new alliance10
DESCRIPTION
How we connect to maximize value for business owners worldwide!TRANSCRIPT
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The Alliance:“ We Connect People, Information, and Money
with the Best ways to Maximize Business Value”
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ROBERTSON& FOLEY
INVESTMENT BANKERS2
Serving the Middle Market
Sales(U.S. $ millions)
5 150 500 1,000
Small Lower Middle Upper Large
Businesses M I d d l e M a r k e t Companies
2-3x 4-6x 7-8x 8-10x >10x
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Private Capital Markets
PrivateCapitalMarkets
Valuation
TransferCapitalization-
Growth
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The Alliance
MaximumValue
Process(MVP)
Information-Education-Valuation
(MidMarket Place.com)
Transfer
(AM&AA)
Growth
(MidMarket Alliance)
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Member Benefits“Based on over 25 years of transaction
experience, with thousands of client companies, unfortunately…
For 90% of all companies, the “value gap” is just too big for any sale today!”
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What is the “Value Gap” today?
Personal Needs Business Value
Measure and Create Solutions to Bridge the “Value Gap”
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Bridging the “Value Gap”Owner
Expectations/
Requirements
$__________
Business
Transfer Value
$_________
Increase Company Value
How?
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3 Key Questions :
What do you really want most?….
How much will it all cost?….
What is the best way to get from what you have to what you want?
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The Marketplace tells us:
‘Before Value can be sold or distributed….
Value must be Created!’
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Future global “weather forecast”…
• Rate of change will accelerate - life will be more complex, busier . . .
• Adaptability, agility & momentum will be the key to success!
• Innovation, opportunities & entrepreneurship will thrive
• Disruption will be the order of the day
• Fun, fortunes & failure will be in abundance
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Time Span based on Market Conditions
Per
form
ance
OriginalVision
Renaissance
Demise
Growth & Maturity Instability New Vision
Where is your business now ?
Business Changes
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Changing “Owner-Manager” Risk Profile over the Business Lifecycle
Expansion InstabilityCheck Out
CEO
Shareholder
Risk
Entrepreneur
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1. Increasing profitability of business 89%
2. Increasing value of business 76%
3. Providing access to capital forthe business 64%
4. Reducing debt level of business 63%
5. Expanding size of business 51%
Family Business, Research Findings, Mass Mutual
What are the Big Motives of Business Owners ?
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The Current Environment
A Fragmented Marketplace
WealthSuccession
Buy SellESOP’sIPO’s
Mergers&
Acquisitions
• CPA’s• Attorneys• Insurance and
Investment
Advisors
WealthPreservation
Estate PlanningWills & Trusts
Charitable PlanningFoundations
• Attorneys / CPA’s• Trust / Charitable Officers• Insurance / Investment
Advisors
• Brokerages• Banks• Insurance and
Investment
Advisors401kIRA
Life InsuranceAnnuities
Mutual Funds
WealthAccumulation
Fragmented Industry
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A Fragmented Approach is Ineffective
Today most financial professionals focus almost exclusively on just 1 or 2 of the pieces,
valuation, legal, accounting, tax, M&A, etc. -- they fail to completely understand the owner’s fundamental personal needs and comprehensively evaluate the company’s
overall business performance and potential
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The Importance of a “BIG Picture” View
• Because the needs of the private Business Owner and the Company are so inextricably
interlined the best Financial Advisors focus on the whole and not just individual parts.
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Who Best Manages the Team?
TeamManager
__________
CPA
Attorney
RiskManagement Professional
MoneyManager
PrivateInvestment
Banker
PersonalFinancial Advisor
Estate Planner
BusinessGrowth
Consultant
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It all begins with awareness, information, and education…a whole new perspective on
the BIG picture
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Reductionism HolismParts WholeStructured CreativeRational IntuitiveProve it! Open mindHierarchy SynergyCategories IndividualsSeperate ConnectedFuture/past NowPrecise ChaoticStatic DynamicMale FemaleNosy SelfcorrectingSeperate notes HarmonyMechanic Organic
Paul Wilson
Left
brain
Right
brain
LogicalSequential
RationalAnalyticalObjective
Looks at parts
IntuitiveImaginationEmotionalSynthesizingSubjectiveHolistic
“The New Corporate Skillset!”
