Rachel Owens's Page

What is your name?

Rachel Owens

Are you currently heading a woman-owned business?

Yes

If you are in business, what is the name of your business?

Succession Strategies, Inc.

Where did you get your idea for your business or the business you'd like to start?

I expanded my financial services business to include Succession Planning for family woned businesses.

Where is (will) your business located? (City and State)

Santa Ana CA

If you already have a website, what is the address for your business?

http://www.succession-strategies.com

How long have you been in business? (Or when do you plan to open?)

I have been in the financial services industry for 20 plus years. In 2000 I opened Succession Strategies as a business consulting firm for family owned businesses.

How many employees do you have, if any?

1-5

What is your annual revenue?

$500K-$1 million

Describe your product or service, or the product you plan to introduce to the market.

We provide consulting for family owned businesses to address their needs in the managment and transference of the business from oe genration to the next.

How did you (or plan to) fund your business startup?

personal savings, equity line of credit

What was (is) the biggest hurdle in getting your business off the ground?

Balancing family and business needs

What would you advise other women interested in starting a similar business?

this is a very specialized end of the financial services business. However for anyone with the skills the need for consultants for family businesses is very broad.

What has been your biggest mistake?

Not hiring admin help

What has been your smartest move?

Hiring admin help

Are you willing to answer questions from other women business owners about your business?

Yes

What is your email address?

rachel@succession-strategies.com