Fitting the Pieces Together
Presentations Available From
Dickson Consulting
McCracken Alliance Partners
Bob Dickson, Dickson Consulting
Dickson Consulting
McCracken Alliance Partners
• Bob Dickson, Founder of Dickson Consulting, is a partner with
McCracken Alliance Partners (MAP). MAP is partnership of
CFOs and finance executives experienced as public and private
company CFO's whose skills and knowledge can create
immediate value.
• Services include a full range of financial leadership services
including full time or interim CFO's; board membership,
particularly audit committees; M&A Advisory board roles; and
performance of special projects.
• This summary was prepared as a guideline of our
presentations. The presentations are intended to provide
insights into issues of concern to CEO’s and CFO’s and to
illustrate our services.
• The title slide to each presentation follows. The slides can be
access at https://www2.slideshare.net/dickson/ . Copies of the
full presentations are available on request.
2
Bob Dickson, Dickson Consulting
Presentations
Available
• Services for Entrepreneurial Companies
• Overview of the Responsibilities of the Audit Committee of the Board
of Directors
• Role of the Chief Financial Officer
• Advisory Board: Value Added
• Creating a M&A Advisory Board
• Professional Services to Support Merger and Acquisition Activity
• Professional Services to Support Venture Capital and Private Equity
Firms
• Entrepreneur at the Controls: Understand, Analyze and Explain
Financial Statements and How They Relate to an Entrepreneurial
Business
• Financial Reporting for Entrepreneurs
• Tips for Entrepreneurial Companies During the Economic Slowdown
• Now is the Time for CEO’s, COO’s and CFO’s to Evaluate the Use of
Solar Panels!
• 401(k) Plan Education
• Critical Success Factors for a Medical Device Company
Bob Dickson, Dickson Consulting
Dickson Consulting
McCracken Alliance Partners
Services for Entrepreneurial
Companies
Overview of the
Responsibilities of the
Audit Committee of
the Board of Directors
ROLE OF THE CHIEF FINANCIAL
OFFICER
ADVISORY
BOARD
VALUE ADDED!!
CREATING A
M&A ADVISORY
BOARD
PROFESSIONAL SERVICES TO
SUPPORT MERGER AND
ACQUISITION ACTIVITY
Professional Services to Support
Venture Capital and Private Equity
Firms
Entrepreneur at the
Controls
UNDERSTAND, ANALYZE AND EXPLAIN
FINANCIAL STATEMENTS AND HOW THEY
RELATE TO AN ENTREPRENEURIAL BUSINESS
Financial Reporting
for Entrepreneurs
UNDERSTAND, ANALYZE AND EXPLAIN
FINANCIAL STATEMENTS AND HOW THEY
RELATE TO AN ENTREPRENEURIAL BUSINESS
Tips for
Entrepreneurial
Companies
During the
Economic
Slowdown
Slow the Burn
Speed the Turn
N O W I S T H E T I M E F O R C E O ’ S ,
C O O ’ S A N D C F O ’ S T O
E V A L U A T E T H E U S E O F S O L A R
P A N E L S !
401(k) Plan Education
Critical Success Factors
For A Medical Device Company
Who Is McCracken Alliance Partners?
• McCracken Alliance Partners (MAP) was founded with a vision of
helping finance professionals reach their potential through becoming
leaders that everyone wants to follow.
• MAP’s plan is to execute the vision through finance-specific
leadership programs, peer networks, and providing CFO types
services to solve companies needs.
• The MAP organization consists of CFO type partners throughout the
U.S. who work locally or by travelling or virtually. Additional partners
are frequently added to provide additional resources and capabilities
for clients in particular geographic regions.
• Additional information can be found at: www.mccrackenalliance.com
Bob Dickson, Dickson Consulting
Why MAP?
Leadership
Planning
Execution
Bob Dickson, Dickson Consulting
MAP Key Advantages!
Network
of
CFO
Advisors
Local
and
National
Service
Capabili
ties
Your
Link to
Technica
l
Expertis
e and
Personne
l
Bob Dickson, Dickson Consulting
MAP Community of Professionals
We routinely works with proven, value added service firms that we have
previously worked with and know their capabilities. For example:
 M&A transaction-oriented law firms and lawyers.
 Investment bankers who work as registered broker dealers.
 A firm that focuses on acquisition searches.
 CPA’s who examine the financial statements and provide tax services.
 Insurance brokers who have experience with corporate insurance and
employee benefits.
 Investment advisors who manage financial assets.
 An HR firm that specializes in strategy and execution.
Please let us know if you would like a referral for any these services. The
capabilities of a few of these firms follows.
Bob Dickson, Dickson Consulting
The World Has Changed! Services From
Anywhere/Anytime!
• We prefer to work locally with periodic face to face meetings. However, COVID has
changed the workplace so sometimes this is difficult. Technology has supported this
change in workplaces.
• There is no longer a need for corporations to incur high fees to cover the overhead of
advisors or consultant’s offices, travel, down time and other expenses.
• Many of these services can be conducted from anywhere with enhanced ability to stay in
touch with and advisor or consultant.
• Technologies such as Zoom have enabled this significant change in business practices and
when taken advantage of companies can have superior service with reduced costs.
• The quality of services may be higher because distractions such as travel, and office
inefficiencies are eliminated.
Bob Dickson, Dickson Consulting
Contact Information
Bob Dickson
724-272-1527
bo@dicksonconsulting.biz
www.dicksonconsulting.biz
www.mccrackenalliance.com
Connect with me on LinkedIn
https://www.linkedin.com/in/dickson1/
Bob Dickson, Dickson Consulting
Bob Dickson, Dickson Consulting

Fitting the Pieces Together

  • 1.
