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Strategy • Execution • Accountability • Growth
FEDERAL & INSTITUTIONAL TA PARTNER

Federal & Institutional Technical Assistance (TA) Partner for Entrepreneurial Capacity Building

We provide the infrastructure, participant tracking, and post-award support that make economic development programs easier to run — serving as an experienced, SAM.gov-registered subrecipient and TA partner for agencies, municipalities, and prime grantees.

Our turnkey digital infrastructure helps you launch, track, and sustain local small business initiatives, with participant records organized to support the reporting your funding agreement requires.

GOVERNMENT PROCUREMENT & GRANT ELIGIBILITY

SAM.gov Registered Small Business Subcontractor

SAM.gov Status

Active Registration

UEI: PUC4AYV7NNP6

Primary NAICS Codes

541611 · 611430 · 541511

Management Consulting · Training · Computer Programming

Core Competency

Turnkey Post-Award TA

For EDA, HUD & municipal economic development grants

WHO WE SERVE

Turnkey Technical Assistance (TA) for Grant-Funded Programs

We partner with organizations to accelerate regional economic resilience — carrying the program delivery and participant tracking that keeps reporting manageable for your staff.

Municipalities & EDA Grant Recipients

Managing EDA Economic Adjustment Assistance grants and municipal programs demands rigorous post-award execution. We serve as a SAM.gov-registered subrecipient and TA partner — deploying the digital infrastructure that helps launch, track, and sustain local small business initiatives, with participant data organized around the reporting benchmarks of EDA, HUD (CDBG), and State-level economic development funds.

Non-Profits & CDFIs

We help non-profits and Community Development Financial Institutions deliver structured TA to their micro-grantees and loan applicants. Participant progress is recorded as the program runs, so the documentation behind your reporting is assembled from an ongoing record instead of gathered at the end of the cycle.

Higher Education & Workforce Programs

We empower universities and workforce development centers to scale programming beyond the classroom. Our structured 13-week cohorts support underserved, rural, and historically distressed business districts, with results-driven strategies and participant tracking that show progress toward job creation and revenue goals.

For-Profit Ecosystem Partners

We help corporations and agencies supporting small businesses deliver proven frameworks to their clients. Participant progress is recorded consistently along the way, which makes it easier to report on the outcomes that SBA Community Navigator, SSBCI, and EDA programs ask about.

COMPLIANCE INFRASTRUCTURE

The Compliance-Ready Infrastructure

We provide a turnkey digital infrastructure that organizations plug their programs into. Four integrated pillars bring participant tracking, performance data, and accountability together — organized so the reporting your funding source requires is easier to prepare.

MFSB Community

MFSB Community

Program Delivery & Accountability

The human-led engine that drives consistent implementation through structured 13-week training cohorts — engineered to support underserved, rural, and historically distressed business districts with peer support, expert-led training, and accountability infrastructure.

Traxcend™

Traxcend™

Participant Growth & Progress Tracking

A business management platform built for entrepreneurs, with AI-powered insights on what to do next. The businesses in your program use it to track revenue, milestones, and progress toward their goals — so participant growth is captured as it happens rather than reconstructed at the end of a cycle.

FoClea™

FoClea™

Strategic Planning & Risk Anticipation

AI-powered strategic planning that gives each business a clear 12-month roadmap, backed by predictive analytics and actionable guidance on what to do next. The entrepreneurs in your program can see risks earlier and adjust course before small problems compound.

Victally™

Victally™

Clear Financial Records for Small Businesses

AI-powered tax tracking built for the US tax system. It organizes receipts and shows each business what it will owe before filing season — so the small businesses you support keep clean, current financial records instead of a shoebox of receipts.

COMPLIANCE-READY PLATFORMS

Purpose-Built Platforms to Support Your Reporting

Three integrated platforms that give the entrepreneurs you serve a place to track their own progress — and give you a consistent set of records to report from.

FoClea™

Strategic Planning & Risk Mitigation

FoClea™

AI-powered strategic planning that gives each business a clear 12-month roadmap, backed by predictive analytics and actionable guidance on what to do next. The entrepreneurs in your program can see risks earlier and adjust course before small problems compound.

Traxcend™

Participant Growth & Progress Tracking

Traxcend™

A business management platform built for entrepreneurs, with AI-powered insights on what to do next. The businesses in your program use it to track revenue, milestones, and progress toward their goals — so participant growth is captured as it happens rather than reconstructed at the end of a cycle.

Victally™

Clear Financial Records for Small Businesses

Victally™

AI-powered tax tracking built for the US tax system. It organizes receipts and shows each business what it will owe before filing season — so the small businesses you support keep clean, current financial records instead of a shoebox of receipts.

YOUR TA PARTNER

How Agencies Win with MFSB as Your TA Partner

As your dedicated Technical Assistance (TA) partner, we don't just provide tools — we embed ourselves in your ecosystem to run the program with you, keep participant records organized, and help you prepare the reporting your funders ask for.

What We Deliver as Your TA Partner

Participant Progress Reporting

Throughout the cohort we report on participant progress — engagement, milestones, and goal completion — using the records kept in the platforms, so you are not waiting on survey rounds or year-end summaries.

Participant Engagement & Retention

We embed gamification directly into the participant journey — badges, streaks, leaderboards, and milestone rewards — to help entrepreneurs stay engaged through the full 13 weeks.

