Layered blue mountain ridges stretching toward a golden sunrise
Terce Enterprises

Higher Perspective.
Real-World Results.

Personal and business consulting for your next chapter.
Find what’s holding you back. Build a plan. Put it to work.

LET'S TALK
STRATEGY.   GROWTH.   EXECUTION.
Two ways to move forward

Personal decisions.
Business direction.

Whether you are weighing a life decision or planning your company’s next chapter, start with a clearer understanding of your options.

For individuals and families

Personal Consulting

Practical support for life transitions, major purchases, education, career choices and financial organization. Prepare your questions, compare your options and identify the expertise you may need.

EXPLORE PERSONAL CONSULTING
For owners and leaders

Business Consulting

Strategy, sales growth, operations, people, AI adoption and business transitions. Turn priorities into a practical plan with focused advice and implementation support.

EXPLORE BUSINESS CONSULTING
Business consulting

See the opportunity.
Build the path forward.

You’re ready to expand, enter a new market or build on what is already working. You want a clear plan and the sales, systems and team to support your next stage of growth. Along the way, you may need to strengthen sales, manage rising costs or reduce how much of the day-to-day work depends on you.

Terce Enterprises helps owners of small and midsize businesses evaluate opportunities, set clear priorities, and align sales, operations and people around a practical growth plan.

01 / REVENUE and MARGIN

Make growth more deliberate.

Understand where revenue comes from, where opportunities are slipping away, and whether your pricing supports the work.

  • Sales pipeline, CRM and follow-up processes
  • Pricing, margins and customer concentration
  • Customer retention, referrals and partnerships
02 / OPERATIONS and PEOPLE

Build a business that runs better.

Find the bottlenecks that cost time, money and momentum. Give your team clearer processes and responsibility.

  • Workflow reviews and standard operating procedures
  • Vendor, purchasing and cost-control reviews
  • Team roles, training and accountability
03 / STRATEGY and EXPANSION

Evaluate your next move.

Put structure around a growth decision before committing people, time and money.

  • Growth priorities and business-model evaluation
  • New locations, markets and revenue streams
  • Project plans, milestones and implementation support
Support for every stage

From Startup to Exit.
And Everything In Between.

Focused advice and hands-on support for startups, small and midsize businesses, larger organizations and family-owned companies. Choose a specific challenge or bring several priorities together in one engagement.

01 / CONSULTING SPECIALTY

Sales, Marketing and Business Development

Build a clearer path from market opportunity to repeat business.

  • Sales growth. Review pipeline health, prospecting, CRM use, follow-up and account development to identify where opportunities stall.
  • Marketing and branding. Align positioning, brand messaging, campaigns and sales materials with the customers you want to reach.
  • Business development. Evaluate partnerships, new markets and revenue opportunities, with practical priorities and measures of progress.
Discuss your priorities →
02 / CONSULTING SPECIALTY

Business Strategy and Operational Efficiency

Turn business goals into decisions, responsibilities and workable processes.

  • Strategy and business plans. Clarify the business model, growth priorities, resource requirements and milestones for a startup, expansion or established operation.
  • Operational efficiency. Assess workflow bottlenecks, handoffs, purchasing, vendor relationships and cost drivers; develop processes that support consistent delivery.
  • Executive advisory. Provide a sounding board for owners and leaders on priorities, organizational capacity, performance measures and implementation accountability.
Discuss your priorities →
03 / CONSULTING SPECIALTY

Acquisitions, Mergers and Exit Planning

Prepare for a major transaction with a clear business rationale and an organized process.

  • Acquisition and merger planning. Define strategic fit, evaluate operational readiness and organize commercial due-diligence questions around customers, people, systems and integration.
  • Preparing a business for sale. Assess owner dependence, documentation, customer concentration and operational gaps; organize the information prospective buyers will need.
  • Exit and transition support. Compare transition options, develop integration or handover plans, and coordinate business priorities with your attorney, CPA, valuation and transaction specialists. Scope and deliverables are tailored to the transaction.
Discuss your priorities →
04 / CONSULTING SPECIALTY

Family-Owned Businesses and Succession Planning

Support business continuity while giving family members and future leaders clearer expectations.

  • Roles and governance. Clarify responsibilities, decision rights and communication practices across family members, management and employees.
  • Succession readiness. Assess leadership needs, identify development priorities and create a staged plan for knowledge transfer and reduced owner dependence.
  • Ownership transitions. Facilitate discussions about continuity, family participation and exit goals; coordinate the business transition plan with the family’s legal and financial advisers.
Discuss your priorities →
05 / CONSULTING SPECIALTY

Employee Engagement and Retention

Understand the employee experience and build a practical plan to strengthen it.

