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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
XTREP Elite Ambitious, driven eXponential enTREPreneurs with vision to maXimize value of their business as their primary wealth vehicle
100X 100 eXponential enTREPreneur (XTREP) participants
100M $100 Million dollars total value improvement (average of $1M/XTREP)
Value Challenge R&D Mission of 100 individual XTREPs to document & improve business
value by $1 Million (or more) in two years -- Aggregate group valuation
improvement: $100 Million (or more) in 2-Years (2019/2020)
Complete Program – Summary Overview:
Two-Year Dynamic Business Valuation™ Program -- designed exclusively for
eXponential enTREPreneurs with (3) Three Distinct & Synergistic Focus Areas:
(1) R&D (2) XTREP Study (3) Peer Challenge
1. Cutting-Edge Research & Development a. “enTREPreneurial Skunkworks” – We seek feedback from
ambitious enTREPreneurs with a vested interest and
compelling DRIVE to assist us in design requirements to
achieve more faster – AKA eXponential!
We’re not looking for “I’ll Try-ers”. We want committed “Make it Happen-ers” with skin in the
game helping design, build & improve best-practices and best tools for us all as enTREPreneurs
“scratching our own itch”. We’re building a 100-member test-group for benchmarking with a
feedback loop for practical design & improvement ideas.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
b. Emerging technology with converging visual data via open APIs -- Calibrated to provide ongoing
dynamic guidance for enTREPreneurs. Information from the past for decisions today calibrated
to the future we are designing and building. Below is just one example of the high-power data
visualization from multiple data inputs. Looks like the future just arrived.
Example of Customized Dynamic Guidance System™ Data Visualization Dashboard
c. Despite cool tools and technology, we are still early stage for applying to entrepreneurs $1M
to $10M with ambitions of $10M to $100+M. We still have a lot to learn and apply to fully
utilize the horsepower at our command.
d. Harnessing the power of Dynamic Business Valuation™ from initial assessment to desired
valuation trajectory AND all aligned with existing strategic business planning. Achieving your
business goals and ambitions for growth, profit and cash is important. Doing all of this while
maximizing business valuation as a foundation of wealth is an unprecedented X-Factor!
2. eXponential enTREPreneur Peer Cohort Longitudinal Study a. Non-scientific, yet organized for data intake, individual & aggregate group results tracking over
a two-year timeframe.
b. Tony Robbins assertion “Success Leaves Clues” is totally applicable as we let the data of 100
aggressive growth-focused entrepreneurs start to tell a story. Some anecdotal, some
causation, some correlation -- all with contextual information and value and all interesting and
relevant for benchmarking and developing best-practices integrating dynamic business
valuation with data visualization & other dynamic guidance tools.
c. None of this technology as it is now existed 5+ years ago. Even separate new technology is just
now being applied in a combinative way with open-architecture and open APIs allowing for a
powerful dynamic business synergy and toolkit for entrepreneurs to harness their ambition!
d. Coordinating financial data visualization metrics with ongoing dynamic business valuation
methodology combined with other business strategy resources and all intentionally calibrated
to the desired future target is the epitome of Covey’s “Begin with the end in mind!”
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
3. 100 Diverse “eXponential enTREPreneur” Cohort & Peer Challenge a. “A Rising Tide Lifts All Surf Boards!” – Not only will we learn, but we will have intentionality
along with peer support to both pull us and push us to achieve for ourselves and the group.
b. Clarity, intentionality, calibrated feedback, visual dynamic guidance and tracking from the past
as we build our trend to our future – this challenge has great potential to be an X-Factor &
Force Multiplier as a powerful tool and open-architecture peer community.
c. This program is designed to be virtual and low-touch yet with high-access and future peer
connection opportunities for like-minded yet diverse entrepreneurs from across the country.
d. Entrepreneurs are competitive! This is an individual program. We will protect sensitive
information each entrepreneur wants kept private – but there is always an element of
competition to spur on innovation and accelerate learning.
We can’t predict how it will all work out, but we believe with 100 driven entrepreneurs in the
mix, it will be exciting, interesting and we’ll all benefit from the “friendly competition” as we all
strive to maximize our results.
Intended Audience for Unique R&D, Study & Valuation Challenge Opportunity:
Primary: eXponential enTREPreneurs (XTREPs)
Growth oriented, ambitious enTREPreneur leader with a supporting leadership team – typically
having a current revenue between $1-10M with a 3 to 5-year growth and trajectory focus,
ambition and drive for reaching $10 to $100M.