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“None of us is as smart as all of us.” Warren Bennis
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October 31, 200623
Traditional Institutional Model Superseded
Many: OneAffinity Investing
Affinity Philanthropy
Old Model: Financial Institutions serving many individuals
Financial Institution
New Model: P2P Many: One, One: Many, Many: Many, One: One
One: ManyAffinity Purchasing
Few: Few Long Tail
Many: ManyPrediction Markets, Synthetic Economies
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The MidMarket Alliance maximizes Value with a world-class professional community of
independent experts sharing ideas, resources, and proven best practices: The MVP system
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MidMarket Alliance Connects
Web BasedInformation
Lawyers
Clients CPAs
Buyers
and Lenders
M&A Advisors
Business Value Growth Advisors
• Organize
• Compress time frames
• Improve Accuracy
• Reduce Risk
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Maximum Value Process (MVP)
“If you can’t measure it you can’t manage it
and…If you can’t manage it you
can’t maximize it!
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Process - View
Drives
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We Know the Maximum Value Process (MVP)
Project Coordination
MVP
Maximizing Value Process
Awareness &Education
Personal Needs Analysis
“Value GAP”Analysis
BusinessEvaluation
Management Action Plan
(MAP)
Transaction Advisory
Personal & Estate Planning
Value-Growth
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What was the main reason you went into business for yourself?
The planning process must be driven by the total personal needs of the business owner
What sort of relationship do you want to have with the business
going forward?
For how much longer do youwant to
remain involved with the business?
Where are you at now considering the lifecycle for your Business?
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© COPYRIGHT FINANCEWARE, INC 2005 ALL RIGHTS RESERVED
Delivering W E A L T H C A R E
Sample:Aspirations (Ideal) and Traditional Goals (Acceptable)
Traditional advisory services focus on maximizing the size of your investment portfolio by minimizing your spending, maximizing your savings and positioning you in a portfolio with the highest risk you can tolerate. Achieving goals otherwise ignored and minimizing investment risk is what the Wealthcare process is all about. For most people, some goals are more important than others.
Your primary financial goals as determined in our goal assessment are outlined above.
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Knowing the $ Value Gapyou can Model Alternatives
What are all the possible ways to
get from where you are to where you want to be?
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“Choose the right transaction at the right time”
Design and Structure
“The Right Deal”
Close the Transaction
with Optimum Results
Manage the many Business andPersonal Transition Issues
Next Step: Personal Wealth Management
Manage Transaction Process
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Value Maximization
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ShareholderValue
ShareholderValue
Integrated Performance Management:
Why a Unified Approach Drives Greater Value
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Copyright © 2005 Deloitte Development LLC. All rights reserved.
ShareholderValue
ShareholderValue
Introduction
• Processes used to manage performance– Budgeting and forecasting
– Financial close and consolidation
– Financial reporting
– Management and operational reporting
• Methodologies– Executive level scorecarding
– Profitability and cost management
– Other approaches to tracking and improving business performance
• Metrics to monitor and analyze performance against goals
• Tools to capture and sustain performance
Integrated Performance Management is a leading approach to helping companies develop a coherent, integrated approach to financial analytics to drive shareholder value. The framework consists of the following elements:
Reward Results
Monitor Individual Results
Reporting(Financial & Operational)
Forecasting
Budgeting
Business Planning
Strategic Planning
Analysis
Performance Measurement
ShareholderValue
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Copyright © 2005 Deloitte Development LLC. All rights reserved.
ShareholderValue
ShareholderValue
IPM Capability Maturity Model
1 Processes
Cascading scorecards at all management levels Measures are normal result of business activity Performance Measure change with strategy Cycle time short, data available within days Variance to planned results can be translated into specific
business events
2Performance Measures/Data
Clearly articulated and communicated strategic objectives, policies, roles and expectations
Process and technology to monitor against objectives ingrained into management reporting and into culture
Clear linkage between measure and organizational success, (i.e. operating measures support financial results)
3Organization Alignment
Organizational ownership of measures is clearly understood. Driver based forecasting Compensation & culture promote behavior consistent with
corporate strategy and accuracy in budgeting, forecasting and planning
4Technologies and Tools
One planning system that is integrated to other systems and data
Trend-based modeling. Trend-based modeling draws on historical measures of the organization's headcount growth, which are projected into the future.
