Presentation summarizing the stages of owning a business and how to properly navigate from the initial stage of maximizing revenue to finally exiting the business with confidence and security.
Maximise the value of your business - Business SuccessionCraig West
Business Succession and Exit planning - found out how to maximise the value of your business with our 21 step process, fund your retirement and make sure your business continues !
John Stuppy EDUMETRIX maximizing growth value sale of your businessEDUMETRIX
Discover ways to maximize the value and growth of your business. Strategies to land funding, grow your business fast and prepare yourself for the best exit / sale.
Startup Exit Strategy: Why, when, and how to sell your technology startup to an acquirer. Discusses Lean Startup + Early Exit model. Tips for early stage M&A, exit planning, and doing the deal.
Maximise the value of your business - Business SuccessionCraig West
Business Succession and Exit planning - found out how to maximise the value of your business with our 21 step process, fund your retirement and make sure your business continues !
John Stuppy EDUMETRIX maximizing growth value sale of your businessEDUMETRIX
Discover ways to maximize the value and growth of your business. Strategies to land funding, grow your business fast and prepare yourself for the best exit / sale.
Startup Exit Strategy: Why, when, and how to sell your technology startup to an acquirer. Discusses Lean Startup + Early Exit model. Tips for early stage M&A, exit planning, and doing the deal.
Your company's identity (what you do) and implementation (how you do it) should be closely linked. Here are the precepts to keep in mind as you bring them together: Aim high. Build on your strengths. Be ambidextrous (sophisticated at both strategy and execution). Clarify everyone's strategic role. Align structures to strategy. Transcend functional barriers. Become a fully digital enterprise. Keep it simple, sometimes. Shape your value chain. And cultivate collective mastery. Do all those things, and your company will be on its way to effectively executing its strategy.
Many technology ventures are focused on securing funds from venture capitalists (VCs). This lecture focuses on understanding the motivation of private venture capital firms and how it affects the structure of their term sheets and legal agreements. We explore common pitfalls in dealing with VCs, as well as success stories regarding VC investment.
Part of Entrepreneurship 101
http://www.marsdd.com/events/details.html?uuid=aed97387-fb20-4779-a111-17fb9c5428d0
If you lead a business, you must treat your compensation plan as a strategic tool that can accelerate company growth. If you don’t, it can become a profit diluter and a drag on company performance.
With that in mind, we invite you to learn the 3 areas of strategic impact you should be having on your company’s pay design and development. We will discuss which compensation decisions only you should make and those that can be delegated to someone else.
Fundraising Series (Part One) - "Building Your Story"Pemo Theodore
Learn what investors really want to know about your company. During the Fundraising Series, you will have the opportunity to:
Review an operating plan; Analyze and build your target market size; Study market strategy; Understand your competitive landscape; Build your financial model; Construct an investor value proposition
Speakers:David Ehrenberg, Founder, Early Growth Financials; Sean Jacobsohn, Partner, Emergence Capital; Arif Janmohamed, Partner, Lightspeed Venture Partners; Steph Palmeri, Principal, SoftTech VC See archived livestream video https://new.livestream.com/orrick/yourstory
Avoid startup mistakes in money management & financial planningAcceleratorYYC
We had Jacques Lapointe of AVAC discuss how to avoid "re-running" the same mistakes that commonly plague startups in Alberta for AcceleratorYYC's March 1 hr Lunch & Learn (slides & audio below).
I'm a stakeholder... get me out of here!
