultivate feasibility studies and biogas plant development funded by a studies; $6 million - $18
Dean C. Foor renewable biomass energy solutions for the combination of private investment and grants. million for biogas
[email protected] agriculture and business communities.
Specialty Areas: Feasibility studies for biogas energy and project Project
1328 W. 2nd Avenue management for biogas plant development.
Eugene, OR 97402 $15,000; free initial
541-485-9095 (p) Years in Business / As a Consultant: 15/15 consultation
480-772-4799 (f) Professionals in Firm: 7
www.ecoregon.com
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ENVIRONMENTAL CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
Good Company Making sustainability work. Good Company is a sustainability consulting firm that provides analysis, $5,000 - $450,000
strategy and implementation services to help clients better their
Tracy Sagal performance. Our clients share our mission of making sustainability Project, bid
[email protected] work and value both critical and creative thinking for their operations,
their projects, and their new ventures. N/A
65 Centennial Loop, Suite B
Eugene, OR 97401
541-341-4663 (p) Specialty Areas: Analysis: sustainability assessments, carbon footprints,
541-341-6412 (f) market research; Strategy: sustainability plans, marketing and
www.goodcompany.com positioning plans, feasibility studies, and business plans;
Implementation: program development, strategic partnerships,
education and training.
Years in Business / As a Consultant: 12/12
Professionals in Firm: 8
RE:think Business—a BRING education and Waste less, earn more. RE:think offers businesses and organizations free, confidential advice to Free to $2,500
consulting program minimize waste and save money, including financial incentives;
personalized recommendations; free resources including water saving hourly/project
Carolyn Stein devices; educational materials and public recognition. Areas covered:
[email protected] waste prevention & recycling; energy efficiency & conservation; water N/A
conservation & quality; & purchasing.
4446 Franklin Blvd.
Eugene, OR 97403 Specialty Areas: Green team support, waste audit/sort, sustainable-
541-746-3023 (p) event planning, environmentally-preferred purchasing (EPP) advice, and
541-726-9894 (f) special projects research.
www.bringrecycling.org
Years in Business / As a Consultant: 3/2
Professionals in Firm: 2
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©MCS Family Wealth Advisors. All Rights Reserved.
FINANCE CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
Cardinal Services We simplify being an employer, so you can focus on Cardinal has nearly 30 years of HR expertise you can count on. Small to N/A
your business. mid-sized businesses benefit from having our team of HR professionals
Louie Liberante provide support and design solutions for clients to achieve their goals. N/A
[email protected]
N/A
405 Lincoln Street Specialty Areas: Workplace Solutions -- Staffing, Payroll, Employee
Eugene, OR 97401 Screening, Benefits, & more.
541-726-8060 (p)
541-726-8889 (f) Years in Business/As a Consultant: 30/30
www.cardinal-services.com Professionals in Firm: 35
Compton Consulting To help companies strengthen their financial position Provide a wide range of management and financial consulting $1,000-$25,000
and improve their management teams. concentrated in 3 primary areas: turning around troubled companies,
Clark Compton assisting growing companies in their expansion and reorganization $170/hour,
plans, and providing strategic and transitional planning for physician free 1-hour consult
440 E. Broadway, Suite 30 groups.
Eugene, OR 97401 N/A
541-345-0667 (p) Specialty Areas: Business and physician groups
541-343-1599 (f)
Years in Business/As a Consultant: 26/26
Professionals in Firm: 1
ECONorthwest Operating since 1974, ECONorthwest is the largest Economics, Finance, and Land Use Planning Consultants $20,000-$200,000
economics consulting firm in the Pacific Northwest.
Karen McClain Specialty services: Economic, Financial, and Land Use Planning Varies
[email protected]
Years in Business/As a Consultant: 40/40 N/A
72 W. Broadway, Suite 206 Professionals in Firm: 45
Eugene, OR 97401
541-687-0051 (p)
541-344-0562 (f)
www.econw.com
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©MCS Family Wealth Advisors. All Rights Reserved.
FINANCE CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
Green Leaf Financial Consulting, LLC I specialize in Financial Planning and Retirement Building long-term relationships is THE priority at Green Leaf Financial N/A
Income Strategies for Business Owners, Families, and Consulting. This can only be done by taking the time to listen and
Michael S. Caprai Women in Transition throughout the Pacific understand each of our clients personally. Together, we carefully chart N/A
[email protected] Northwest by helping them Plan. Grow. & Protect. a course to help them map their financial actions to their financial
their financial future. True Financial Planning is goals. I have been in the financial planning business for 15 years helping N/A
941 Oak Street undertaking a process that drives you toward your professionals, business owners and their families pursue a successful
Eugene, OR 97401 goals. financial future through comprehensive planning.
541-349-9335 (p)
503-523-0183 (f)
www.greenleaffin.com Specialty Areas: financial planning, wealth management, risk
management
Years in Business/As a Consultant: 5/17
Professionals in Firm: 2
Guardian Angel Bookkeeping Serivce, Inc. Provide bookkeeping, taxes, payroll and notary We assist customers with tax representation, payroll, bookkeeping, tax N/A
services. Small to medium-size businesses. Full cycle, return and notary services. We provide informative and instructional
Lee Reams or Jenne Anthony from input to tax preparation. services for business owners to achieve knowledgeable operation of Hourly
[email protected] their business. We are knowledgeable in various software and business.
