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

Preview one of Dales Presentations- Watch Dale In Action

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#17 Business Valuation: Culture Development, and Culture Mismatch

Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #17 Business Valuation: Culture Development, , and Culture Mismatch

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#18 Business Valuation: Top 7 Ways

Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 Dale Richards Speaks - Excel Management http://www.successbiznow.com (801) 299-9902 #18 Business Valuation: Top 7 Ways 1. Productivity Pyramid 2. Customer 80/20 Gold Program 3. Graph Cash Flow, Contribution Margin, Productivity 4. Why do customers buy - build brand 5. Systems - Processes 6. Reoccurring Revenue 7. Rifle vs. shotgun Marketing Approach

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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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Watch Dale in Action

Scheduling Your Planning Session
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Watch Dale in Action

Scheduling Your Planning SessionPick The Option That Works Best For Your Company

#17 Business Valuation: Culture Development, and Culture Mismatch

#18 Business Valuation: Top 7 Ways

#17 Business Valuation: Culture Development, and Culture Mismatch

#18 Business Valuation: Top 7 Ways

Featured Book

Knowledge is Power

Request a free consultation to learn more about our services

Scheduling Your Planning Session
Pick The Option That Works Best For Your Company