Venue: Stratton House Hotel, Cirencester
Date: 23rd November 2010
Presented by:
Stewart Barnes - Business LInk
Will Abbott - Randall & Payne
Peter Mardon - Witerbotham Smith Penley LLP
Chris Brill
Exit Strategy Planning For Investors PowerPoint Presentation SlidesSlideTeam
The firm has no exit strategy at present. This product outlines the exit strategy for the startup firm to help its owners founders liquidate their stake in the business by stop investing more funds in it and start earning substantial profits if business is successful and limit losses, if business is unsuccessful. The Chief Strategy Officer will present it to top level management in an internal meeting. The current scenario of the firm is depicted through its overview, brief description about key people, milestones achieved, shareholding pattern, and firm financial performance is determined by revenues earned, profit generated, and earnings per share, etc. The firm has been through various stages to raise funds and is moving ahead towards its exit stage. It will assess the current funding pattern to raise capital over years, assessing optimal time for preferring suitable exit option, etc. Investors are searching for various exit options. They can choose from several exit strategies such as Initial public offerings, management buyout and strategic acquisition by third party, etc. This template will help firm to decide which exit option is suitable for it with their process, process timeline and their respective market insights with their success rate. It will also provide comparative analysis for various exit options with average time to exit, etc. The firm valuation is assessed through discounted cash flow model which will determine the present value of the firm depending upon the estimation of how much money it will generate in future. The future financial performance will be determined by the projected balance sheet, income statement, cashflow statement, sales projections, etc. https://bit.ly/2AJHAj1
What’s Your Business Exit Strategy? A Road Map to Successful Succession PlanningAmerican River Bank
To listen to a replay of the webinar, visit: https://attendee.gotowebinar.com/recording/4958581190465573122
The most successful exits require considerable planning. However, 83% of business owners have no written transition plan and only 30% of all family-owned businesses survive into the second generation. This presentation covers:
- Overview of the most common business exit strategies and the experts you'll want to involve
- How to perpetuate your business for the next generation
- Special considerations for family business, including points of conflict and governance systems
- Opportunities and challenges of pursuing an ESOP
- Financial best practices, including basic business valuation and financial reporting
The study on success factors in strategic corporate venturing is based on extensive qualitative and quantitative market research among corporate venturing units and independent venture capitalists. The research project was established in close collaboration with Berlin Institute of Technology and the Steinbeis University Berlin.
2008 annual report for Sceptre Investment Counsel Limited (TSX: SZ), a Canada-based company engaged in the provision of investment management services. The Company provides expertise in five investment groups: domestic equities, foreign equities, domestic and foreign integrated equities, fixed income and asset mix.
How does a growing company maintain its innovation and competitive edge? By hiring great employees?
NOPE. It's by keeping them.
By employing open book management and offering a stake in profits you can retain great talent to help your company thrive. Learn the key concepts, metrics and incentives needed to curate your culture for growth.
CB Insights’ Growth Collective demystifies the growth strategies of the world’s largest organizations. We surveyed 365 corporate venture capital arms to understand how CVCs govern, set objectives, compose their teams, embed processes, and use technology. This research is the most comprehensive look at how CVCs operate and drive growth in their organizations. Growth Collective members also have access to best practices and tools to better deliver on their corporate venture capital goals.
"Arranging a valuation is both easy and a great investment. It gives you peace of mind as well as a clear plan outlining what you should do to maximise your business now and in the long term."
With business valuation, business owners can identify and correct any gaps undermining their business value, be ready if opportunities arise, and gain confidence by knowing how saleable their business is right now.
Your company's identity (what you do) and implementation (how you do it) should be closely linked. Here are the precepts to keep in mind as you bring them together: Aim high. Build on your strengths. Be ambidextrous (sophisticated at both strategy and execution). Clarify everyone's strategic role. Align structures to strategy. Transcend functional barriers. Become a fully digital enterprise. Keep it simple, sometimes. Shape your value chain. And cultivate collective mastery. Do all those things, and your company will be on its way to effectively executing its strategy.
Many technology ventures are focused on securing funds from venture capitalists (VCs). This lecture focuses on understanding the motivation of private venture capital firms and how it affects the structure of their term sheets and legal agreements. We explore common pitfalls in dealing with VCs, as well as success stories regarding VC investment.
Part of Entrepreneurship 101
http://www.marsdd.com/events/details.html?uuid=aed97387-fb20-4779-a111-17fb9c5428d0
If you lead a business, you must treat your compensation plan as a strategic tool that can accelerate company growth. If you don’t, it can become a profit diluter and a drag on company performance.
With that in mind, we invite you to learn the 3 areas of strategic impact you should be having on your company’s pay design and development. We will discuss which compensation decisions only you should make and those that can be delegated to someone else.
Fundraising Series (Part One) - "Building Your Story"Pemo Theodore
Learn what investors really want to know about your company. During the Fundraising Series, you will have the opportunity to:
Review an operating plan; Analyze and build your target market size; Study market strategy; Understand your competitive landscape; Build your financial model; Construct an investor value proposition
Speakers:David Ehrenberg, Founder, Early Growth Financials; Sean Jacobsohn, Partner, Emergence Capital; Arif Janmohamed, Partner, Lightspeed Venture Partners; Steph Palmeri, Principal, SoftTech VC See archived livestream video https://new.livestream.com/orrick/yourstory
Avoid startup mistakes in money management & financial planningAcceleratorYYC
We had Jacques Lapointe of AVAC discuss how to avoid "re-running" the same mistakes that commonly plague startups in Alberta for AcceleratorYYC's March 1 hr Lunch & Learn (slides & audio below).