N/A
4679 Barger Drive
Eugene, OR 97402 Specialty Areas: Income taxes, bookkeepeing and payroll
541-607-5052 (p)
541-607-5056 (f) Years in Business/As a Consultant: 22/15
www.eugenetaxpros.com Professionals in Firm: 2
McDonald Business Services Empower business owners by giving them the tools to Analyze financial statements for accuracy and effective decision- $400-$750
analyze and understand their financial records. making. Diagnose/correct bookkeeper input errors so that financial
Valerie McDonald statements are reliable and accurate representations of the business Hourly
[email protected] that are ready to be used in the preparation of income taxes and/or as
backup for loan applications. Train bookkeepers. An Enrolled Agent (EA) N/A
255 Oakway Center with IRS and a licensed tax consultant with the state of Oregon (OR LTC
Eugene, OR 97401 26388C).
541-434-8081 (p)
Specialty Areas: QuickBooks, Quicken, Microsoft Excel
Years in Business/As a Consultant: 9/25
Professionals in Firm: 1
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©MCS Family Wealth Advisors. All Rights Reserved.
FINANCE CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
MCS Family Wealth Advisors Transform money from a source of worry to a MCS and our consulting associates help businesses reduce risk and $7,500-$50,000
resource for fulfillment. increase wealth, become more successful today and succeed from one
Michael C. Stalker generation to the next. To improve business performance, we offer Hourly, daily, project
[email protected] assessment, advice, coaching and intervention for key individuals in
family and non-family businesses. At the company level, we offer $2,500
360 E. 10th Avenue financial analysis and strategy consulting.
Eugene, OR 97401
541-345-7023 (p) Specialty Areas: Family business; expert witness; securities/investment.
541-345-9871 (f)
www.mcsfamilywealth.com
Years in Business / As a Consultant: 33/25
Professionals in Firm: 2
Pension Planners Northwest To deliver a customized and client-specific approach We are a Third Party Administration and Consulting firm headquartered N/A
to plan administration designed to minimize fiduciary in Eugene, Oregon with an office in Portland. We provide
Heidi Bigley ERPA, CPC exposure and business risk. administration, regulatory compliance, fiduciary guidance and high N/A
[email protected] touch service to businesses sponsoring Defined Contribution plans in the
Pacific Northwest. We have been in operation since 1986. Our firm has N/A
1600 Valley River Drive, Suite 340 an excellent reputation for service, quality and expertise.
Eugene, OR 97401
541-852-4868 (p)
541-852-4869 (f) Specialty Areas: N/A
www.ppnw.net
Years in Business / As a Consultant: 27/12
Professionals in Firm: 20
Promised Land Consulting, LLC To help clients make more money through strategic Promised Land Consulting, LLC specializes in financial accounting and $500-$5,000; free 1-hr
financial planning and assistance. assistance to businesses that require the part-time services of a Chief consult
Dan Vishny, CPA, MBA Financial Officer. The founder, Daniel Vishny, CPA, MBA, has more than
[email protected] 22 years of experience in guiding companies through the complex varies
startup processes, financial requirements planning, and implementation
541 Willamette Street, Suite 201 of corporate strategies. No matter what size your company is, Promised N/A
Eugene, OR 97401 Land Consulting can add value to your business.
541-357-7417 (p)
503-200-2277 (f)
www.promisedlandconsulting.com Specialty Areas: N/A
Years in Business / As a Consultant: 4/20
Professionals in Firm: 1
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©MCS Family Wealth Advisors. All Rights Reserved.
FINANCE CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
The R2 Group Creating relevant results. We provide permanent part-time CFO services to organizations with $2 $1,500-$45,000
to $20 million of revenues. Most have internally grown leadership and
G. Scott Purcell face struggles with either rapid growth or tough economic times. We Hourly, project (with
[email protected] assist with cash-flows, operations, revenue generation, and having the range/not-to-exceed limit)
info they need to manage for both health and growth.
P.O. Box 21639 N/A
Eugene, OR 97402
541-461-2171 (p) Specialty Areas: Process-improvement training through a 10-session
971-275-1841 (f) course, taking the key concepts of Lean and Six Sigma coupled with
www.theR2group.com strong relational and problem-solving skills. We offer the One Page
www.createimprovedresults.com Business Plan® as a tool to increase communication and drive results.
Years in Business/ As a Consultant: 20+/4+
Professionals in Firm: N/A
Roehl & Yi Investment Advisors, LLC Roehl & Yi Investment Advisors provides superior and We provide wealth management for individuals and families and Assets >$2 million
customized financial planning services that investment and consulting services to qualified retirement plans.
