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C Level Client Presentation


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Description of our Process and Approach

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C Level Client Presentation

  1. 1. C-LEVEL Services Growth Acceleration on a Solid Foundation
  2. 2. What is Success to US? <ul><li>Helping Small to Mid-sized Companies build, protect and harvest value for their owners. </li></ul>
  3. 3. What Are Your GOALS As An Owner? <ul><li>Increase your personal wealth? </li></ul><ul><li>More control over your time? </li></ul><ul><li>Better return for your efforts? </li></ul><ul><li>Find relief from stress? </li></ul><ul><li>Stop being indispensible to the business? </li></ul><ul><li>Build a family business? </li></ul><ul><li>Great Service for my clients? </li></ul><ul><li>Better life for my employees? </li></ul><ul><li>A confidant and sounding board? </li></ul><ul><li>An exit strategy? </li></ul>
  4. 4. Have you achieved your goals? 95 % of small and mid sized company owners fail to achieve their goals! WHY?
  5. 5. In the beginning, Owners <ul><li>Have a vision for their business </li></ul><ul><li>Create products and or services based on that vision </li></ul><ul><li>Build relationships with customers </li></ul><ul><li>Create relationships with vendors </li></ul><ul><li>Cause sales and cash to come into the company </li></ul>
  6. 6. Then Owners start building a business and get caught in the details <ul><ul><li>Employees </li></ul></ul><ul><ul><li>Vendors </li></ul></ul><ul><ul><li>Computer hardware and software </li></ul></ul><ul><ul><li>Outside contractors </li></ul></ul><ul><ul><li>Bankers </li></ul></ul><ul><ul><li>Lenders or leasing companies </li></ul></ul><ul><ul><li>Outside accountants and attorneys </li></ul></ul><ul><ul><li>Operating procedures and processes </li></ul></ul><ul><ul><li>Machinery and equipment </li></ul></ul><ul><ul><li>Office space or buildings </li></ul></ul>
  7. 7. Short span of control allows efficiency <ul><ul><li>Company runs “lean and mean” </li></ul></ul><ul><ul><li>High customer service </li></ul></ul><ul><ul><li>Short cash collection cycles </li></ul></ul><ul><ul><li>Few customer complaints </li></ul></ul><ul><ul><li>Low overhead </li></ul></ul><ul><ul><li>Personal sacrifices by the Owner </li></ul></ul>
  8. 8. Then- The unfortunate results start! <ul><li>As company grows, company becomes more complex. </li></ul><ul><li>As a result of running lean, burn-out of Owner and employees can occur with tension building in all relationships, both personal and business. </li></ul>
  9. 9. More unfortunate results! <ul><ul><ul><li>Owner gets handcuffed to the business </li></ul></ul></ul><ul><ul><ul><li>Business can stagnate/ not reach potential </li></ul></ul></ul><ul><ul><ul><li>Marriages can suffer </li></ul></ul></ul><ul><ul><ul><li>Employee turnover increases </li></ul></ul></ul><ul><ul><ul><li>Training new employees is difficult </li></ul></ul></ul><ul><ul><ul><li>Operations suffer </li></ul></ul></ul><ul><ul><ul><li>Efficiency declines </li></ul></ul></ul><ul><ul><ul><li>Negative spiral of problems and issues </li></ul></ul></ul><ul><ul><ul><li>Cash flow suffers </li></ul></ul></ul><ul><ul><ul><li>Client satisfaction suffers </li></ul></ul></ul>
  10. 10. Symptoms begin to show <ul><li>Customers – complaints increase, orders decrease, problems increase, turnover increases </li></ul><ul><li>Productivity – quality decreases, inaccurate information, more meetings, equipment downtime </li></ul><ul><li>Employees – higher turnover, increased theft of time, money and inventory, increased cost of benefits and training </li></ul><ul><li>Cash – receivables increases, cash shortages, increased dead inventory, owner lends money to cover overhead </li></ul><ul><li>Vendors – delay deliveries, relationships decline, time is spent finding new vendors </li></ul>
  11. 11. Owner now spends even more time <ul><li>Analyzing cash flow </li></ul><ul><li>Meeting with bankers and lenders, attorneys and accountants </li></ul><ul><li>Deciding which bills can be paid </li></ul><ul><li>Hiring or firing staff </li></ul><ul><li>Solving problems </li></ul><ul><li>Worrying </li></ul><ul><li>Writing checks </li></ul><ul><li>Purchasing assets </li></ul>
  12. 12. Results can spiral out of control <ul><li>Loss of current and future customers </li></ul><ul><li>Damaged business relationships </li></ul><ul><li>Lost enthusiasm or energy of the Owner (not doing what they enjoy and are good at) </li></ul><ul><li>Damaged relationships with family members </li></ul><ul><li>Death of the dream of the founder </li></ul><ul><li>Even death of the company </li></ul>
