Strategic Partner for Small Businesses. Mission Statement The mission of Mosaic Management LLC is to understand the client’s business, challenges and.

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Presentation transcript:

Strategic Partner for Small Businesses

Mission Statement The mission of Mosaic Management LLC is to understand the client’s business, challenges and aspirations. Mosaic partners this understanding with business expertise to form a strategic partnership that maximizes the client’s potential. Mosaic strives to help small businesses become more efficient in the areas of accounting, finance, strategic planning, marketing and sales.

Senior Management Team Graham Howle President Zac Freeland VP of Sales Edwin McCain VP of Client Relations Brittany Carson VP of Public Relations

Graham Howle, President Long-time Entrepreneur Started over 10 businesses, collaboratively and individually Currently owns and manages over 50 rental units. Finance, logistics and real estate expertise Serves on many business and real estate related boards Finance Committee Chair at Camp Greenville & Chairman of Friends of Glenn Current owner of Loose Change in Clemson, SC Current partner of MSH Investment Group LLC Named partner at Carolina Land Realty in 2009 Co-owner of Downtown Pedicab in 2006

April 2010 Edwin McCain asks Graham Howle to serve as his Business Affairs Manager. Friends and business partners for years, Edwin had been impressed by Graham’s proactive business skills and trusted him as his partner to make strategic financial and marketing decisions. September 2010 Graham’s success with Edwin McCain’s business affairs land his love of entrepreneurship in small businesses leads to his decision to commit to business advice to other companies. He began to expand his services beyond just finance and accounting. November 2010 Graham brought on his second client. Sales and Marketing were added to the finance and accounting roles. December 2010 Mosaic Management LLC was incorporated. Graham brought on long time friend and sales guru, Zac Freeland, as V.P. of Sales. Edwin McCain joined as V.P. of Client Relations and Brittany Carson started as V.P. of Public Relations. Timeline of Mosaic Management LLC

Mosaic Management LLC 1.Strategic Planning 2.Finance 3.Accounting 4.Sales 5.Technology 6.Marketing 7.Real Estate

1. Strategic Planning Write or revise Business Plans Consult on ways to increase profits Consult on ways to reduce expenses Consult on buying or selling a business Help create a positive corporate culture Coordinate activities and resources Establish policies and procedures

Negotiate Terms with Banks and Private Lenders Consult on Investment Opportunities Identify new sources of funding Develop and negotiate contracts Develop plans to ensure adequate cash flow 2. Finance

3. Accounting Book keeping Tax preparation Financial reporting Quick Books set up Take your sales to a alternative channel Cold Calling Lead Generation Outside Sales Needs Satisfaction Selling 4. Sales

5. Technology Recommend/implement programs for increased efficiency Create information websites Create e-commerce websites Document management systems Data Management systems Cloud computing systems

6. Marketing Develop and Implement a comprehensive marketing plan Affiliate Marketing Public Relations Special Event Organization Referral programs Tradeshows Adword campaign management Telemarketing Manage auction sites

7. Real Estate Find Investment Properties Create Equity Partnerships Equity Trading Negotiate with banks and private lenders Consult on Investment Opportunities Identify new sources of funding Develop and negotiate contracts

Mosaic Promise We will provide a Return on Investment (ROI). We will decrease our customers expenses and/or increase our customers profits. We will be a true trustworthy and friendly business partner. We will always treat our customers like we did when we were trying to get their business.

Thank You for your time, we look forward to partnering with you in 2011! The team at Mosaic Management LLC