Introduction to RAN ONE: Membership Information March 2009

What We’ll Look At Today Why advisory services? About RAN ONE Who we are What’s in the toolkit Our experience Training and Support How do you join RAN ONE?

Why advisory services?

About RAN ONE

Who we are

What’s in the toolkit

Our experience

Training and Support

How do you join RAN ONE?

Why Advisory Services? For the SME: Business owners want advice – now more than ever They trust their accountant For the accountancy firm: More rewarding work Opportunity for new fees Solidified relationship with clients, so they stick with you through tough times

For the SME:

Business owners want advice – now more than ever

They trust their accountant

For the accountancy firm:

More rewarding work

Opportunity for new fees

Solidified relationship with clients, so they stick with you through tough times

Economic Challenge Survey Following are just a few of the results from our recent worldwide survey of SME’s For further details and your FREE Economic Challenge Report, which you can provide to clients and prospects, please contact us at [email_address] .

Following are just a few of the results from our recent worldwide survey of SME’s

It is harder to make a sale (customers driving a better deal, aggressive competitors etc)

I am looking for increased internal efficiencies

My forecast profits will fall

“ We noticed that our client’s profit was dropping off, and we held a meeting with the client. We ended up running two Personal Goal Setter sessions and doing cash flow work, yielding an additional £5,000 in fees.” - Peter Hart, Bentley Jennison

Your Questions Will it work? Can we add revenue? Can I use the software? Will it help my clients? How? What will my clients think of the software? Will we really implement it?

Will it work?

Can we add revenue?

Can I use the software?

Will it help my clients? How?

What will my clients think of the software?

Will we really implement it?

RAN ONE: Who We Are World leader in the design and development of business solutions and training For accountants, consultants and business advisors who serve the small to medium enterprise (SME) market sector. Membership is about: A worldwide network of business advisors Tools to meet the needs of SME clients Training courses in strategic and management concepts behind the solutions Marketing and selling resources

World leader in the design and development of business solutions and training

For accountants, consultants and business advisors who serve the small to medium enterprise (SME) market sector.

Membership is about:

A worldwide network of business advisors

Tools to meet the needs of SME clients

Training courses in strategic and management concepts behind the solutions

Marketing and selling resources

The RAN ONE Rocket Structure Vision Strategy Structure Products and Services Marketing and Sales Culture People Systems and Processes Finance

As a result of going through the RAN ONE training programme, we’ve started working with a new international client. We spent two days just going through the Rocket, and the simplicity – and brilliance - of the RAN ONE methodology just blew them away. We put together a presentation which the CEO presented to his company, and he received a standing ovation. I’m starting to realise that the only inhibitor to doing this kind of work is time.” - Nigel Harris, Harris & Company

What’s In The Toolkit… … and examples of how other RAN ONE members use it

Personal Goal Setter Plus ™ What it is Review of personal and business goals 2-hour workshop followed by report and setting action items Financial review Questions it answers for clients Where am I going? When will I retire? Are the other owners/directors on the same page? What’s our succession plan? Am I achieving personal goals? Can I buy that house in Spain? Do I still enjoy what I do?

What it is

Review of personal and business goals

2-hour workshop followed by report and setting action items

Financial review

Questions it answers for clients

Where am I going?

When will I retire?

Are the other owners/directors on the same page?

What’s our succession plan?

Am I achieving personal goals?

Can I buy that house in Spain?

Do I still enjoy what I do?

Case Study: Materials handling company The situation: Existing client - Considering whether to retain manufacturing in UK or outsource to China The proposal: 2 Personal Goal Setter sessions, Business Diagnostic review, preparation of strategic plan £8k fee in addition to financial services opportunity

The situation:

Existing client - Considering whether to retain manufacturing in UK or outsource to China

The proposal:

2 Personal Goal Setter sessions, Business Diagnostic review, preparation of strategic plan

£8k fee in addition to financial services opportunity

Diagnostic Review

Spider Graph Reports Highlight Areas To Be Addressed Values Vision Strategy Commitment Funding Policy Chemistry Notes Suggested Action Steps Barry Sarah Ian

Financial Review

What RAN ONE tools are the most useful to you in your consulting work? Personal Goal Setter is a great way to get into dialogue with clients. The Business Diagnostic also puts our consultants in a very strong position of influence with Boards and management teams, generating follow on work. - Shaun Walsh, Insight 2 Impact

Business Diagnostic Business review workshop with your clients Roughly a half-day workshop, followed by several review meetings Opportunity for onselling: Regular coaching One-off engagements Personal goal setting Profit improvement Just about anything!

