RK Fischer & Associates Corporate Presentation

RK Fischer & Associates
CORPORATE PRESENTATION
©COPYRIGHT RK FISCHER & ASSOCIATES, 2010-2019. ALL RIGHTS RESERVED

About Us
©COPYRIGHT RK FISCHER & ASSOCIATES, 2010-2019 ALL RIGHTS RESERVED

Who We Are
 Been providing business consulting and business coaching to Canadian
owner-operated businesses since January 2010.
 Our 2 partners spent 20+ years in business where they held senior
management and executive roles in the hi-tech industry.
 We started the firm with owner-operated businesses and found this was
a market underserved.
 We partner with others and have affiliations with other professionals
that offer complimentary services.
 Our focus is more on strategic coaching and consulting, but we will
perform tactical consulting for those that are already an existing client.

Our Partners
 RUDY FISCHER
• Management accountant since 1992 with a CPA, CMA designation
 Focus is on your forward looking financials versus compilations, reviews, audits & taxes
 Helping you to create value for your business by combining strategic planning ,
performance management and expertise in helping owners gain the intelligence to grow
their business
• 25 years experience in hi-tech sector in finance, manufacturing, engineering, product
management and channel marketing & marketing disciplines.
• He works closely with your financial accountant to improve your financial wellness.
• Volunteer Roles
 Past Board Member for Judo Ontario, Education Credit Union
 Current Board Member of Southwestern Regional Credit Union
 Past Mentor Business Advisory Centre Durham
 Current Mentor Futurpreneur Canada

Our Partners
 KAREN FISCHER
• 25 years experience in marketing, sales, channel development, general management in
the hi-tech , business services, and manufacturing sectors in management or executive
roles with large, medium, small and start-up businesses
• Spent the last 6 years prior to starting RK Fischer & Associates in start-up and small
businesses where she determined the market was underserved by experienced
consultants.
• Taught at Durham College (Digital Marketing) and currently teaches Digital Tools at
Lambton College
• Volunteer Roles
 Past Board Member Business Advisory Centre Durham (BACD)
 Current Board Member of Sarnia-Lambton Chamber of Commerce
 Past Mentor Business Advisory Centre Durham
 Mentor – The Cube (incubator with Lambton College)
 Volunteered and provided training for both BACD and Ajax Pickering Board of Trade

Our Mission
 To help Canadian business owners
achieve their business goals by
developing and implementing the right
strategies, plans, and processes based
on business best practices. By doing
so, this will help them in improving
their overall business performance
while increasing the value of one of
their largest personal lifetime asset.

Our Core Values
 Trust & Integrity
• Integrity & trust are the cornerstones our philosophy, as
business owners are trusting us with their business.
• We also only partner with like-minded businesses that we
trust.
 Results-Oriented
• Our business is centered around producing results for our
customers.
 Customer Satisfaction
• Build long-term relationships with our customers and
partners
• Always be honest with our customers
 Social Responsibility
• It is important that we volunteer and give back our time to
organizations and businesses who need help

Our Value Proposition
• We work “with you” and transfer knowledge in areas of your business
until such time you can go it alone. Unlike many consulting firms,
our goal is not to “stay” in your business.
• You can choose the method you want to learn and have services
delivered.
• We have and use proven methodologies on all engagements to
maximize success.
• We have actually “worked in” and managed businesses, so we have
the hands-on experience to provide advice. Our 2 partners have
expertise in all areas of a business, not just one area.
• We only partner and recommend other professionals in which we
trust and have a long-term working relationship.
• We only choose to work with owners in which we feel we can help and
will provide you with referrals for those we do not feel we can provide
the appropriate guidance.
• We provide a free 30-minute consultation to any Canadian owner-
operated business.

