A Business Advisor Who Achieves Results

I am the founder of an Internet start-up, a former CEO and dynamic advisor who helps start-ups, closely held and family businesses, and small-to-medium-sized companies position themselves for long-term growth. I love working with leaders who are passionate about the businesses they are building and open to trying new approaches.

Our Approach

Your specific needs determine my function as your business advisor. As an attorney and financial advisor with decades of experience, I can serve as your operational, legal and financial advisor:

As a business strategist, I have an uncanny ability to sort through the clutter and see patterns where others see complexity. I guide you through unanticipated roadblocks, keep you from following paths that are not optimal and help you reach your identified goals.

Having professional experience as an auditor, I can pinpoint weaknesses in your system, identify your exposure to risk and maximize your profit potential.

As a mentor and mediator, I inspire your workforce to solve conflicts that keep them from reaching their full potential personally and professionally and impact the overall performance of the company. I believe successful businesses are those that draw upon the unique abilities of each of their members to the benefit of the whole and the detriment of none. They are businesses where management and employees have been taught to work together and gain the coping skills they need to capitalize on different personalities and points of view.

Credentials

  • Law Member, California State Bar
  • Certified Public Accountant
  • B.A., Business Economics, Accounting, University of California
  • Juris Doctor, McGeorge School of Law, California

Specialized Training

  • Certificate in Family Business Advising (CFBA); FFI.org
  • Certificate in Mindfulness-Based Stress Reduction USCD Center for Mindfulness
  • Yoga Teacher Training, 100 hours: Baptiste Institute

For a better roadmap to help your business grow, learn and build together, call me at 858-794-0898

Testimonials

"Cara Lyn Greco is one of the most elegant, articulate, organized, and knowledgeable women that we know. She is our business consultant and her guidance continually elevates SILVR to new heights. Simply put, Cara is the type of consultant who truly takes the time to understand the core mission of your business and she continually under promises and over delivers. We wanted to share her story with anyone who's considering starting a business because Cara will undoubtedly help you effectively and efficiently 'live what you love'."

Loryn Lyle/Sarah Dawber, Founders, SILVR

2018-04-02T21:15:10+00:00

Loryn Lyle/Sarah Dawber, Founders, SILVR

"Cara Lyn Greco is one of the most elegant, articulate, organized, and knowledgeable women that we know. She is our business consultant and her guidance continually elevates SILVR to new heights. Simply put, Cara is the type of consultant who truly takes the time to understand the core mission of your business and she continually under promises and over delivers. We wanted to share her story with anyone who's considering starting a business because Cara will undoubtedly help you effectively and efficiently 'live what you love'."
"I was referred to Cara for help starting up a high risk, capital intensive venture. Cara took a big picture approach and worked with my tax advisor to ensure I picked the best entity type.  After noticing that we were not getting through the strategic plan she’d developed for us to become operational as quickly as possible, she worked more in-depth.  What really impressed me was her ability to manage all of the aspects required to launch the business with an eye on containing costs and interfacing with our multicultural staff with differing skill set levels. We continue to work with her today and would not hesitate to recommend her."

Tom O’Connor, Founder, AmmexTank

2018-04-02T21:14:48+00:00

Tom O’Connor, Founder, AmmexTank

"I was referred to Cara for help starting up a high risk, capital intensive venture. Cara took a big picture approach and worked with my tax advisor to ensure I picked the best entity type.  After noticing that we were not getting through the strategic plan she’d developed for us to become operational as quickly as possible, she worked more in-depth.  What really impressed me was her ability to manage all of the aspects required to launch the business with an eye on containing costs and interfacing with our multicultural staff with differing skill set levels. We continue to work with her today and would not hesitate to recommend her."
"Cara is a very thoughtful, wise, compassionate, non-judgmental and genuine professional. She helped me to learn how to deal with some some very difficult, longstanding issues with my family. She was effective despite the geographical distance. She kept me trudging along to learn skills to cope with the anxiety and stress from my interactions with my sister and mom. Her ability to guide me on business, financial and legal issues has enabled me to get to the underlying problems that have undermined my personal and professional effectiveness. I am a big fan of The Wisdom Quotient process – it is brilliant in its simplicity and effectiveness. Cara, thank you from the bottom of my heart."

Doug S., Louisville, Kentucky

2018-04-02T21:15:28+00:00

Doug S., Louisville, Kentucky

"Cara is a very thoughtful, wise, compassionate, non-judgmental and genuine professional. She helped me to learn how to deal with some some very difficult, longstanding issues with my family. She was effective despite the geographical distance. She kept me trudging along to learn skills to cope with the anxiety and stress from my interactions with my sister and mom. Her ability to guide me on business, financial and legal issues has enabled me to get to the underlying problems that have undermined my personal and professional effectiveness. I am a big fan of The Wisdom Quotient process – it is brilliant in its simplicity and effectiveness. Cara, thank you from the bottom of my heart."
Cara helped our family at a time when it was challenged by the very difficult decision to close our family business. She helped us analyze the different wind-down options balancing risk, expense and expediency. At the same time with great empathy, guided us to work as a family while balancing our personal needs too. If you are seeking an advisor who has a genuine interest in her clients and is knowledgeable about legal and financial issues, I would highly recommend Cara.

- P. Shulman, Washington

2018-04-09T17:31:21+00:00

- P. Shulman, Washington

Cara helped our family at a time when it was challenged by the very difficult decision to close our family business. She helped us analyze the different wind-down options balancing risk, expense and expediency. At the same time with great empathy, guided us to work as a family while balancing our personal needs too. If you are seeking an advisor who has a genuine interest in her clients and is knowledgeable about legal and financial issues, I would highly recommend Cara.

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