Business review workshop with your clients

Roughly a half-day workshop, followed by several review meetings

Opportunity for onselling:

Regular coaching

One-off engagements

Personal goal setting

Profit improvement

Just about anything!

Case Study: Soft furnishings company The situation: Partner rang up the client for a review meeting Conflict between directors as to business direction Uncertainty as to the margin required for imported goods Credit control issues The proposal: Business Diagnostic process & review £3k fee for BD, opportunity for further work

The situation:

Partner rang up the client for a review meeting

Conflict between directors as to business direction

Uncertainty as to the margin required for imported goods

Credit control issues

The proposal:

Business Diagnostic process & review

£3k fee for BD, opportunity for further work

The Diagnostic Reviews The External Factors… Industry Competition Technology Customers Shareholder Circumstances Business Environment The Business

… The Internal Factors… Vision Strategy Structure Culture Products and Services Marketing and Sales People Systems and Processes Finance

1. The Questionnaire – Usually About A Half-Day Workshop With The Client

2. Review Report On Problem Areas Business Environment Shareholder Circumstances Customers Technology Competition Industry Uneasy partnership relationship Major distributor could be a significant threat Imported stock - at the mercy of fluctuating exchange rates

3. Agree Actions To Move Forward Product Security Product Life Cycle Revenue Dependency Product Profit Margin Production And Inventory Core Differentiators Suggested Action Steps These are based on the specific areas which the business needs to address Review Production/Scheduling System Implement Purchasing Policies And Systems Implement A Perpetual Inventory Management System Introduce An Activity Based Costing System

4. Set Responsibilities, Priorities, And Timelines

Online Wizard Library

The Online Wizard Library (OWLs) Go beyond the analysis Get into the implementation and where the ongoing fees lie Typically a Business Diagnostic is charged at a days time The OWLs enable you to support a client in a structured, proven way through the implementation of their desired actions 110+ guides exist today This is the gold in your consulting resource centre – you don’t have to take a client through a health check to be able to use these!

Go beyond the analysis

Get into the implementation and where the ongoing fees lie

Typically a Business Diagnostic is charged at a days time

The OWLs enable you to support a client in a structured, proven way through the implementation of their desired actions

110+ guides exist today

This is the gold in your consulting resource centre – you don’t have to take a client through a health check to be able to use these!

“ We’ve been successfully running business seminars for six years, but we had never sold additional advisory work from them. After working with RAN ONE on our marketing, we immediately sold four Business Diagnostic sessions, with potential for more.” - Roger Dunnett, Walker Dunnett & Co (Dundee)

Targeting Business Results Plus ™ What it is Financial performance review Ratio analysis Profit improvement calculator Graphical report on the current state of the business Questions it answers for clients Am I making money? How can I make more money? What do my accounts actually mean? What is the effect on my profit if I make changes in the business? Are we productive? How can we improve productivity?

What it is

Financial performance review

Ratio analysis

Profit improvement calculator

Graphical report on the current state of the business

Questions it answers for clients

Am I making money?

How can I make more money?

What do my accounts actually mean?

What is the effect on my profit if I make changes in the business?

Are we productive?

How can we improve productivity?

Case Study: Nursery company The situation: Existing client, profits in the negative Cash flow a problem – not able to pay bills on time The proposal: TBR+ and monthly coaching £12k in first year (in addition to accounts) The results: Client’s profitability went from -4% to +12% Average creditors days went from 386 to 28 Average debtors days from 23 to 0.

