Carl A Baumann is not available for direct meeting request. Contact their chapter about matching with them or another mentor.
Meeting Preference: Email, In Person, Phone, Video
I mentor small business and nonprofit clients as they write well thought out, thorough, very detailed business plans. I also mentor clients in developing a strong customer experience using the customer experience mapping process. I mentor clients in writing strategic plans and related action plans. I help clients understand the financial side of their business or nonprofit by regularly reviewing their financial statements with them. In addition, I help clients manage all aspects of their business or nonprofit with mentoring in operations and marketing. I have been doing this with some clients for over 10 years.
Carl has been retired for 17 years from a career in banking and beer. He spent 6 years as a commercial banker where he reviewed and helped clients prepare many business plans. The balance of his career was spent at the Miller Brewing Company in numerous financial roles including brewery controller, director – distributor financial services, corporate controller and group director – sales & marketing finance. Carl was very involved with both business planning and strategic planning in his career with Miller.
Since retiring, Carl has been a mentor with SCORE for 15 years and has mentored many small business and nonprofit clients through the business planning process and helped them launch and operate their organizations. Carl has taught business planning courses and seminars for 14 years including a 10-week business planning course at DTCC SBC (taught this for 5 years), the five week business planning course at the Central Carolina Community College SBC (taught this for over 5 years) and a Business Planning for Farmers course for the Orange County Cooperative Extension (taught this for 4 years). He has also taught numerous business-related seminars at many other locations.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Customer Service
- Management & Operations
- Product Development
- Strategy Development
- Accounting & Tax Services