I'm a stakeholder... get me out of here!
Venue: Stratton House Hotel, Cirencester
Date: 23rd November 2010
Presented by:
Stewart Barnes - Business LInk
Will Abbott - Randall & Payne
Peter Mardon - Witerbotham Smith Penley LLP
Chris Brill
Exit Strategy Planning For Investors PowerPoint Presentation SlidesSlideTeam
The firm has no exit strategy at present. This product outlines the exit strategy for the startup firm to help its owners founders liquidate their stake in the business by stop investing more funds in it and start earning substantial profits if business is successful and limit losses, if business is unsuccessful. The Chief Strategy Officer will present it to top level management in an internal meeting. The current scenario of the firm is depicted through its overview, brief description about key people, milestones achieved, shareholding pattern, and firm financial performance is determined by revenues earned, profit generated, and earnings per share, etc. The firm has been through various stages to raise funds and is moving ahead towards its exit stage. It will assess the current funding pattern to raise capital over years, assessing optimal time for preferring suitable exit option, etc. Investors are searching for various exit options. They can choose from several exit strategies such as Initial public offerings, management buyout and strategic acquisition by third party, etc. This template will help firm to decide which exit option is suitable for it with their process, process timeline and their respective market insights with their success rate. It will also provide comparative analysis for various exit options with average time to exit, etc. The firm valuation is assessed through discounted cash flow model which will determine the present value of the firm depending upon the estimation of how much money it will generate in future. The future financial performance will be determined by the projected balance sheet, income statement, cashflow statement, sales projections, etc. https://bit.ly/2AJHAj1
What’s Your Business Exit Strategy? A Road Map to Successful Succession PlanningAmerican River Bank
To listen to a replay of the webinar, visit: https://attendee.gotowebinar.com/recording/4958581190465573122
The most successful exits require considerable planning. However, 83% of business owners have no written transition plan and only 30% of all family-owned businesses survive into the second generation. This presentation covers:
- Overview of the most common business exit strategies and the experts you'll want to involve
- How to perpetuate your business for the next generation
- Special considerations for family business, including points of conflict and governance systems
- Opportunities and challenges of pursuing an ESOP
- Financial best practices, including basic business valuation and financial reporting
The study on success factors in strategic corporate venturing is based on extensive qualitative and quantitative market research among corporate venturing units and independent venture capitalists. The research project was established in close collaboration with Berlin Institute of Technology and the Steinbeis University Berlin.
2008 annual report for Sceptre Investment Counsel Limited (TSX: SZ), a Canada-based company engaged in the provision of investment management services. The Company provides expertise in five investment groups: domestic equities, foreign equities, domestic and foreign integrated equities, fixed income and asset mix.
How does a growing company maintain its innovation and competitive edge? By hiring great employees?
NOPE. It's by keeping them.
By employing open book management and offering a stake in profits you can retain great talent to help your company thrive. Learn the key concepts, metrics and incentives needed to curate your culture for growth.
CB Insights’ Growth Collective demystifies the growth strategies of the world’s largest organizations. We surveyed 365 corporate venture capital arms to understand how CVCs govern, set objectives, compose their teams, embed processes, and use technology. This research is the most comprehensive look at how CVCs operate and drive growth in their organizations. Growth Collective members also have access to best practices and tools to better deliver on their corporate venture capital goals.
"Arranging a valuation is both easy and a great investment. It gives you peace of mind as well as a clear plan outlining what you should do to maximise your business now and in the long term."
With business valuation, business owners can identify and correct any gaps undermining their business value, be ready if opportunities arise, and gain confidence by knowing how saleable their business is right now.
Managing an asset management business is unique. Not only is it a professional service business but extraordinary portfolio management and sales talent is critical to the business. Balancing the business and the profession is essential.
Exit Planning - Maximizing Value Through Pre-Transaction ReadinessDominic Brault
According to numerous surveys, more than half of business owners intend to transition ownership of their business during the next 10 years. Yet most business owners do not have a formal strategic or financial plan, and many are unaware of the possible tax and estate implications. As a result, there is a real need for business exit planning. A robust exit plan will help chart a course toward extracting maximum value from the company to reach the seller’s goals.
Strategy, of course, has engaged the attention of business people ever since it was first spoken, and many great books have been written in an attempt to expound it.
In spite of all that has been written about business strategy and not wishing to add anything further to the subject in an exhaustive sense, my plan is to contend with something of the advantages that are to be gained by strategists taking a dynamic view of strategy.
