Becoming a Capitalist Family
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Is the role right for you, your business and your family. This presentation gives you material to think about. https://privatusci3o.clickfunnels.com/becoming-a-capitalist-familyri5purhk
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Becoming a Capitalist Family
- 1. “Becoming a Capitalist Family” Privatus CI3O All Right Reserved @2015
- 2. What is a Capitalist? Which Are You? Investor Capitalist Privatus CI3O All Right Reserved @2015 Lifestyle Transformative
- 3. 3 Essential Common Denominators Privatus CI3O All Right Reserved @2015 • The Original Business- seldom is sold- if growing and profitable • Other Businesses or Endeavors – leverage skills/ interests of others • Legacy – how will you be remembered and respected?
- 4. 3 Elements Need to be in Place Opportunity Seizing & Transforming Time Mindset Sensing Privatus CI3O All Right Reserved @2015
- 5. How to Get Started. Why You May Need Us to Shape This For a Time #1 Early in the Life of Your Business Focus: Is accelerating or sustainable growth possible? Privatus CI3O All Right Reserved @2015 # 2 Later or Post Sale Focus: Look at your business in terms of shareholder value, not just cash flow or growth #3 How to Get From Here to There, Next Levels Focus: Shape Strategy to progress from Here to There, and to next levels of Significance
- 6. Why Transform into a “Conscientious” Capitalist Privatus CI3O All Right Reserved @2015 Every family member has the right to achieve to their own destiny whether or not it contributes to family capital, it flavors the family legacy. Examples - Why Be Conscientious? 1. In a very significant capitalist family, it was the non-business family members who struggled the most to maintain their own identify and self worth. It took the family decades to learn to embrace their differences. 2. The fastest growing company of the 1980s fell into bankruptcy and ceased to exist by 2005. The events that transpired negatively impacted the lives of every family member, most of all those whose stake was family name. Today these people are impoverished. They never knew what is was to hold down an outside job.
- 7. Getting There; Business Strategy Both Capitalist and Investor Driven Families: • Shareholder opportunity for a shared vision of purpose • Supported by dynamic Governance, Risk oversight, Uncommon & constituent Knowledge that can be leveraged Business. Family. Future. Privatus CI3O All Right Reserved @2015
- 8. In Summary This is a Journey That Benefits from Resources A problem we can solve The Best Options for the Business and Opportunities for Owner & Family The pain we can ease How to Get From Here to There with clarity for Owner & Family An uncommon solution we offer to the ideal client A blend of technical and empathy skill/ tactical and strategic views The motivators • A comprehensive, clear roadmap of advisory inputs and guidance • Minimizing missteps Privatus CI3O Services, All Rights Reserved@2015
- 9. To Get A Copy of the Details Privatus CI3O All Right Reserved @2015 I Want My Free Copy of the Presentation You will be asked for your full name and a best and valid email address to send the presentation to you. Your privacy will be respected according to our privacy policy on www.prcio.com Your information will not be shared or sold.
- 10. Here’s To Your Success Privatus CI3O Services, LLC All Rights Reserved@2015 10 Robin Coady Smith 1330 Avenue of the Americas, 23rd Fl New York, NY 10019 Phone: 1-646-328-1982 Email: robin@prcio.com Carl Lloyd Sheeler, PhD, ASA, CBA, CVA 2725 County Road 250 Durango, CO 81301 Phone: 1-619-453-3015 1-646-328-1981 NY Email: carl@prcio.com or csheeler@riveredgevalues.com Web: www.prcio.com