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C Level Client Presentation(2)

C Level Client Presentation(2)






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    C Level Client Presentation(2) C Level Client Presentation(2) Presentation Transcript

    • C-LEVEL Services Growth Acceleration on a Solid Foundation
    • What is Success to US?
      • Helping Small to Mid-sized Companies build, protect and harvest value for their owners.
    • What Are Your GOALS As An Owner?
      • Increase your personal wealth?
      • More control over your time?
      • Better return for your efforts?
      • Find relief from stress?
      • Stop being indispensible to the business?
      • Build a family business?
      • Great Service for my clients?
      • Better life for my employees?
      • A confidant and sounding board?
      • An exit strategy?
    • Have you achieved your goals? 95 % of small and mid sized company owners fail to achieve their goals! WHY?
    • In the beginning, Owners
      • Have a vision for their business
      • Create products and or services based on that vision
      • Build relationships with customers
      • Create relationships with vendors
      • Cause sales and cash to come into the company
    • Then Owners start building a business and get caught in the details
        • Employees
        • Vendors
        • Computer hardware and software
        • Outside contractors
        • Bankers
        • Lenders or leasing companies
        • Outside accountants and attorneys
        • Operating procedures and processes
        • Machinery and equipment
        • Office space or buildings
    • Short span of control allows efficiency
        • Company runs “lean and mean”
        • High customer service
        • Short cash collection cycles
        • Few customer complaints
        • Low overhead
        • Personal sacrifices by the Owner
    • Then- The unfortunate results start!
      • As company grows, company becomes more complex.
      • As a result of running lean, burn-out of Owner and employees can occur with tension building in all relationships, both personal and business.
    • More unfortunate results!
          • Owner gets handcuffed to the business
          • Business can stagnate/ not reach potential
          • Marriages can suffer
          • Employee turnover increases
          • Training new employees is difficult
          • Operations suffer
          • Efficiency declines
          • Negative spiral of problems and issues
          • Cash flow suffers
          • Client satisfaction suffers
    • Symptoms begin to show
      • Customers – complaints increase, orders decrease, problems increase, turnover increases
      • Productivity – quality decreases, inaccurate information, more meetings, equipment downtime
      • Employees – higher turnover, increased theft of time, money and inventory, increased cost of benefits and training
      • Cash – receivables increases, cash shortages, increased dead inventory, owner lends money to cover overhead
      • Vendors – delay deliveries, relationships decline, time is spent finding new vendors
    • Owner now spends even more time
      • Analyzing cash flow
      • Meeting with bankers and lenders, attorneys and accountants
      • Deciding which bills can be paid
      • Hiring or firing staff
      • Solving problems
      • Worrying
      • Writing checks
      • Purchasing assets
    • Results can spiral out of control
      • Loss of current and future customers
      • Damaged business relationships
      • Lost enthusiasm or energy of the Owner (not doing what they enjoy and are good at)
      • Damaged relationships with family members
      • Death of the dream of the founder
      • Even death of the company
    • Why does this happen over and over?
      • Small and mid sized companies start with vision
      • By necessity Owners manage the details
      • Critical pieces of the puzzle are missing!!!!
    • Critical Missing Pieces:
      • Optimization
      • Strategy
      • Innovation
    • The Critical Missing Pieces: Optimization
      • Optimization is needed to link vision to details
        • Continuous Improvement Process started
        • Policies and procedures need developed and documented
        • Leverage points must be identified
        • Key performance indicators identified and measured
        • An Inspired and Unified workforce must be developed
        • Owners/CEO need to tap into new skill sets
    • The Critical Missing Pieces: Strategy
      • Strategy is needed to Gain Control of the FUTURE
        • Strategic Planning Process implemented
        • Financial Model developed to test new strategies
        • Strategies and Action plans to the department and individual level
        • Compensation plans developed to maximize results and tie daily activity to long term goals
        • An Inspired and Unified workforce is now possible
        • Owners/CEO need to tap into new skill sets
    • The Critical Missing Pieces: Innovation
      • Innovation is needed to Change the FUTURE
        • Peter Drucker said, “If you aren’t putting your old products and services out of business, your competitors will.”
        • Creative process for new non-commodity products and services
        • Link into inspiration
        • Owners/CEO need to tap into new skill sets
    • What is the Answer?
      • Stop trying to solve all the problems yourself
      • Rely on others with proven expertise for missing skills
        • Find someone who is good at it
        • Bring in someone you as the Owner can trust
        • Begin an Optimization and Planning PROCESS
      • Return your focus to building your business
      • Refocus on customers, products and markets
      • Discover new sales with high margins
