CG Moneta

5 BUSINESS VIEW MAGAZINE VOLUME 9, ISSUE 11 amount of referral-based business for the firm. Through those connections, they’ve been able to generate a combined total of $1.2B in tax incentives and cost savings procured for those clients. “Once we saw how well that process worked, we kind of focused our efforts on continuing to develop the COIs and strategic partnerships, and then slowly onboarding the regional consultants,” Covell continues. “We’re now largely a digital company—our regional consultants work virtually—although our design does include regional brick-and-mortar offices on the East Coast, the Northeast Coast, and Southeast Florida.” From there, Covell says they’re looking to scale by making their way west. “We plan on opening up probably two more offices over the next 12 to 18 months,” he reports. “We’ll also continue to hire regional consultants and establish more strategic partnerships to spur that growth.” For all that growth strategy and intent, one of the biggest challenges they’re finding in the wake of the pandemic is in the execution of solutions for the companies committing to a hybrid virtual/in-person working environment. “With Covid-19, a lot of businesses went home- based,” Gargione offers. “There was no choice anymore—if they wanted to be productive and keep that revenue stream, they had to make the change. Now it’s more about supporting proper unified communications as a service. The software, the bandwidth, and the technology to do this on an ongoing basis.” He points out that right across the board, the pandemic created lots of supply chain problems—some of which are nowhere close to being solved. Guiding Visionaries Entrepreneurs are never short on ideas and innovations; however, sometimes there can be a struggle in translation between the dream and the destination. That’s where we come in. Scaling Visions It is easy to underestimate the challenges that come with replicating success. Oftentimes, entrepreneurs and business owners grow to the point that they know they are ready to expand but they simply don't know what to do next. We specialize in next. Consulting for everything it takes to develop ideas, deploy successful strategies and scale visions, turn key. • Corporate Expansion • Franchise Development • Change Management • Business Revitalization Programs • Interactive Webinar Suites • New Product Development • Manufacturing and Fulfillment • Full Suite Marketing www.norrisventures.com / 336.355.6973 / info@norrisventures.com

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