More BayLou Projects – Sample List


SAMPLE PROJECTSii-project-elements

Every opportunity we have to assist clients is one that we bring our best and take away more understanding about people, organizations, and communities.


Early Stage Development – Aerospace Engineering Industry: Providing business startup consultation for Saber Astronautics, an R& D company that focuses on space and Earth-based applications. Baylou offers general management consultation on issues ranging from structuring legal arrangements internally and with channel partners; capital development; and market penetration strategies. Currently, BayLou is a partner on Saber’s bid for a NASA-sponsored competitive technology grant. For more on Saber, click here.

Led Competitive Bid for Mixed-Use Waterfront Development – Real Estate Industry: Provided the project leadership for a national team’s bid on a $800 million mixed-used waterfront development program. Assembled 19 firms to satisfy program requirements, including: investment banks, architects, hotel and housing developers,retail and commercial office developers, entertainment venue developers, engineers, lawyers, accountants, real estate analysts. Authored proposals that attracted equity and debt capital. Coordinated the establishment of project responsibilities and structured memorandums of understanding. Led the packaging of the team’s bid submission. Participated in oral presentations to Port Authority, media, and business groups. While the team was not selected as preferred developer, it qualified for participation in the development of assets nearly the central district. Efforts are still ongoing to penetrate the project.

Design and Management of Regional Economic Development Program – Tourism Industry: Developed a strategy to provide business development access to Greater Cincinnati’s regional tourism economy, which accounted for $7.4 billion in revenues and supported 74,000 jobs. The strategy leveraged the $35 billion multicultural meetings and leisure travel segment. Wrote a proposal on behalf of a local chamber of commerce to the City of Cincinnati for the underwriting of a regional tourism project. The program received a $307,000 allotment, at that time the chamber’s largest single funding resource. DM provided overall project management, including interfacing with conventions and prospective conventions, designing destination programs, coordinating tourism business development. Wrote a 300+ page study that analyzed tourism supply and demand at four market levels – worldwide, US, State of Ohio, and Greater Cincinnati. The scope included: direct and indirect expenditures; derivative economic impact of tourism; financing of a number of destination asset developments (e.g., museums); sub-industry segment analysis (e.g., conventions, meetings, leisure); population segment analysis. A copy can be made available upon request.

ii-Cinti-EZEmpowerment Zone Application – Community Development: Represented a local chamber of commerce during the City of Cincinnati’s preparation of a competitive bid for a HUD Empowerment Zone [EZ] designation/award. Participated in the City’s EZ planning processes. Wrote the chamber’s economic development strategy. The City’s application was successful in receiving an EZ Round II designation and $26.5 million in Congressional appropriations. For more on the Cincinnati Empowerment Zone, click here.

Program Development – Nonprofit Initiative: Provided consulting services for the launch of a new federally-funded program aimed at improving the quality if life for low-income fathers. The program design utilized an outcome-based model which included program systems, delivery methods, information technology management, and establishing criterion for program evaluation.

Commercial District Plan – Neighborhood Development: Developed a comprehensive development strategy to revitalize a distressed “main street” commercial strip that involved several phases. The first phase included conducting several economic analysis’ to determine the overall health the community which involved asset identification, establishing economic conditions and activities, community attributes, and policy reviews. The second phase involved strategic planning including a series of public hearings to obtain feedback from residents, interviewing local leaders, and market research to develop an overall plan. The final phase we made recommendations based on our findings and included a target industry analysis, business development plan, entrepreneur training program, site evaluations, zoning and other policy reforms and financing options.


Preliminary Feasibility – Healthcare Industry: Conducted a feasibility analysis to support a local chamber of commerce’s efforts to establish a value-added business that would satisfies the interest of Greater Cincinnati’s four major healthcare systems to increase expenditures with minority suppliers. Developed a concept of a local medical-surgical supply distribution center to serve hospitals, urgent care, physician offices, healthcare centers. Worked with major distributors – McKesson, Owens & Minor, General Medical – to analyze center logistics, including: product mix, shipping/receiving methods (e.g., cross-docking), inventory management for general and special needs (e.g., refrigerated products), personnel, information systems, etc. Performed a feasibility analysis for a 30,000 square-foot facility to move a targeted mix of supplies. The analysis included preliminary financial analysis and breakeven analysis based on several business model key assumptions related to: service fee percentage, required return on equity, no manufacturer subsidy, etc.

