Sep 20th Rob Slee Chicago event - In the search of Midas Touch sponsored by 678 Partners


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On September 20th 2010, we are getting together some of Chicago\'s finest where 678 Partners, Alliance Bernstein and the CPA firm Kutchins, Robbins and Diamond Ltd are sponsoring a presentation with Rob Slee starting at 5pm, September 20th. We are inviting a group of highly connected and very knowledgeable group of professionals from legal, marketing, finance, sales, insurance, strategy, academia and business to attend.
We will provide a half an hour networking before hearing a capital markets update and then listen to the latest status of the private business market from one of the countries top sources for business valuation, Rob Slee. More updates post the event on our usual channels.

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Sep 20th Rob Slee Chicago event - In the search of Midas Touch sponsored by 678 Partners

  1. 1. In Search of the Midas Touch Creating Value in Exit Planning Even During Terrible Economic Times Presented by Rob Slee, CBA, CM&AA, MA, MBA
  2. 2. <ul><li>Do Most Owners Want to Create Entity Value? </li></ul><ul><ul><li>No – it’s about lifestyle for most. What’s wrong with this? </li></ul></ul><ul><ul><li>What are the three most important things in real estate valuation? </li></ul></ul><ul><ul><li>In business valuation? </li></ul></ul><ul><ul><li>Let’s play the transfer timing slots game </li></ul></ul>PERSONAL BUSINESS MARKET
  3. 3. <ul><li>Private Market Timing </li></ul><ul><li>Who are the winners and losers? </li></ul>U.S. Ten Year Transfer Cycle Deal Recession Prime Selling Time Uncertainty (Buyer’s Market) (Seller’s Market) (Neutral Market) 1980 1983 1988 1990 1990 1993 1998 2000 2000 2003 2008 2010 2011 2013 2018 2020
  4. 4. <ul><li>The U.S. versus the World </li></ul><ul><ul><li>This is not a country versus country battle </li></ul></ul><ul><ul><li>This is 5% versus 5% fight </li></ul></ul><ul><ul><li>For the first time in humankind’s history, everyone has access to the world’s communal resources. </li></ul></ul><ul><ul><li>What decides winners from losers? </li></ul></ul><ul><ul><li>Maybe it’s time to get strategic </li></ul></ul>
  5. 5. <ul><li>The Strategy Thing: every so often the rules of business change </li></ul>Agrarian Age… (lasted for 3,000 years) Industrial Age… (lasted for 300 years) Information Age… (lasted for 30 years ) Conceptual Age… (10 years) Aggregation Age… (?)
  6. 6. <ul><li>A Conceptual Age of Paradoxes </li></ul><ul><ul><li>It’s a confusing time because the past may not be predictive </li></ul></ul><ul><ul><li>Intellectual capital – not financial capital – is king </li></ul></ul><ul><ul><li>Hoarding of best practices and proprietary ideas is out; sharing, collaborating, and open-source is in (is crowdsourcing the next step?) </li></ul></ul><ul><ul><li>Are we playing a different game of business? </li></ul></ul>
  7. 7. <ul><li>What Game Are You Playing? </li></ul>Information Age Conceptual Age Aggregation Age Left brain Left and right brain Right and left brain Tactical Domestically strategic Globally strategic MBAs & wonks Designers/deliverers Value architects Checkers Chess Risk
  8. 8. <ul><li>Midas Marketing: How Midas Managers Make Markets </li></ul><ul><ul><li>Sets the condition for a value-added sale </li></ul></ul><ul><ul><li>Difference between Marketing and Sales </li></ul></ul><ul><ul><li>If you market correctly, do you even need salespeople? </li></ul></ul><ul><ul><li>Let’s review some major concepts from the book </li></ul></ul>
  9. 9. <ul><li>Newest Rules of the Aggregation Age </li></ul><ul><ul><li>Managers must design and implement compelling value propositions for all stakeholders of the firm </li></ul></ul><ul><ul><li>Value propositions should be packaged and positioned in the supply chain, crowd or customer base </li></ul></ul><ul><ul><li>Companies should adopt Pull marketing models to create value. As such, a company should control – not own – its sphere of influence. </li></ul></ul>
  10. 10. <ul><li>Newest Rules of the Aggregation Age (cont) </li></ul><ul><ul><li>Managers should quality control manage their space chains, i.e., keep their fingers on many pulses, but not leave their fingerprints on the space chain or business </li></ul></ul><ul><ul><li>Managers should become Value Architects, thereby leveraging their firm’s intellectual capital by at least 10:1 </li></ul></ul>
  11. 11. <ul><li>Value Architecture </li></ul><ul><ul><li>Tradespeople - mechanics; fingerprints on everything; low leverage (less than 2:1); earning a living; probably small businessperson for life </li></ul></ul><ul><ul><li>General Contractor - still fingerprinting; some leverage (less than 5:1); earning a lifestyle; may or may not realize financial independence </li></ul></ul><ul><ul><li>Value Architect - fingers on pulse; substantial leverage (more than 10:1); creating value/wealth; is or has realized financial independence </li></ul></ul>
  12. 12. <ul><li>Where Do We Go From Here? </li></ul><ul><ul><li>Please read or listen to Midas Marketing </li></ul></ul><ul><ul><li>Clarify your goals … how important is financial independence to you? </li></ul></ul><ul><ul><li>Do you want to become a Value Architect? </li></ul></ul><ul><ul><li>Can you help your clients create value? </li></ul></ul>
  13. 13. <ul><li>Thank You </li></ul>Rob Slee 6201 Fairview Road Suite 200 Charlotte, NC 28210 704-523-7888 [email_address]