Guide your clients through the maze of their risks by adding new value to the relationship.

2. One of our challenges today
Many people carry the banner of Risk
Management
This form of Risk Management is different from
any you have seen before

3. As a business advisor…
You have a unique perspective and insight into
your clients’ businesses
You may feel they could do better
This may be a way for you to offer more value to
your clients

4. An opportunity…
To offer an additional value to clients for their
success
To add an additional revenue stream

5. Their future is...unpredictable
You know how their plans can be turned upside down
by the unexpected?
Key employee disabled due to an auto accident
A competitor comes out with a powerful marketing
message
An important supplier goes out of business
Their building becomes uninhabitable
The USPS delivery of payments, orders is interrupted
Recovery from each of these costs real dollars

6. Wouldn’t it be nice if…
They saw approaching problems from a distance;
Growing problems were recognized early;
They had colleagues on watch for them; and,
Their team already had the plans and organization to
deal with them effectively;
Without costing you an arm and a leg?

7. Our mission is…
To position you to help them protect
hard-earned revenue from going up in
the smoke of recovery from the
unexpected.
So they don’t spend money just to get back
to where they were

8. This is about…
A powerful but often overlooked dimension of
planning
“What might go wrong?” and
“What can I do about it?”
ANY plan for ANY goals
Strategic, tactical
Even to maintain the status quo

9. Wouldn’t it be great if…
Hard earned money was protected from the
smoke of recovery
To invest for the future
To take to the bank

10. How much are we talking about?
Pareto’s Principle is more often true than not
80% probability: ~ 10 - 15% of revenue
20% probability: catastrophic company failure
There are ample examples of each
in the business press

11. We can help you show
them how to…
Turn HINDSIGHT (ouch!)
Into FORESIGHT (goal achievement)
Which is better?
While thinking about the future can be unproductive
The “-if’s” make the future come alive in 3-D
“What-if”, “When-if”, “Who-if”, “How-if”

12. This is…
You can call it
Risk management
Contingency planning
Or, just putting the important things on a shorter
management leash
Regardless of what you call it, it is critical for
success; for if they don’t manage their risks, THE
RISKS WILL MANAGE THEM

13. This…
Is Risk management designed for busy people
with other things to do
Costly specialists are not required
Leads them to…
Risk management independence, and
Self-sufficiency

14. This has…
The PROVEN ability to peer into the future and
change it for the better
What we call
Manage from a Higher Level®

15. It is a process
Available as
A workshop, and as
An Internet-based tool
The Process

16. This brings…
Structure to an unstructured
reality
Structure facilitates
management and control over
more items
To avoid the necessity of
arbitrarily creating a “short list”
and ignoring the rest

17. It is all about…
Gaining more control over achieving goals and
the bottom line

18. The Value is…
Delivers a comprehensive list of risks
Produces an actionable risk management plan
Easy to review
Easy to delegate
Easy to maintain
To avoid and minimize costly setbacks

19. No arm and a leg here
One small investment, lifetime license, no
additional costs

20. Protect-Biz®
Protect-Biz® Process
Designed for Main Street and Industrial Road
Main Street
Industrial Road

21. Protect-Biz® Live Demo
www.protect-biz.com the Internet-based tool
To demonstrate the process as well as the tool
Step 1 of 8
11/ 12/ 13 2:56 PM
Step 2 of 8
Protect-Biz® Home
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My Settings
My Plan FAQs
List Risks
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Your first time through the 8 steps will be as if I'm leading you through a
tunnel. Please be patient with this. The fact that your focus in each step will
be without the distractions of the steps before and after is very deliberate.
Protect-Biz® Home My Plan FAQs
Just as when we emerge from a real tunnel and our world looks different to
us, your world will look different as you emerge from step 8 and see your
entire plan for the first time. After proceeding through the steps in sequence
the first time through, you will be allowed to jump around at will as you refine
List Assumptions
your plan.
Step 1 of 8
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My Settings
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1483 days left
Now, let's proceed. Identify and enter any risks to your business, one at a
We are now going to switch gears just for this step. Please identify and
time. Ask yourself the question, "What could go wrong?" While we have made
enter assumptions related to
it easy for you to copy the examples into your Plan, their primary purpose isyour business, one at a time. There is
to get you thinking about your risks. This isnothing wrong with making assumptions as long as you remember
also true for the examples
they might not turn out to be true. These should not be related to the
presented for each step in the process.
Step 2 of 8
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risks you have entered. These are things you assume will continue as
Please note, the limit for entry in this step for each line item is 50 characters.planned.
they are or unfold as they are
Examples:
• Loss of current customers/clientsPlease note, the limit for entry in this step for each line item is 50 characters.
Add
• Poor response to products/services
Add
Examples:
• Loss of computer files
Add
• Data backup and recovery are reliable
• shipping costs unpredictable
• Family experiences no significant health issues
Add
Add
• changes in regulatory requirements
• supplier sustainability at risk
Add
Add
• Order cancellations are minimal
Add
Add
• Acts of nature disrupt operations
• Critical websites not available
• customer buying decisions will remain consistent
Add
Add
• the green movement will not affect this industry
Add
Add
• Health of key personnel allows contribution
Add
• Physical facilities available for use
Add
Add
• Supply chain costs are stable
Add
• workforce composition will remain stable
• Cash flow problems
Add
Add
• Pending government decisions
Risk:
Nex t > >
Add
< < Back
My List: • data backup and recovery are not reliable
Assumption:
Nex t > >
Assumption
• key personnel are disabled and cannot contribute
Add
Assumption
• supply chain costs are unstable
Assumption
Delete
My List: • Data backup and recovery are reliable
• workforce composition is changing
Assumption
• Health of key personnel allows contribution
• the green movement will affect our industry
Delete
Assumption
• customer buying decisions are changing
Assumption
• order cancellations increase
Delete
• Supply chain costs are stable
Delete
• workforce composition will remain stable
Assumption
• the green movement will not affect this industry
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• customer buying decisions will remain consistent
• Order cancellations are minimal
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22. Value of Protect-Biz®
Protect-Biz® Process
Avoids/minimizes costly setbacks
Produces an actionable risk management plan
Easy to use, delegate responsibility & authority, to
maintain (not a report that sits on a shelf)
Leads to independence, self-sufficiency and
sustainability

23. Protect-Biz.com Licensing
Special licensing for business advisors
Longer term, reusable ID
Annual fee, multi-year discount

24. Protect-Biz® Workshops
On-site
Company leadership
Typically, 3 half-day sessions
Pricing based upon size of the organization
Lifetime license to use process, formats

25. Your firm can become…
Their SCOUT and GUIDE
to help them through THEIR maze of risks

26. Questions/Discussion
Contact us – phone or email to discuss the
possibilities

27. Salt Marsh Solutions, Inc.
www.sms-ga.com
St. Simons Island, Georgia; 912.638.3868,
http://www.linkedin.com/company/salt-marshsolutions-inc-of-georgia
http://www.linkedin.com/is/tomofssi