Trusted Financial Advisors 20090527


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Help your small business clients get access to their financials from an operational perspective in common-speak language giving them meaningful choices for action as quick as necessary given current econominc and market pressures to imporve cash flow, breakeven and profit.

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  • Trusted Financial Advisors 20090527

    1. 1. ROSETTA ANALYTICS FOR SMALL BUSINESS CLIENTS of Trusted Financial Advisors
    2. 2. Problem <ul><li>Small business owners can’t access and translate their operational and financial data into meaningful choices for action as quick as is necessary given current economic and market pressures. </li></ul>
    3. 3. Your Clients Concerns <ul><li>Lack of control over cash flow </li></ul><ul><li>Fear of making bad decisions due to inadequate (or wrong) information </li></ul><ul><li>Inability to see the consequences of actions until too late </li></ul>
    4. 4. Why Now <ul><li>Urgent need that goes largely unfullfilled </li></ul><ul><li>Current economy very unforgiving </li></ul><ul><ul><li>Business failures are occurring at a faster rate </li></ul></ul><ul><ul><li>Owners are caught unprepared for cash flow fluctuations and suffering higher losses </li></ul></ul><ul><ul><ul><li>Frequent analysis of financials is costly and time consuming </li></ul></ul></ul><ul><li>Tightening credit and lending criteria </li></ul>
    5. 5. Current Methods Are Not Enough <ul><li>Intuition, gut feel, and past experience </li></ul><ul><ul><li>Too many new global and economic changes present unknowns that are difficult to plan around </li></ul></ul><ul><li>Inside Controllers </li></ul><ul><ul><li>Concentrate on managing the cash flow operations, not on developing strategy </li></ul></ul><ul><ul><li>Already working at full capacity </li></ul></ul><ul><li>Oursourced financial specialists </li></ul><ul><ul><li>Costly and require longer turnaround times than small owners will tolerate </li></ul></ul>
    6. 6. Solution for Your Clients <ul><li>Integrated business intelligence in one comprehensive report </li></ul><ul><ul><li>How to improve cash flow. </li></ul></ul><ul><ul><li>How their company compares to others in their industry. </li></ul></ul><ul><ul><li>The costs and risks associated with new growth. </li></ul></ul><ul><ul><li>Financial consequences of acting on the recommendations. </li></ul></ul><ul><ul><li>Working capital requirements </li></ul></ul>
    7. 7. You Give Your Clients <ul><li>Real Choices. </li></ul><ul><li>Control of the key profit and cash flow drivers in their business. </li></ul><ul><li>Peace of mind. </li></ul><ul><li>Ability to develop contingency plan for future peaks and valleys. </li></ul><ul><li>Informed ability to predict outcomes. </li></ul>
    8. 8. What is Rosetta Analytics sm for Entrepreneurs? <ul><li>Beyond spreadsheets </li></ul><ul><li>An analysis and decision-support tool that helps small business owner-operators (up to $8 million in revenues) translate their financials into actions they can take to improve their cash flow operations, their competitive advantage, their profitability </li></ul>
    9. 9. Who needs Rosetta Analytics? <ul><li>Small business owner-operator and entrepreneurs. </li></ul><ul><ul><li>Up to $8 million in revenues </li></ul></ul><ul><ul><li>In business over 2 years </li></ul></ul><ul><ul><li>Need help with </li></ul></ul><ul><ul><ul><li>Growth strategy </li></ul></ul></ul><ul><ul><ul><li>Understanding their financials </li></ul></ul></ul><ul><ul><ul><li>Early detection difficult times </li></ul></ul></ul><ul><ul><ul><li>“ What if” scenarios. </li></ul></ul></ul>
    10. 10. Highlights <ul><li>Real need fulfilled the way it’s wanted </li></ul><ul><li>Tested, proven concept—thrilled customers </li></ul><ul><li>Results produced in 5 business days </li></ul><ul><li>Control in the hands of the owners </li></ul><ul><li>Designed by small business owners for small business owners </li></ul>
