integration brg overview
TRANSCRIPT
“Business Solutions from One Source”
Who We Are
We are in the business of helping business. We know what it takes to structure, launch, and grow a company. The
intricacies of each department alone can be overwhelming to even the most seasoned professional.
We are a Business Services Firm consisting of specialized business groups:
Consulting & Advisory
Capital Funding
Business Brokering/Mergers & Acquisitions
Marketing & Sales
Talent Management/Recruiting & Staffing
IT Solutions
Our Mission
Our mission is to establish a long term business relationship with our clients and to partner with them as an extension
their company. This approach allows us to provide vital business solutions to meet all of our client’s critical business
needs, while working with them throughout every phase of business.
In a nutshell, our team works as a part of your team creating a win-win for both of us.
Our Team
We help our clients achieve their pinnacle of success through our network of services and business professionals.
Our network of professionals is from various industries and areas of specialization. Our team has the training,
experience, and foresight to remove some of the burden off your back and give you peace of mind knowing your goals
will have the best chance of becoming achievable when partnering with us.
Integrated Business Solutions Model
Our unique "Integrated Business Solutions" model provides business clients with full integration of business services and
solutions which maximize our client's profitability and success.
Advantages of the Integrated Business Solutions Model:
Provides clients “one source” for the most critical business services of which companies need in today’s
competitive business environment.
Assist’s clients in every aspect of business and in all stages of the business cycle, from start-up, expansion,
acquisition and sale.
Our network of services works together creating synergy and expertise for our client’s needs which give them a
competitive advantage over competitors.
Our clients save time and money when partnering with our firm.
Integration Business Resource
Group
Consulting & Advisory
Capital Funding
Business Brokering
Marketing & Sales
Talent Management
IT Solutions
What We Do
Our integrated business services provide clients with the confidence and convenience of working with one firm. Our
clients depend on us for:
Business Analysis
Business Advisory
Business Start Up
Strategic Planning
Strategic Management
Leadership Training
Marketing
Public Relations
Sales Agency
Human Resources
Recruiting and Staffing
Finance and Accounting
Information Technology
Logistics
Construction Planning
Quality Assurance
Legal Compliance
Customer Satisfaction
Capital Funding
Business Brokering
Real Estate Investment
Business Investment
Our Approach
We believe in using a thorough and methodical approach when working with businesses like yours. We have developed
our own systems, procedures, and analysis in order to offer you a complete approach.
We begin by gathering all pertinent information about your business through our Integration Strategic Business Analysis.
This analysis covers 12 critical aspects to any existing or new start up’s value chain, which corresponds with a client’s
business plan.
The goal of our strategic business analysis is to identify problems and opportunities within core operational areas of our
client’s business, and to help develop strategies aimed at reducing inefficiencies, pursuing opportunities, and maximizing
profitability and growth potential. After our analysis, we develop a report based on the results of your company’s
analysis results.
Integrated Business Analysis
Our "Integration Strategic Business Analysis" offers an in depth 12-point value-chain analysis. Our signature analysis
evaluates our client’s business by assessing the following strategic areas:
1. Executive/Owner Discovery
2. Strategic Design & Planning of the Firm
3. General Management
4. Finance/Accounting
5. Human Resource Management
6. Information Technology
7. Technology/Research & Development
8. Supply Chain Management
9. Operations Management
10. Marketing & Sales
11. Customer Service/Service Department
12. Capital Needs & Credit
Results of our Strategic Business Analysis
Determine which business services are needed for your company; and offer Recommendations for how these services will be best suited for you; then we Develop an implementation plan outlined with Strategies aimed at reducing inefficiencies, pursuing opportunities; while Maximizing efficiency, profitability, and growth potential, which leads to a higher level of
Success for you
How We Work
Partnering with You
Like we state in our mission, we want to partner with our clients and form long lasting business relationships, as well as
take a proactive approach. For clients who want us to become an extension of their company, we will develop a specific
plan that outlines the services and rates most suited for their needs.
Business Advisory & Coaching
Our most popular service is our Business Advisory & Coaching Engagement plan. This is a monthly rate plan contracted
for a minimum 12-month period. With this plan, we provide our clients remote analysis, advisory, coaching, and general
consulting services for one flat monthly rate.
We believe that our Business Advisory Engagement plan allows us to more closely work with our clients and stay more
involved in decision making and problem solving. Unlike traditional services that charge hourly fees AFTER a client has a
need, our program spearheads issues BEFORE they arise. Because of this, we can proactively work with our clients to
continue to move in a positive direction. This service is a proven way for clients to save money and stay successful.
