Small-Business Growth Solutions for Institutions

Improve Business Readiness, Program Placement, and Measurable Outcomes

Business owners enter programs at different stages, with different needs, capabilities, and levels of readiness.

Yet many receive the same curriculum, technical assistance, and referrals.

Small Business Pro University helps banks, CDFIs, chambers, universities, economic-development organizations, procurement programs, and other institutions use assessment-driven insights to provide the right support at the right time.

From program participation to measurable business progress.

Better Support Begins With a Better Diagnosis

Traditional intake forms may capture revenue, years in business, number of employees, and ownership demographics

They often do not reveal:

  • What is actually limiting the business

  • Whether the owner is ready for capital

  • Whether the company can perform a larger contract

  • Which technical assistance is most appropriate

  • Whether the participant belongs in a foundational or advanced program

  • What should be addressed first

  • How progress should be measured

Without that insight, institutions may invest valuable resources in programs that are too broad, too early, too advanced, or disconnected from the participant’s greatest needs.

The Masterpreneur™ Growth System provides a structured way to assess business maturity, identify growth constraints, establish priorities, and measure progress over time.

Who We Serve

Our institutional solutions are designed for:

  • Banks and credit unions

  • Community development financial institutions

  • Chambers of commerce

  • Economic-development agencies

  • Universities and community colleges

  • Small Business Development Centers

  • Women’s Business Centers

  • Foundations and community-impact programs

  • Procurement and supplier-diversity programs

  • Contractor-development initiatives

  • Incubators and accelerators

  • Minority, women, and veteran business organizations

  • Entrepreneurship-support organizations

Our diagnostic tools can strengthen existing programs or serve as the foundation for a new initiative.

The Masterpreneur™ Growth System

The proprietary Masterpreneur™ Growth System evaluates each business across five stages of development and 10 interconnected growth factors

The resulting Business Growth Score, stage placement, and factor-level findings help institutions better understand what each participant needs next.

Institutional Solutions

Business Growth Diagnostic and Placement

Assess participating businesses before assigning programs, advisors, capital resources, or technical assistance.

Assess participating businesses before assigning programs, advisors, capital resources, or technical assistance.

This solution can help your organization:

  • Identify each business’s current stage

  • Segment participants by needs and readiness

  • Match owners with appropriate programming

  • Assign relevant advisors and resources

  • Establish individual growth priorities

  • Recognize participants requiring additional support

Best for: Entrepreneurship programs, chambers, universities, accelerators, and technical-assistance providers

Capital Readiness

Capital alone cannot fix a structurally weak business.

Our diagnostic process evaluates the broader conditions that may affect a company’s ability to use and repay financing successfully, including:

  • Profitability

  • Cash flow

  • Pricing

  • Financial controls

  • Sales consistency

  • Working-capital needs

  • Operating capacity

  • Management depth

  • Strategic use of funds

The findings can support more focused borrower education, technical assistance, referrals, and follow-up

Best for: Banks, credit unions, CDFIs, loan funds, and community-development programs

Contract and Supplier Readiness

Certification may open the door. Business readiness helps a company win, deliver, and grow.

Our Contract and Growth Readiness approach helps evaluate:

  • Estimating and pricing

  • Financial capacity

  • Working capital

  • Staffing

  • Project management

  • Quality control

  • Reporting systems

  • Leadership capacity

  • Risk management

  • Delivery capacity

Best for: Supplier-diversity programs, public agencies, corporations, prime contractors, and contractor-development initiatives.

Portfolio Diagnostics and Reporting

Aggregate, anonymized assessment results can help your institution understand the broader needs of the businesses it serves

Portfolio insights may include:

  • Distribution across business stages

  • Average Business Growth Scores

  • Strongest and weakest growth factors

  • Common capital-readiness gaps

  • Common contract-readiness gaps

  • Technical-assistance priorities

  • Program-design opportunities

  • Resource-allocation recommendations

  • Changes identified through reassessment

These insights can support leadership decisions, funding requests, stakeholder reporting, and future program design

Advisor Training and Institutional Licensing

Organizations may train internal staff or affiliated advisors to use the Masterpreneur™ methodology more consistently

Training and licensing options may include:

  • Growth-system orientation

  • Assessment interpretation

  • Debrief methodology

  • Facilitation guides

  • Reporting templates

  • Quality standards

  • Continuing education

  • Masterpreneur™ Growth Architect Certification

This creates a shared framework for intake, diagnosis, recommendations, referrals, and progress measurement

How an Engagement Works

Discover

We clarify your participant population, program goals, desired outcomes, reporting requirements, and current support model

Diagnose

Assessment findings are interpreted through individual debriefs, group sessions, written summaries, or a combination of approaches

Reassess and Report

Participants may be reassessed to measure progress and identify their next priorities. The institution receives agreed-upon aggregate findings and recommendations

Design

We define the target group, assessment process, delivery structure, timeline, responsibilities, and measures of success

Prioritize and Place

Participants receive priorities and are matched with appropriate programs, advisors, resources, or next steps

Assess

Participants complete the Masterpreneur™ Growth Assessment

Implement

The institution may add cohorts, advising, technical assistance, or specialized readiness support

Outcomes for Your Organization

An assessment-driven approach can help your institution:

Improve Participant Placement

Match business owners with the right program, advisor, resource, or opportunity.

Personalize Technical Assistance

Provide support based on diagnosed needs rather than broad assumptions.

Strengthen Capital Readiness

Identify the financial, operational, and leadership issues that may affect financing success.

Strengthen Contract Readiness

Evaluate whether businesses can profitably deliver larger opportunities.

Improve Program Design

Use participant data to shape curriculum, advising, partnerships, and referrals.

Measure Progress

Track changes in business maturity, readiness, capability, and implementation.

Improve Reporting

Provide executives, boards, funders, and community stakeholders with more meaningful information about participant needs and development.

Allocate Resources More Effectively

Concentrate limited funding and technical assistance where they are most likely to produce progress.

Engagement Options

Diagnostic Pilot

A focused pilot for approximately 15–25 businesses

Diagnostic and Implementation Cohort

A structured program combining assessment, individualized priorities, group learning, and implementation support

Annual Institutional Partnership

A continuing partnership for organizations serving multiple cohorts or a portfolio of businesses

Why Small Business Pro University?

Small Business Pro University brings together assessment, strategy, implementation, and measurement through one connected growth system

Founder Andrew Frazier, MBA, CFA, has:

  • Worked directly with more than 1,000 business owners

  • Trained tens of thousands of entrepreneurs and professionals

  • Developed more than 100 courses, tools, and business resources

  • Authored four small-business books

  • Hosted more than 250 Leadership LIVE @ 8:05! episodes

  • Helped facilitate more than $100 million in financing and economic impact

His experience spans finance, operations, entrepreneurship, military leadership, teaching, investing, and strategic advisory work.

Build Better Pathways for Business Growth

Your organization may already provide valuable education, capital, contracts, technical assistance, and relationships.

The Masterpreneur™ Growth System helps determine which businesses need which resources and what should happen first.

Together, we can move from one-size-fits-all programming to more personalized, measurable business support

Include:

  • Banks and credit unions

  • CDFIs

  • Chambers

  • Economic-development agencies

  • Universities

  • Foundations

  • Procurement programs

  • Supplier-diversity organizations

Explain the institutional outcomes

  • Better intake and segmentation

  • More appropriate program placement

  • Capital- and contract-readiness insights

  • Individual growth priorities

  • Aggregate cohort findings

  • Reassessment and impact measurement

  • Stronger funder and stakeholder reporting