Secondary: “In the Business” XTREP Operators & Leadership Teams
Successful enTREPreneurship at this level can only happen with a strong and aligned leadership
team. This program is not only for the enTREPreneur, but also for their key “in-the-business”
leadership teams actually making it happen.
Additionally: “On the Business” XTREP Key Strategic Advisors
Great enTREPreneurs not only have great “in-the-business” leadership teams, but almost
without exception they also have tremendous high-powered “on-the-business” strategic
advisors, mentors, coaches and consultants. This program is designed to be
Open-Architecture - designed to share as much information as the entrepreneur desires to
share to improve advisory value based on enhanced data, ongoing dynamic business valuation
and other visual dynamic financial guidance.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
Operational Details for 2-Year R&D, Study & Valuation Challenge Program:
1. Time Frame – Comprehensive valuation and initial benchmark begins in 2019 for FY 2018 as the
starting baseline. Eight (8) subsequent quarterly business valuations will be done and delivered
within 30 days following the end of each quarter assuming all requested data & information is
provided. A final valuation with the calibration of the full 2-year results ending period of 2020 – to
be completed Q1 2021.
2. Deliverables: Kahuna Value NaVigator Team – a. Planned/Promised – Planned deliverables are shown in more detail in Appendix A
b. Planned/Not Promised – Because of the
nature of the challenge and the
unknowns at the start, we have several
initiatives and valuable bonuses
planned for adding value and delivering
more than we are contractually obligated
to. Please accept this sharing of our
intent in line with our commitment to
embracing the unknown as an adventure.
c. Not Planned/Promised (Via Law of
Serendipity) – We know without a doubt
that when enTREPreneurs take bold
action, the universe promises to provide
value in unforeseen and unexpected
ways. We don’t know exactly what,
but we know we can count on being
rewarded for our bold commitment!
“Whatever you can do, or dream you can, begin it… Boldness has genius, power and magic in it. Concerning all acts of initiative and creation, there is one elementary truth the ignorance of
which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then providence moves too.” ~ Johann Wolfgang Von Goethe
3. Deliverables: Your Responsibility – “Success is found where opportunity meets personal
responsibility!” Our team can only do our job when you are responsible for what you need to be
responsible for. Open communication, timely responses, reporting, access when needed, and
basic collaboration are all we need to do our part as a catalytic success partner for your journey.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
Nothing is pretty or perfect when it comes to entrepreneurship or any great ambitious endeavor.
We don’t ask for nor do we promise this. We do promise high trust, high respect, high candor,
high communication and a high motivation for making things the best they can for everyone. We
ask for a reciprocal commitment in this collaboration and joint venture!
4. Planned Study Methodology – We’ll develop a valuation starting baseline (FY 2018), work
with you and your leadership team on what you believe is possible for two-year goals ($1M default
target, but certainly NOT limited) as well as a strategic plan with quarterly milestones.
We’ll provide an updated quarterly valuation update along with delta from start, previous quarter
and delta to goal. We’ll also coordinate our dynamic guidance system with your valuation
financials and other KPIs to monitor and track results and progress from quarter to quarter. We
will share your individual results along with the group composite results and aggregated data as
feedback to learn and apply forward in the program.
5. Program Designed to Align with Your Goals & Ability to Share Results & Feedback
with Your Leadership Team & Strategic Advisors – We are not your guru but rather your
scorekeeper with some valuable insights, but we will not replace your strategic advisors. Our goal
is to be a catalyst to help those who you trust to learn and apply magnifying existing relationships.
Everything we learn is valuable for all of us on our individual -- and shared journey!
6. Strict Initial XTREP Challenge – Peer Cohort Limit of 100 – We can continue to add
participants deep into second quarter 2019 as the baseline of the valuation challenge starts with
FY 2018 results. We plan and fully expect 100 total participants. We desire peer quality for results
and for the friendly competition. “Steel Sharpens Steel!” The program is completely individual
and not dependent on others. There is no set minimum, however 100 is maximum for initial group
with registration officially closing at 100 participants.
“A Rising Tide Lifts All Surfboards!”
7. $10K Participation Investment – Includes all services for duration of 2-year program.
Alternative finance option is (4) Four monthly installments of only $2750.
We Are In! Are You Up to the Challenge to Join Us?
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
8. 110% Risk Reversal/Guarantee – This program is designed as a peer challenge, study and for
R&D purposes for the aggregate group. Please do NOT join if you have doubts or concerns. IF,
however, after one year (2019 with four quarters of results), you feel like you did not receive the
full value of your investment, your entire initial investment will be returned to you plus an
additional 10% as an added incentive for taking bold enTREPreneurial action in good-faith. Give us
the full year of 2019 and if you don’t feel we have overdelivered on our promise, we will refund
you not just 100% of your money, but 110% of your initial investment in this challenge.