Capability Description
Leading Deloitte Client’s Representative Maturity Level
Non-existent1
Developing2
Defined3
Advanced4
Leading5
1
Financial Measures
Operating
Measures
Developing
Non Standard
The Integrated Performance Management Capability Maturity Model is a key tool used to assess a company’s current state processes, measures, organization, roles and tools
Integrated Performance Management Maturity Model
2
Based on initial feedback suggested first areas of focus
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Copyright © 2005 Deloitte Development LLC. All rights reserved.
ShareholderValue
ShareholderValue
IPM With Enterprise Value Map (EVM)EVM links shareholder value with key operating drivers:
– Identifies value drivers and improvement levers
– Focuses on quantitative impact of strategies/initiatives that relate to business value
– Links value drivers with product, customer, operational and initiative portfolios
Shareholder Value
Marketing &Sales
AccountManagement
Cross-Sell /Up-Sell
Retention
Demand &Supply
Management
PriceOptimization
Marketing &Advertising
Sales
CustomerService &Support
OrderFulfillment &
Billing
IT, Telecom &Networking
Real Estate
HumanResources
Procurement(Excluding Production
Materials &Merchandise)
BusinessManagement
FinancialManagement
Materials
Production
Merchandising
Logistics &Distribution
ProductDevelopment
Real Estate &Infrastructure
Equipment &Systems
Finished Goods
Work inProcess &
Raw Materials
Accounts, Notes& InterestReceivable
Accounts, Notes& InterestPayable
BusinessPlanning
ProgramDelivery
BusinessPerformanceManagement
OperationalExcellence
Partnership &Collaboration
RelationshipStrength
Agility &Flexibility
Product &Service
Innovation
ServiceDelivery
Cash / AssetManagement
ImproveExecution
Capabilities
ImproveManagerial &GovernanceEffectiveness
ImproveReceivables &
PayablesEfficiency
ImproveInventoryEfficiency
ImprovePP&E
Efficiency
ImproveLogistics &
Service ProvisionEfficiency
ImproveDevelopment &
ProductionEfficiency
ImproveCorporate/
Shared ServiceEfficiency
ImproveCustomerInteractionEfficiency
StrengthenPricing
LeverageIncome-
GeneratingAssets
Retain andGrow Current
CustomersAcquire New
Customers
Volume PriceRealization
Selling,General &
Administrative(SG&A)
Cost of GoodsSold
(COGS)
Property, Plant& Equipment
(PP&E)Inventory Receivables
& PayablesCompanyStrengths
ExternalFactors
Revenue Growth Operating Margin(after taxes)
Asset Efficiency Expectations
Product &Service
Innovation
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D e l o i t t e E n t e r p r i s e V a l u e M a p TM
C o n d e n s e d V e r s i o n
Income Taxes
ImproveIncome Tax
Efficiency
Income TaxManagement Governance
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Copyright © 2005 Deloitte Development LLC. All rights reserved.
ShareholderValue
ShareholderValue
IPM With Enterprise Value Map (EVM)
Key to an effective IPM framework is managing Financial & Operational Information across the Value Map
Volume Price Realization
Operating Margin
Shareholder Value
Revenue Growth Asset Efficiency Expectations
• Acquire new customers
• Retain and grow existing customers
• Leverage income generating assets
• Optimize Pricing Analytics
• Improve Demand/ Supply Mgmt
• Improve Product & Service Info
SG&A
• Improve Financial Information Delivery
• Streamline Infrastructure Processes
• Improve breadth, depth & quality of Financial Info
PP&E Efficiency
Working Capital
• Improve IT Mgmt
• Improve Enterprise Data Mgmt
• Improve Non-IT PP&E Tracking
• Improve Payables
• Decrease Receivables
• Optimize Inventory
Governance Effective-ness
• Ensure Regulatory Compliance
• Improve Internal Controls Mgmt
• Improve Managerial Effectiveness
External Factors /
Investor Trust
• Improve shareholder & analyst commun-ications
• Communicate company & mgmt. quality with timely financial information
COGS
• Rationalize product and service portfolios
• Improve demand forecasting process
• Improve capacity planning process
Mgmt. Effective-
ness
• Improve Measurement of Financial Performance
• Improve Analysis of Managerial Information
• Improve Performance Mgmt
• Planning/budgeting• Monitoring/analytics• Operational decision-
making• Standardization of data
•Customer information•Competitive information•Forward looking information•Standardization of data
