To speak with an SBDC Business Advisor at UNA, please complete our online client registration form. Our one-on-one advising services are confidential and offered at no charge to Alabama’s entrepreneurs and small business owners, but we are required to collect basic demographic information for our funding partners. All information is reported in aggregate form (# veteran-owned business, # women-owned businesses, etc.)
Your Local Small Business Experts:
Born and raised in the Shoals, Kimberly joined the Alabama SBDC at UNA as its first full-time Director. Her previous career path has always been in small business settings. She has varied knowledge that ranges from the pre-venture phase to becoming an established business. She specializes in marketing and enjoys helping small businesses get connected in the community. Kimberly has Bachelor’s degree from Auburn University and a MBA from the University of North Alabama, with a focus on Marketing.
Phillip Marks is a Procurement Specialist for the Alabama Procurement Technical Assistance Center (PTAC) at the University of North Alabama. His responsibilities include working with small businesses in the nine-county service area to assist with government contracting, assisting businesses in determining government contracting opportunities and helping them to do business with the federal agencies, prime contractors and state agencies. He has a Bachelor’s degree in Marketing and a Master’s in Business Administration from UNA. Phillip is a certified Associate Contracting Assistance Specialist with the Association of Procurement Technical Assistance Centers. Phillip has past experience in advertising sales with Comcast and retail store management in the grocery industry.
Secure File Upload
Registered clients that are working with one of our Business Advisors can use the form below to securely upload financial documents. Never email sensitive financial documents. If you were referred by a lender, and are not already a client of the Alabama SBDC, please register here first.
Please ensure that all documents are properly labeled before uploading them.
For example, “ABC Manufacturing Balance Sheet 2020.pdf” is preferable to “Scan112233.pdf” or “Balance.pdf”