Jayman Yi contribute to our clients achieving their financial Fee
[email protected] goals. Specialty Areas: Investment management
Negotiable
450 Country Club Road, Suite 160 Years in Business / As a Consultant: 30/30
Eugene, OR 97401 Professionals in Firm: 6
541-683-2085 (p)
541-683-6357 (f)
www.roehl-yi.com
The Roving Controller To provide accounting management services to small Consulting in accounting systems, budgeting & forecasting, variance N/A
businesses that typically do not need the services of analysis, cost accounting, cashflow management & accounting
Jim Woodard a full-time controller. No business need is too small. oversight. Thirty-four years of experience as small business owner & Hourly, bid
[email protected] accounting manager in the construction, manufacturing, retail &
wholesale sales, food processing, & nonprofit sectors. Certified N/A
1976 Inland Way QuickBooks ProAdvisor.
Springfield, OR 97477
541-913-8565 (p) Specialty Areas: Finance and accounting
www.rovcontrol.com
Years in Business / As a Consultant: >1/5
Professionals in Firm: 1
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©MCS Family Wealth Advisors. All Rights Reserved.
HEALTH CARE CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
KJ Smith Associates Helping forward-thinking leaders position for what's We serve leaders of organizations in transition, providing situational $2,500-$75,000+
next intelligence, expert guidance, thoughtful planning, and effective
Kathy Smith execution of change strategies. We bring keen analytical skills and Project, bid
[email protected] deep experience managing the people side of change in response the
most critical challenges so Boards, CEOs and management teams can N/A
296 E. 5th Ave., Suite 325 tackle change with confidence.
Eugene, OR 97401
541-688-7545 (p) Specialty Areas: Strategic and scenario planning, market analysis and
www.kjsmithmarketing.com qualitative customer research , business planning, complex project
management, change strategy, leadership retreat and stakeholder
group facilitation.
Years in Business / As a Consultant: 15/15
Professionals in Firm: 1, plus network of business associates
Pure Success Coaching To help physicians heal healthcare by enjoying I help physicians who are frustrated, overwhelmed or stuck to thrive as $250-$3,500
medicine more. people and physicians so they have the fulfilling life and career they
Deborah Munhoz always wanted. My approach is uniquely effective because I use an hourly, daily, project
[email protected] innovative combination of personal development and leadership tools
so physicians find their fun in medicine. N/A
1745 Coburg Road #159
Eugene, OR 97401 Specialty Areas: Monthly Women’s Physician Circle
541-687-5856 (p)
www.puresuccesscoaching.com Years in Business / As a Consultant: 10/12
Professionals in Firm: 1
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©MCS Family Wealth Advisors. All Rights Reserved.
IT AND WEB CONSULTANTS
Project Range
Billing Method
Company Mission Description Minimum Fee
BlackWire Marketing, LLC N/A We have been providing internet marketing consultation for a global $1,500-$5,000
audience for 15 years providing technical services, software, training,
Greg Hughes and support for all aspects of technology marketing. Varies
[email protected]
N/A
1292 High Street, Suite 219 Specialty Areas: Web development/design; mobile marketing/text
Eugene, OR 97401 message marketing; mobile site design; full SEO and social media
541-343-3653 (p) marketing services and training.
541-653-9739 (f)
www.blackwiremarketing.com Years in Business / As a Consultant: 10/15
Professionals in Firm: 3
BlueHat Design To help small business in the process of creating and I help small businesses in the process of setting up and running a $2,000-$6,000
running a website. website. I am a WordPress specialist. My services include web site
Jack Wheeler design, development, and photography. Hourly w/fairly firm
[email protected] estimate
Specialty Areas: Front-end web design, Wordpress, usability, user
4544 Fox Hollow Road experience. No minimum fee
Eugene, OR 97405
541-654-5483 (p) Years in Business / As a Consultant: 8/14
www.bluehatdesign.com Professionals in Firm: 1
Borek Business Solutions It’s our mission to build long-term relationships with Our staff has decades of collective experience across a range of $1,000-$250,000
our clients while providing business and information disciplines as well as certifications on world-class technologies. We’ve
Roger Borek technology solutions that can help your company been bringing this expertise to small and midsize businesses across Hourly, project, fixed bid
[email protected] improve efficiency, responsiveness, and productivity; Oregon and the Pacific Northwest since 1999. As a Microsoft® Gold
enhance profit potential; and gain a strategic Certified Partner, we specialize in implementing Microsoft Dynamics™ N/A
1144 Willagillespie Road competitive advantage in your marketplace. GP, as well as Microsoft® SQL Server and other Microsoft technologies.
Suite 28, Eugene, OR 97401 This product and geographical focus allows us to continually sharpen
541-345-3883 (p) our knowledge about Microsoft business solutions and the value they
866-811-3375 (f) bring to regional business markets. You can count on us to provide
www.borekbusinesssolutions.com local, personal service, training, and support as you need it.
Specialty Areas: Accounting (ERP) software, business intelligence, and
custom development.
Years in Business / As a Consultant: 10/10
Professionals in Firm: 4
Q2 2016 | Page 8
©MCS Family Wealth Advisors. All Rights Reserved.
Description:Specialty Areas: Feasibility studies for biogas energy and project management for renewable biomass energy solutions for the agriculture .. implementation and utilization of technology solutions in .. AdSense Consulting. N/A.