TAKING YOUR BUSINESS TO THE

NEXT LEVEL• BE A FINDER, NOT A MINDER OR A GRINDER

• THE IMPORTANCE OF BUSINESS PLANNING AND FORECASTING• THE VALUE OF PROFESSIONAL HELP

PRESENTED BY B2B CFO®April 17 General Membership Luncheon

BILL ST. CLAIR, PARTNER ERNIE ENGLISH, PARTNER

“Unofficial Organization Chart”

• Finders – future thinkers

• Minders – historical view

• Grinders – live for today

• Entrepreneurs are Finders– Live in the future; pull others into the future– High ethical and moral business core values– Creative, visionary, innovator, dreamer– Relationship builder

WHO IS A FINDER?

Make the Best Use of Your Time

•Find sales with good margins•Leave Minding and Grinding activities to others•Sales or cash? – let others find the cash, Finders need to generate sales

BUSINESS PLANNING AND FORECASTING

• WHERE ARE YOU GOING?• HOW DO YOU KNOW WHEN YOU GET THERE?• ARE YOU ENTERING A RESOURCE “DANGER

ZONE” ?• ARE YOU AT RISK OF GIVING UP YOUR FINDER ROLE?• WHAT ARE YOU GOING TO TELL THE BANK?• HOW DOES THIS APPLY TO YOUR EXIT?

USING PROFESSIONAL HELP

• CONSIDER THE NOTION THAT “YOU DON’T KNOW WHAT YOU DON’T KNOW”

• QUALITY HELP IS AVAILABLE TO FIT YOUR BUSINESS SIZE AND NEEDS• A TRUSTED ADVISOR CAN BE AN INVALUABLE RESOURCE IN

DETERMINING WHAT HELP IS APPROPRIATE• FREE RESOURCES: LONE STAR COLLEGE SBDC, SCORE VOLUNTEERS

AND MANY MORE• CONSULTANTS: PEO, SPECIALTY TAX, CPA, IT, CMO, CLO, CFO,

WEALTH MANAGER• EXPLORE OPTIONS, LEARN ABOUT RISKS, LEVERAGE KNOWLEDGE

BASE

COMPLIMENTARY ASSESSMENT

THE DISCOVERY ANALYSIS TM • A confidential meeting with the business owner(s), then

interview company staff• Look at the company’s financial information and computer

systems• Benchmark financial information against industry averages• Create a confidential report of our findings in

The Strategy Gameplan TM

THANK YOU!www.b2bcfo.com