BUSINESS VALUATION FOR ENTREPRENEURS
PROGRAM CONTEXT
Kahuna Business Group, Inc. has more than two decades as an entrepreneurial company serving
entrepreneurs. Kahuna Value NaVigator is an internal business unit focused exclusively on business
valuation discovery, clarity and targeted maximization for growth entrepreneurs.
As we progressed, we discovered a high level of honest ignorance (ourselves included) regarding how
much we didn’t know we didn’t know regarding business valuation.
We discovered a protected industry of overpaid, under-serving, bureaucratic, administrative accounting
valuation professionals who would gladly appraise and value your business for an average of around
$10,000.
No coaching. No strategizing. No game-planning. Only a really expensive static report!
There are a lot of valuation experts, but there are very few resources and legitimate experts who
understand business valuation as a core component of business strategy and planning for entrepreneurs.
For the $1-5M entrepreneur with ambitions of $10-100M, there are pitiful few resources dedicated to
helping entrepreneurs understand and apply business valuation as part of their master strategic planning.
We speak from (a painful) experience when ignorance of business valuation cost us several million dollars
because of what we didn’t know we didn’t know.
And even once we did know, it was too late to do anything about it.
We created Kahuna Value NaVigator to fill our own need and now offer it to provide value to our clients.
Valuation is 100% the Focus & Target—AND—Valuation is 100% Not the Focus & Target!
We Are Focused on the Value of Valuation – Not for the sake of “valuation” alone, but for what
understanding and intentionally improving valuation for a business over time can do -- AND what it
means for EVERYTHING ELSE important in the business over time.
Business Valuation is Improved Through Understanding &
Improving the Core Fundamentals of Your Business
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
XTREP CHALLENGE – PROGRAM OVERVIEW
Kahuna’s 100X100M Challenge is a two-year entrepreneur program and challenge to achieve a
documented increase of at least $1 million dollars in business value. It is labeled as a “challenge” because
although it is completely individual to each business, there is the opportunity for collective learning and
synergistic R&D value as a group striving towards a common mission.
The XTREP 100X100M Challenge officially begins in Q1 2019 benchmarking FY 2018 as the starting point.
The program will continue for eight consecutive quarters concluding with final individual results as well as
collective results, lessons learned, tools and resources and other valuable insights to share with all
participants and their key teams and advisors in Q1 2021.
This program is individual. Everything will be customized to and calibrated to each individual business. It
is a high data and high feedback program, designed to be as light touch as each entrepreneur wants it to
be. This is a unique and exciting R&D laboratory for all XTREPs who participate.
In almost all cases, everything any of our participating 100 XTREPs desires to develop and use for their
own specific “Dynamic Guidance” – will be applicable and valuable to all the rest of us.
This program is not designed nor intended to be like other masterminds, high level coaching or high value
advisory programs. Our ambition is “learning, living and sharing this journey of entrepreneurship” with 99
XTREP peers.
We assist XTREPs with an enTREPreneurial perspective with business valuation as part of an ongoing
dynamic business evaluation & improvement process. This challenge is uniquely designed as a catalyst for
clarity, intentionality and high-leverage calibration with your financials. You can also share results with
advisors, coaches and mastermind groups.
XTREP (eXponential enTREPreneur) Cohort Group Initial Two-Year (8 Quarter) Study
A “cohort” is a group of individuals having a statistical factor (such as age or class membership) in
common in a demographic study sharing defining characteristics. Our cohort study is a longitudinal study
working with and data sampling our XTREP cohort initial and every quarter as standard starting selected
period over a selected period – initially 2 years… plus follow-up studies in future.
Kahuna XTREP Program/Challenge –We’re looking to challenge other like-minded XTREPs serious and
committed to participate in the feedback process as we learn, live & share this combination of art, science
and alchemy related to dynamic business valuation for eXponential enTREPreneurs.
We’re NOT Your Guru, Success Coach, Teacher or Mentor
We are a Fellow XTREP – Your enTREPreneurial Peer
Living, Learning & Sharing the Same enTREPreneurial Journey
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
Appendix A – XTREP 100 Challenge – Deliverables: Planned & Promised:
WHAT IS PROVIDED & WHAT IS REQUIRED
The Kahuna Value NaVigator Team will work with each enTREPreneur to gather relevant data for an
initial Comprehensive Biz Equity Business Valuation. After data is gathered and analyzed, the KVN Team
will provide the entrepreneur with their full valuation summary plus a customized quickSURF Valuation
Analysis along with other valuation business development tools and resources to maximize valuation
improvement opportunities within 2-year challenge.
