Level Up: Building Your Path to Expansion

Wednesdays I October 29 – November 19, 2025 I 10 – 11: 30 a.m.

*See full schedule below as times and locations vary.

SBDC Level Up helps small business owners identify when they are ready to expand and equips them with the tools to confidently drive their business to the next level. The program is designed to help entrepreneurs like you recognize when you’re ready to expand and give you the tools to grow with confidence. Through hands-on guidance, you’ll build a tailored growth roadmap, learn how to de-risk expansion, and put strategies in place to fuel long-term success. Plus, every participant receives a custom market research report specific to their industry and is paired with an SBDC consultant for up to 3 hours of no-cost 1:1 consulting to accelerate their growth plan.

Session 1: Wednesday, October 29 (In Person) 

OC Workforce Solutions – 675 Placentia Ave., Ste 330, Brea, CA 92821

Planning:

• What does growth mean to you? Identifying the key drivers of growth in your business
• Building a Strategic Plan that matches your vision. (What goes into your strategic plan?)
• Conducting Market Research to validate your vision.
• Establishing KPI’s/KPA’s to ensure you achieve your vision.

Session 2: Wednesday, November 5 (Zoom)

Customers:

• What is your marketing strategy?
• Breakdown of your Customers – Who are they?
• Marketing Channels – Where are you Marketing? Where should you be marketing?

Session 3: Wednesday, November 12 (Zoom)

Cash:

• P & L Analysis
• Financial Forecasting
• Cash Flow Analysis
• Funding Options

Session 4: Wednesday, November 19 (In Person) 

OC Workforce Solutions – 675 Placentia Ave., Ste 330, Brea, CA 92821

People:

• Your workforce and organizational structure
• Breakdown of your labor force
• Labor cost analysis
• Resources