privatus ci30 for the business cfo, larger midmarket +
TRANSCRIPT
LensLens
ExpectationsExpectations
The Future
The Future
BRG Privatus CI3O
The Business CFOTo Entrepreneurs& Their Businesses
Pitch Book. 2016Go When Thriving, Transitions
INTRODUCTION
Value is more than a number. It’s a client story. We listen. Then we provide options or find answers for strategic guidance to assist entrepreneurs, family, and their most trusted advisors;
1) options for the business; equity sale, divestiture, merger & acquisition, growth, transfer vs retain and transitions
2) opportunities plus risk management for owner and family; and
3) strategy preparation and navigation of these elements to leverage both remain dynamic
Engagements are customized and priced based upon scope and complexity.
IT’S TIME FOR ACTIONYour Client’s Operating Business. Your Stake in their Future. Our Value is We Leverage Yours and Theirs.
Your Client Has Lofty Ambitions
Investor Capitalist
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Lifestyle Transformative
What The Results Can Look LikeCFO, Trusted Advisor, Firm• Higher Revenue Streams, Deeper Valued Relationship with Family• Premium business value; 2X or more, Higher offers, More options• Discussions evolve; less about investments and taxes, more about entrepreneurship
Owner & Family• Raise the bar on success; a premium transaction with family cohesion• More opportunities for owner and family, next generations – a capitalist role or other
and legacy• Simplified technical guidance and a clear roadmap enables high quality execution
with A-Team advisors.
Along The Way We Solve Points of PainFor the CFO, Trusted Advisor, Firm
Win the Hourly Rate BattleExpansion of sources of revenueUncertainty of Future with Family, post-transaction
For Owner & Family
Diverse Expectations, Interests, GoalsPremium Expectations of the transaction, subpar resultsWhat Are Our Options?
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The Target Audience
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• $50Million to $500Million- middle market
• $500Million to $3Billion – larger private and small cap public markets
A family with business interests of most all sizes, board and C-suite, their staff and advisors deserve to know their best options & opportunities
STARTING TODAY, LET’S AIM HIGH, RAISE THE BAR & DO “SOMETHING” NEW,
TOGETHER
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Leading With What a Client WantsA problem we can solve
An Owner/Entrepreneur should be able to step down from their business when they are ready without fear the business isn’t worth what they assumed and with no idea of what they want to do next. Many wait too long. The fight may be gone and the business may be less profitable.
A solution we offer to the ideal client
A strategic forward thinking plan, a constituent ecosystem, an enterprise framework, family derived strategy supported by governance, risk oversight, succession, transition and execution oversight. The right skills can do the heavy lifting regularly.
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Our Strategic View of Opportunity
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A world of opportunities open to your firm, yourself and your client
By modifying the discussion from taxes, revenue and profits to vision-oriented and a strategy that everyone is geared around and subsequently drives risk management and enhanced shareholder value.
Needless to say there are many "soft" issues that cannot be ignored and should be integrated during the process as opposed to being reacted to and addressed in an ad hoc matter.
If nobody but your client understands what s/he wants, let’s change that so everyone is on board.
BRG Privatus CI3O - GuidancePrivatus CI3O was formed with uncommon insight, skills, and knowledge of its founders
With a blend of
BRG - Tangible Guidance- technical• How to Grow a Thriving, Sustainable Business; c-suite, boards, advisors, family• Business Risk Oversight & Management with Options – identify, measure, manage, mitigate
Privatus Intangible Guidance– family centric• Servant Leadership – How We Conduct Ourselves. Preparation, Resolving the 6T’s*, Strategy • Chief of Staff - Demystify tradeoffs. Candor. Execute on business strategies, transitions and legacy building• Strategic Value Architect - influences value and knows how to harness trusted advisors’ wisdom - A
formal ecosystem, an enterprise framework, alignment of optics, harmony of expectations
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* transfers, transactions, transitions, transformations, taxes, trouble (disputes)
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How Much Your Client Gets to Keep, Matters
During and post‐transition the question becomes how much does your client get to keep when the business wasn’t “fixed”, “gut feel” was the motive, interests and expectations are misaligned and now supporting lifestyle starts:
THIS IS THE OLD APPROACH WE’RE HERE TO HELP YOU DO SOMETHING NEW
Why We Formed Privatus CI3O
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The purpose of Privatus CI3O to act on the gaps, flaws and the weaknesses of competitors in thebusiness and financial services industries in serving family businesses and their owners.
Neither BRG nor Privatus CI3O are law, accounting or wealth management firms. We are familyChief of Staff, a blend of finance and management with high EQ/IQ. We are there for as longthey want us to be. We augment. We do not replace existing firms or advisors.
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We offer a brief "taste" of client assistance as a prequel to a full engagement.
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Experience What It Feels Like to Exceed Your Client’s Expectations
Here’s To Your Success
Privatus CI3O Services, LLC All Rights Reserved@201515
Robin Coady Smith1330 Avenue of the Americas, 23rd FlNew York, NY 10019Phone: 1-646-328-1982Email: [email protected]
Carl Lloyd Sheeler, PhD, ASA, CBA, CVA2049 Century Park East, Suite 2525Los Angeles, CA 90067Phone: 1-310-499-4842 CA
1-646-328-1981 NYEmail: [email protected] or [email protected]
Web: www.prcio.comwww.thinkbrg.com