Important Note:
Most business valuations are dry statistical exercises of numbers plugged into cold generically applied
formulas for statistical smoke and mirrors to create a business value that will not get anyone in trouble.
Business Valuation is meaningless unless used as a basis to know where you are in relation to a future
desired target with understanding of the Delta (Gap) and what can be done to improve & close the gap.
We are enTREPreneurs serving enTREPreneurs – while formulas &statistical information is important, our
purpose is assisting our entrepreneur clients with greater clarity to understand their current situation to
affect the changes most relevant for architecting and building their desired future Enterprise Valuation.
Kahuna Value NaVigator
Initial “5-Step Comprehensive Baseline Strategic Business Valuation” – $1,495 Standard Value –
Includes:
1. Initial 30 Minute Discovery Calibration Call - Initial application of entrepreneurial S.U.R.F.
Strategy: Survey to really Understand important elements for current valuation – including: Business
history, entrepreneur history, relevant back story, motivations & drivers (both surface-level as well as
deeper – issues behind the issues) future strategic planning, near term tactical priorities, targets and
goals along with other relevant factors or situations relevant to business valuation.
2. Entrepreneur/Leadership Team Questionnaire – Simple & easy, yet insightful survey for the
entrepreneur leader and any relevant drivers in the leadership or management team – Designed for
application insights as well as to uncover possible hidden value drivers or value detractors. This
process is solely at the discretion of the entrepreneur for a broader tapestry of understanding relevant
factors affecting business valuation.
3. Fact-Finder & Documentation Process – Kahuna Support Coordination Team – In addition to the
Discovery Call and Leadership Questionnaire, this team will do the data input – They will coordinate to
request and compile relevant documentation, tax returns and other information for the most
comprehensive valuation. Our team is trained to not only make this painless, but to also make the
process educational where appropriate.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
4. BizEquity Standard Initial Valuation – Initial Business Valuation results based on three basic, industry-
standard, valuation methods. This valuation comes with a 29-page report with information and
insights related to different valuation methodologies as well as understanding the relevant factors
influencing valuation results.
5. Kahuna quickSURF™ Valuation Analysis – Kahuna Value NaVigator Team continues the
Survey/Understand – adding actionable overview. The analysis will include basic benchmarking and
understanding of where value is minimized or lost as well as where value is created. The analysis will
also contain an understanding of how to magnify value, incorporating results and action items into an
ongoing action plan.
Additionally, Kahuna Value NaVigator Team Will Provide
Standard KVN Valuation Strategy Session ($1,495 Additional Value Included)
▲ Kahuna Value Navigator Strategy Session (Including Dynamic Pathfinder Process™) – Once we have
plotted where you are, we can start to build a map to where you want to go. We’ll use valuation as a
metric, because value of the business comes through improvements in the business –i.e.- growth,
profit, cash flow, operational efficiency, and ultimately wealth. -- And –
▲ DRIVE 5 Priority Targeting & Goal Calibration – Our goal is for you to increase your value by at least
$1M within two-year time-frame. We’ll assist you to define targets, build key metrics and track them
with dynamic calibration to help you hit your targets as you focus on growth, profit & cash flow to
maximize your enterprise value as your core strategic asset for building your wealth!
Also -- ALL Below is Provided as Part of Complete 2-Year Program:
Advanced Business Valuation Integrated with Integrated Dynamic Guidance (Additional Included Value Below: $67,219)
▲ Seven (7) Subsequent Full Quarterly Strategic Business Valuations (w/Final Q1 2021)
As well as Seven (7) successive:
o Kahuna Value NaVigator Quarterly Strategy Sessions (Including Dynamic Pathfinder Process™)
o Quarterly DRIVE 5 Priority Targeting & Goal Calibration – Reviewing quarterly for what worked,
what didn’t with targets hit or missed, we’ll also review strategy and tactics moving forward. As
things are dynamic, we’ll refocusing every 90 days assisting recalibrate to DRIVE your goals.
(Same as shown above -- $1,495/Quarter = $10,465 Additional Standard Value)
▲ Kahuna Dynamic Business Valuation & Target Calibration
($670/ mo. & $1,699 setup = $17,779 included value) -- This unique system will keep track of your
valuation and the key performance indicators so that you can always be aware of your goal and
trends. The valuation will be updated quarterly with all KPI’s and targets recalibrated to help you
achieve maximum growth potential.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
▲ Kahuna Dynamic Guidance System (DGS) ($1,499/ mo. & $2,999 set up = $38,975 included value) –
We’ll set up your Dynamic Guidance System – with automatic sync calibrated to your financial data
giving you a living, breathing dashboard to see key metrics driving your value. DGS is your goal setting
& goal calibration tool based on your business aligned with relevant KPIs to your future targets.
