Watch Dale in Action
Scheduling Your Planning Session
Pick The Option That Works Best For Your Company
Watch Dale In Action – Scheduling Your Planning Session
A.) Sample Valuation Report – Just submit a request to obtain a “Sample Valuation Report.”
B) Certified Valuation Contract – Schedule a FREE consultation! Contact Us to discuss your valuation needs.
C) Outline for a two-day and three-day company financial and operational assessment and strategic planning session (Below)
D) Top 10 ways to increase value slide. (Below two days)
E) Ten Company Risk Factors
#11 Why do Customers Buy - Building your Brand, & Productivity Pyramid Revisited
#12 Business Valuation: Systems vs. Tribal Knowledge
#13 Business Valuation: The Rifle Vs. The Shot Gun Method
#14 Business Valuation: Quantitative Analysis of when to sell your business
#15 Quantitative Analysis of when to sell your business cont'd
#16 Business Valuation: Intellectual Properties: Patents, trademarks, copyrights and trade secrets
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#11 Why do Customers Buy - Building your Brand, & Productivity Pyramid Revisited
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 http://successbiznow.com/80-20/ http://successbiznow.com/productivity-pyramid/ #11 Why do Customers Buy - Building your Brand, & Productivity Pyramid Revisited -
#12 Business Valuation: Systems vs. Tribal Knowledge
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #12 Business Valuation: Systems vs. Tribal Knowledge -
#13 Business Valuation: The Rifle Vs. The Shot Gun Method
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #13 Business Valuations: The Rifle Vs. The Shot Gun Method -
#14 Business Valuation: Quantitative Analysis of when to sell your business
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #14 Business Valuation: Quantitative Analysis of when to sell your business -
#15 Quantitative Analysis of when to sell your business cont'd
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #15 Quantitative Analysis of when to sell your business cont'd -
#16 Business Valuation: Intellectual Properties: Patents, trademarks, copyrights and trade secrets
Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #16 Business Valuation: Intellectual Properties: Patents, trademarks, copyrights and trade secrets
| TWO-DAY ASSESSMENT - STRATEGY DEVELOPMENT SERVICES | |
| DAY 1 - (Together) | |
| 8:30 | Introduction and planning |
| 9:00 – 12:00 | Interview 3-4 employees (culture and operation perspective) |
| 12:00 – 1:00 | Lunch in - Complete operations scorecard analysis with CEO |
| 1:00 – 2:00 | Goals, Coaching, Accountability & Rewards – Methods, tools, plans |
| 2:00 – 3:00 | Review Financials, Contribution Margin Analysis |
| 3:00 – 4:30 | Product Line profitability analysis (PRE-obtain product profit data) |
| 4:30 – 5:00 | Recap and action plan prepare from DAY 1 analyses |
| NIGHT 1 - (Dale) | |
| Complete Employee Interview Analysis and Prepare Overview | |
| DAY 2 | |
| 8:30 – 11:30 | Customer 80/20 analysis and plan (PRE – put 5 years customer revenue highest to lowest into spreadsheet |
| 11:30 – 1:00 | Lunch in – Performance Metrics |
| 1:00 – 2:45 | Market Opportunity Analysis |
| 2:45 – 3:15 | Recap and Action Plan from Day 2 |
| 3:45 | Meeting Ends |
| THREE-DAY ASSESSMENT & STRATEGIC OPTIMIZATION AGENDA | |
| DAY 1 - COMPANY (CEO and Dale = C&D) | |
| 8:30 | Introduction and Planning (C&D) |
| 9:00 – 12:30 | Interview 4-5 Employees (culture and operation perspective) |
| 12:30 – 1:30 | Lunch in - Complete Operations Scorecard Analysis (C&D) |
| 1:45 – 4:30 | TRAINING (All Managers & Executives attend): TEACH AND APPLY: |
| Why Buy Activity (All Managers should attend) | |
| 4:30 – 5:00 | Recap and Action Plan - Review DAY 1 Analyses |
| NIGHT 1 - (Dale) | |
| Complete Employee Interview Analysis and Prepare Overview – Opportunity List | |
| DAY 2 | |
| 8:30 – 1:30 | Customer 80/20 Analysis and prepare detailed plan. |
| PREPARATION BEFORE – gather 5 years data (each year individually | |
| Customer Revenue Highest to Lowest into Spreadsheet (CEO & Customer Service/Bus Dev | |
| 11:30 – 1:00 | Lunch in – Review Day 1 Employee Interview/Operations Optimization Opportunities (CEO) |
| 1:00 – 2:45 | Market Opportunity Analysis Matrix Analysis – Growth Area Identification (CEO & Bus Dev) |
| 3:00 – 4:30 | Product Line Profitability Analysis (PRE-obtain all data on product profitability) (CEO & CFO & Production Team) |
| 4:30 – 5:00 | Recap and Action Plan from Day 2 |
| DAY 3 | |
| 8:30 – 10:00 | Review Financials, Contribution Margin Analysis (CEO & CFO) |
| 10:15 – 11:30 | Financial Performance Metrics (Executive Team) |
| 11:30 - 12:30 | Lunch in – Review and Questions from Previous Work (CEO) |
| 12:30 – 2:00 | Systems Strategy: Opportunity to Reduce Risk, Increase Efficiency and Raise Value (CEO & Executive Team) |
| 2:15 – 3:30 | Examine Reoccurring Revenue Opportunities (CEO, Bus. Dev & Product team) |
| 3:30 - 4:00 | Recap and Action Plan from Days 1-3 (CEO) |
TOP TEN WAYS: (Commitment)
- Productivity Pyramid ® Goals–Coaching-Accountability–Rewards
- 80/20 Customer “Gold Program”®
- Performance Dashboards: A/R, A/P, Cash Flow, Contrib. Margin (CM), Productivity $Rev/FTE, $CM/FTE, NI/FTE
- Why do Customers Buy – Build Brand –
- Rifle vs. Shotgun Marketing ® Approach
- Systems – Processes
- Reoccurring or Recurring Revenue
- Know your Competition – Market and Value Advantage
- Optimize Product Pricing/Profits
- Remove Product Dead Wood –Increase Margins & Profits
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