C Level Client PresentationPresentation Transcript
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
Computer hardware and software
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
Personal sacrifices by the Owner
Then- The unfortunate results start! As the company grows, it 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
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
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 , But…
Critical pieces of the puzzle are missing!!!!
Critical Missing Pieces
The Critical Missing Pieces: Optimization
Optimization is needed to Improve Current Results
Continuous Improvement Process started
Fill Gaps in Management Team
Finance and Accounting
Policies and procedures need developed and documented
Leverage points to improve results must be identified
Key performance indicators identified and measured
An Inspired and Unified workforce must be developed
The Critical Missing Pieces: Strategy
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 high margin, 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
C- LEVEL Services PROCESS
Phase 1- Operational Review
Find and isolate critical needs and risks to company
Develop written plan to address issues
Assist with Decisions and 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
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 foundation with documented policies and procedures;
Identify Leverage Points to maximize change efforts;
Identify & measure Key Performance Metrics;
Create Simplified Strategic Plan and Targets for Growth; Create Strategies to reach targets;
Start Innovation Process
Perform, Measure and Review;
Continuous Improvement Process: Do it again
Advisory Board Services
As needed participant at meetings
Project design & oversight
Business Financing, Mergers & Acquisitions
Strategic & Business Planning
Financial Modeling & Budgeting
Due diligence preparation and review
Bench strength at meetings
Outside CPA liaison
Key performance metrics
Bookkeeper training & oversight
Cash crisis plans
Debt restructuring and negotiation
Personal Financial Reviews
Business Harvest - planning and execution
Human resource manuals
Compensation & bonus plans
Benefit plan management
Performance incentive plans
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.
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.