    Fitting the PiecesTogether Presentations Available From Dickson Consulting McCracken Alliance Partners Bob Dickson, Dickson Consulting
  • 2.
    Dickson Consulting McCracken AlliancePartners • Bob Dickson, Founder of Dickson Consulting, is a partner with McCracken Alliance Partners (MAP). MAP is partnership of CFOs and finance executives experienced as public and private company CFO's whose skills and knowledge can create immediate value. • Services include a full range of financial leadership services including full time or interim CFO's; board membership, particularly audit committees; M&A Advisory board roles; and performance of special projects. • This summary was prepared as a guideline of our presentations. The presentations are intended to provide insights into issues of concern to CEO’s and CFO’s and to illustrate our services. • The title slide to each presentation follows. The slides can be access at https://www2.slideshare.net/dickson/ . Copies of the full presentations are available on request. 2 Bob Dickson, Dickson Consulting
  • 3.
    Presentations Available • Services forEntrepreneurial Companies • Overview of the Responsibilities of the Audit Committee of the Board of Directors • Role of the Chief Financial Officer • Advisory Board: Value Added • Creating a M&A Advisory Board • Professional Services to Support Merger and Acquisition Activity • Professional Services to Support Venture Capital and Private Equity Firms • Entrepreneur at the Controls: Understand, Analyze and Explain Financial Statements and How They Relate to an Entrepreneurial Business • Financial Reporting for Entrepreneurs • Tips for Entrepreneurial Companies During the Economic Slowdown • Now is the Time for CEO’s, COO’s and CFO’s to Evaluate the Use of Solar Panels! • 401(k) Plan Education • Critical Success Factors for a Medical Device Company Bob Dickson, Dickson Consulting
  • 4.
    Dickson Consulting McCracken AlliancePartners Services for Entrepreneurial Companies
  • 5.
    Overview of the Responsibilitiesof the Audit Committee of the Board of Directors
  • 6.
    ROLE OF THECHIEF FINANCIAL OFFICER
  • 7.
  • 8.
  • 9.
    PROFESSIONAL SERVICES TO SUPPORTMERGER AND ACQUISITION ACTIVITY
  • 10.
    Professional Services toSupport Venture Capital and Private Equity Firms
  • 11.
    Entrepreneur at the Controls UNDERSTAND,ANALYZE AND EXPLAIN FINANCIAL STATEMENTS AND HOW THEY RELATE TO AN ENTREPRENEURIAL BUSINESS
  • 12.
    Financial Reporting for Entrepreneurs UNDERSTAND,ANALYZE AND EXPLAIN FINANCIAL STATEMENTS AND HOW THEY RELATE TO AN ENTREPRENEURIAL BUSINESS
  • 13.
  • 14.
    N O WI S T H E T I M E F O R C E O ’ S , C O O ’ S A N D C F O ’ S T O E V A L U A T E T H E U S E O F S O L A R P A N E L S !
  • 15.
  • 16.
    Critical Success Factors ForA Medical Device Company
  • 17.
    Who Is McCrackenAlliance Partners? • McCracken Alliance Partners (MAP) was founded with a vision of helping finance professionals reach their potential through becoming leaders that everyone wants to follow. • MAP’s plan is to execute the vision through finance-specific leadership programs, peer networks, and providing CFO types services to solve companies needs. • The MAP organization consists of CFO type partners throughout the U.S. who work locally or by travelling or virtually. Additional partners are frequently added to provide additional resources and capabilities for clients in particular geographic regions. • Additional information can be found at: www.mccrackenalliance.com Bob Dickson, Dickson Consulting
  • 18.
  • 19.
    MAP Key Advantages! Network of CFO Advisors Local and National Service Capabili ties Your Linkto Technica l Expertis e and Personne l Bob Dickson, Dickson Consulting
  • 20.
    MAP Community ofProfessionals We routinely works with proven, value added service firms that we have previously worked with and know their capabilities. For example:  M&A transaction-oriented law firms and lawyers.  Investment bankers who work as registered broker dealers.  A firm that focuses on acquisition searches.  CPA’s who examine the financial statements and provide tax services.  Insurance brokers who have experience with corporate insurance and employee benefits.  Investment advisors who manage financial assets.  An HR firm that specializes in strategy and execution. Please let us know if you would like a referral for any these services. The capabilities of a few of these firms follows. Bob Dickson, Dickson Consulting
  • 21.
    The World HasChanged! Services From Anywhere/Anytime! • We prefer to work locally with periodic face to face meetings. However, COVID has changed the workplace so sometimes this is difficult. Technology has supported this change in workplaces. • There is no longer a need for corporations to incur high fees to cover the overhead of advisors or consultant’s offices, travel, down time and other expenses. • Many of these services can be conducted from anywhere with enhanced ability to stay in touch with and advisor or consultant. • Technologies such as Zoom have enabled this significant change in business practices and when taken advantage of companies can have superior service with reduced costs. • The quality of services may be higher because distractions such as travel, and office inefficiencies are eliminated. Bob Dickson, Dickson Consulting
  • 22.
    Contact Information Bob Dickson 724-272-1527 bo@dicksonconsulting.biz www.dicksonconsulting.biz www.mccrackenalliance.com Connectwith me on LinkedIn https://www.linkedin.com/in/dickson1/ Bob Dickson, Dickson Consulting
  • 23.