  • Morale and engagement assessments. Use agreed surveys, interviews and workflow reviews to explore communication, trust, workload, recognition and management practices; present themes and prioritized actions.
  • Compensation and benefits competitiveness. Review salary structures, incentives and benefits against relevant market information and business affordability to identify gaps in the overall employment offer.
  • Employee retention. Examine turnover patterns, onboarding, manager effectiveness, development opportunities and career paths; establish actions and measures to track improvement.
Discuss your priorities →
06 / CONSULTING SPECIALTY

Customer Experience, Satisfaction and Loyalty

Connect what customers experience with how the business sells, serves and follows through.

  • Customer satisfaction assessments. Gather feedback through suitable surveys, interviews and service reviews; identify patterns in expectations, complaints and lost business.
  • Customer journey and service. Review touchpoints from first inquiry through delivery and follow-up, with clearer handoffs and practical service-recovery processes.
  • Loyalty and retention. Develop account follow-up, referral and retention initiatives, supported by measures such as repeat business, satisfaction and customer attrition.
Discuss your priorities →
07 / CONSULTING SPECIALTY

AI Training and Business Productivity

Help people use AI confidently in the work they actually do.

  • Individual AI training. One-to-one coaching tailored to an employee, owner or executive, with hands-on practice in prompting, drafting, research, analysis and everyday workflows.
  • Group workshops. Role-specific team sessions using practical exercises and business scenarios. Topics, group size and skill level are agreed before training.
  • Adoption and productivity. Identify useful applications, establish review and data-handling practices, and pilot repeatable workflows. Help leaders evaluate output quality, time savings and training needs.
Discuss your priorities →
08 / CONSULTING SPECIALTY

Workplace Safety and OSHA Compliance

Build a practical rhythm for evaluating workplace safety and keeping follow-through organized.

  • Compliance reviews. Review workplace practices, available safety documentation and potential gaps against applicable OSHA requirements, with qualified safety specialists engaged as the scope requires.
  • Recurring evaluations. Arrange monthly, quarterly, semiannual or annual reviews to suit your operations, risks and agreed scope. Track findings, action owners, progress and follow-up priorities.
  • Documentation and recordkeeping. Support the organization and review of safety policies, inspection records, training documentation and applicable injury and illness records.
  • Planning and accountability. Develop a prioritized improvement plan, review calendar and documentation process to support ongoing implementation.

Review frequency is an engagement option, not a statement of required OSHA intervals. Consulting reviews are not OSHA inspections or certifications and do not guarantee compliance.

Discuss safety and compliance support →
09 / CONSULTING SPECIALTY

Restaurant and Food Industry Consulting

Practical support from restaurant concept and opening through daily operations, growth and ownership transitions.

  • Opening and expansion. Location evaluation, lease-negotiation preparation, opening plans, menu development and marketing priorities.
  • Operations and people. Purchasing, vendor relationships, hiring, training, point-of-sale systems and workflow improvements across breakfast, lunch, dinner and 24-hour service.
  • Ownership and planning. Restaurant purchase and sale preparation, financing-option discussions and coordination of health-code and accessibility compliance reviews with appropriate specialists.

Explore Chris Cotelessee’s 34 years of industry experience and work opening 36 restaurants in 23 cities.

Meet Chris Cotelessee →
Discuss your restaurant →
A focused starting point

Business Growth and
Operations Assessment

Get a clearer picture of what is working, what is holding the business back, and where to focus next.

We review the areas that matter to your situation: revenue and customer mix, sales follow-up, pricing, operational bottlenecks, team responsibilities, and the connection between marketing and sales.

The deliverable: a prioritized 90-day action plan outlining what to fix, what to pursue, who should own it, and what should happen first.

DISCUSS AN ASSESSMENT
Signature consulting service

Terce Business Performance
and Growth Assessment

A comprehensive starting point for owners and leadership teams seeking a clearer view of performance, opportunities and the next stage of growth. Build on the Business Growth and Operations Assessment above with a scope tailored to your business.

What we examine

Sales and marketing effectiveness, operational efficiency, customer experience, employee morale and retention, leadership capacity and practical AI opportunities. When relevant, include acquisition, succession or exit readiness.

How we assess

Agree on the objectives, review available business information and interview key stakeholders. Employee or customer feedback can be included where useful, with participation, handling of responses and reporting agreed at the outset.

