Boardroom Metrics Story of Owner Value

S TORY OF V ALUE Transform Your Business

Advisory Services Tools & Processes Accomplished Executives
Strategy
Leadership
Coaching
Employee “Health”
Corporate Training
Advisors
Professional Chairmen
Interim and F/T CXO’s
Functional Specialists
Creating Business Value Transform Your Business

The most important demographic wave of the 21 st Century. The Wave 6.0M Private Businesses +70% owned by BB & WWII Generations 4.2M Must Change Hands in the next 5 – 20 Years

The Owner Challenge Majority Most private businesses have ZERO economic Value Only one of four private companies sell when taken to market.

The CEO Challenge GROWTH CONTROL TRANSITION

VALUE = PROFIT Public Company Value Assumption

V alue = P rofit that is S ustainable and T ransferable V = P S T Private Company Value Equation

Private Company Value Equation V = P ST Business Drivers Quantity of Business Profit Asset Drivers Quality of Business Asset

The Top Down Fix Owner VALUE PERFORMANCE CEO Professional Chairman Revenue Finance Delivery

Engagement Overview Phase I Phase II Phase III Value and Performance Map Implementation & Execution Options & Opportunities Industry Research SWOT Value Dashboard Performance Dashboard Value Dashboard M&A Wealth Advisor Professional Chairman Accomplished Executives Advisory Services

Value Dashboard

Phase I: Category Drill Down

Phase I: Action Plan Revenue Q3 - '08 Q4 - '08 Q1 - '09 Q2 - '10 Cost Effort ROI 1. Sales & Marketing Plan : for large systems & lead follow-up - 1. Rental, 2. Large Systems, 3. Service, 4. Small Systems Low Low High 2. Sales Training : direct, indirect & consultants Med Med High 3. Lead follow-up : using internal or external resources contact all open inquiries Med Med High 4. Sales Tools : complete updating of all materials Med Med High $$ 5. Measures : determine appropriate measures for dashboard Low Low Med Delivery 1. Process Review (do they exist & are they followed): manufacturing, materials, submitting to finance for invoicing, quality, customer service Low Low High 2. People/Staffing: evaluate existing, plan hiring & execute plan Med Med High 3. Tools (appropriate for increasing value): manufacturing & engineering database Low Low Med/High 4. Measures : agree with the staff, set up metrics on dashboard & tie to value/compensation Low Low High 5. Training : on processes, tools & measures Low Low High Finance 1. Review Monthly Financials : address balance sheet issue & review financial performance Low Low Med 2. Revenue Recognition : review processes, refine, measure, review Low Low Med 3. Measures : agree on dashboard metrics for profitability & cash Low Low Med 4. Repeatability (timely & accurate) in processes: - AR, AP, inventory Low Low High

Phase II: Execution Value db Performance db
Action Plan
Project Execution
Performance Metrics
Dashboards
Value Reassessment
Discipline
Accountability

Phase III: Events Value db Performance db
Options
Acquisition
New CEO
Transfer to a Child
ESOP
Merger
Sale
Other

Chairman’s View Network
Collaborative
Knowledge Sharing
Web Enabled
Continuing Education
Academic Research
CLIENT ACCESSIBLE

Advisory Services Tools & Processes Accomplished Executives
Strategy
Leadership
Coaching
Employee “Health”
Corporate Training
Advisors
Professional Chairmen
Interim and F/T CXO’s
Functional Specialists
Creating Business Value Transform Your Business

Toronto 416-573-9396 Ottawa & Montreal 613-795-7238 [email_address]

Boardroom Metrics Story of Owner Value

by Boardroom Metrics on May 21, 2010

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Boardroom Metrics Story of Owner Value — Presentation Transcript