      • Begin to make yourself replaceable to create true wealth
    • Benefits of C- LEVEL Services
      • Top Tier Financial Expertise with wide breadth of experience
      • Best of Class Services for Business Development and Company Transformation
      • Trusted, long-term business advisor
      • Compliments the Owner’s skills
      • Helps create value and wealth
      • Let’s the Owner spend more time building your business
      • Frees-up time for Owners away from their business
    • Benefits of C- LEVEL Services
      • Develop successful exit strategies
      • Create learning organization using the company’s own information so results immediately applied
      • Helps creates clarity with honesty and integrity
      • Collaborative with CPA’s, employees, bankers/lenders
      • Implementation not just advice
      • Can help with merger and acquisition strategies
      • Helps connect to other needed resources
      • Can install and manage the PROCESS
      • Cost effective
    • C- LEVEL Services PROCESS
      • Three Phases
      • Proprietary PROCESS
    • Phase 1- Operational Review
      • Discover Owners
        • GOALS
        • DREAMS
        • CONCERNS
      • Find and isolate critical needs and risks to company
      • Diagnostic review
      • Develop written plan to address issues
      • Assist with Solutions
    • Phase 2- Implement the PROCESS
      • Implement 10 step PROCESS
      • Begin Continuous Improvement Process
    • Phase 3- Develop Strategies for Success
      • Strategies for growth & building company value
      • Strategies for asset protection
      • Planning for the harvest of value, or passing on to next generation
      • Strategies to address owners
        • GOALS
        • DREAMS
        • CONCERNS
    • Proprietary 10 step C-LEVEL PROCESS
      • Assess : Identify and Isolate issues, problems and needs (known and unknown);
      • Cash Management process developed
      • Analyze and Build solid infrastructure with documented policies and procedures;
      • Identify Leverage Points ;
      • Identify & measure Key Performance Metrics ;
      • Create Simplified Strategic Plan and Targets for G rowth ; Create Strategies to reach targets;
      • Start Innovation Process
      • Asset Protection
      • Perform, Measure and Review ;
      • Continuous Improvement Process: Do it again
    • Relationship Alternatives
      • Retainer Fractional CFO Assignments
      • On Staff CFO on fractional time basis
      • Management Team Member
      • Experienced, credentialed CFO on short notice 
      • Immediate CFO for unexpected openings
      • Additional services on Project Basis
    • Relationship Alternatives
      • Outsourced CFO Projects
      • Strategic Plan & Financial Model Development
      • Innovation Planning
      • Transactional Assistance
        • Raise needed capital
        • Help negotiate and document deals
        • Prepare company for sale
      • Infrastructure Development & Implementation
    • Relationship Alternatives
      • Advisory Board Services
      • As needed participant at meetings
      • Project design & oversight
    • Relationship Alternatives
      • Business Financing, Mergers & Acquisitions
      • Strategic & Business Planning
      • Financial Modeling & Budgeting
      • Due diligence preparation and review
      • Bench strength at meetings
      • Project management
    • Services Available
      • Financial Administration
      • Cash management
      • Bank relationships
      • Insurance evaluation
      • Outside CPA liaison
      • Key performance metrics
      • Bookkeeper training & oversight
    • Services Available
      • Human Resources
      • Human resource manuals
      • Compensation & bonus plans
      • Benefit plan management
      • Performance incentive plans
    • Services Available
      • Special Projects
      • Strategic Planning
      • Financial Modeling
      • Business Plans
      • Cash crisis plans
      • Debt restructuring and negotiation
      • Personal Financial Reviews
      • Business Harvest - planning and execution
    • Services Available
      • Business Financing
      • Develop investor ready plans
      • Handle financial due diligence
      • Develop banking relationships
      • Develop leasing relationships
      • Develop other financing alternatives
    • Incredible ROI
      • You get complimentary skills of a top tier financial executive on a time-share basis . As a result, you benefit from the valuable knowledge and insight of an experienced CFO/COO which can help you with a multitude of business strategy, accounting, tax and management consulting issues all at an affordable rate .
    • Quick Results
      • My unique blend of Executive Services enables me to provide immediate leadership for both functional disciplines and strategic initiatives . By leveraging my experience you get a hands-on approach to address strategic, financial and technology leadership issues. The result is timely, measurable results- Fast.
    • Create a Controlled Future
      • Add a high-level visionary team member to assist with strategic management decisions affecting both short term and long-term growth and profitability. Utilizing the creative, objective thinking, expertise, and experience of a seasoned veteran often leads to the adoption of ideas and strategies, which help the company to achieve unparalleled success and growth.
    • Other Benefits
      • Using the C-LEVEL PROCESS, you can develop a tailored plan to meet your GOALS, DESIRES, and NEEDS.
      • Get higher return on your business investment through sound financial management and advice.
      • You save the costly overhead of adding a new executive member to your team. You only pay for the services you require with no added benefits packages.