Whether you want to Grow your Business of Transition through Succession...you will want to be DEAL Ready. This presentation sheds a small light on the elements of the opportunities in our current time...and be prepared to take advantage of the opportunities.

1. DEAL Ready Strategizer
3 Things Top 1% the Exceptional Businesses Focus On
Integrating a Roadmap for Your Business Growth &
Transition

2. The BIG IDEA
The Value Potential The CLEAR Vision

3. The BIG IDEA (IN 121 WORDS)
In the World today we are experiencing the Greatest Transfer of Business and Wealth ever in
history…creating the most exciting time ever to be in Business.
Stat 1
“The Great Transfer” The Boomers are expected to transfer some $30 trillion in assets to their heirs over the
next 30-40 years (in the U.S. alone).
Held within these Portfolios of wealth are businesses ready for succession…and a new home.
Stat 2
Interest rates are the lowest levels they have ever been in the last 5,000 years of civilization.
In the world of cheap capital, Options for growing businesses are also at an all-time high.
Whether you are seeking to Scale or Exit through Acquisition…
NOW IS A TIME OF OPTIONS & OPPORTUNITIES
Are you DEAL Ready?

4. The PROBLEM
Problem 1:
The chances of a new enterprise to successfully scale-up are around 0.5%.
This means that only 1 out of 200 surviving new enterprises will become a scale-up.*
Problem 2:
According to collated research and a recent Harvard Business Review report, the
failure rate for mergers and acquisitions (M&A) sits between 70 percent and 90
percent.
So, out of every business owner who tries to sell a business only 10-30% are able to
close a deal with a potential buyer.
Relevant Organizations that are DEAL prepared are desperately needed.
*Source: Gideon Mogendorff, Menno van Dijk (2016). THNK School of Creative Leadership, Deloitte Research

5. The SITUATION
1) Sustainability is a System Problem and is not just something that
can be just broken down into parts.
2) It is also a Dynamic Problem, whose components are constantly
moving and changing.
Do more of what works…remove
what doesn’t
LEAN Focus
Ability to be effective in adverse or
shifting environments or situations.
AGILE Adaptability
Methods used to optimize Value for Growth and Transition:
Bridging the Gap from Striving to Being DEAL Ready

6. The SOLUTION
By following the Best of Best practices of what the Top 1% of Exceptional businesses do to counter
the 3 Fundamental Barriers to scalable growth (Leadership, Scalable Infrastructure, and Market
Dynamics), we are better positioned to take advantages of growth opportunities
3 Things the Top 1% Focus on:
Clarity of Value
RoadMap with the Best Practices
Meaningful ACTION & Earned Value

7. Build Your
ONE Process
Do more of what works…remove
what doesn’t
LEAN Focus
Pivot Effectively with adverse
conditions
AGILE Adaptability
Using the BEST of BEST Practices
LEAN Focus
AGILE Adaptability

8. Value Potential
Identification
Knowing the “Why you do what
you do”and knowing your Value
Potential is Key to establishing a
solid foundation for Operational
Excellence.
It also provides a clear strategy for
all Stakeholders to follow in order
to achieve what is possible.
Value Provided

9. ONE Process Clarity
6 Steps to Building the ONE Process Roadmap
Exploration into the core Values,
Strengths, Goals, To-Date-Wins, and
Assessments of Vitals.
Value Stream Identification
Review of Value & Goal Alignments
in the context of where we are and
where we want to be. Is it aligned?
Core Alignment Foundations
There are many ways to achieve Goals and
Grow. What are the right strategies and at
what time do they get put into action.
Growth Strategy Options
Building Your ONE Process Roadmap
for your Organization…In-line with
where you want to be/go.
ONE Process Roadmap
Identification of KEY individuals,
stakeholders, and employees that
are ideal for your success and
growth plans.
Dream TEAM & Inner Circle
Where the Magic Happens. Taking
all your T0-Date-Wins and putting
your ONE Process into Action to gain
your desired Results/Goals.
Meaningful Action & Results
1
654
32
1 2 3 = Clarity
4 5
6
= Road Map
= Meaningful Action

10. Being LASER BEAMED Focused
on the Vision, Values, and
Abilities are foundational for
sharing your Value Proposition
to the Market and Your TEAM.
Value Potential Road Mapping
Do the things that need to be
done in order for the business
to achieve what it is capable of
Being.
ONE Process Integrations
Optimizing a Road Map
provides an Environment
where Meaningful ACTION and
Operational Excellence can
thrive.
Operational Excellence
The result of Operational
Excellence is the ability to be
transparent is showing the value
you were/are able to provide.
Earned Value Achievement
VALUE CLARITY Achieve the WIN-WIN of
knowing your Value and being
able to deliver that Value.
Attain What is Possible
When Value is Clear…Decisions are Easy