  13. 13. Why does this happen over and over? <ul><li>Small and mid sized companies start with vision </li></ul><ul><li>By necessity Owners manage the details </li></ul><ul><li>Critical pieces of the puzzle are missing!!!! </li></ul>
  14. 14. Critical Missing Pieces: <ul><li>Optimization </li></ul><ul><li>Strategy </li></ul><ul><li>Innovation </li></ul>
  15. 15. The Critical Missing Pieces: Optimization <ul><li>Optimization is needed to link vision to details </li></ul><ul><ul><li>Continuous Improvement Process started </li></ul></ul><ul><ul><li>Policies and procedures need developed and documented </li></ul></ul><ul><ul><li>Leverage points must be identified </li></ul></ul><ul><ul><li>Key performance indicators identified and measured </li></ul></ul><ul><ul><li>An Inspired and Unified workforce must be developed </li></ul></ul><ul><ul><li>Owners/CEO need to tap into new skill sets </li></ul></ul>
  16. 16. The Critical Missing Pieces: Strategy <ul><li>Strategy is needed to Gain Control of the FUTURE </li></ul><ul><ul><li>Strategic Planning Process implemented </li></ul></ul><ul><ul><li>Financial Model developed to test new strategies </li></ul></ul><ul><ul><li>Strategies and Action plans to the department and individual level </li></ul></ul><ul><ul><li>Compensation plans developed to maximize results and tie daily activity to long term goals </li></ul></ul><ul><ul><li>An Inspired and Unified workforce is now possible </li></ul></ul><ul><ul><li>Owners/CEO need to tap into new skill sets </li></ul></ul>
  17. 17. The Critical Missing Pieces: Innovation <ul><li>Innovation is needed to Change the FUTURE </li></ul><ul><ul><li>Peter Drucker said, “If you aren’t putting your old products and services out of business, your competitors will.” </li></ul></ul><ul><ul><li>Creative process for new non-commodity products and services </li></ul></ul><ul><ul><li>Link into inspiration </li></ul></ul><ul><ul><li>Owners/CEO need to tap into new skill sets </li></ul></ul>
  18. 18. What is the Answer? <ul><li>Stop trying to solve all the problems yourself </li></ul><ul><li>Rely on others with proven expertise for missing skills </li></ul><ul><ul><li>Find someone who is good at it </li></ul></ul><ul><ul><li>Bring in someone you as the Owner can trust </li></ul></ul><ul><ul><li>Begin an Optimization and Planning PROCESS </li></ul></ul><ul><li>Return your focus to building your business </li></ul><ul><li>Refocus on customers, products and markets </li></ul><ul><li>Discover new sales with high margins </li></ul><ul><li>Begin to make yourself replaceable to create true wealth </li></ul>
  19. 19. Benefits of C- LEVEL Services <ul><li>Top Tier Financial Expertise with wide breadth of experience </li></ul><ul><li>Best of Class Services for Business Development and Company Transformation </li></ul><ul><li>Trusted, long-term business advisor </li></ul><ul><li>Compliments the Owner’s skills </li></ul><ul><li>Helps create value and wealth </li></ul><ul><li>Let’s the Owner spend more time building your business </li></ul><ul><li>Frees-up time for Owners away from their business </li></ul>
  20. 20. Benefits of C- LEVEL Services <ul><li>Develop successful exit strategies </li></ul><ul><li>Create learning organization using the company’s own information so results immediately applied </li></ul><ul><li>Helps creates clarity with honesty and integrity </li></ul><ul><li>Collaborative with CPA’s, employees, bankers/lenders </li></ul><ul><li>Implementation not just advice </li></ul><ul><li>Can help with merger and acquisition strategies </li></ul><ul><li>Helps connect to other needed resources </li></ul><ul><li>Can install and manage the PROCESS </li></ul><ul><li>Cost effective </li></ul>
  21. 21. C- LEVEL Services PROCESS <ul><li>Three Phases </li></ul><ul><li>Proprietary PROCESS </li></ul>
  22. 22. Phase 1- Operational Review <ul><li>Discover Owners </li></ul><ul><ul><li>GOALS </li></ul></ul><ul><ul><li>DREAMS </li></ul></ul><ul><ul><li>CONCERNS </li></ul></ul><ul><li>Find and isolate critical needs and risks to company </li></ul><ul><li>Diagnostic review </li></ul><ul><li>Develop written plan to address issues </li></ul><ul><li>Assist with Solutions </li></ul>
  23. 23. Phase 2- Implement the PROCESS <ul><li>Implement 10 step PROCESS </li></ul><ul><li>Begin Continuous Improvement Process </li></ul>
  24. 24. Phase 3- Develop Strategies for Success <ul><li>Strategies for growth & building company value </li></ul><ul><li>Strategies for asset protection </li></ul><ul><li>Planning for the harvest of value, or passing on to next generation </li></ul><ul><li>Strategies to address owners </li></ul><ul><ul><li>GOALS </li></ul></ul><ul><ul><li>DREAMS </li></ul></ul><ul><ul><li>CONCERNS </li></ul></ul>
