C Level Client Presentation
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C Level Client Presentation






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C Level Client Presentation C Level Client Presentation 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.