• Standardize analytic tools and applications
• Consolidate data and financial information
• Standardization of data
• Decrease liability exposure for CXOs• Controls over quality of data• Monitoring and analytics• Communication between board,
management, shareholders and public• Internal controls and compliance
Shareholder Value
Marketing &Sales
AccountManagement
Cross-Sell /Up-Sell
Retention
Demand &Supply
Management
PriceOptimization
Marketing &Advertising
Sales
CustomerService &Support
OrderFulfillment &
Billing
IT, Telecom &Networking
Real Estate
HumanResources
Procurement(Excluding Production
Materials &Merchandise)
BusinessManagement
FinancialManagement
Materials
Production
Merchandising
Logistics &Distribution
ProductDevelopment
Real Estate &Infrastructure
Equipment &Systems
Finished Goods
Work inProcess &
Raw Materials
Accounts, Notes& InterestReceivable
Accounts, Notes& InterestPayable
BusinessPlanning
ProgramDelivery
BusinessPerformanceManagement
OperationalExcellence
Partnership &Collaboration
RelationshipStrength
Agility &Flexibility
Product &Service
Innovation
ServiceDelivery
Cash / AssetManagement
ImproveExecution
Capabilities
ImproveManagerial &GovernanceEffectiveness
ImproveReceivables &
PayablesEfficiency
ImproveInventoryEfficiency
ImprovePP&E
Efficiency
ImproveLogistics &
Service ProvisionEfficiency
ImproveDevelopment &
ProductionEfficiency
ImproveCorporate/
Shared ServiceEfficiency
ImproveCustomerInteractionEfficiency
StrengthenPricing
LeverageIncome-
GeneratingAssets
Retain andGrow Current
CustomersAcquire New
Customers
Volume PriceRealization
Selling,General &
Administrative(SG&A)
Cost of GoodsSold
(COGS)
Property, Plant& Equipment
(PP&E)Inventory Receivables
& PayablesCompanyStrengths
ExternalFactors
Revenue Growth Operating Margin(after taxes)
Asset Efficiency Expectations
Product &Service
Innovation
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D e l o i t t e E n t e r p r i s e V a l u e M a p TM
C o n d e n s e d V e r s i o n
Income Taxes
ImproveIncome Tax
Efficiency
Income TaxManagement Governance
ShareholderValue
ShareholderValue
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Copyright © 2005 Deloitte Development LLC. All rights reserved.
ShareholderValue
ShareholderValue
Benefits of IPMIPM creates value by combining the power of technology, information, people and
process through all stages of the management cycle, from planning and budgeting to measuring and evolving. Specific benefits include:– Analytics Alignment generally means consolidation and elimination of measure to be
tracked– Provide clear linkage to enterprise-wide strategy and helps define specific actions– Provide decision makers with links to timely financial and non-financial information
regarding business performance– Allow the organization to leverage performance information across divisions,
geographies, business units, etc.– Help organizations evaluate and monitor internal initiatives from a strategic and tactical
perspective– Embed early warning alerts into information systems to highlight potential exceptions
and/or business issues– Provide tools for both finance and operations to allow them to collaborate and improve
budgeting, forecasting and planning capabilities– Enhance control over information and improve information cycle times
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Strategy Map
FinancialPerspective
CustomerPerspective
InternalPerspective
Learning andGrowth
Perspective
Productivity Strategy Growth StrategyLong-Term
Shareholder Value
Expand Revenue
Opportunities
Improve CostStructure
Increase AssetUtilization
EnhanceCustomer Value
Functionality PartnershipServiceSelectionAvailabilityQualityPrice Brand
Customer Value Proposition
Relationship ImageProduct / Service Attributes
Supply Production Distribution Risk Management
Selection Acquisition Retention Growth
Opportunity ID R&D Portfolio Design/Develop Launch
Environment Safety and Health Employment Community
Operations Management
Process
Customer ManagementProcess
Regulatory and SocialProcess
Innovation
Process
Human Capital
Information Capital
Organization Capital Cultur
eLeadershi
pAlignment Teamwork
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Maximum Value Player (MVP) [pley-er] noun
1. a person or thing that plays.
