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
#17 Business Valuation: Culture Development, and Culture Mismatch
#18 Business Valuation: Top 7 Ways
-
#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 -
#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
| 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
Excel Management, Dale Richards, guarantees complete client satisfaction for any services and reports on this site or any other services provided. This guarantee has been in place for 30 years.