One Consistent Set of Records

Program activity, participant progress, and the financial records participants keep all sit inside one ecosystem — so the outcomes we help you report come from a consistent set of records rather than disconnected spreadsheets.

KPI Definition & Documentation Support

We help you define which outcomes you will track against your award — job creation, revenue growth, loan repayment, retention — and keep the participant documentation behind those numbers in order as the program runs.

Reporting & Documentation Support

As your TA partner, we keep the documentation behind your program organized — participant records, attendance, milestones, and outcomes — so preparing a report means assembling what already exists.

Early Warning & Course Correction

We watch engagement and progress across the cohort and flag participants who are falling behind early, so you and your team can step in before a slow start becomes a drop-off.

Why It Works

Configured to Your Grant Requirements

Every partnership is tailored. We configure the program — application fields, participant journey, and reporting format — to align with your funding mechanism, reporting benchmarks, and institutional requirements.

Capacity Building & Staff Empowerment

We transfer knowledge and capability to your internal teams — training your staff to interpret the data, facilitate the frameworks, and run the reporting routine themselves.

Scalable Across Funding Cycles

Our infrastructure grows with you. Whether you're serving 50 entrepreneurs or 5,000 across multiple grant cycles, the Transcend ecosystem scales without losing the consistency of the records behind your reports.

A True TA Partnership — Not Just a Vendor

When MFSB becomes your TA partner, we're invested in your grant's success at every level. We align with your funding requirements, work alongside your existing reporting process, and provide the ongoing technical assistance, organized documentation, and accountability infrastructure that keeps participants moving from week to week.

Participant Progress ReportingDocumentation SupportKPI DefinitionReporting AlignmentScalable InfrastructureStaff Training
Testimonials

Success Stories from the Ecosystem

Practical Strategies for Small Business Success - Laura McAdams MFSB Pro Member Testimonial

Key Components of Business Success - Nakeicha and Corey Wilson MFSB Testimonial

Transforming Art Advisory with Community and AI - Elizabeth Sadoff Art Advisory

GRADUATION DAY

Every Cohort Ends With a Celebration

The Transcend experience doesn't just end — it graduates. Participants are celebrated for their transformation, top performers are recognized, and the entire cohort is launched into an alumni community built for lasting success.

Celebration Ceremony

Every cohort culminates in a dedicated Graduation Day — a celebration event held 1–2 weeks after the 13-week program ends, bringing together participants, partners, sponsors, and mentors.

Performance-Based Awards

Participants are recognized and rewarded based on automated criteria including session attendance, assignment completion, and overall participation scores — ensuring merit-driven recognition.

Alumni Community

Graduates join the Transcend Alumni network with continued access to peer connections, exclusive events, and resources to sustain their growth momentum long after the program ends.

Sponsor & Partner Visibility

Graduation Day gives partners and sponsors front-row visibility into tangible participant outcomes — demonstrating measurable ROI for their investment in workforce development.

PRIVATE SECTOR MATCH FUNDING

Become a Match Funding Partner

Many federal economic development grants — including EDA, HUD CDBG, and State-level programs — require local matching funds or private-sector alignment to get approved. Your corporate sponsorship serves as the critical private-sector match funding component that unlocks federal dollars and doubles your community impact.

Doubled Community Impact

Your sponsorship serves as the critical private-sector match funding component required by many federal economic development grants — doubling your community impact by unlocking federal dollars.

Measurable ROI & Impact Reporting

Receive detailed impact dashboards showing participant progress, business milestones achieved, job creation, and the tangible outcomes of your match funding investment.

Employee Engagement Opportunities

Involve your team as mentors, guest speakers, or advisors within cohorts — building leadership skills while giving back to the communities your federal partners serve.

ESG & CSR Alignment

Demonstrate your commitment to social responsibility with a structured, results-driven program that aligns with your ESG goals and federal economic resilience initiatives.

Brand Visibility & Grant Alignment

Associate your brand with regional economic development, entrepreneurship, and community empowerment — positioning your organization as a committed federal grant partner.

Talent Pipeline Development

Build relationships with emerging businesses and entrepreneurs who may become future partners, clients, or collaborators in your regional ecosystem.

OUR COLLABORATORS

MFSB is proud to work alongside leading organizations in advancing entrepreneurial success and small business development.

Bank of America / Merrill Lynch
ADP
Montclair State University
SCORE
The International Emmys
National Association of Blind Merchants

These organizations collaborate with MFSB on initiatives that support entrepreneurs and small business communities. Listing does not imply endorsement of any specific MFSB program or service.

GET STARTED

Ready to De-Risk Your Economic Development Programs?

Schedule a strategic briefing to learn how MFSB can serve as your SAM.gov-registered TA partner — deploying the infrastructure, participant tracking, and post-award support your funding initiatives need.

Documentation organized as the program runs
Participant progress tracked toward the outcomes you report
Clear records behind every reported number
Serve underserved, rural, and distressed communities
Unlock private-sector match funding for federal grants

Schedule a Strategic Briefing

Tell us about your agency and funding initiative, and we'll reach out to schedule a call.

TA PARTNER FAQ

Frequently Asked Questions

Common questions from agencies and organizations exploring MFSB as a TA partner.