Additional fee plans for needed business services may include hourly rates, flat fee, and/or equity payment options.
Additional services such as on-site consulting, website development, or other services that incur additional costs will
require an additional agreement and rate quote.
Strategic Partners Network
Integration Business Resource Group is not founded on the experience or abilities of just one person. We believe in
employing experienced professionals with expertise to best serve our clients. But we don’t work with just anyone. We
take seriously our responsibility to our clients to provide high quality, reputable resources to enhance the goals and
vision of their business.
We believe in cooperation and forming strategic partnerships with Independent Consultants, Business Professionals, and
Business Service Firms. We have developed a Strategic Partner Network in order to offer companies unlimited resources
to meet their needs.
Consulting & Advisory Service Plans
Business Analysis:
Business Analysis
Monthly Analysis & Review
Quarterly Analysis & Review
Annual Analysis & Review
Strategic Business Planning:
Business & Strategy Planning
Develop and Update Business Plans
Develop Pitch Decks & Investment Overviews
Business Advisory & Executive Coaching:
Weekly interfacing, strategy, and advising via email/phone/video conference
Monthly interfacing, strategy, and advising discussing reviews, metrics, and goals
Quarterly interfacing, strategy, and advising discussing reviews, metrics, and goals
Annual interfacing, strategy and advising discussing reviews, metrics, and goals
Monthly Peer Group Webinars
Direct Access to Integration BRG’s other business groups
Indirect Access to Integration’s Strategic Partner Network of professional service providers
Business Consulting:
On site or remote consulting services
Individual Consultant or Consulting Teams
Fractional/Interim C-Level Services:
On site or remote C-level services
Part Time/Full Time
Short or Long term
Deliverable Business Services & Content:
Leadership & Management Training
Writing Business Plans & Reports
Marketing Services
Sales Services
HR Consulting Services
IT services
R&D Services
Supply Chain Services
Customer Support Services
Operations/Project Management
Quality Assurance/Support Services
Legal Consulting Services
Construction Consulting Services
Consulting & Advisory Pricing
Initial Business Discovery Questionnaire Free
In-Depth Business Analysis $2,500 plus expenses for Solopreneur. $5,000 plus expenses for Small Business. $10,000 plus expenses for Corporations. Includes on-site analysis & discovery for 1 business
analyst. Includes recommendation report on findings Includes general implementation plan with proposal for
required services.
Business Advisory & Executive Coaching Minimum 12-month engagement $1,500 month up to 10 hours of remote advisory only, for
Solopreneur. Single Advisor/Coach $2,250 month up to 20 hours of remote advisory only, for
Solopreneur. Single Advisor/Coach $2,500 month up to 4 hours of remote advisory and 8
hours on-site for Small Business. Consortium Advisory $4,000 month up to 8 hours of remote advisory and 16
hours on-site for Small Business. Consortium Advisory $5,000 month up to 4 hours of remote advisory and 8
hours on-site for Corporations. Consortium Advisory $8,000 month up to 8 hours of remote advisory and 16
hours on-site for Corporations. Consortium Advisory $150/hr after 20 hours for remote advisory services and
$250/hr for on-site visits. Includes: Monthly, Quarterly, Annual Analysis & Review
remotely. On-site Quarterly meeting facilitations (1 day) $2,500 plus
expenses. On-site Yearly strategic thinking and execution planning (2
day) $5,000 plus expenses. Direct Access to Integration’s other Business Groups &
Solutions. Indirect Access to Integration’s Strategic Partners
Network.
Business Consulting Services/On site or Remote Hourly rates from $150/hr to $500/hr Flat rates based on project
Fractional/Interim C-Level Service/On site or Remote
Hourly rates from $150/hr to $500/hr Flat rates based on project
Business Plans/Pitch Decks/Investment
Overview
Minimum $1,500 for Writing only up to 15 pages $1,500 16-25 pages $2,250 26-40 pages $3,000 41-60 pages $3,500 Research additional $150/hr
Deliverable Business Services & Content
Hourly rates from $150/hr to $500/hr Flat rates based on project/service/content estimate Commission rates, Equity Subscription
Description & Differences of an Advisor/Coach, Consultant, Fractional/Interim C-Level Services, Business
Service Provider, and Content
Business Advisor/Coach Acts in an advisory and coaching role Teaches, trains, and empowers Listens and provides strategy, guidance,
and focus Assists in obtaining additional resources
& services IBRG provides
Fractional/Interim C-Level Services Part/Full time Executive role as a CXO, CEO, CFO, COO, CMO, CIO
Member of Advisory/Board of Directors Hands on On-site or Remote
Business Consultant-Generalist/Specialist Hybrid of the Advisor/Coach and Fractional/Interim C-Level Executive
Advisor and Hands on Generalist Consultant is adept in all areas
of business and provides general consulting
Specialist Consultant is an expert in a specific business function such as Management, Marketing, HR, IT, Legal or a specific industry such as Software, Medical Device, Green Energy, Manufacturing, Retail, or Service
On-site or Remote
Business Service Provider Service company such as a printer, web hosting, insurance, financial services, etc
Deliverable Business Services & Content Tangible production or material such as a Business Plan, Reports, Leads, Website, Print or Digital Media, Logo, Blog, etc
Capital Funding Services & Fees
Integration Capital Funding Group assists business clients obtain the capital needed to start, grow, and acquire more
business.