11. Measurable Success
What Gets Measured… Gets Accomplished
Staging out your ONE Process will involve a
committed effort to ensure that Visions and
Values are aligned with Goal Potentials.
The Good news is that when this is done a
Clear path for Meaningful ACTION is an
open road for all team members.
Operational Excellence is now Yours!
Value Potential ONE Process Integration Operation Excellence Earned Value

12. ONE Process Road Map
Integration Timeline (General)
Optimization of ONE
Process and continual
improvement..
Autonomous Improvement
Being LASER BEAMED Focused on the Vision,
Values, and Abilities are foundational for
sharing your Value Proposition to the Market
and Your TEAM.
Value Potential Road Mapping
Do the things that need to be done
in order for the business to achieve
what it is capable of Being.
ONE Process Integrations
Optimizing a Road Map provides an
Environment where Meaningful
ACTION and Operational Excellence
can thrive.
Operational Excellence
The result of Operational
Excellence is the ability to be
transparent is showing the value
you were/are able to provide.
Earned Value Achievement
Q1 Q2 Q3 Q4

13. ONE Process Road Map
Integration Timeline
Q1 Q2 Q3 Q4
Discovery
Assessing
Road Map
ONE Process
Kaizen Kaizen Kaizen Kaizen
Implementing your ONE Process plan and supports
Ongoing Coaching and
Mentorship Support

14. Kaizen Events Support
Q1 Q2 Q3 Q4
Kaizen Kaizen Kaizen Kaizen
What Gets Measured… Gets Accomplished
Staging out your ONE Process will involve a committed effort to
ensure that Visions and Values are aligned with actions and Goal
Potentials.
By Performing organized reviews (Kaizen Events), on a regular basis
will further support your operations, TEAM build, and help empower
and encourage sustainable improvements.

15. Building Your ONE Process
1. Value Stream Identification
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Business Assessments
 Professional Assessments
 Personal Assessments
 Key Influence Assessment
 Business Diagnostics

16. Building Your ONE Process
2. Core Alignment Foundation
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Business Alignment
 Professional Alignment
 Personal Alignment
 Vision & Mission
 Values & Goals
 Core Competencies

17. Building Your ONE Process
3. Growth Strategy Options
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Business Status & Resources
 Business Model Canvas
 Growth & Transition Assessment

18. Building Your ONE Process
4. Your ONE Process Road Map
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Value Potential Identification
 Core Identity
 Objective & Goal Investigation
 Standards, Best Practices, Trends
 Strategy, Structure, Methods, Resources
 Action Plans
 On The Business
 In The Business

19. Building Your ONE Process
5. Dream TEAM & Inner Circle
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Dream TEAM
 Mentor(s), Coach(es), Chairperson
 Professionals
 Accountants
 Lawyers
 Financers
 Executives, Managers, Workers
 Inner Circle Connections
 Influencers & Advisors
 Industry Connections
 Subject Matter Experts
 Clients & Customers

20. Building Your ONE Process
6. Meaningful ACTION Plan
What’s Involved:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
 Business Growth Plan
 Deal Flow
 Growth Capital Flow
 Business Management
 Financial & Legal
 Human Optimization (HR)
 Branding & Marketing
 CRM & Sales
 Operations Management
 Quality Control
 Health, Safety & Environment
 Work Instruction
 Change Management
On The Business
In The Business

21. Your ONE Process
LEAN Focus
AGILE Adaptability
Value Potential & Identity
Mission, Vision, Core Values, Core Competencies
Standards, Best of Best Practices, and Governance
Strategies, Structures, Methods, Dream TEAM, Resources
Clear Action:
Business Management
Operations Management
ACTION Flow:
Tracking
Reporting
Review-Analyze-Learn-Refine

22. Tools for DEAL Readiness:
The all-in-one business platform. KoreConX is an effective platform for
managing all of your business activities.
· Manage Your Portfolio · Manage Your Cap Table · Manage Your DealRoom
Building Your DREAM TEAM
The Predictive Index is a methodology for business leaders to unlock the
power of their people.
The ExecRanks is transforming the way companies and executives connect.
How to transform from a faceless organisation by establishing Key
People of Influence at every level of your team.
24Assets® is a system for building a valuable business that other people want
to buy from, work for and invest in. This software system project manages
your business growth.

23. To learn more about the ONE Process and how to
build and implement your Road Map, contact us at:
www.leapceo.com