Success Stories

Roberto's Winds & Michiko Studios - New York, NY

While New Yorkers are known for an abundance of creativity, one thing that they’re always short on is space – and for musicians, rehearsal spaces that are both affordable and acoustically sound are at a premium. That’s where Roberto Romeo saw a tremendous opportunity to expand his offerings and generate new revenue streams. During more than a decade as the owner of Roberto’s Winds, Roberto established a reputation as the premier retailer of woodwinds in New York City. [...]

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Prospect Cleaning Service, Inc. - Flatbush, NY

When faced with new business challenges and opportunities, having a team of knowledgeable advisors ready to help can be an invaluable resource, as Ingrid Murray, owner and president of Prospect Cleaning Service, Inc., has learned.  Prospect Cleaning Service provides commercial cleaning services in the metro-New York region. In 2011, when she acquired the business from her husband, she already had excellent experience as its bookkeeper and office manager. What she needed, though, was [...]

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Milène Jardine Chocolatier - New York, NY

Milène Jardine’s customers and clients are thrilled by the exquisite chocolate truffles, beautiful presentation and luxury branding that her New York-based chocolate company offers – and few would imagine this couture chocolatier’s humble start. Milène Jardine met the Excelsior Growth Fund (EGF) Business Advisory Service team at the Food + Enterprise Summit held in Brooklyn in April 2016. She had recently lost her job as a product director at Macy’s, and [...]

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Heavenly Flowers Too and Heavenly Flowers 3 - Amityville, NY

After years spent working in her sister’s flower shop, Maria Cruz invested her savings to open a floral business that she named Heavenly Flowers Too (after her sister’s shop, Heavenly Flowers) in Amityville, New York, in 2009. She brought passion, experience and fresh ideas, but lacked knowledge in critical areas like credit management and bookkeeping. Despite her challenges, six years later she used her savings to open another shop, Heavenly Flowers 3. Soon, though, the excitement [...]

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Advanced Automation Corporation - Rome, NY

Monday, February 27, 2017
Advanced Automation Corporation - Rome, NY

David Tyler, CEO of Advanced Automation Corporation (AAC), a family-owned company providing services to the Department of Defense and defense contractors, knew he had a significant competitive advantage in submitting a proposal for the production of sit-and-stand desks. “This project required customization, which bigger companies don’t do,” said David, “so we bid on the project, and won.” Winning the project with the National Geospatial-Intelligence Agency, [...]

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