Wondering what services you can purchase from Washington BBI? Here is a brief description of the kinds of revenue and profit enhancing services that you can buy from Washington BBI.

1. What does WA BBI do?
Presented by Peter Busacca
Washington BBI
Business Transitions and Transactions
The brokers with an end-to-end solution!
1
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

2. Administration
1. Please turn off cell phones.
2. Bathrooms are not in this room.
3. Feel free to interrupt with questions.
Washington BBI
The brokers with an end-to-end solution!
Page 2
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

3. Today’s topics
• Business Health Assessments
• Business and Strategic Consulting
• Salability Studies
• Exit Planning
• Business Sales & Acquisitions
Washington BBI
The brokers with an end-to-end solution!
Page 3
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

4. Is your business healthy?
How do you know? A BHA provides:
• Quantitative analysis of financial
performance
• Performance benchmarking against
industry competitors
• Qualitative analysis by department
• A method of identifying issues and
strengths
Washington BBI
The brokers with an end-to-end solution!
Page 4
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

5. What is a Business Health Assessment?
A BHA (aka Business Health Checkup) is an annual examination of a firm’s health.
• Analysis of your firm’s financial performance
• Benchmark financials vs industry standard ratios
• Performance analysis vs your competitors
• Survey of common issues department by department
Part quantitative, part qualitative.
Washington BBI
The brokers with an end-to-end solution!
Page 5
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

6. What good is that?
How can you use this information?
• Planning: business, sales, ops & marketing plans
• Preparation for expansion
• Discussion with your banker (e.g., funding cash flow, acquisitions, etc.)
• Find what is broken and needs fixing
• Focus your attention on strategic issues (i.e. what matters most!)
• Exit Planning
• Salability Assessment
• Preparing your business for (eventual) sale
• Helps you to build business value over time (aka build a better retirement)
Washington BBI
The brokers with an end-to-end solution!
Page 6
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

7. What is involved?
Wow. That sounds about as much fun as a root canal.
Is this going to interrupt my business?
Three phases:
1. Analyze your financials (preferably QBB file)
2. Departmental questionnaire – Word doc
3. Results discussion –
Washington BBI
The brokers with an end-to-end solution!
Page 7
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

8. BHA Benefits
• Revenues go up
• Profits go up
• Problems go down
• Business value improves dramatically year over year
• You spend your time and attention on what matters most
• You waste far less time tweaking what is already working well
• More effective planning and execution of strategy
• Sleep better knowing you are planning and executing effectively
• Your firm will be far more enticing to prospective business buyers when the time
comes to sell
Washington BBI
The brokers with an end-to-end solution!
Page 8
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

9. Consulting Services
Based on the results of the BHA, I help owners to:
• Identified what needs fixing Diagnose
• Figure out what matters most Prioritize
• Figure out how to fix each item Implement
• Determine milestones & schedules Plan
• Achieve dramatic results Execute
BTW, this is also when I ask “Am I the right person to help?”
Washington BBI
The brokers with an end-to-end solution!
Page 9
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

10. Accountability
Coaching
Then what?
• Accountability Coaching
• Helps owners achieve their
goals
• AKA professional nagging
• Monthly or quarterly calls
depending on client
Washington BBI
The brokers with an end-to-end solution!
Page 10
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

11. Annual Model
Washington BBI
The brokers with an end-to-end solution!
Page 11
Assess
ConsultCoach
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

12. Salability Analysis
Would you like to know if your business is
salable as is?
If it isn’t salable, would you like to know
what needs to be done to make it
enticing for sale?
Washington BBI uses the BHA to assess
the salability of your firm and to identify
those opportunities to improve the
enticement factor.
6-Feb-17
Washington BBI
The brokers with an end-to-end solution!
Page 12
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

13. Exit Planning
Would you like to know
what you should be doing
right now to prepare your
business for eventual
sale?
• Exit planning means
different things to
different people.
6-Feb-17
Washington BBI
The brokers with an end-to-end solution!
Page 13
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

14. Business Intermediary Services
• Help business owners to:
• Prepare, package and sell their firm, or
• Find, evaluate and acquire businesses
Target Market for these services:
• Tri-county area preferred
• Firms with values between $1M & $10M
• Privately held
• 10 – 150 employees
Washington BBI
The brokers with an end-to-end solution!
Page 14
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

15. • Everything begins with a BHA
• I help:
• Owners to improve revenues, profits, & salability
• Owners to know if their firm is salable
• Exit plan
• Prepare, package and sell businesses
• Find, evaluate and acquire businesses
• Businesses with between 10 & 150 employees
Washington BBI
The brokers with an end-to-end solution!
Page 15
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info

16. Contact Info
Peter Busacca Consulting@WashingtonBBI.com
Washington BBI 425/391-8720 www.WashingtonBBI.com
Mailing Address 400 NW Gilman Boulevard, Unit 2208
Issaquah, WA 98027
Office Address: 38579 River Street, Suite 14
Snoqualmie, WA 98065
Do not mail to this address.
Presentation: http://www.slideshare.net. Search for Peter Busacca
Washington BBI
The brokers with an end-to-end solution!
Page 16
1. Title
2. Admin
3. Today’s topics
4. Is yours business healthy?
5. What is a BHA?
6. So what good is that?
7. What is involved?
8. BHA Benefits
9. Consulting
10. Coaching
11. Consulting Model
12. Salability Analysis
13. Exit Planning
14. Intermediary Services
15. Summary
16. Contact Info