Our Capital Funding services offer debt, equity, and combination of the two. We work with a large network of direct
commercial lenders, private investment, government, and other brokers in order to maximize the sourcing of funds for
clients.
How We Work
Integration Business Resource Group charges no upfront fees for capital funding services Client will pay IBRG fees in full at the time of capital funding closing If IBRG is not able to obtain direct lender capital funding for client, then additional 3rd party funding broker
partners may be utilized to assist in capital funding 3rd party broker partners may require additional fees in addition to IBRG fees IBRG may accept equity as payment for capital funding services. Such an agreement will have a separate
addendum
Commercial & Private Lending
We source Commercial Business Loan Products available for small and medium size businesses with the following needs:
Improve cash flow Access growth capital Build, purchase or refinance a commercial property Purchase and renovate and investment property Buy equipment
Commercial Business Loan Products include:
Business Term Loans Lines of Credit Accounts Receivable Financing Commercial Mortgage Backed Securities" is a
type of loan Commercial Real Estate Loans Bridge Loans
Financing for Real Estate Investors Equipment Financing Merchant Cash Advance SBA Loans Franchise Funding Acquisition Financing
Private Lenders include:
Equity Partners
Private & Institutional Investors
Angel Investors & Angel Groups
Venture Capitalists & VC Firms
Private Equity Firms
Family Offices
Hedge Fund Firms
Crowdfunding
Business Incubators and accelerators
Funding Source, Type, & Stage
Commercial/Business Lending Debt Growth, Profitable with Assets
Private Investor/Angel Investor Debt, Convertible Debt, Equity Start-up, Seed, Growth, Series A
Venture Capital Equity Seed, Growth, Series A, B
Private Equity Equity Growth, Series B, C, D, E
Hedge Funds High Interest Debt All Stages
Fee Schedule-Commercial Lending
Capital Funding up to $500,000 minimum of $5,000 or three percent (3%) fee
$500,000 to $2,000,000 minimum of $15,000 or two percent (2%) fee
$2,000,000 + minimum $40,000 or one percent (1%) fee
Business Planning & Due Diligence Hourly Rate & Flat Rate
Business Advisory & Consulting Hourly Rate & Flat Rate
Fee Schedule-Private Investment
Capital Funding up to $1,000,000 minimum of $10,000 or five percent (5%) fee
$1,000,000 to $2,000,000 minimum of $50,000 or four percent (4%) fee
$2,000,000 to $3,000,000 minimum of $80,000 or three percent (3%) fee
$3,000,000 to $5,000,000 minimum $90,000 or two percent (2%) fee
$5,000,000 + minimum $100,000 or one percent (1%) fee
Business Planning & Due Diligence Hourly Rate & Flat Rate
Business Advisory & Consulting Hourly Rate & Flat Rate
Business Brokering/Mergers & Acquisitions Services & Fees
Are you thinking of buying a business or even selling yours? Integration Business Brokering Group provides clients like
you the experience in analyzing and facilitating small and medium size business sales, acquisitions and mergers for both
Sellers and Buyers. We can also assist in providing our clients the proper resources for business valuations.
How We Work
Our team of experienced Business Consultants and Business Brokers will assist our clients interested in buying, selling, or
merging through in depth research, analysis, and due diligence of the business you are looking to buy, sell, or merge
with. After we obtain a certified valuation we will assist with legal professionals in negotiations between parties. Our
team of consultants can also remain after the sale or merger to assist with the transition and change management.
We offer free basic listings and competitive commission rates. You do not pay anything until we sell your business for
you!