  25. 25. Proprietary 10 step C-LEVEL PROCESS <ul><li>Assess : Identify and Isolate issues, problems and needs (known and unknown); </li></ul><ul><li>Cash Management process developed </li></ul><ul><li>Analyze and Build solid infrastructure with documented policies and procedures; </li></ul><ul><li>Identify Leverage Points ; </li></ul><ul><li>Identify & measure Key Performance Metrics ; </li></ul><ul><li>Create Simplified Strategic Plan and Targets for G rowth ; Create Strategies to reach targets; </li></ul><ul><li>Start Innovation Process </li></ul><ul><li>Asset Protection </li></ul><ul><li>Perform, Measure and Review ; </li></ul><ul><li>Continuous Improvement Process: Do it again </li></ul>
  26. 26. Relationship Alternatives <ul><li>Retainer Fractional CFO Assignments </li></ul><ul><li>On Staff CFO on fractional time basis </li></ul><ul><li>Management Team Member </li></ul><ul><li>Experienced, credentialed CFO on short notice  </li></ul><ul><li>Immediate CFO for unexpected openings </li></ul><ul><li>Additional services on Project Basis </li></ul>
  27. 27. Relationship Alternatives <ul><li>Outsourced CFO Projects </li></ul><ul><li>Strategic Plan & Financial Model Development </li></ul><ul><li>Innovation Planning </li></ul><ul><li>Transactional Assistance </li></ul><ul><ul><li>Raise needed capital </li></ul></ul><ul><ul><li>Help negotiate and document deals </li></ul></ul><ul><ul><li>Prepare company for sale </li></ul></ul><ul><li>Infrastructure Development & Implementation </li></ul>
  28. 28. Relationship Alternatives <ul><li>Advisory Board Services </li></ul><ul><li>As needed participant at meetings </li></ul><ul><li>Project design & oversight </li></ul>
  29. 29. Relationship Alternatives <ul><li>Business Financing, Mergers & Acquisitions </li></ul><ul><li>Strategic & Business Planning </li></ul><ul><li>Financial Modeling & Budgeting </li></ul><ul><li>Due diligence preparation and review </li></ul><ul><li>Bench strength at meetings </li></ul><ul><li>Project management </li></ul>
  30. 30. Services Available <ul><li>Financial Administration </li></ul><ul><li>Cash management </li></ul><ul><li>Bank relationships </li></ul><ul><li>Insurance evaluation </li></ul><ul><li>Outside CPA liaison </li></ul><ul><li>Key performance metrics </li></ul><ul><li>Bookkeeper training & oversight </li></ul>
  31. 31. Services Available <ul><li>Human Resources </li></ul><ul><li>Human resource manuals </li></ul><ul><li>Compensation & bonus plans </li></ul><ul><li>Benefit plan management </li></ul><ul><li>Performance incentive plans </li></ul>
  32. 32. Services Available <ul><li>Special Projects </li></ul><ul><li>Strategic Planning </li></ul><ul><li>Financial Modeling </li></ul><ul><li>Business Plans </li></ul><ul><li>Cash crisis plans </li></ul><ul><li>Debt restructuring and negotiation </li></ul><ul><li>Personal Financial Reviews </li></ul><ul><li>Business Harvest - planning and execution </li></ul>
  33. 33. Services Available <ul><li>Business Financing </li></ul><ul><li>Develop investor ready plans </li></ul><ul><li>Handle financial due diligence </li></ul><ul><li>Develop banking relationships </li></ul><ul><li>Develop leasing relationships </li></ul><ul><li>Develop other financing alternatives </li></ul>
  34. 34. Incredible ROI <ul><li>You get complimentary skills of a top tier financial executive on a time-share basis . As a result, you benefit from the valuable knowledge and insight of an experienced CFO/COO which can help you with a multitude of business strategy, accounting, tax and management consulting issues all at an affordable rate . </li></ul>
  35. 35. Quick Results <ul><li>My unique blend of Executive Services enables me to provide immediate leadership for both functional disciplines and strategic initiatives . By leveraging my experience you get a hands-on approach to address strategic, financial and technology leadership issues. The result is timely, measurable results- Fast. </li></ul>
  36. 36. Create a Controlled Future <ul><li>Add a high-level visionary team member to assist with strategic management decisions affecting both short term and long-term growth and profitability. Utilizing the creative, objective thinking, expertise, and experience of a seasoned veteran often leads to the adoption of ideas and strategies, which help the company to achieve unparalleled success and growth. </li></ul>
  37. 37. Other Benefits <ul><li>Using the C-LEVEL PROCESS, you can develop a tailored plan to meet your GOALS, DESIRES, and NEEDS. </li></ul><ul><li>Get higher return on your business investment through sound financial management and advice. </li></ul><ul><li>You save the costly overhead of adding a new executive member to your team. You only pay for the services you require with no added benefits packages. </li></ul>