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New Opportunities for
Private & Family Businesses
My Story


My story…
   ➣3rd   generation family business

   ➣Successful   exit

   ➣Personal   transition process

   ➣Work    with growing private and family businesses
Use Search Marketing To Gain Advantage
Understand the opportunity

    Get an edge by using data to influence customer actions

        ➣Learn   important details on customer wants & needs
        ➣Use   new analytics to develop better market intelligence

        ➣Translate   customer behaviors into a better business strategy

        ➣Leverage    the data to better your competitive position
Use Search Marketing To Gain Advantage
Why is this important?

    Now is the time to gain the early advantage
        ➣Search    marketing is in its infancy; benefits require lead time

        ➣Decrease     your customer acquisition costs

        ➣Enables     you to build long-term relationships

        ➣Success    depends on human capital, agility and perseverance

        ➣Still   need to protect your online reputation
Use Search Marketing to Gain Advantage
Action Items & Examples

   Get into the game and discover what works best for you
       ➣Establish   a baseline for you vs. your competitors

       ➣Grow     your capabilities through quick cycle experiments

       ➣Create   actionable intelligence to drive strategy, marketing and
                 product development plans

       ➣Diverse examples include:
           Local commerce               Online media
           Law firm                     Equipment reseller
           Gaming                       Campaigns & Non-profits
And now, an idea for the longer-term…
Adapting to a basket reserve currency
Understand the opportunity

 Pressures on the monetary system may force the dollar to
 be part of a basket which serves as a reserve currency
     ➣Currency   is a global raw material

     ➣New   source of margin volatility

     ➣Currency   and debts are related

     ➣Competing    interests and conflicting agendas
A Quick Look at Currency History
                   10 year view of dollar vs. six major currencies




High = 121
Low = 71




        Source: ICE US Dollar Futures contract; compares the dollar to a basket of six major currencies (euro,
        Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc)
Impact of a basket reserve currency
Why is this important?

 Consider how broadly it impacts your business

     ➣Increases   volatility of cash flows and valuations

     ➣May    impact banking relations and capital structure

     ➣Will   require management attention

     ➣New    political, tax and generational uncertainty
Impact of a basket reserve currency
Action Items To Consider
     Offense
         ➣Seek   carry trade opportunities

         ➣ Pursue   export/import incentives

         ➣Consider   domicile arbitrage

     Defense
         ➣ Develop   & monitor likely scenarios

         ➣Build   capabilities to manage new volatility

         ➣Keep    contingency plans current
Ideas to discuss at another time
For those with a long horizon

               Time Period      Opportunity

               0 – 5 years      Search Marketing

               5 – 15 years     Reserve Currency

               10 – 20 years    Rare Earth Elements
                                Alternative Energy

               20 – 50 years    US/Mexico borderlands
Thank You.

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Family/Enterprise/Wealth Conference

  • 1. New Opportunities for Private & Family Businesses
  • 2. My Story My story… ➣3rd generation family business ➣Successful exit ➣Personal transition process ➣Work with growing private and family businesses
  • 3. Use Search Marketing To Gain Advantage Understand the opportunity Get an edge by using data to influence customer actions ➣Learn important details on customer wants & needs ➣Use new analytics to develop better market intelligence ➣Translate customer behaviors into a better business strategy ➣Leverage the data to better your competitive position
  • 4. Use Search Marketing To Gain Advantage Why is this important? Now is the time to gain the early advantage ➣Search marketing is in its infancy; benefits require lead time ➣Decrease your customer acquisition costs ➣Enables you to build long-term relationships ➣Success depends on human capital, agility and perseverance ➣Still need to protect your online reputation
  • 5. Use Search Marketing to Gain Advantage Action Items & Examples Get into the game and discover what works best for you ➣Establish a baseline for you vs. your competitors ➣Grow your capabilities through quick cycle experiments ➣Create actionable intelligence to drive strategy, marketing and product development plans ➣Diverse examples include: Local commerce Online media Law firm Equipment reseller Gaming Campaigns & Non-profits
  • 6. And now, an idea for the longer-term…
  • 7. Adapting to a basket reserve currency Understand the opportunity Pressures on the monetary system may force the dollar to be part of a basket which serves as a reserve currency ➣Currency is a global raw material ➣New source of margin volatility ➣Currency and debts are related ➣Competing interests and conflicting agendas
  • 8. A Quick Look at Currency History 10 year view of dollar vs. six major currencies High = 121 Low = 71 Source: ICE US Dollar Futures contract; compares the dollar to a basket of six major currencies (euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc)
  • 9. Impact of a basket reserve currency Why is this important? Consider how broadly it impacts your business ➣Increases volatility of cash flows and valuations ➣May impact banking relations and capital structure ➣Will require management attention ➣New political, tax and generational uncertainty
  • 10. Impact of a basket reserve currency Action Items To Consider Offense ➣Seek carry trade opportunities ➣ Pursue export/import incentives ➣Consider domicile arbitrage Defense ➣ Develop & monitor likely scenarios ➣Build capabilities to manage new volatility ➣Keep contingency plans current
  • 11. Ideas to discuss at another time For those with a long horizon Time Period Opportunity 0 – 5 years Search Marketing 5 – 15 years Reserve Currency 10 – 20 years Rare Earth Elements Alternative Energy 20 – 50 years US/Mexico borderlands