- Boardroom Metrics helps private business owners build sustainable value in their companies to sell for higher prices. It provides advisory services in strategy, coaching, and governance.
- It conducts in-depth assessments of clients' businesses to identify drivers of value, develop action plans, and set performance metrics. The goal is profitable growth through a sustainable business model and transferable success.
- Boardroom Metrics' process helps owners transfer their businesses successfully for the highest price, whether through sale, merger, acquisition, or transition to new ownership like employees. It employs accomplished executives as coaches and interim managers.
2. Since 1994
โ Metrics (MEASURE)
โข Private Business Value, Board Effectiveness, People
โ Advisory Services (PLAN)
โข Strategy, Coaching, Governance
Who is Boardroom Metrics?
โข Strategy, Coaching, Governance
โ Accomplished Executives (DO)
โข Interim Leaders/Managers, Subject Experts, Coaches
For more info visit us at www.boardroommetrics.com
3. We build private businesses that sell for more.
โWhen they can be sold, many successful private
Boardroom Metrics
โWhen they can be sold, many successful private
businesses sell for less when their success isnโt
transferable and sustainable to new owners.โ
4. The Wave โ Business Transferโฆ
The most important business demographic wave of the 21st Century.
7. V=PST
Role of the Owner Role of the CEO
Roles in a Private Company
Value = Profit that is Sustainable and Transferable
V=PST
8. Step I Step 2 Step 3
Assess Build Value Transfer
The Sell for MoreSell for MoreSell for MoreSell for More Ownerโs Process
Professional Chairman - Coaching
3rd Parties as needed
PROJECT - Assessment / Plan
CEO / Owner : Engagement Owner : Focus Owner : Successful Exit
9. โข Industry Research
โข Assessment report for All Business Areas
โ Define success: Owner Objectives
โ Finance: Profits, Cash flow, Processes
โ Revenue: Marketing and Sales
Sell for MoreSell for MoreSell for MoreSell for More
Step I:::: The Assessment DeliverablesThe Assessment DeliverablesThe Assessment DeliverablesThe Assessment Deliverables
โ Delivery: Operations
โ Administration: Human Resources and Legal
โข Owners Report
โ SWOT
โ Scored Drivers, Categories and Findings Analysis
โ Value Dashboard and Estimator
โ Action Plan
10. Six weeks
โ Owners Meeting
โ Industry Data Preparation
โ Interviews with each department
โข Finance
The Sell for MoreSell for MoreSell for MoreSell for More Step 1:
Conducting the AssessmentConducting the AssessmentConducting the AssessmentConducting the Assessment
โข Sales and Marketing
โข Operations
โข Human Resources
โ Report Preparation
โ Presentation of Results
The complete โSell for Moreโ Assessment
including action plan costs $20,000.
11. The Sell for MoreSell for MoreSell for MoreSell for More Step 2 and 3:
The Professional Chairman
Holds owner accountable for
value, CEO for performance.
Sounding board, coach,
facilitator. Meets regularly withfacilitator. Meets regularly with
owner, CEO on plan
progress.
12. Steps 2 and 3::::
Performance Dashboard(sPerformance Dashboard(sPerformance Dashboard(sPerformance Dashboard(s))))
Customizable, based on
the goals, performance
indicators and tracking
requirements defined by
the owner and thethe owner and the
management team, eg,
cash, delivery, revenue,
profitability.
13. Step 3: Options and OpportunitiesOptions and OpportunitiesOptions and OpportunitiesOptions and Opportunities
Professional ChairmanPursuit of:
โข Sale
โข Merger
โข Acquisition
Wealth Advisor M&A/Other Professionals
Owner
Due
Diligence
โข Go public
โข ESOP
โข Transfer to child
14. Why ?
โข Private Businesses Focus and Board Room Mentoring
experience since 1994
โข Proven, End-End Value methodology with Innovative tools for
post assessment owner value in addition to the โsell for moreโpost assessment owner value in addition to the โsell for moreโ
report and plan
โข Ready Source of Accomplished Executives
โ experienced, selected, trained
โ breadth and depth in many industries
โ across all functional roles
15. builds private
businesses that sell for more.
Toronto 416-573-9396
Ottawa & Montreal 613-795-7238
info@boardroommetrics.com