    11. 11. How it Works RAI Stone Group LLC Proprietary & Confidential Rosetta Analytics for Entrepreneurs Too much data, too little time! Too slow, too complex, not their area of expertise! Spreadsheets don’t make sense. Flexible and simple. Specific, practical growth recommendations explained Automated for rapid turnaround Previous experience, intuition, and guesswork aren’t enough anymore.
    12. 12. How it Works <ul><li>In less than 30 minutes a Rosetta Analytics analyst collects the information from you or your client </li></ul><ul><li>The data is run through a series of validated analyses and comparisons </li></ul><ul><li>The analyst generates a comprehensive report </li></ul><ul><li>You receive notification that the report is available for delivery </li></ul><ul><li>As part of the Pro Advisor service, you receive training, help documentation, and contact with our specialists to answer all your questions </li></ul>
    13. 13. Components of the Report <ul><li>Breakeven analysis </li></ul><ul><li>Cash basis integer </li></ul><ul><li>Improvement recommendations </li></ul><ul><li>Cash conversion analysis </li></ul><ul><li>Industry benchmarking </li></ul><ul><li>Working capital requirements </li></ul><ul><li>“ What if” scenarios </li></ul><ul><li>Individual coaching </li></ul><ul><li>Graphics and descriptions </li></ul>
    14. 14. What’s Coming Next <ul><li>In development </li></ul><ul><ul><li>Interactive “what if”s </li></ul></ul><ul><ul><li>At-a-glance as red, yellow, green stoplights </li></ul></ul><ul><ul><li>Annotation </li></ul></ul>
    15. 17. Your Challenges as an Advisor <ul><li>Increasing workload </li></ul><ul><li>Shortage of talent </li></ul><ul><li>Time and material pricing models cap growth potential </li></ul><ul><li>Potential liabilities around certain consulting activities </li></ul><ul><li>Seasonal fluctuations </li></ul><ul><li>Market differentiation </li></ul>
    16. 18. How Rosetta Can Serve YOU <ul><li>Add value to your client engagements without adding to your workload </li></ul><ul><li>Give your clients the means to monitor their financials in a way that they understand </li></ul><ul><li>Even out off-season cash flow dips </li></ul><ul><li>Add a reliable revenue stream </li></ul><ul><li>Attract new customers </li></ul><ul><li>Create a strong differentiator </li></ul>
    17. 19. What Customers Are Saying <ul><li>I set aggressive growth goals for my company for 2008 and 2009 and was uncertain what it would take to meet them. In one day going through Stonegate’s process, I had answers for what the gap was between where we were and where we wanted to be, a strategy to bridge that gap, and what type of investment we’d have to make in resources, new business development, and time. </li></ul><ul><li>- Tom, owner, industrial and commercial wholesale lighting </li></ul>We were growing fast and had made an out-of-state acquisition. We were doing more volume, but hadn't increased profitability. We weren't sure where to look for answers. From Rosetta we discovered we were trying to cut costs in the wrong areas. After implementing the recommendations, we began to see improved profitability almost immediately. - Paul, owner, investigation and security company
    18. 20. Outsourced Service <ul><li>Current direct price of $2500 </li></ul><ul><li>Volume discount pricing </li></ul><ul><ul><li>Per report </li></ul></ul><ul><ul><li>License </li></ul></ul><ul><ul><li>Subscription basis </li></ul></ul><ul><li>Marketing partner </li></ul>
    19. 21. Call for a Sample Report <ul><li>Rich Iverson </li></ul><ul><li>VP Business Development </li></ul><ul><li>RAI Stone Group LLC </li></ul><ul><li>Formerly Stonegate Consulting </li></ul><ul><li>4979 Olson Memorial Highway, Suite 103 </li></ul><ul><li>Golden Valley, MN 55422 </li></ul><ul><li>763-252-0480 </li></ul><ul><li>(fax) 763-252-0482 </li></ul><ul><li>(M) 952-807-2124 </li></ul><ul><li>[email_address] </li></ul><ul><li> </li></ul>