This small book covers a range of subjects connected with strategy formulation and management. It should not be taken as the be all and end all of strategy nor should it be considered as an exhaustive piece on the subject. But the 12 items included herein offer the tools to craft superior strategies - without the verbiage!
thinkBIG 2015: Insights into the challenges and opportunities facing Australian SMEs.
Small and medium-sized enterprises (SMEs) continue to face a myriad of challenges in the current business environment and this is unlikely to change in the near future. Disruptive technologies and innovation are accelerating the need for change and are having a profound impact on many traditional business models and their revenue streams. To compete effectively, businesses must adapt and evolve quickly to respond to what is becoming the new “norm”.
Operationally this is being made easier by digital technologies such as customer relationship management (CRM) systems and other business intelligence (BI) systems that let businesses get a clearer view of who their customers are and how to target them. However, culturally, this requires a significant shift in thinking.
Competition for customers and share of wallet is intensifying and now, more than ever, business owners need to be better connected to customers with a real focus on sales planning as part of their overall business strategy.
Despite official interest rates hitting a historical low, consumer sentiment and spending remain subdued. Business owners are also feeling the pinch from a tightened cash cycle.
RSM Bird Cameron’s latest thinkBIG report found that 74% of SMEs consider their business to be successful. Many SMEs also stated that they expect their business to grow in the next 12 months. However, owners are cautiously optimistic about the medium-term prospects for their business. The red flag here is the readiness and capability of business owners to reposition their business to handle the challenges and take advantage of future opportunities.
RSM Bird Cameron has provided advice and support to Australian SMEs for more than 90 years. Trusted advisors work with business owners through all phases of the business from start-up and expansion to wealth management and succession or exit planning.
2015 marks the 10th year that RSM Bird Cameron has conducted its thinkBIG study where we spoke to close to 500 business owners, from startups to medium-sized businesses and companies that have survived several generations.
thinkBIG measures the pulse of the Australian SME sector, benchmarking business confidence and identifying the attitudes of owners towards wealth creation, retirement and succession planning.
The report has been structured around five areas: business growth and profitability, business planning, exit planning, superannuation planning and future trends.
How to Get “Rolling” with Monthly ForecastsWorkday, Inc.
The year 2020 showed us that annual plans are apt to change. Moving forward with agility will be key, but implementing a smooth cadence of monthly rolling forecasts might be easier said than done.
View now to see where things often break down from a modeling and data movement perspective, and learn the best ways to get your organization on board for a change.
Fundraising for Your Business: Dos and Don'ts of Pitching to 'Your' InvestorAaron Rose
This presentation contains recommendations on how entrepreneurs should pitch to a prospective investor, understanding the importance of understanding the company's financials, due diligence process, and leadership qualities to be an effective entrepreneur.
Isnt it funny how you take your core business for granted. Having pioneered the approach since 2006, the icebreaker executive approach to the governance, resourcing, ROI measurement and delivery of interim management is still streets ahead of the competition :)
On this basis whilst we don't search awards out or put ourselves forwards - maybe its no wonder our highly trained team win awards every year?
If you have an intransigent business challenge you are looking to permanently resolve and along the way transform your teams capability - do call. we'd would love to hear from you.
A summary of the approach is below
best Tom
tom.pickering@icebreakerexecutive.com
Sales win loss analysis - Increase your sales closure ratio by 10% in less th...Roch Gauthier
This free eBooklet contains all the information and best practices you need to start a sales win/loss analysis program. You will learn how to:
1) Figure out what sales win/loss analysis is worth to your organization
2) Sell the idea to management
3) Conduct sales win/loss analyses
4) Leverage the sales win/loss insight and lessons learned
How to Break Through No Man's Land - The Stage Where Growing Companies Get Stucknewportboardgroup
Many companies enter a stage of growth where their business is too big to be small, and too small to be big. They’re running as fast as they can and yet the old way of running the business doesn’t seem to work anymore.
Catherine Cates discusses a proven set of actionable recommendations to pinpoint where you are in No Man's Land and how to break through it.