What you receive

A findings summary, prioritized opportunities and a 90-day action plan with proposed owners, milestones and performance measures. Review the recommendations together and identify where implementation support would help.

Scope and fee are agreed in advance. The assessment is quoted according to business size, available information, stakeholder involvement and areas reviewed.

PLAN YOUR ASSESSMENT
Strategy through delivery

The plan is only the start.

When the next step calls for marketing, better systems or additional help, Terce Enterprises brings the resources together and manages the work. You have one point of contact for scope, coordination and quality.

MARKETING and VISIBILITY

Connect the offer to the customer.

Brand strategy, positioning, messaging and creative direction. We connect websites, content and sales materials around a clear offer and a consistent customer experience, helping people understand your value and take the next step.

SYSTEMS and CAPACITY

Support the day-to-day work.

CRM design, workflow development, automation and implementation management. We align processes, responsibilities and specialist resources around the work your business needs to deliver, creating clearer handoffs, consistent follow-through and capacity to support growth.

ADVERTISING and CUSTOMER ACQUISITION

Reach the right customers.

Advertising strategy, media placement and coordinated print and digital creative. We connect the audience, offer and message with landing pages, lead follow-up and campaign reporting to support your business goals.

Flexible ways to work together

Pricing and Consulting Packages

Choose focused guidance, a defined project or ongoing advisory support. Every engagement begins with an agreed scope, deliverables and fee.

General consulting

From $175 / hour

Business planning, sales growth, marketing, operational priorities and practical guidance for owners and managers.

Discuss hourly consulting →

Specialized advisory

$200–$300+ / hour

More complex executive, succession, organizational or transaction-related business advisory. Rates reflect the expertise and scope required.

Discuss specialized support →

Fixed-fee projects

From $750 / project

A clearly bounded assignment, such as a focused process review, planning session or training engagement. Broader assessments and multi-part projects receive a tailored quote.

Scope a project →

Monthly advisory

From $1,750 / month

Ongoing owner and executive guidance, priority reviews and implementation accountability. Meeting frequency, included time and support are defined in your proposal.

Discuss a retainer →
Built around your organization

Enterprise and M&A advisory

Custom proposal

For larger organizations, acquisitions, mergers, business sales and complex transitions. Engagements can combine leadership advisory, commercial and operational review, stakeholder coordination and implementation planning.

REQUEST A CUSTOM PROPOSAL

Starting prices are entry points for appropriately scoped work, not a fixed price for every service. Final fees depend on complexity, business size, deliverables, training group size and the level of support. Any travel, specialist or third-party costs will be identified in the proposal.

Consulting expertise at Terce Enterprises

Business insight.
Execution that follows.

David Marsolo leads business consulting and hands-on implementation at Terce Enterprises, coordinating specialist partners when the project calls for them.

David Marsolo

Founder, Business Growth

David brings experience in business ownership, sales and operational leadership to his role as Founder, Business Growth. He works with owners to uncover what is limiting growth, evaluate opportunities, and build a practical plan for stronger sales, clearer priorities and more efficient operations.

His background spans banking, hospitality, procurement, facilities and project management. He brings relationship development, commercial negotiation and hands-on problem-solving to each engagement, helping owners assess pricing, strengthen processes and prepare for expansion. David leads the consulting work and stays involved as recommendations become action.

Chris Cotelessee

Restaurant and Food Industry Consultant

Chris brings 34 years of restaurant and food industry experience, including opening 36 restaurants across 23 cities in the Midwest, Northeast and South. His background spans diners, 24-hour operations and breakfast, lunch and dinner service, giving him a practical understanding of what it takes to launch a restaurant and manage its daily demands.

His experience covers location scouting, lease negotiation, purchasing, hiring, training, marketing and menu development. He helps restaurateurs evaluate workflows, strengthen operational efficiency, assess point-of-sale systems and draw on longstanding vendor relationships.

Chris also brings experience in restaurant purchase and sale guidance, traditional and nontraditional financing options, and operational considerations for health-code and ADA compliance. His consulting focus connects opening plans, everyday operations and growth decisions, with legal, lending and technical matters coordinated with the appropriate professionals.

Let's talk

What is holding your
business back?

Tell us where you want to go and what is getting in the way. We’ll talk through the challenge and identify a practical starting point.

Start here for business consulting, growth planning and implementation support.

Let’s talk about your business.

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Connect with us
Atlanta, GA office943-238-0675
terceenterprises@gmail.com