▲ Kahuna DRIVE 5 Priority Targeting & Goal Calibration Within DGS -- Our goal is for you to DRIVE at
least $1M in value in two-years – hopefully much more. We’ll define targets, build key metrics and
track them relentlessly to help you hit your targets. Our focus is your growth, profit & cash to
maximize your value and your wealth! Each Quarter we’ll provide a KVN Strategy & Tactical Update
along with a valuation calibration to your specific business objectives.
▲ “If This, Then That” Strategic Analysis & Planning -- As an XTREP – most of your world is decision-
making. Hiring, firing, investing… the decisions can be overwhelming. With our system, we’ll help you
with feedback planning for “If This, Then That” scenarios to simplify decision-making focusing on
your 80/20 and what’s going to move the needle.
Summary Call to Action:
I won’t insult your intelligence. We’ve designed this initial R&D Study & Challenge Experiment to be as
much of a value-heavy and high-touch concierge service to be a complete “No Brainier” if you are the
right kind of entrepreneurial fit.
The traditional marketer’s value stack is loosely summarized below, but it is NOT really about what you
get for your investment.
Total Value Stack = Lots of $$$ Value Designed & Calibrated for You to Improve Enterprise Value of Your Business
by A Million Dollars (or even more) in 2-Years (or even less) – Versus –
One-Time $10K Investment-- Including a 110% Guarantee & Risk Reversal
What will it be worth to you (really) to benchmark your current business valuation and intentionally focus over the next 8 quarters on strategically improving the financial drivers creating value in your business? Yes, a million-dollar (or greater) improvement in value over 2-years equates to less than pennies on the dollar for your initial investment. Even that is NOT the real value for your investment. “Golden Eggs” are great… But you own a finely-tuned super-charged “Golden-Egg Producing Business”.
What’s it really worth to maximize the current & future production of your greatest wealth producing asset?
Visit https://kahunaaccounting.com/xtrep-elite/ to Discover More.
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
Appendix B – Illustration of Dynamic Progress Tracking Calibrated for Two-Year Target
STARTING
Month
Current
Month
Delta
Variance
%
Change
Previous
Month
Delta
Variance
%
Change
4,499,520$ Revenue 5,798,550$ 1,299,030$ 29% 5,624,594$ 173,957$ 3%
2,446,053$ Expenses 2,881,221$ 435,168$ 18% 2,823,597$ 57,624$ 2%
344,590$ Profit 589,723$ 245,133$ 71% 572,031$ 17,692$ 3%
1,561,855$ Payroll 1,921,054$ 359,199$ 23% 1,844,212$ 76,842$ 4%
35% Payroll as % of Revenue 33% -2% -5% 33% 0.34% 1%
64% Payroll as % of TTL Expenses 67% 3% 4% 65% 1.36% 2%
545,122$ Inventory 849,732$ 304,610$ 56% 807,245$ 42,487$ 5%
651,000$ Receivables 565,000$ (86,000)$ -13% 536,750$ 28,250$ 5%
11.63 Quick Ratio 13.47 1.84 16% 13.20 0.27 2%
8.25 Inventory Turnover 6.82 (1.43) -17% 6.97 (0.14) -2%
6.91 Receivables (Conversion) 10.26 3.35 48% 10.48 (0.22) -2%
0.46 Debt to Equity 0.32 (0.14) -30% 0.33 (0.01) -2%
0.40 Cash to Debt 0.61 0.21 54% 0.58 0.03 5%
39 # Employees 48 9 23% 46 2 4%
115,372$ Revenue / Employee 120,803$ 5,431$ 5% 122,274$ (1,470.65) -1%
62,719$ Expenses / Employee 60,025$ (2,694)$ -4% 61,383$ (1,357.10) -2%
8,835.64$ Profit / Employee 12,286$ 3,450$ 39% 12,435$ (149.57) -1%
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© 2018 Kahuna Value NaVigator- a Tactical Business Unit of Kahuna Business Group, Inc. All Concepts, Content & Program Design is the Intellectual Property of KBGI. All Rights Reserved
Appendix C – Two Example(s) of Customized Dynamic Guidance & Dashboards
Stop Flying Blind in Your Business -- Use Data to Accelerate Growth with Higher Profits
Real-time data (in plain language) built by enTREPreneurs for enTREPreneurs
Our Dynamic Guidance System is a custom-built dashboard calibrated to your growth, profit and cashflow!
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