Industries Served
Recreation & Entertainment
Manufacturing
Transportation
Construction
Retail
Printing
Wholesale Distribution
High Technology
Beauty Shops & Spas
Agriculture
Professional Services
Healthcare & Social Services
Legal Services
Fin Tech
Non-Profit
Food & Beverage
Land Development
Hospitality
Pet Care
Accounting Services

How We Help Businesses
 Help them get a handle on their financials and
overall business wellness
 Help them become more efficient and effective
 Help determine why their business is not
performing as expected
 Help organize and facilitate sourcing for financing
or investment
 Grow the business by choosing the right marketing
and sales strategies and tactics
 Help them understand why they are not getting a
return on their marketing and sales investment
 Help get their business ready to sell or transition

Our Process For Bringing Clients On Board
 We will set-up a 30 minute consultation with a
potential client to determine their requirements.
 Once we understand your requirements, we will
provide you with a detailed proposal that will
also include our standard consulting/coaching
contract.
 Once digitally signed we will provide a
countersigned copy of proposal and contract to
the client.
 For consulting engagements, there is a 25%
down payment before we start, for coaching
engagement, the first payment for the first
month of coaching is required.

Our Coaching Services

Business Coaching Overview
 All of our business coaching are structured engagements performed online in
2-hour increment sessions.
 We offer custom coaching as well as coaching engagements that have a
particular focus and a set of standard sessions.
 Coaching is paid on a monthly basis and prices differ based on the
engagement.
 We will only accept coaching clients who we speak to in advance to make sure
they are committed to the process and schedule.
 All coaching is based on our methodology, where we perform up front analysis,
have defined sessions, homework, and most engagements have a follow-up
session to ensure clients are on the right track in implementing.
 We provide ongoing support throughout the engagement via email.

Start-up Coaching
 For start-up business that have a business
number and a defined idea and are looking
for help in setting up their business
properly.
 Start-up Assessment with front-end
analysis
 Six 2-hour coaching sessions with
homework customized based on client
needs
 Follow-up 2 hour session 1-2 months after
the last session to ensure implementation
is proceeding.

General Business Coaching
 For businesses who have been in business
2 years+ with revenue
 Business Assessment with front-end
analysis
needs
is proceeding.

Strategic Planning Coaching
 For businesses who have been in business
2 years+ with revenue who want to
develop their own strategic plan through
coaching
 Business Assessment with front-end
analysis
 Eighteen to twenty 2-hour standard set
coaching sessions with homework
(dependent on size of business)
 Client will complete deliverables during the
engagement for them to implement

Sales & Marketing Coaching
 For businesses who are looking for specific
help in sales and marketing & growing
their business.
 Marketing & Sales Assessment with front-
end analysis
needs
is proceeding.

Sell Your Business Readiness Coaching
 For businesses owners who are looking to
sell their business in the next 5+ Years who
want to get optimal value for their
business.
 Business Assessment and Goal
Assessment
 Number of sessions and areas to focus are
customized to individual needs.
 There are follow-up sessions set-up each
year to ensure the owner is on track.

Our Consulting Services

Strategy Services
 Our strategy services are about defining where you
want the business to go not necessarily how you are
going to get there which is accomplished through
planning services. Whether you need a full strategic
plan or just an area of your business, the process is
the same.
 Our strategy services are provided through on-site
facilitation.
 We will ask for your financials and have you take our
business or marketing & sales assessment prior to the
onsite visit where we will go through our processes
and define what has to be done to meet your goals.
 After the facilitation, your facilitator will provide you
with the deliverables for the specific engagement.

Strategy Process
 Future State - Defining your go forward business as well as personal goals of what you want your
business or specific areas of your business to look like in the next 3 to 5 years.
 Current State - Before you determine where you want to be, it is important to understand where you
are today and to document it.
 Gap Analysis - Before you can move into your planning you need to understand the gap between your
current and future state. We call this creating the "Change Agenda".
 Strategy Map - Initiatives that you need to undertake to close the gap using the following perspectives:
financial, customer, internal, and learning and growth.
 Balanced Scorecard - Looking at the metrics that you are going to apply to your business to ensure
that your strategy (defined in your Strategy Map) gets implemented. This includes lead indicators and
lag indicators, processes, people, and technology.
 Budgeting - Ensuring that you have the funds allocated to achieve your overall objectives. This needs to
include revenue forecasts, cost of goods sold, operating expenses, capital expenses, and strategic
expenses.
 Tracking and Monitoring - Knowing what you are going to measure, how you are going to measure,
the frequency of measurement, who is accountable for the results, and how the outcomes are fed back
into the business.

