Business
Development
Identify new opportunities, strengthen relationships, and support sustainable organizational growth.
Strategy · AI · Technology
Formula CBE accelerates organizational growth through strategic business services, AI, and technology solutions — helping you improve operations, generate new opportunities, and scale more efficiently.
Our Services
Three disciplines.
One growth formula.
Whether you need traditional consulting, AI adoption, or custom technology, every engagement is built around the same goal — moving your organization forward.
Strategic Business Services
Identify opportunities, strengthen relationships, and support sustainable organizational growth.
Business
Strategic Partnerships
Develop meaningful partnerships that expand capabilities and create long-term value.
Sponsorship Development
Connect organizations with sponsorship opportunities that align with their goals and initiatives.
Fundraising Support
Support fundraising efforts through strategic introductions, investor relationships, and opportunity identification.
Organizational
Growth
Provide strategic guidance that helps organizations expand, innovate, and achieve long-term success.
Community Engagement
Strengthen relationships with stakeholders, partners, and communities to increase visibility and impact.
AI Services
A full set of AI solutions, sized and built for your business.
AI Strategy & Implementation
Find where AI returns the most in your business, then build the roadmap that gets you there.
AI Assistants & Copilots
Deploy intelligent assistants that boost productivity and daily operations.
AI Chatbots
Automate customer support with conversational AI experiences.
Workflow
Automation
Streamline repetitive tasks and optimize business processes.
Predictive
Analytics
Forecast trends and make data-driven business decisions.
AI Data Extraction
& Processing
Extract, organize, and process data from documents and files.
AI-Powered
CRM
Strengthen customer relationships with AI-driven automation and insights.
Business Intelligence
& AI Analytics
Turn business data into real-time insights and interactive dashboards.
Generative AI & Large Language Models (LLMs)
Build LLM-powered solutions for content, knowledge, and automation.
Logistics & Dispatch AI
Route deliveries and schedule dispatch around real demand.
Real Estate AI
Improve lead management, property operations, and client engagement.
Industry-Specific
AI Solutions
Develop tailored AI applications for your industry and business needs.
Technology Solutions
Custom software and modern infrastructure built specifically around your organization’s needs.
Custom Software Development
Build custom software tailored to your business needs.
Enterprise Software Development
Create scalable enterprise apps that improve operations.
SaaS Platform Development
Develop secure SaaS platforms built for growth.
Mobile Application Development
Create mobile apps for customers, employees, and teams.
Web Application Development
Build secure web apps with better performance and UX.
API Development & Integrations
Connect systems and data with seamless API integrations.
Cloud Solutions
Implement scalable cloud infrastructure for business growth.
CRM Development & Integration
Customize CRM platforms to improve engagement and efficiency.
Database Design & Management
Build secure, scalable databases for reliable operations.
System Integrations
Unify existing technologies into one efficient ecosystem.
Business Process Automation
Automate workflows and reduce manual processes.
Dedicated Development Teams
Provide skilled development teams for ongoing projects.
Why Formula CBE
Strategic growth backed
by real-world experience.
Formula CBE is led by Peter Montesano — an entrepreneur, business development strategist, and partnership builder with more than 15 years of experience helping organizations identify opportunities, build strategic relationships, and accelerate growth across multiple industries.
Executive-level relationships
Long-term relationships with executives, investors, government leaders, higher education, nonprofits, and private businesses throughout New York and beyond.
Growth across industries
Business development, strategic partnerships, and growth initiatives across healthcare, technology, entertainment, workforce, and economic development.
Experience meets modern AI
Today, Formula CBE combines that experience with modern AI and business technology to help organizations improve operations and scale more efficiently.
Industries
Solutions built for your industry.
Every sector has its own challenges, relationships, and opportunities. Formula CBE brings direct experience across the industries we serve.
Healthcare
Real Estate Brokerages
Financial Advisory /
RIA Firms Insurance Agencies Law Firms Construction Companies Property Management
Real Estate BrokeragesRIA Firms Insurance Agencies Law Firms Construction Companies Property Management
Law Firms
Construction Companies
Restaurants & Food
Service Hotels & Boutique Lodging Home Services & Trades (HVAC, Plumbing, Electrical) Accounting & CPA Firms Small Business Auto Repair Shops Nonprofits
Restaurants & Food
Service Hotels & Boutique Lodging Home Services & Trades (HVAC, Plumbing, Electrical) Accounting & CPA Firms Small Business Auto Repair Shops Nonprofits
Hotels & Boutique Lodging
Home Services & Trades (HVAC,
Plumbing, Electrical)
Auto Repair ShopsQUESTIONS & ANSWERS
Frequently Asked Questions
Everything you need to know, all in one place. Explore answers to common questions about working with Formula CBE.
If you want to automate tasks, improve efficiency, or make smarter decisions,
your business is likely ready for AI. We'll assess your needs and recommend the right AI solutions for
your goals.
Not at all. We handle the technical side end-to-end and communicate in plain
business language throughout the process.
We work with organizations of all sizes, with a special focus on small
businesses and growth-focused teams.
It depends on scope. Simple automations and AI assistants can launch in weeks,
while custom technology initiatives follow a more detailed implementation plan.
Yes. We offer ongoing support, maintenance, and optimization so your solutions
keep improving after launch.
In most cases, yes. We specialize in system integrations and API development,
connecting new solutions to the tools your team already uses.
Get Started
Let's start the
conversation.
Every organization has unique goals and challenges. Whether you're looking to grow, implement AI, develop custom technology, or explore new opportunities, Formula CBE is ready to help you take the next step.
Book a Discovery Call
Book a Discovery Call
Prefer not to book a meeting right away? Send us a note instead — we'll respond within one business day.