Protect-Biz® for
Business
Advisors
Salt Marsh Solutions, Inc. of Georgia
One of our challenges today
Many people carry the banner of Risk Management
This form of Risk Management is different from any you have seen before
InsuranceRisk Appetite
Legal risk Investment risk
As a business advisor…
You have a unique perspective and insight into your clients’ businesses
You may feel they could do better
This may be a way for you to offer more value to your clients
An opportunity…
To offer an additional value to clients for their success
To add an additional revenue stream
Their future is...unpredictable
You know how their plans can be turned upside down by the unexpected?
Key employee disabled due to an auto accident
A competitor comes out with a powerful marketing message
An important supplier goes out of business
Their building becomes uninhabitable
The USPS delivery of payments, orders is interrupted
Recovery from each of these costs real dollars
Wouldn’t it be nice if…
They saw approaching problems from a distance;
Growing problems were recognized early;
They had colleagues on watch for them; and,
Their team already had the plans and organization to deal with them effectively;
Without costing you an arm and a leg?
Our mission is…
To position you to help them protect hard-earned revenue from going up in the smoke of recovery from the unexpected.
So they don’t spend money just to get back to where they were
This is about…
A powerful but often overlooked dimension of planning
“What might go wrong?” and
“What can I do about it?”
ANY plan for ANY goals
Strategic, tactical
Even to maintain the status quo
Wouldn’t it be great if…
Hard earned money was protected from the smoke of recovery
To invest for the future
To take to the bank
How much are we talking about?
Pareto’s Principle is more often true than not
80% probability: ~ 10 - 15% of revenue
20% probability: catastrophic company failure
There are ample examples of each
in the business press
We can help you show them how to…
Turn HINDSIGHT (ouch!)
Into FORESIGHT (goal achievement)
Which is better?
While thinking about the future can be unproductive
The “-if’s” make the future come alive in 3-D
“What-if”, “When-if”, “Who-if”, “How-if”
This is…
You can call it
Risk management
Contingency planning
Or, just putting the important things on a shorter management leash
Regardless of what you call it, it is critical for success; for if they don’t manage their risks, THE
RISKS WILL MANAGE THEM
This…
Is Risk management designed for busy people with other things to do
Costly specialists are not required
Leads them to…
Risk management independence, and
Self-sufficiency
This has…
The PROVEN ability to peer into the future and change it for the better
What we call
Manage from a Higher Level®
It is a process
Available as
A workshop, and as
An Internet-based tool The Process
This brings…
Structure to an unstructured reality
Structure facilitates management and control over more items
To avoid the necessity of arbitrarily creating a “short list” and ignoring the rest
It is all about…
Gaining more control over achieving goals and the bottom line
The Value is…
Delivers a comprehensive list of risks
Produces an actionable risk management plan
Easy to review
Easy to delegate
Easy to maintain
To avoid and minimize costly setbacks
No arm and a leg here
One small investment, lifetime license, no additional costs
Protect-Biz®
Designed for Main Street and Industrial Road
Main Street Industrial Road
Protect-Biz® Process
Protect-Biz® Live Demo
www.protect-biz.com the Internet-based tool
To demonstrate the process as well as the tool
Value of Protect-Biz®
Avoids/minimizes costly setbacks
Produces an actionable risk management plan
Easy to use, delegate responsibility & authority, to maintain (not a report that sits on a shelf)
Leads to independence, self-sufficiency and sustainability
Protect-Biz® Process
Proven
Protect-Biz.com Licensing
Special licensing for business advisors
Longer term, reusable ID
Annual fee, multi-year discount
Protect-Biz® Workshops
On-site
Company leadership
Typically, 3 half-day sessions
Pricing based upon size of the organization
Lifetime license to use process, formats
Your firm can become…
Their SCOUT and GUIDE
to help them through THEIR maze of risks
Questions/Discussion
Contact us – phone or email to discuss the possibilities
Salt Marsh Solutions, Inc.
www.sms-ga.com
St. Simons Island, Georgia; 912.638.3868,
http://www.linkedin.com/company/salt-marsh-solutions-inc-of-georgia
http://www.linkedin.com/is/tomofssi