Three Steps for More Money & More Fun

More steps, for extra credit Our talk 2 Stories 3 Simple actions More steps, for extra credit

Why Own & Run vs. ‘Get a Job?’ Unemployable Want to improve my life Better return on time & money Control destiny

Losing sight of the big reasons Over time, losing out on gains sought What ends up happening Losing sight of the big reasons Over time, losing out on gains sought Focus on issue at hand Making payroll Getting the deal Personnel crisis

What ends up happening Focus on items that do not build value

Yipee! Story 1 – Losing Out Bootstrapped Company No debt No personal guarantees R&D Freedom Worth 3-10x gross Yipee!

Yuck! Story 1 – Losing Out So, choices are: Ready for a new challenge Went to list but worth less So, choices are: Sell for less Keep and improve Keep and harvest Yuck!

Yipee! Stary 2 – Lucking Out Bootstrapped Company Inc 500 as fastest growing company Profitable every year Grew every year but one Built departments, made myself unnecessary Yipee!

Yipee! Stary 2 – Lucking Out Offer from 3rd party to buy company People & Processes Pipeline & Markets Scalable 100x return on initial investment Yipee!

What’s theDifference? Future picture Metrics that mattered Building blocks Cadence for plan, adjustments, accountability Built to delegate Metrics that mattered Profit, Growth People, Processes Pipeline, Market Scalable, Sustainable

Quarterly Plan, 2-3 metric focus 3 Step Cadence Annual 1, 5 Year Plan Quarterly Plan, 2-3 metric focus Quarterly review

5 Year Plan: Work Backward from Revenue Goal Process People Profit $ Growth Pipeline Markets

Create a picture Track key numbers Make hard adjustments The Process Create a picture Track key numbers Make hard adjustments

Story 1: Basic Value Factors Profit: No Profit = Well-run startup Growth: 20% annual growth has shifted to 2% People: Owner required for multiple roles Process: Development strongly defined. No marketing or sales process. Pipeline/Market: No pipeline, No market. Scalable/Sustainable: It was scalable, but no longer.

My Master Dashboard YoY, QoQ Profit Growth Value Score, Map People Process Pipeline Market Potential

Getting Your Company Value Use Software Tools, such as BodeTree Uvalue ValueAddr

Target one optimization Report results in 3 months Simple Start Next Week Pick one factor Target one optimization Tell your CEBI board Report results in 3 months

The Weeds VS The Big Picture Why? The Weeds VS The Big Picture

Simple Way to Realize More Why? Simple Way to Realize More For Yourself For the Risk For the Work

Contact Jim Henderson Exemplary Group jim@exemplarygroup.com (774) 545-5184