Below is a summary of our services:
Preparing client businesses for sale. Assisting the owner in the valuation of the business. Gathering the information of the company necessary for its sale. Producing a profile description to promote the sale of the business. Confidential marketing of the business Qualifying and registering potential Buyers. Due Diligence Services Mediating in the negotiations between Buyers and Sellers.
Providing each party with professionalism, while guiding them through the closing process. Post-Sale Consulting & Advisory Services
Fee Schedule
Sale up to $5,000,000 minimum of $10,000 or ten percent (10%) fee
$5,000,000 to $25,000,000 minimum of $50,000 or five percent (5%) fee
$25,000,000 to $100,000,000 minimum $500,000 or two percent (2%) fee
$100,000,000 + minimum $2,000,000 or one percent (1%) fee
Business Sourcing & Due Diligence Hourly Rate & Flat Rate
Business Advisory & Consulting Hourly Rate & Flat Rate
Marketing & Sales Services & Fees
Marketing methods, strategies, and Public Relations are constantly changing in this fast-paced, multi-tasking, and the
social networking world of ours. The add lead generation, sales strategies, sales training, sales management, and
tracking ROI on marketing endeavors. Trying to keep up with it all can send your head spinning!
How We Work
Our Integration Marketing & Sales Group can help yours by creating and implementing marketing strategies in order to
successfully promote, sell and distribute your goods and services to your target market. We can manage your marketing
departments from development to promotion, benchmarking and analysis.
Our marketing team can be utilized for market research, brand development, advertising campaigns, and public
relations management. We also provide sales team development and training, and you can use us as a proxy sales team
or distributor of your product or services. Or if you need an ad agency, or help in managing your company’s image and
public relations, we can do it!
Our team also provides digital marketing and social media management; a must-have for any company trying to succeed
in today’s business climate. We have the talented people you need to assist you with website development, search
engine optimization (SEO), and social media marketing.
Our Marketing & Sales Professionals specialize in:
Interactive Marketing Advertising Branding Web Design Social Media Sales Force Training
Sales Distribution/Agency Consumer Insights and Research Public Relations Media Planning Audio and Video production
Fee Schedule
Marketing Consulting Hourly Rate or Flat Rate
Deliverables & Content Hourly Rate & Flat Rate
Sales Force Development & Training Hourly Rate & Flat Rate
Sales Distribution/Agency Hourly Rate & Flat Rate
Talent Management/Recruiting & Staffing Services & Fees
We know that Human Resources & Talent Management can be an arduous task to handle on your own. Our Integration
Recruiting and Staffing Group is here to help!
Your business is only as good as your people. So, to keep them happy, productive, and loyal, we have HR consultants on
hand to assist you with the development and improvement of you current HR department. And we can take on some of
the duties on your behalf such as developing programs, policies, recruitment, interviewing, hiring, and outplacement
services. We can develop a recruitment program to attract talented and skilled workers for your company which
includes selection, training, assessment, and compensation of employees. Our professionals also work with you to help
ensure your company’s compliance with employment and labor laws. Our goal is to maximize your employee’s
performance in service of your firm’s strategic objectives.
How We Work
Our Integration Talent Management Group works as an extension of your HR Department. We can recruit qualified
individuals for your job openings, staff your company with skilled employees, and develop and train your team. We take
care of your recruiting and staffing needs so you can expand and operate your company without the hassle and
headaches of hiring.
Our Services Include:
Executive Recruiting Direct Hire Contract Placement Temporary Staffing Seasonal Staffing Managed Staffing
Project Management On Site Services Software Development Outstaffing Services Quality Inspection, Sorting, & Re-work Services Quality Engineering & Liaisons
Fee Schedule
Executive Recruiting/Direct Hire/Placement 20% First Years’ Salary
Human Resource Consulting Hourly Rate & Flat Rate
Staffing Services/Project Management Hourly Rate & Flat Rate
Software Development Outstaffing Services Hourly Rate & Flat Rate
Quality Assurance Services Hourly Rate & Flat Rate
IT Solutions Services & Fees
Our IT Solutions Group assists clients who are in need of multiple IT Solutions such as IT Consulting, Custom Software
Development, Out of the box Software Platform Sales & Service, and Network Security & Monitoring.
How We Work
Our IT Consultants will analyze your IT and Software needs and provide you with an array of solutions. Our team is able
to manage your project or need from architecture and build to implementation and managed services.
Fee Schedule
IT Consulting Hourly Rate & Flat Rate
Software Development Hourly Rate & Flat Rate
Software Sales & Installation Flat Rate
Managed Services Flat Rate