The situation:

Existing client, profits in the negative

Cash flow a problem – not able to pay bills on time

The proposal:

TBR+ and monthly coaching

£12k in first year (in addition to accounts)

The results:

Client’s profitability went from -4% to +12%

Average creditors days went from 386 to 28

Average debtors days from 23 to 0.

Targeting Business Results Plus

“ We successfully used the TBR+ tool to help address profit issues for a company having a £17 million turnover. They were impressed.” - RSM Bentley Jennison

How We’re Different Not just software, but the software provides: Quality control for the firm Faster results A thorough approach Professional look & feel Created specifically for accountants, by accountants Opportunity for “small wins” as well as large ones Global network

Not just software, but the software provides:

Quality control for the firm

Faster results

A thorough approach

Professional look & feel

Created specifically for accountants, by accountants

Opportunity for “small wins” as well as large ones

Global network

Training and Support

Download & Upgrade Process All tools are downloaded from our website You may download them onto as many computers as you like (there are no license requirements) RAN ONE’s Live Update™ tool will download all required updates & changes Simply include the tool with the initial software download You select how often it checks for updates

All tools are downloaded from our website

You may download them onto as many computers as you like (there are no license requirements)

RAN ONE’s Live Update™ tool will download all required updates & changes

Simply include the tool with the initial software download

You select how often it checks for updates

Initial Training Clear instructions on where & how to download tools Initial training webinars On-site training available also Additional webinar refresher trainings Personalised induction programme for key team members

Clear instructions on where & how to download tools

Initial training webinars

On-site training available also

Additional webinar refresher trainings

Personalised induction programme for key team members

Ongoing Support Monthly support calls (1 st 6 months) On-site visits can also be arranged at a low member cost Bi-monthly coaching calls (2 nd 6 months) Monthly member webinars: Technical training Development topics Technical support is available via email and phone during business hours You will receive direct numbers and emails for your technical contact

Monthly support calls (1 st 6 months)

On-site visits can also be arranged at a low member cost

Bi-monthly coaching calls (2 nd 6 months)

Monthly member webinars:

Technical training

Development topics

Technical support is available via email and phone during business hours

You will receive direct numbers and emails for your technical contact

Back To Your Questions Will it work? Yes, members all over the world have made it work Can we add revenue? It’s simply a matter of how much and when! Can I use the software? The software is easy to use, and ongoing training is available on a monthly basis Will it help my clients? How? See the enclosed case studies. Clients will improve their own profits and achieve the goals they have set out What will my clients think of the software? Our members report that their clients are impressed with the professionalism and clarity of the software used. Will we really implement it? We’re here to help make sure that you do!

Will it work?

Yes, members all over the world have made it work

Can we add revenue?

It’s simply a matter of how much and when!

Can I use the software?

The software is easy to use, and ongoing training is available on a monthly basis

Will it help my clients? How?

See the enclosed case studies. Clients will improve their own profits and achieve the goals they have set out

What will my clients think of the software?

Our members report that their clients are impressed with the professionalism and clarity of the software used.

Will we really implement it?

We’re here to help make sure that you do!

“ RAN ONE has shown me how to use my existing set of skills and apply them with a different mindset. I’ve seen the potential for generating new sources of fees; I met other professionals to share ideas and skills; and at the trainings there was a great balance between structured learnings and the case study.” - Vipul Patel, VP Associates

How Do I Start? To join, simply request a ‘Joining Pack’ to be sent to you either by email or post Return the forms to us and you will be set up within 24 hours of receipt Your induction training will be set up to suit you and your team as soon as possible We look forward to having you on board!

To join, simply request a ‘Joining Pack’ to be sent to you either by email or post

Return the forms to us and you will be set up within 24 hours of receipt

Your induction training will be set up to suit you and your team as soon as possible

We look forward to having you on board!

Thank you! RAN ONE Europe Gainsborough House, 2 Sheen Road | Richmond upon Thames TW9 1AE P: +44 208 973 2395 F: +44 208 973 2301 E: client.services.uk@ranone.com W: www.ranone.com Contact us for a free Welcome Book and Joining Pack!