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Coombe smith overview

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Coombe smith overview

  1. 1. Getting to Know Us
  2. 2. <ul><li>Strengthen relationships </li></ul><ul><li>Share the benefits we can provide </li></ul><ul><li>Explain how to access us </li></ul>
  3. 3. <ul><li>It’s all about the business owner </li></ul><ul><li>A team of trusted advisors </li></ul>
  4. 4. Lawyer Insurance Broker Certified Financial Planner Bank Accountant Business Owner
  5. 5. <ul><li>There are many reasons why people are in business </li></ul><ul><li>But…. </li></ul><ul><li>There are five key areas that help to create inspired businesses…… </li></ul>
  6. 6. <ul><li>Strong financial position </li></ul><ul><li>Market value return to shareholders and directors </li></ul><ul><li>Lifestyle goals are met. </li></ul><ul><li>What percentage of the businesses you know of have reached their profit potential? </li></ul>
  7. 7. <ul><li>The business is as big as the owners want it </li></ul><ul><li>Operates effectively with the resources used </li></ul><ul><li>Happy team </li></ul><ul><li>What percentage of the businesses you know of have achieved their growth goal? </li></ul>
  8. 8. <ul><li>Able to pay bills on time </li></ul><ul><li>Returns to shareholders and directors are paid first </li></ul><ul><li>Investments outside the core business </li></ul><ul><li>What percentage of the businesses you know of have surplus cashflow? </li></ul>
  9. 9. <ul><li>Having a plan will ensure: </li></ul><ul><li>Choice of when to retire </li></ul><ul><li>Low reliance on owner/managers </li></ul><ul><li>Maximising value on exit </li></ul><ul><li>What percentage of the businesses you know have a structured succession plan in place? </li></ul>
  10. 10. <ul><li>Protection of what is important to you </li></ul><ul><li>Planning for contingencies </li></ul><ul><li>Value of the business is maintained after sale </li></ul><ul><li>What percentage of the businesses you know of are fully prepared for all potential risks? </li></ul>
  11. 11. Profits Growth Cashflow Succession Protection Full Potential
  12. 12. Full Potential
  13. 13. <ul><li>Accountability meetings </li></ul><ul><li>Monitoring cashflow and profit plans </li></ul><ul><li>Strategic Planning </li></ul><ul><li>Risk Management </li></ul><ul><li>Governance and decision making </li></ul><ul><li>Business Improvement </li></ul><ul><li>Technology as a tool </li></ul><ul><li>Tax compliance </li></ul>
  14. 14. <ul><li>10 Day Turnaround – Guaranteed </li></ul><ul><li>Quote up front </li></ul><ul><li>Fixed fees </li></ul><ul><li>Timely </li></ul><ul><li>Certainty </li></ul>
  15. 15. <ul><li>… .a partner in my business… </li></ul><ul><li>… genuine desire to prosper and grow… </li></ul><ul><li>… suggest different approach or new direction…. </li></ul><ul><li>..tailored a package to suit… </li></ul>
  16. 16. Reluctance Uncertainty Status Quo Referral Business Owner
  17. 17. Enthusiasm Confidence Inspired Business Owner Show the benefits Show that it is easy Referral Business Owner
  18. 18. <ul><li>All we ask…. </li></ul><ul><li>Talk to your clients about us </li></ul><ul><li>Give them a Voucher (optional) </li></ul><ul><li>Let them know that we will contact them </li></ul>
  19. 19. <ul><li>The benefits: </li></ul><ul><li>You get a better client </li></ul><ul><li>You get the financial information you need </li></ul><ul><li>The reward: </li></ul><ul><li>Your clients are inspired </li></ul><ul><li>Recognition – gift baskets, show tickets, etc. </li></ul>
  20. 20. <ul><li>No fees to transfer </li></ul><ul><li>No set up costs </li></ul><ul><li>Free 1 hour consultation </li></ul>
  21. 23. <ul><li>&quot;Whosoever desires constant success must change his conduct with the times.&quot; — Niccolo Machiavelli </li></ul><ul><li>“ Above all, try something.” - Franklin D. Roosevelt </li></ul>
  22. 25. <ul><li>Phone: (06) 357 6006 </li></ul><ul><li>Email: [email_address] </li></ul><ul><li>Post: P O Box 788, </li></ul><ul><li>Palmerston North 4440 </li></ul><ul><li>Website: www.coombesmith.co.nz/referral </li></ul>

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