This slideshow details:
- How to recognize if you are in No Man's Land
- The 4 M's: categories where companies get stuck
- A tool to help your company move past No Man's Land
Buy Verified PayPal Account | Buy Google 5 Star Reviewsusawebmarket
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USA WEB MARKET is the Best Verified PayPal, Payoneer, Cash App, Skrill, Neteller, Stripe Account and SEO, SMM Service provider.100%Satisfection granted.100% replacement Granted.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
What are the main advantages of using HR recruiter services.pdf
From Revenue to Exit: A Guide to a Successful Business
1. From Revenue to Exit: A Guide
Mark Johnson
Partner, B2BCFO
January 30, 2012
2. Mark Johnson
CPA with KPMG an international accounting
firm for 12 years
Senior financial executive for large retailers
including Victoria Secret Stores, Kay-Bee
Toys, Conway Stores and PetsMart
Partner for B2B CFO with clients in
manufacturing, health care, education,
hospitality, construction and litigation support
3. Stages for a Business Owner
Stage 1 – Revenue Maximization for
Survival
Stage 2 – Pursue Higher Quality Revenue
Sources to Maximize Profits
Stage 3 – What is My Business Worth?
Stage 4 – Preparing to Exit the Business
4. Stage 1 - So You Know the Answer
to…..
How healthy is my business?
When can I take money from the business?
How much can I take, so it won't bleed to
death?
How much debt OK for the business?
Am I meeting my financial goals?
What about next year?
5. Stage 2 - Key metrics
Do you know where your company
stands versus your key competitors?
Where should you focus efforts for
improvement
Am I meeting my financial goals?
What about next year?
6. Characteristics of KPI’s
Only have 3 to 5 KPI’s for an organization
Roll up departmental KPI’s to address
company- wide KPI measures
KPI differ by organization
KPI’s provide a direction, benchmark, target
and timeframe
Includes operation and financial information
7. Some Key Performance Indicators
Sales volume per unit or location
Margin per product or location
Cost per unit or location
Overhead or fixed costs
Utilization % of plant capacity or capital equipment
Cash flow positive (negative) per week
Payroll cost per employee
Volume trends in markets (CY vs LY and CY vs Plan)
EBITDA
Gross margin % by product or location
8. Challenges with KPI’s
Expensive or difficult to determine
Adjusts to changing needs in the company
Difficulties in benchmarking
Rough guide rather than a precise
measurement
9. Stage 3 – Three Step Process to
Driving Greater Value
Adopt the lens of an acquirer and
perform a thorough diagnostic of the
business
Know where your company stands in
the industry
Establish a foundation for future
performance
10. Stage 3 – Value Drivers
Create and implement a succession plan so the
owner can exit
Establish written processes and process controls
Maintain key resources and relationships
– Key employees and customers
– Protect intellectual property
– Strong market position (niche or leadership)
Provide financial statements with history and details
that are readily available and reliable
11. Stage 3 - Benefits of Preparing the
Company for the Exit
Bridge the “value gap” by achieving a higher
transaction price through superior operating
performance (i.e. increase EBITDA multiple)
Facilitate deal closure by setting reasonable
expectations as to what the business is really worth
Anticipate and address the risks which can result in
an “eleventh hour” reduction in price or even derail
the deal completely
Planning and preparation will strengthen your
negotiating position with prospective acquirers
12. Stage 4 – Key Questions
If a competitor or financial buyer knocks on your
door would you be ready?
Do your financial statements accurately portray the
value of your business?
Do you know where your company stands versus
your key competitors?
Have you identified the gaps or issues that threaten
your continued success and growth?
If you had to leave the business today would your
company continue to thrive?
13. Planning the Exit
Top 10 Reasons Businesses Don’t Sell
1. The business is extremely overpriced, in some cases
by as much as 100%.
2. The business has several family members in top
management.
3. The owner is the business - as a result the company
cannot effectively run without the efforts of the
owner.
4. One or more customers constitute more than 25% of
the total business.
14. Planning the Exit
Top 10 Reasons Businesses Don’t Sell
(Continued)
5. The industry that the business is in is
diminishing or threatened by globalization.
6. The owner(s) is aging and has slowed-down,
resulting in diminishing revenues.
7. The owner did not take time to perform exit
planning. To properly prepare the business
for sale, the owner should have engaged an
Exit Planning Advisor 2-5 years prior to
selling.
15. Planning the Exit
Top 10 Reasons Businesses Don’t Sell
(Continued)
8. Many of the financial rewards of the businesses were taken by
the owner in various "perks" which, from valuation, banking and
market perspectives, will not make it to the EBITDA as add
backs (meals and entertainment, promotions, business travel,
etc.)
9. The seller did not take time to become educated on the selling
process, especially on the possible ugliness of the due
diligence process by the buyer team.
10. The owner did not hire a proper professional such as a trusted
M&A Advisor, as opposed to a broker that usually works both
sides in a sale process.
20. Planning the Exit
“84% of business owners
stated that the proceeds
from the sale of their
business were important to
their retirement plans.”
2007 ROCG Survey of 502 business owners in U.S. and Canada