Market Research – Community Services: Conducted a comprehensive market research study in support of the launch a community development corporation. The study analyzed very detailed responses from approx 500 participants as to: community conditions; role of various community assets (e.g., agencies, faith-based institutions, etc); and community improvement priorities. Analyzed results along various uni- and multi-dimensions. Developed a set of recommendations for the client’s four focus areas – housing, education & training, business development, and civic Infrastructure.

ii-cinti-city-hallOperations Research – Government Sector: Performed on behalf of Triad Development LLC (now under BayLou), a major customer service study of the City of Cincinnati’s 32 organizational units. This study, conducted for the Office of the City Manager, looked at myriad issues such as inter-agency processes, efficiency/effectiveness of City response to citizen problems, and implementation of new policy. The analysis involved a number of research methodologies, including surveys and over 25 focus groups. The study produced a number of recommendation to enhance the quality of services in and across City departments.

Policy Implementation Research – Government Sector: Under Baylou predecessor Triad Development LLC, conducted a study of State of Ohio’s implementation of Workforce Investment Act [WIA]. Performed some 18 months after the 1998 federal passage of WIA, this study looked at various aspects of Ohio’s experience, including performance of local Workforce Boards, successes and challenges of Eligible Training Providers, and employment of WIA participants. Completed this work for the City of Cincinnati, a recipient of US Department of Labor competitive award to conduct such studies, under a sub-contract arrangement. Triad successfully worked with Employment and Training departments on a study design, coordinated site visits and research involving government agencies and the private-sector, and managed a project timeline through completion of the contract. The end product included considerable qualitative and quantitative analyses. This work identified the industry and population segment where WIA implementation met/failed to meet expectations. Analyzed barriers faced by eligible training providers and other stakeholders.

Customer Research – Funeral Service and Insurance Industry: Provided ongoing customer relationship research for funeral service company that was undergoing reorganization. The company was concerned with losing their clients as these changes occurred. We developed and implemented quarterly surveys to gain the opinions of clients and to learn how the company could improve its delivery of services. We analyzed the results and made recommendations on multiple factors including their customer’s overall satisfaction after making claims, the professionalism of the company’s sales personnel, and general improvements. Developed and implemented an employee training program.

Political Campaign Management/Consulting – Politics: Provided overall strategy and management of local city council campaign which included analyzing voting patterns by precincts, targeting voters, fundraising strategies, volunteer recruitment and management, get-out-to-vote efforts, marketing, and managing public relations activities.

Proprietary Research Study – Small Business: Conducted a comprehensive research study on the small business community, to determine the impact of Minority Business Enterprises [MBEs] on the local economy. The study examined progress of MBEs after the implementation of major regional programs targeted at economic inclusion. The study factored competitiveness, access to capital, local support, effectiveness of new and expanded initiatives, and general economic trends.


Business Planning – Miscellaneous Industries: On projects that required business plans (including the above mentioned financial institution), developed a complete (typically 3-year) financial pro-forma which included income statement, cash flow, changes in financial position, ratio analysis, and subject company vs industry fundamental analysis.


Debt Retirement – Faith Based Industry: Performed analysis to answer a key financial management question before trustees at Corinthian Baptist Church in Cincinnati, OH: “Should CBC pay off our mortgage early?”

Debt retirement is a serious question for organizations of all types. Identifying opportunities to continue (retire) debt translates several potential affects on the organization’s financial conditions (income statement, balance sheet, especially), tax positioning in the case of for-profit concerns. Paying off debt should also reflect an organization’s economic outlook and sentiments regarding alternative investments.

The Board of Trustees at Corinthian, like other faith-based institutions, consisted of individuals with a wide range of familiarity with technical methods commonly used by finance professionals. Consequently, in addressing the question, we began the process by preparing and presenting a primer on aspects of finance related to Corinthian’s problem. We developed the decision support model. Our analysis, presented to the Trustees recommended that Corinthian not pay off the mortgage and invest funds in specified securities given the prevailing rates of return.

Pre Acquisition Valuation – Beauty Care Industry: Conducted business valuation of Larry Moore Cosmetology School in support of client’s pre-acquisition due diligence. The analysis employed the Capital Asset Pricing Model [CAPM]. This included understanding the appropriate beta, determining discount rate, performing a pro-forma income analysis, and finally setting Net Present Value [NPV]. Have performed financial analysis in conjunction with the valuation of investment real estate. This included among other things, identification of appropriate comparative properties, preparing pro-forma income analysis, and finally setting NPV.

Capital Budgeting – Technology and Other Industries: Several consulting projects required capital budgeting analyses of various alternatives for leases, procurement of computer/communications assets, and other major expenditures. Analysis factored costs associated with acquisition, operations, maintenance, insurances, etc.