Our Strategy Service Offerings
 Business Strategy – Overall
Strategic Plan
 Digital Marketing Strategy
 Marketing & Sales Strategy
 Sales Strategy

Planning Services
 Our planning services are focused on helping
business owners determine whether their
business or business case is viable as well as
developing plans for financing or investing.
 We find in many cases a start-up can obtain
financing with a feasibility study in the place
of a full business plan. This is very
dependent on the lender and the amount of
financing/investing required.
 Included in our service are introductions to
lenders and investors and if needed speak to
the lenders/investors on client’s behalf if
needed after the completion of the plan.

Planning Process
 Questionnaires are provided to client to gather the necessary information
about their particular business
 We provide spreadsheets and work on the revenue, costs, expenses built based
on market analysis, products, pricing, seasonality and other assumptions that
affect your business along with what financing is required and outline what it
will be used for.
 We then set up an online meeting with the client to verify and answer any
questions that are outstanding.
 The financials and the business plan are prepared and are provided to the
client.
 A follow-up meeting is set-up to review the plan and answer questions.
 If the business owner needs introductions to lenders/investors or requires our
partner who is a CPA to speak with a lender on their behalf, this can be
arranged.

Our Planning Services Offerings
 Feasibility Study
• Used by businesses, lenders, and investors to
determine if a project, business, or idea makes
sense from an economic perspective.
• The assumption is the client has an
understanding of their industry, market that they
plan to address and demographics prior.
• Feasibility Plan focuses on :
 Market Analysis
 Organizational Analysis
 Operational Requirements Analysis
 Financial Analysis
• Includes a 5 Year Proforma Financial Model
prepared by our partner that is a CPA.

Our Planning Services Offerings
 Business Plans
• Used by lenders, and investors to determine if a
project or business is viable for lending or
investment. We only do plans for financing.
• The business plan documents every area of
your business and verifies how the business will
meet their financial plan. If a lender/investor
cannot validate your numbers from the plan,
you will not receive the financing required.
• Includes a 5 Year Proforma Financial Model
prepared by our partner that is a CPA.

Our Assessment Services
 Our assessment services either
assess the entire business or a
particular area to determine why
you business is not performing as it
should be.

Our Assessment Services Offerings
 Business Plan Assessment
• A business plan assessment will determine whether
your current business plan is adequate in being used
for financing.
 Marketing & Sales Assessment
• A marketing and sales assessment will evaluation your
marketing and sales functions within your business
which are focused on revenue generation to determine
why you are not receiving the revenue or return on
investment you expect.
 Financial Review
• A financial will review will look at your current financials
in order to determine what you need to do within your
business to meet your short and long term financial
objectives. This is performed by our partner who is a
CPA.

Our Assessment Services Offerings
 Business Performance Assessment
• A business performance assessment is for
business who are not sure why their business is
not performing at the level it should be. We look
at 8 areas and look at how your business is
performing based on industry best practices.

Assessment Process
 All assessments start with questionnaires to collect information about
your business or area or function of the business which is relevant to the
particular assessment.
 Additional information is gathered with interviewing the owner and the
staff to confirm an understanding for the information provided.
 Proper analysis is performed based on best practices.
 Recommendations for improvement are provided in a report which will
be reviewed with the business owner either in person or via an online
conference.

Our Advisory Services

Advisory Services
 Advisory Services are similar to business
coaching but without the structure that
coaching offers.
 They are provided over the phone or
online and are ad-hoc in nature, so there
is no planning on the part of the advisor.
 The session is for those clients who are
just looking for advice and guidance and
do not want to invest in developing the
skills through structured coaching.

Advisory Service Offerings
 Ad-Hoc Advisory Services
• This is a two-hour session that the client
will book at their convenience through our
appointment booking application.
• They will pay in advance and set the time
and date for the session and provide the
advisor with some general information
about what they would like to discuss
during the 2-hour online session.

Advisory Services Process
 A 2-hour session booked through our online appointment (min 72 hours in
advance) by the client.
 The client will complete a questionnaire we send prior to the session to
understand what you would like to discuss during your 2-hour session.
Appointment will have to be rescheduled if not received 24 hours in advance of
the scheduled session.
 Session is paid at the time of booking and scheduled through our only booking
system.
 All Sessions are held online through Zoom, where you will be provided with a
link for an online session after your appointment is booked.
 There is no follow-up or further support that you are provided with business
coaching.

RK Fischer & Associates Corporate Presentation

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RK Fischer & Associates Corporate Presentation