San Mateo SBDC

“Working with my business advisor at the San Mateo SBDC has kept me on track with achieving important start-up milestones.  It has been an exciting and invigorating process for me. Thank you, SBDC, for your continued support of my success!”                           

Kate Oppenheimer, Founder & CEO

Background: The Oppenheimer Group is a business consulting company based out of Burlingame, specializing in creating happy teams, happy customers, and happy profits.  Kate Oppenheimer, Founder & CEO, works with C-level executives who are struggling with prioritizing their time and not having enough bandwidth to engage in all the activities to make their businesses successful.  

Challenges: When Kate first began The Oppenheimer Group, she needed assistance in designing a comprehensive business model, deciding on a name for her business, and getting registered with appropriate parties in the County of San Mateo to get her business set up. 

Actions Taken: Kate met with an San Mateo SBDC business advisor and provided Kate guidance on naming strategies and key considerations such as company structure and resources that she could tap into to help with setting up her business operations. After their discussion, Kate was motivated in putting her business model into an actual plan. She did further brainstorming on her business name, and additional market research on her potential clients before she finalized her business and leadership service offerings. She also connected with the Burlingame Chamber of Commerce to start networking and meeting with prospective clients.

Results: To date, Kate has launched her business and leadership coaching practice, chose a strategic name for her business, built a great website and found a business partner whose complementary services strengthen her core offerings. She is an active member of the Burlingame Chamber of Commerce and has developed a clientele whom she is passionate about working with. Her sales increased dramatically in 2015 and she is looking forward to serving and growing her clientele in the coming year.

Apply Now

It all starts here. Complete the application and submit your request. A member of the SBDC will follow up with you and help you achieve your small business goals -- at no cost to you.


As concerns continue about coronavirus (COVID-19), we’re here to help you navigate available resources, answer your business questions and be a trusted partner for your business
English French German Italian Portuguese Russian Spanish

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or HSU Sponsored Programs Foundation.