2. one actively involved especially in a competitive field or
process.
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2007 Patricia Seybold Group Page 49
What exactly are we Doing??
OrganizingRating
Creating Designing
Publishing
Subscribing
Finding
PromotingSharing
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“Web 2.0 generally refers to a second generation of services available on the WWW that lets people collaborate and share information online.” - Wikipedia.com
Shared Pictures =
Shared Knowledge =
Shared Bookmarks =
Shared News =
Shared Videos =
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Become the lead “MVP”:
Photo by Uma B. - Flickr
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2007 Patricia Seybold Group Page 52
Web 2.0
Social Networking
Customer-Contributed Content
Executable Web
Syndication
Published APIs
Web Services
Really Simple Syndication (RSS) Feeds, Atom
MultimediaPhotos, Videos,
Animation, Audio, Text
Rich Internet Apps
XML
Blogs, WikisMash UpsPodcasts
Flash, Flex , Ajax
Ruby on Rails, Python
JavaScript
Amazon S3
Google Earth
icalendar
Gadgets, Widgets
Sharing
Meta Tags
TaggingLinking
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eProject Roles Visualization
Dynamic ApplicationsVendors &
Partners
Document Management
Internal Teams
Project Managers
Executives
Communication Management
Portfolio
Management
ProjectManagement
Teams and Resources
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MidMarket Alliance Solution Center
Customers andCustomer
Issues
ServiceAnd
Support
SolutionPartners
SolutionSales
SolutionMarketing
ResearchAnd
Development
SolutionDevelopment
MarketResearch
IntegrationPartners
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2007 Patricia Seybold Group Page 56
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MidMarket Place.com• Where owners and advisors of privately held businesses go for
valuable free information to learn about the marketplace and to configure the ideal mix of products and professional services they need to maximize business value. The “go-to” place for middle market owners and advisors.
• Where professional services providers collaborate to deliver a compelling value proposition to the middle market business owner.
• A 21st Century lead generation machine
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MidMarket Place.com Branding Elements
• A Collaborative “Wiki”• Marketing Materials• Advertising• Public Relations• Direct Mail• Events and Seminars • Telemarketing• One-to-One Marketing• Conferences
• A Singular Focus on the Business Owner
• Vision and Creativity• A Sense of Urgency• Committed Professionals• Passion for Excellence• Fee Sharing Agreement • Dispute Resolution • One Goal: New Business!
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What’s a Brand Community?
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Brand Community – Also Called:- Customer Community- Brand Influencer Team
- Fan Club- Crowdsourced Network- Brand Wiki Members- Ambassador Program
- Stakeholder/Developer Forum- Advisory Panel
- Beta Testing Group
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What It is Not – Social Network- A Platform (typically media-driven and online) that Brings People Together i.e. YouTube, Facebook, flickr, Wikipedia
Why It Doesn’t Qualify:- People-centricity without a brand orientation- A conduit, not usually the end brand game - A social and media platform, not a brand rallying point
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Brand Communities - The End Game: Accelerated sales
More traffic Save costs
Drive marketing efficiencies Entrench brand loyalty Improve operations Support products Upsell services
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Brand Communities Can Tap Four Valuable & Untapped Market Forces
Peer Content
Peer Engagement/
Fanship
PeerCollaboration
Peer Advocacy
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Offline Outreach and Awareness
• Offline– Events– Business /Trade Shows– Brand Experience– PR /Buzz– Paid media/promotion– Other Asssociations– Referrals
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The MidMarket Alliance
IP
Sta
nd
ard
s, To
ols
, Tem
pla
tes
ContentIntellectual
Property(IP)
CommunitiesPortals
SeminarsVirtual Classroom
National ConferencesTools and Applications
Content on DemandCDs
Courseware
Re-p
urp
ose
Identification Organization Education Implementation Assessment
The Alliance Operating System
SME’s,Content
Developers
Learning &Performance
Solutions
Benefits for:•Members•Partners•Clients•Employees
Metadata
Repositories
Performance Learning
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Web-based Systems for Collaboration
Capital, Resources, and Tools
Expert Advisors
Education
Information
OwnersAwareness
MidMarket Place.com
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The Alliance:“ We Connect People, Information, and Money
with the Best ways to Maximize Business Value”